WeInvest
PrivateLast Round
Series A
May 24, 2018
Total Funding Raised
$12.32M
Company Overview
WeInvest is a fintech company that provides a digital wealth management platform for financial institutions, enabling them to offer digital and robo-advisory services.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Platform-as-a-Service
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting, Payment Processing Fee
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WeInvest Comparables
Compare WeInvest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Quantifeed | 86% | |
| Privé Technologies | 83% | |
| InvestSuite | 82% | |
WeInvest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | May 24, 2018 | ||||
| Accelerator | Aug 21, 2017 |
Key People
Founding team and executive leadership
WeInvest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Schroder Investment Management Limited | Series A |
| Woodford Patient Capital Trust | Series A |
| DIFC FinTech Hive | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 24, 2018
$12M round led by Schroder Investment Management and Woodford Patient Capital Trust
- Aug 21, 2017
$20K round from DIFC FinTech Hive
WeInvest 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 WeInvest's valuation, stock price, and market status.