Wealthify
Company

Last deal

$19.73M
Local Amount - GBP 15M

Amount

Corporate Round

Stage

19.10.2017

Date

3

all rounds

$23.13M

Total amount

date founded

Financing round

General

About Company
Wealthify offers effortless, transparent, and affordable investing for everyone.

Industry

Sector :

Subsector :

founded date

12.05.2014

Number of employees

Company Type

For Profit

Last funding type

Corporate Round

IPO status

Private

Description

Wealthify is a Cardiff-based Fintech company that offers a new way for Britons to invest and grow their money. Their online investment platform provides personal investment plans, making it easy and affordable for anyone to become an investor in minutes. Wealthify uses technology to keep costs down, which they pass onto customers through lower fees. In 2017, they received a significant strategic investment from Aviva, who have adopted Wealthify as their UK consumer investing solution on aviva.co.uk. With Wealthify, investors can automate and simplify investment decisions and manage all their present investments in a single dashboard.
Legal Names

Legal name

Wealthify Limited
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Subsector

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Keywords

Financial Services, FinTech, Finance

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M&A Details
1

Transaction name

Acquired by

Aviva Group

announced date

05.10.2017

Financials

Funding Rounds
5
3

Number of Funding Rounds

$23.13M

Money Raised

Their latest funding was raised on 19.10.2017. Their latest investor 1818 Venture Capital. Their latest round Corporate Round

Date 
Funding Round 
Investors 
Money Raised 
Lead 
19.10.2017
1
$19.73M
Local Amount - GBP 15M
01.06.2017
1
$854.38K
Local Amount - GBP 663K
09.09.2016
1
$1.48M
Local Amount - GBP 1.12M
Aviva Group

Aviva Group

Aviva is a multinational insurance company that offers a wide range of insurance and savings products to customers across 21 countries.

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Insurance, Financial Services, Venture Capital

Location

London, UK

total rounds

1

count Of Investments

7

count Of Exists

1
Seedrs

Seedrs

Seedrs is a UK-based investment and crowdfunding platform.

Sector

Investment Banking and Brokerage Services

Subsector

Investment Services

Location

London, UK

total rounds

11

total raised

$36.56M

count Of Investments

308

count Of Exists

17
Seedrs

Seedrs

Seedrs is a UK-based investment and crowdfunding platform.

Sector

Investment Banking and Brokerage Services

Subsector

Investment Services

Location

London, UK

total rounds

11

total raised

$36.56M

count Of Investments

308

count Of Exists

17
Co-Investors
Investors
4
3

Number of lead investors

4

Number of investors

Investor 
Lead 
Round 
Partners 
Yes
Equity Crowdfunding
Yes
Corporate Round
1818 Venture Capital

1818 Venture Capital

1818 Venture Capital invests in early-stage Fintech companies in the UK and Europe.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Venture Capital, FinTech

Location

St. Peter Port, Guernsey GY1 1WW, Guernsey

count Of Investments

37

count Of Exists

3
Seedrs

Seedrs

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Subsector

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Location

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total raised

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count Of Exists

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Aviva Group

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Aviva is a multinational insurance company that offers a wide range of insurance and savings products to customers across 21 countries.

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Insurance, Financial Services, Venture Capital

Location

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1

count Of Investments

7

count Of Exists

1

People

Founders
3
Richard Theo
Richard Theo

Richard Theo

current job

ActiveQuote
ActiveQuote

count Of Investments

1

count Of Exists

1

Richard Theo

Michelle Pearce-Burke
Michelle Pearce-Burke

Michelle Pearce-Burke

Michelle Pearce-Burke is the Co-founder and Chief Investment Officer at Wealthify.

current job

Wealthify
Wealthify

organization founded

1

Michelle Pearce-Burke

Richard Avery-Wright
Richard Avery-Wright

Richard Avery-Wright

current job

Wealthify
Wealthify

organization founded

2

Richard Avery-Wright

Employee Profiles
15
David Semmens

David Semmens

Chief Investment Officer

Ria Mitchell

User experience designer

Lee Gainer

Lee Gainer

Chief Financial Officer

Karl Greenway

Product development lead

Mark Rawson

Senior software engineer

Richard Avery-Wright

Richard Avery-Wright

Co-Founder, Director & Non Executive Chairman

Jason Nice

Senior software engineer

Michelle Pearce-Burke

Michelle Pearce-Burke

Co-founder & Chief Investment Officer

Activity

Recent News
5
News Timeline

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