Crowdcube

Crowdcube Limited is an equity crowdfunding platform based in Exeter, United Kingdom, with an additional office in London. Founded in 2009, the company allows entrepreneurs of start-ups and growing businesses to raise funds from a diverse network of investors, including friends, family, and the general public. Through Crowdcube, individuals can invest in small companies in exchange for equity or an annual return, thereby democratizing access to investment opportunities that were once primarily available to corporate investors. Since pioneering equity crowdfunding in 2011, Crowdcube has facilitated over £300 million in investments from more than 390,000 investors, supporting over 520 successful fundraising campaigns. Notable businesses that have utilized the platform include Monzo, River Cottage, and the Eden Project, among others.
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Pauline Pham

General Manager France

Past deals in Wealth Management

InbestMe

Equity Crowdfunding in 2023
InbestMe is an independent automated portfolio manager, offering personalized investment plans tailored to users' financial situations. It employs robo-advisory technology to create diversified ETF portfolios, aiming to maximize real profitability.

Etcho

Equity Crowdfunding in 2023
Etcho is a company that develops an application designed to help users discover businesses that align with their values and assess the impact of their investment portfolios. The app enables individuals to evaluate the effects of their stock investments and identify opportunities that correspond with their sustainability objectives. In addition to catering to individual investors, Etcho also creates products aimed at platforms, advisors, and professional investors, assisting them in aligning their clients' investments with specific impact goals. By facilitating investments that prioritize environmental, social, and corporate governance factors, Etcho promotes a more sustainable approach to investing.

Prosper

Equity Crowdfunding in 2023
Prosper specializes in wealth management for high-net-worth individuals. It offers a platform providing access to publicly traded investment funds, high-yield cash savings products, financial guidance, and private market funds, all designed to help clients maximize their wealth.

Dot Investing

Equity Crowdfunding in 2023
Dot Investing is a technology-driven investment management firm that simplifies and democratizes access to private markets. It offers a digital platform enabling individuals to research, invest, and monitor performance of private funds online, with a minimum investment of £100,000. The company curates and selects funds based on rigorous criteria, rejecting most and listing only those with exceptional characteristics. Dot Investing aims to increase transparency and knowledge sharing in the industry, transforming investment culture to create a more level playing field.

Freetrade

Equity Crowdfunding in 2023
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

Lumio

Equity Crowdfunding in 2023
Lumio is a fintech company that develops a personal finance management platform. The product enables users to connect current, savings, and investment accounts in one place, provides tailored guidance and recommendations, and delivers interactive market updates alongside a personalized news feed. It targets millennials seeking clarity in money management and supports shared finances for couples by tracking expenses and balances while preserving individual financial independence. The platform aims to simplify financial tasks, declutter the user's financial marketplace, and help users grow their money through centralized insights and coordinated budgeting.

InvestEngine

Equity Crowdfunding in 2023
InvestEngine facilitates wealth growth for investors by democratizing best-practice investing. It combines exchange-traded funds (ETFs) with proprietary technology to offer high-value, diversified portfolios with automated management for long-term investment ease.

Plum Fintech

Equity Crowdfunding in 2022
Plum Fintech Limited, established in 2016 and headquartered in London with additional offices in Athens and Nicosia, develops Plum, an AI-driven money management application operating on Facebook Messenger. The company's software employs algorithms to analyze users' spending habits, enabling automated tracking and management of finances. As of now, Plum has assisted over 2 million individuals across Europe, offering services such as effortless saving, empowered spending, and accessible investing, including pension and tax-wrapper products.

WiseAlpha

Convertible Note in 2022
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.

Freetrade

Equity Crowdfunding in 2022
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

NuWealth

Equity Crowdfunding in 2022
NuWealth is a fintech company focused on simplifying the investment process and empowering individuals to build their investment portfolios. The platform allows users to invest in familiar brands and companies that resonate with their personal interests and values. With a mission to eliminate the barriers associated with investing, NuWealth enables individuals to start with a minimal initial deposit or to set up monthly contributions through an automated investment feature. By offering a range of carefully curated investment options, the company aims to provide users with full control over their investments or the ability to automate their investment decisions, making it accessible for a broader audience to grow and secure their financial futures.

