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Company profile: Moneyfarm

1.1 - Company Overview

Moneyfarm Logo

Moneyfarm

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of digital wealth management solutions for individual investors, including ISAs, pensions, and do-it-yourself investing. Offers actively managed and fixed allocation ETF portfolios, Liquidity+ money market fund investments for short-term, low-risk needs, and share investing to build portfolios from stocks, ETFs, and UK mutual funds, supported by technology-driven tools.

Products and services

  • Actively Managed Portfolio: Engineers ETF-based portfolios overseen by Moneyfarm’s Asset Allocation team, using cost-efficient ETFs tailored to client goals and risk profiles
  • Share Investing: Offers retail-grade self-directed portfolios, enabling investors to assemble stocks, ETFs, and UK mutual funds with optional full global diversification and access to expert management
  • Fixed Allocation Portfolio: Builds passive-indexed portfolios using the same cost-efficient ETFs as managed portfolios, executing a low-cost, simpler passive approach

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Moneyfarm

Jemstep Logo

Jemstep

HQ: United States Website
  • Description: Provider of an automated client engagement, onboarding and service platform for investment advisors. Jemstep Advisor Pro helps advisors attract more prospects, increase AUM, and service clients more efficiently, transforming the way advisors run their businesses.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Jemstep company profile →
Vestwell Logo

Vestwell

HQ: United States Website
  • Description: Provider of a digital savings platform for employee retirement and education benefits, offering workplace 401(k) and 403(b) plans, employer-sponsored Student Loan PayDown and College SaveUp contributions to 529 plans, individual IRAs, 529 education savings plans, and ABLE accounts for individuals with disabilities.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Vestwell company profile →
Simon Logo

Simon

HQ: United States Website
  • Description: Provider of an online distribution platform for financial professionals focused on structured investments.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Simon company profile →
Finance Active Logo

Finance Active

HQ: France Website
  • Description: Provider of fintech SaaS to optimize debt and financial risk management, including Fairways Debt for real-time data sharing, risk identification and comprehensive debt tracking; Fairways Guarantees for centralized tracking and detailed monitoring of guarantee information; and Covenant Tracking for forecasting and tracking financial and non-financial covenants via dynamic dashboards. Founded in 2000 with over 10,000 users worldwide.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Finance Active company profile →
Third Party Logo

Third Party

HQ: United States Website
  • Description: Provider of a REST-based API platform delivering core online brokerage features to build investing financial applications, enabling investing from anywhere on any device and supporting any product concept, pricing model, and delivery method.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Third Party company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Moneyfarm

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Moneyfarm

2.2 - Growth funds investing in similar companies to Moneyfarm

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4 - Top valuation comps for Moneyfarm

4.2 - Public trading comparable groups for Moneyfarm

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4.3 - M&A Transactions similar to Moneyfarm

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Moneyfarm

What does Moneyfarm do?

Moneyfarm is a provider of digital wealth management solutions for individual investors, including ISAs, pensions, and do-it-yourself investing. Offers actively managed and fixed allocation ETF portfolios, Liquidity+ money market fund investments for short-term, low-risk needs, and share investing to build portfolios from stocks, ETFs, and UK mutual funds, supported by technology-driven tools.

Who are Moneyfarm's competitors?

Moneyfarm's competitors and similar companies include Jemstep, Vestwell, Simon, Finance Active, and Third Party.

Where is Moneyfarm headquartered?

Moneyfarm is headquartered in United Kingdom.

How many employees does Moneyfarm have?

Moneyfarm has 1,000 employees 🔒.

When was Moneyfarm founded?

Moneyfarm was founded in 2010 🔒.

What sector and industry vertical is Moneyfarm in?

Moneyfarm is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Moneyfarm

Who are the top strategic acquirers in Moneyfarm's sector and industry

Top strategic M&A buyers and acquirers in Moneyfarm's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Moneyfarm?

Top strategic M&A buyers groups and sectors for Moneyfarm include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Moneyfarm's sector and industry vertical

Which are the top PE firms investing in Moneyfarm's sector and industry vertical?

Top PE firms investing in Moneyfarm's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Moneyfarm's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Moneyfarm's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Moneyfarm's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Moneyfarm include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Moneyfarm's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Moneyfarm?

The key public trading comparables and valuation benchmarks for Moneyfarm include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Moneyfarm for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Moneyfarm with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Moneyfarm's sector and industry vertical?

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What are recent capital raises and funding rounds in Moneyfarm's' sector and industry vertical?

Access recent funding rounds and capital raises in Moneyfarm's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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