Sidekick

Sidekick

Private
London, EnglandFinTechhttps://www.sidekickmoney.com

Last Round

Seed

Jun 13, 2024

Est. Valuation

$19.76M

Total Funding Raised

$9.5M

Momentum Score

25 /100

Company Overview

Sidekick is a UK-based wealth management platform that provides financial services and investment products to professionals, founders, and tech workers. The company aims to make the financial benefits and investment opportunities typically reserved for the ultra-wealthy more accessible. Sidekick offers actively managed investment portfolios with a low minimum investment, a portfolio line of credit, and high-interest savings accounts. The company is authorized and regulated by the Financial Conduct Authority (FCA) and launched its flagship equities product in January 2024. It targets a "mass affluent" demographic that has graduated beyond basic stock picking and robo-advisors.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Lending & Credit, Personal Finance

Business Model

B2C

Customer Profile

Payment Processing Fee, Freemium

AI Layer

Non-AI

Keywords

digital wealth managermass affluentportfolio line of creditwealthtechactively managed portfoliosdigital private banksecurities-based lendinginvestment platformalternative investmentshigh-yield savingswealth management apptax-efficient investingVenture Capital TrustsVCTslombard loanFCA regulated

Historical Pricing

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Caplight Momentum Score

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Sidekick Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Sidekick Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedJun 13, 2024
Pre SeedOct 26, 2022

Key People

Founding team and executive leadership

Peter Townsend

CTO Co-Founder

Founding Team

Matthew Ford

CEO Co-Founder

Founding Team

Derek Lakin

Chief Technology Officer

Executive Team

Sidekick Investors

Notable investors and investment history

Sidekick Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Sidekick Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Sidekick's valuation, stock price, and market status.

Firmographic Details

HeadquartersLondon, England
Employee Range23
Year Founded2022
Last FundingJun 13, 2024

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