Lumio

Equity Crowdfunding in 2022
Lumio is a fintech company that develops a personal finance management platform. The product enables users to connect current, savings, and investment accounts in one place, provides tailored guidance and recommendations, and delivers interactive market updates alongside a personalized news feed. It targets millennials seeking clarity in money management and supports shared finances for couples by tracking expenses and balances while preserving individual financial independence. The platform aims to simplify financial tasks, declutter the user's financial marketplace, and help users grow their money through centralized insights and coordinated budgeting.

InvestEngine

Equity Crowdfunding in 2022
InvestEngine facilitates wealth growth for investors by democratizing best-practice investing. It combines exchange-traded funds (ETFs) with proprietary technology to offer high-value, diversified portfolios with automated management for long-term investment ease.

InbestMe

Equity Crowdfunding in 2022
InbestMe is an independent automated portfolio manager, offering personalized investment plans tailored to users' financial situations. It employs robo-advisory technology to create diversified ETF portfolios, aiming to maximize real profitability.

Moneybox

Equity Crowdfunding in 2022
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.

Danelfin

Equity Crowdfunding in 2022
Danelfin operates an AI-enhanced stock analytics platform designed to optimize portfolio performance through artificial intelligence technology. It enables investors to make data-driven investment decisions by providing insights for selecting stocks.

Relai

Seed Round in 2022
Relai offers a user-friendly mobile application for buying and saving Bitcoin in Europe. Users can purchase and sell Bitcoin instantly, without registration, verification, or deposits. The app also provides a non-custodial Bitcoin wallet, ensuring users maintain full control over their funds.

Freetrade

Equity Crowdfunding in 2021
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

MyWallSt

Equity Crowdfunding in 2021
MyWallSt is a mobile-focused company empowering individuals to become successful long-term investors. They offer handpicked stocks, selected by their analyst team, with an average return of 54% since December 2016 versus the S&P 500's 28%. Their platform provides expert insights, news, and educational resources to help users make informed investment decisions.

The Big Exchange

Equity Crowdfunding in 2021
The Big Exchange Limited is an online investment platform based in London, United Kingdom, that offers access to actively managed funds with a focus on social and environmental impact. Established in 2014 and renamed in April 2018 from its former title, BIG SOCIAL PROSPERITY LTD, the company aims to create a financial system that benefits both individuals and the planet. The Big Exchange provides a blockchain-powered platform enabling retail investors to choose from a variety of impact funds or curated bundles, allowing them to make informed decisions that align with their values. By tracking both financial performance and social impact, the company empowers clients to invest in a way that contributes positively to society and the environment.

Emma

Equity Crowdfunding in 2021
Emma is a financial management application designed to simplify personal finance management for users. Acknowledging the complexities of modern money management, Emma provides a consumer-focused banking experience that allows individuals to access comprehensive financial information effortlessly. The application aims to help users avoid overdrafts, identify and cancel unnecessary subscriptions, and monitor their debts and savings. By prioritizing customer financial well-being, Emma aspires to create a platform that acts as a personal advocate for users, regardless of their background. Through its innovative approach, Emma seeks to empower individuals to take control of their financial lives and achieve a more fulfilling financial future.

Curve

Equity Crowdfunding in 2021
Curve is a London-based fintech company established in 2015. It offers a digital wallet that consolidates multiple cards and bank accounts into one smart card and app. Curve's proprietary technology eliminates hidden foreign transaction fees, allows users to switch payments after making them, and maximizes rewards on existing cards. Authorized by financial regulators across the UK, EEA, and US, Curve has over 6 million customers globally.

ikigai

Equity Crowdfunding in 2021
Ikigai is a fintech company that integrates banking and wealth management into a single financial platform. This innovative platform allows users to manage their finances by combining everyday banking services with investment opportunities. It facilitates the allocation of funds into diverse portfolios, enabling users to seamlessly spend, save, and invest within one application. By offering a holistic approach to personal finance, Ikigai aims to simplify financial management for its users, making it easier for them to achieve their financial goals.

Lumio

Equity Crowdfunding in 2021
Lumio is a fintech company that develops a personal finance management platform. The product enables users to connect current, savings, and investment accounts in one place, provides tailored guidance and recommendations, and delivers interactive market updates alongside a personalized news feed. It targets millennials seeking clarity in money management and supports shared finances for couples by tracking expenses and balances while preserving individual financial independence. The platform aims to simplify financial tasks, declutter the user's financial marketplace, and help users grow their money through centralized insights and coordinated budgeting.

