Moneyfarm

Moneyfarm is a financial services company that offers an online wealth management platform aimed at helping individuals manage and grow their wealth effectively and transparently. The platform provides personalized investment advice, focusing on exchange-traded funds (ETFs) and trading activities. Users can create tailored investment portfolios based on their financial goals and risk tolerance, while also having the ability to monitor their investments and receive recommendations for portfolio balancing. By combining financial advisory services with execution capabilities, Moneyfarm seeks to make wealth management accessible and efficient for its clients.

Giuseppe Trettenero

Group CFO

3 past transactions

Profile Pensions

Acquisition in 2022
Our mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. We provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be our customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. We can help with the rest.

vaamo Finanz

Acquisition in 2018
vaamo Finanz is a leading German robo-advisor that offers an automated online investment platform aimed at simplifying investment for private individuals. The platform enables users to access capital markets easily and invest their money profitably with minimal costs. It focuses on personal financial goals, such as early retirement and children's education, by providing relevant guidance and exceptional customer service. vaamo's investment strategies are based on Nobel Prize-winning research, allowing clients to invest in diversified portfolios through low-cost passive investment methods. The service is designed to be accessible and user-friendly, with no minimum investment requirements and a single all-inclusive fee for its offerings.

Ernest

Acquisition in 2017
Ernest is a personal banking service that utilizes artificial intelligence to assist users in managing their financial well-being. The service operates through Facebook Messenger, allowing users to connect their bank accounts seamlessly. By employing natural language processing, Ernest provides answers to financial inquiries and offers insights into users' transactions. This innovative approach aims to empower individuals to maintain a stable financial condition by making banking more accessible and interactive.
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