Wealthify Overview

  • Founded
  • 2014
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 50
Employees
  • Latest Deal Type
  • 2ndary - Private

Wealthify General Information

Description

Developer of an online investment platform designed to offer personal investment plans. The company's platform offers a new way to invest and grow investors' money, enabling investors to automate and simplify investment decisions and manage all their present investments in a single dashboard.

Contact Information

Website
www.wealthify.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Asset Management
Parent Company
Aviva (Life and Health Insurance)
Primary Office
  • Tec Marina, Terra Nova Way
  • Penarth CF64 1SA
  • Wales, United Kingdom
+44 0800 000 0000
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Wealthify Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Secondary Transaction - Private 04-Jun-2020 Completed Generating Revenue
4. Merger/Acquisition 05-Oct-2017 000.00 00.000 000.00 Completed Generating Revenue
3. Equity Crowdfunding 19-Jun-2017 00000 00.000 000.00 Completed Generating Revenue
2. Early Stage VC 03-Nov-2016 $2.45M $2.7M 00.000 Completed Generating Revenue
1. Angel (individual) 22-Sep-2015 $250K $250K 00000 Completed Generating Revenue
To view Wealthify’s complete valuation and funding history, request access »

Wealthify Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Ordinary 4 0 00.000000 0000000.0 0000000.0 00 0000000.0 00.000
Ordinary 3 0 00.000000 00000000.00 00000000.00 00 00000000.00 00.000
Ordinary 2 3 $1.233571 $92517.85 $92517.85 1x $92517.85 42.86%
Ordinary 1 1 $1.233571 $199406.82 $199406.82 1x $199406.82 14.29%
To view Wealthify’s complete cap table history, request access »

Wealthify Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of an online investment platform designed to offer personal investment plans. The company's platform offers a
Financial Software
Penarth, United Kingdom
50 As of 2021
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000000000 00000000
London, United Kingdom
000 As of 0000
00000
0000 0000-00-00
000000&0 00000

00000000

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00000 0000000000
London, United Kingdom
000 As of 0000
00000
0000000 0000 00000
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Wealthify Competitors (36)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Nutmeg Formerly VC-backed London, United Kingdom 000 00000 000000&0 00000
000000000 Private Equity-Backed London, United Kingdom 000 00000 0000000 0000 00000
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 000000&0 00000
00000 000000000 Private Equity-Backed Bath, United Kingdom 000 000000000000
00000 Venture Capital-Backed Abu Dhabi, United Arab Emirates 00 000.00 00000000000 000.00
You’re viewing 5 of 36 competitors. Get the full list »

Wealthify Executive Team (9)

Name Title Board Seat Contact Info
Andrew Russell Chief Executive Officer
Lee Gainer Chief Financial Officer
Michelle Pearce Co-Founder & Chief Operating Officer
Michael Ashford Chief Technology Officer
David Semmens Chief Investment Officer
You’re viewing 5 of 9 executive team members. Get the full list »

Wealthify Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Wealthify Former Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
111 Holdings Venture Capital Minority 000 0000 000000 0
1818 Venture Capital Venture Capital Minority 000 0000 000000 0
Allegro Capital Venture Capital Minority 000 0000 000000 0
To view Wealthify’s complete investors history, request access »

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