Genuine Impact

Convertible Note in 2020
Genuine Impact is a technology company specializing in investment research tools for long-term investors. They collect and analyze vast amounts of data from over 5,000 stocks and 4,000 funds daily, assessing fundamentals, market sentiment, and risk-adjusted returns. Their proprietary algorithms condense this information into an easy-to-understand ranking system, enabling users to compare investments against peers and identify alternatives. Additionally, Genuine Impact provides curated research from leading investment managers and offers tools such as portfolios, collections, insights, and securities comparison to facilitate informed decision-making.

WiseAlpha

Equity Crowdfunding in 2020
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.

Moneybox

Equity Crowdfunding in 2020
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.

Freetrade

Equity Crowdfunding in 2020
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

Husky Finance

Equity Crowdfunding in 2020
Husky Finance provides a cloud-based platform for workplace pensions that handles pension management, salary exchange setup, payroll integration, and compliance support, along with breach rectification and guidance on pension choices. It also offers a low-cost online guidance tool with a dashboard that automates the early stages of benefits, savings, and pension planning, helping employees who lack professional financial advice to make informed decisions and plan their financial futures.

Ferriswheel

Equity Crowdfunding in 2019
Ferriswheel is a cryptocurrency trading platform that aims to simplify the entry into the crypto and NFT markets for new users. By focusing on creating a welcoming environment, Ferriswheel facilitates the buying, selling, and management of various digital currencies. The platform allows users to connect their bank accounts to create cryptocurrency wallets, enabling seamless transactions in Pounds or Euros. To ensure the safety of assets, Ferriswheel employs high standards of online security, including secure offline storage for cryptocurrencies and encrypted data transfers over SSL connections. Additionally, trades are secured through dual authentication, prioritizing user protection while navigating the world of alternative assets.

Curve

Equity Crowdfunding in 2019
Curve is a London-based fintech company established in 2015. It offers a digital wallet that consolidates multiple cards and bank accounts into one smart card and app. Curve's proprietary technology eliminates hidden foreign transaction fees, allows users to switch payments after making them, and maximizes rewards on existing cards. Authorized by financial regulators across the UK, EEA, and US, Curve has over 6 million customers globally.

Freetrade

Equity Crowdfunding in 2019
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

Nutmeg

Equity Crowdfunding in 2019
Nutmeg is a UK-based online wealth management company offering a digital discretionary investment service for individuals. Founded in 2011 and headquartered in London, it provides a platform to build and manage diversified investment portfolios, including ISAs and pensions, with a focus on easy access to investing and transparent, cost-conscious charges. The platform enables clients to choose global portfolios and have investments managed online, aiming to simplify investing and help users meet their financial goals.

Genuine Impact

Equity Crowdfunding in 2019
Genuine Impact is a technology company specializing in investment research tools for long-term investors. They collect and analyze vast amounts of data from over 5,000 stocks and 4,000 funds daily, assessing fundamentals, market sentiment, and risk-adjusted returns. Their proprietary algorithms condense this information into an easy-to-understand ranking system, enabling users to compare investments against peers and identify alternatives. Additionally, Genuine Impact provides curated research from leading investment managers and offers tools such as portfolios, collections, insights, and securities comparison to facilitate informed decision-making.

Freetrade

Equity Crowdfunding in 2019
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

Finanbest

Equity Crowdfunding in 2019
Finanbest is a financial technology company based in Madrid, Spain, that specializes in automated investment advisory and portfolio management services. Founded in 2017, the company offers a digital platform designed for retail investors, allowing them to create personalized investment portfolios tailored to their unique financial situations through a straightforward assessment process. By leveraging advanced algorithms and artificial intelligence, Finanbest provides automated diversification strategies and financing allocation plans, enabling users to optimize their investment returns while managing risk. The company combines technology with insights from financial experts to democratize access to sophisticated investment models, making them available to a broader audience.

Monzo Bank

Equity Crowdfunding 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.

WiseAlpha

Equity Crowdfunding in 2018
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.

Freetrade

Equity Crowdfunding in 2018
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

Finanbest

Seed Round in 2018
Finanbest is a financial technology company based in Madrid, Spain, that specializes in automated investment advisory and portfolio management services. Founded in 2017, the company offers a digital platform designed for retail investors, allowing them to create personalized investment portfolios tailored to their unique financial situations through a straightforward assessment process. By leveraging advanced algorithms and artificial intelligence, Finanbest provides automated diversification strategies and financing allocation plans, enabling users to optimize their investment returns while managing risk. The company combines technology with insights from financial experts to democratize access to sophisticated investment models, making them available to a broader audience.

