Easyvest
PrivateLast Round
VC Round
Oct 7, 2024
Company Overview
Easyvest is a wealth management company that provides digital investment services, including automated portfolio management using ETFs and pension planning solutions for individuals and businesses.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Services & Consulting
AI Layer
Application
Keywords
robo-advisorwealth managementautomated investmentexchange-traded fundsETFpension savingsportfolio managementassets under managementAUMdigital wealth managerpassive investingfinancial planningtax-efficient investingdiscretionary investmentfintech
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Easyvest Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Easyvest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Oct 7, 2024 | ||||
| VC Round | Jun 17, 2023 | ||||
| VC Round | Feb 25, 2021 |
Easyvest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Federal Holding and Investment Company | VC Round |
| Mitiska | VC Round |
| finance&invest.brussels | VC Round |
| PIC1871 | VC Round |
Easyvest Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Easyvest's valuation, stock price, and market status.