Accel

Accel is a venture capital firm founded in 1983 in Palo Alto, California, that backs early and growth-stage technology startups worldwide. It concentrates on software, cloud, data, mobile, digital media, and adjacent sectors, including consumer and enterprise technology, fintech, security, and healthcare. The firm supports entrepreneurs with long-term guidance and the resources needed to build world-class, category-defining companies. Accel maintains offices in Palo Alto, San Francisco, London, and Bangalore, and has backed a broad portfolio featuring notable companies such as Atlassian, Facebook, Dropbox, Slack, Spotify, and Cloudera.

Pratik Agarwal

Principal

Casey Aylward

Partner

Mahendran Balachandran

Partner

Luca Bocchio

Partner

Philippe Botteri

Partner

Past deals in Wealth Management

Public

Series D in 2024
Public Holdings, Inc. is a financial technology company that offers a social investing platform, allowing users to engage in fractional trading of stocks and exchange-traded funds (ETFs). Founded in 2018 and headquartered in New York, the platform enables individuals to invest with any amount of money while fostering a community where users can connect with friends, follow trading professionals, and share investment strategies. Public provides commission-free brokerage services, making the stock market accessible to a wider audience. The company's emphasis on social interaction and community learning distinguishes it from traditional trading platforms, as users can explore interest-based themes and gain insights from experts and peers. Public Holdings, Inc. also maintains a presence in Copenhagen, Denmark.

dezerv.

Series B in 2024
Dezerv leverages its expertise and cutting-edge technology to give professionals access to the best quality investing. Dezerv offers an integrated portfolio approach to investment, providing higher returns with lower risk. Dezerv aims to give successful professionals access to investing expertise. The invite-only wealthtech platform creates high-performing long-term portfolios and also provides exclusive investment opportunities for its members.

Monzo Bank

Venture Round in 2024
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.

Copper

Series C in 2022
Copper provides secure infrastructure and custody for institutional digital asset investments, offering portfolio management and protection for institutional clients. Its secure wallet architecture is available as a standalone product, a mobile app, and a browser extension for smart contract signing. The company is complemented by the ClearLoop network, enabling off-exchange trading and settlement at tier-1 digital asset exchanges, and it supports uncollateralized lending options. Copper also operates affiliated advisory firms that deliver wealth management, financial planning, and investment advisory services, including support for credit unions and their members as broker-dealer and registered investment adviser activities. The combined platform serves institutional and select client segments by integrating custody, trading, settlement, and advisory capabilities under a unified digital asset ecosystem.

dezerv.

Series A in 2022
Dezerv leverages its expertise and cutting-edge technology to give professionals access to the best quality investing. Dezerv offers an integrated portfolio approach to investment, providing higher returns with lower risk. Dezerv aims to give successful professionals access to investing expertise. The invite-only wealthtech platform creates high-performing long-term portfolios and also provides exclusive investment opportunities for its members.

Jify

Series A in 2022
Jify develops a financial wellness platform for employees, enabling earned wage access and comprehensive money management. The platform offers on-demand salary access at no cost, a salary and benefits card, micro-savings tools, and budgeting and expense-management features. By providing these capabilities, Jify helps organizations support employees in achieving financial stability and better financial planning.

Monzo Bank

Series H in 2022
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.

Trinkerr

Series A in 2021
Trinkerr is a social trading platform that lets users follow real-time investors' portfolios and replicate investment ideas with a single click. It combines educational content with technology to democratize trading, enabling retail investors to view, learn from, follow, and execute the strategies of peers and experienced traders.

Monzo Bank

Series G in 2021
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.

Public

Series C in 2020
Public Holdings, Inc. is a financial technology company that offers a social investing platform, allowing users to engage in fractional trading of stocks and exchange-traded funds (ETFs). Founded in 2018 and headquartered in New York, the platform enables individuals to invest with any amount of money while fostering a community where users can connect with friends, follow trading professionals, and share investment strategies. Public provides commission-free brokerage services, making the stock market accessible to a wider audience. The company's emphasis on social interaction and community learning distinguishes it from traditional trading platforms, as users can explore interest-based themes and gain insights from experts and peers. Public Holdings, Inc. also maintains a presence in Copenhagen, Denmark.

Monzo Bank

Series G in 2020
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.

Monzo Bank

Series F in 2019
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.

Public

Series A in 2019
Public Holdings, Inc. is a financial technology company that offers a social investing platform, allowing users to engage in fractional trading of stocks and exchange-traded funds (ETFs). Founded in 2018 and headquartered in New York, the platform enables individuals to invest with any amount of money while fostering a community where users can connect with friends, follow trading professionals, and share investment strategies. Public provides commission-free brokerage services, making the stock market accessible to a wider audience. The company's emphasis on social interaction and community learning distinguishes it from traditional trading platforms, as users can explore interest-based themes and gain insights from experts and peers. Public Holdings, Inc. also maintains a presence in Copenhagen, Denmark.

Monzo Bank

Series E in 2018
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.

LearnVest

Series D in 2014
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.

Calastone

Series B in 2013
Calastone operates a global network facilitating mutual fund transactions. Established in 2007, it offers services like order routing, settlement, reconciliation, and digital automation. With clients worldwide, Calastone processes £200 billion monthly, aiming to increase accessibility and value for investors.

LearnVest

Series C in 2013
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.

LearnVest

Series B in 2011
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.

LearnVest

Series A in 2010
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.
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