NuWealth

Equity Crowdfunding in 2018
NuWealth is a fintech company focused on simplifying the investment process and empowering individuals to build their investment portfolios. The platform allows users to invest in familiar brands and companies that resonate with their personal interests and values. With a mission to eliminate the barriers associated with investing, NuWealth enables individuals to start with a minimal initial deposit or to set up monthly contributions through an automated investment feature. By offering a range of carefully curated investment options, the company aims to provide users with full control over their investments or the ability to automate their investment decisions, making it accessible for a broader audience to grow and secure their financial futures.

Manigo

Equity Crowdfunding in 2018
Manigo is a Banking as a Service company that provides white-label digital banking, payments, and card solutions across the full value chain. It operates a digital money and social payments platform in Europe that integrates payments from mobile banking, crypto wallets, and bank cards. Founded in 2015 and based in London, Manigo aims to deliver a single platform for international money management, enabling consumers and businesses to exchange, spend, send, and manage funds with a multicurrency card. The platform also includes social payment features such as bill splitting and requesting or collecting money, offering a seamless personal finance experience through an end-to-end digital solution.

Monzo Bank

Equity Crowdfunding in 2017
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.

WiseAlpha

Equity Crowdfunding in 2017
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.

Monzo Bank

Equity Crowdfunding in 2017
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.

Freetrade

Equity Crowdfunding in 2017
Freetrade is a UK-based investment platform offering a mobile app for trading stocks and exchange-traded funds with zero commissions. The service, launched in 2015 and headquartered in London, provides account options such as ISAs and personal pensions to support tax-efficient investing. The platform enables users to access global stock markets, with simple pricing and educational resources that promote long-term investing. It also offers a network to connect with independent financial advisers, helping investors save brokerage and trade fees to improve returns.

Risksave Technologies

Equity Crowdfunding in 2016
RiskSave Technologies operates as a FinTech incubator, delivering tailored regulatory solutions to businesses across various sectors, including advisory firms, wealth managers, crowdfunding platforms, and robo-advisers. By leveraging decades of expertise in banking, investment management, compliance, and technology, RiskSave offers a streamlined process that enables clients to focus on their core competencies, such as customer acquisition and asset management. The company's services include corporate incubation, research laboratories, venture acceleration, and access to analytical tools, all designed to provide an accelerated path to market while ensuring regulatory compliance. With a founding team recognized as thought leaders in FinTech and RegTech, RiskSave supports its clients in navigating the complex regulatory landscape, thus facilitating their growth and operational efficiency.

WiseAlpha

Seed Round in 2016
WiseAlpha Technologies Limited operates an online investment platform that facilitates individual investors' participation in the corporate bond market by enabling them to invest in corporate loans and bonds through fractionalization. Founded in 2014 and based in London, the company focuses on senior secured loan investments, breaking down traditionally high minimum investment thresholds into more accessible amounts. This approach allows investors to contribute with minimum investments as low as £100, thereby democratizing access to the previously exclusive corporate bond markets. WiseAlpha aims to increase investor education and participation, providing a means for retail investors to diversify their portfolios and earn attractive returns.

Monzo Bank

Equity Crowdfunding in 2016
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.

Rebus Investment Solutions

Equity Crowdfunding in 2015
Rebus Investment Solutions, founded in 2009 by Michael Kamine and headquartered in London, England, specializes in claims management services for investors and individuals. The firm aims to assist those who have been misled into purchasing flawed financial products by offering a range of financial advisory services. These include regulatory claims support, legal advice, tax assistance, and negotiation and review services. By providing these services, Rebus Investment Solutions seeks to foster important and trusted relationships with its clients, helping them navigate complex financial situations and rebuild their confidence in investing.

Uphold

Series B in 2014
Uphold operates a cloud-based platform for moving, converting, transacting, and holding various currencies, commodities, equities, and other assets. Its platform enables users to add funds via bank transfers or cards, send/receive payments, convert currencies, and hold funds securely. Serving individuals, businesses, developers, and charities worldwide, Uphold facilitates transactions in over 150 countries with low fees.
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