Fidelity International Strategic Ventures

Smart is one of the world’s fastest-growing retirement technology providers changing the face of retirement. Smart’s Technology transforms retirement savings and financial well-being for employers and employees.

Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

Tumelo is an investment app focused on impact investing, aimed at helping individuals grow their wealth while promoting accountability among the companies they invest in. The platform allows users to select causes that resonate with them, such as gender equality and climate change, and curates personalized investment portfolios featuring leading companies aligned with these themes. Additionally, Tumelo enhances investor engagement by enabling clients to exercise their voting rights and communicate with portfolio companies, thereby fostering a community of shareholders committed to driving positive change. Their technology also supports fund managers and investment platforms with tools for regulatory reporting and client engagement, ensuring that asset owners can effectively steward their investments.

Moneybox, founded in 2015 and based in London, United Kingdom, is a financial technology company that provides a mobile application and website for managing investment accounts. The platform enables users to invest by rounding up their spare change from everyday spending, facilitating accessible saving and investment. Moneybox offers a variety of products, including Lifetime ISAs and Pensions, catering to a diverse range of financial needs. With a growing community of over 450,000 customers and a dedicated team of 120 employees, the company has amassed £1 billion in assets under administration, marking its significance in the fintech landscape.

PrimaryBid Limited operates an online investment platform aimed at providing private investors with equitable access to placings, fundraisings, and IPOs of AIM-listed companies. Founded in 2012 and based in London, the platform allows individual investors to bid for new shares on their own terms, ensuring they transact simultaneously and at the same price as institutional investors. Through a long-term agreement with the London Stock Exchange, PrimaryBid has established the infrastructure necessary to connect retail investors directly with public companies during critical fundraising opportunities. The company also partners with firms like Shore Capital Group, finnCap, and Arden to enhance its offerings. By automating the aggregation of retail demand, PrimaryBid facilitates participation from a large pool of investors, enabling businesses across the Eurozone to access their discounted share issuances more effectively.

Stacked develops an automated cryptocurrency investment platform. It enables everyone to invest in crypto indices, access trading bots, and automate portfolio management. The company was founded in 2019 and is headquartered in Chicago, Illinois.

Moonfare is a technology-enabled platform allowing individuals to invest in top-tier private market investment opportunities at low minimums and fees. Technology aggregates demand and creates a hassle-free investment experience with improved liquidity and the ability to cherry-pick investments. Moonfare is built by a highly experienced international team of talented professionals from leading technology and investment companies including Google, Blackrock, N26, KKR, Apax Partners, and J.P. Morgan. The company is backed by 125+ CEOs, leading investment professionals and industry veterans that have previously worked at companies such as Accel Partners, Goldman Sachs, Permira, Allianz Capital Partners and KKR.

Finbourne Technology Limited, founded in 2016 and headquartered in London, operates LUSID, an investment management platform aimed at transforming investment data handling. LUSID is a cloud-based solution that enables asset management firms, from individual fund managers to large institutions, to manage their investment data more efficiently. By providing a secure storage system that captures the complete history of transactions and adjustments, LUSID enhances transparency and control for its users. The platform is designed to reduce operational costs while simplifying access to critical data, thereby supporting businesses in optimizing their investment processes and driving growth.

Finbourne Technology Limited, founded in 2016 and headquartered in London, operates LUSID, an investment management platform aimed at transforming investment data handling. LUSID is a cloud-based solution that enables asset management firms, from individual fund managers to large institutions, to manage their investment data more efficiently. By providing a secure storage system that captures the complete history of transactions and adjustments, LUSID enhances transparency and control for its users. The platform is designed to reduce operational costs while simplifying access to critical data, thereby supporting businesses in optimizing their investment processes and driving growth.

Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

Capdesk ApS operates a shareholder platform designed for companies and investors to manage and trade shares efficiently. Established in 2015 and headquartered in Copenhagen, Denmark, with a presence in London, the company caters to businesses not listed on stock exchanges, facilitating the administration of shares and shareholder relations. The platform offers automated updates for cap tables and statutory registers, simplifying equity management by reducing administrative burdens. Capdesk enables seamless execution of share issuances, transfers, splits, and cancellations, eliminating the need for extensive paperwork. By centralizing equity information, the platform provides stakeholders easy access to ownership details, share certificates, option vesting schedules, and investment valuations, thereby enhancing communication and transparency among investors and company management.

Moonfare is a technology-enabled platform allowing individuals to invest in top-tier private market investment opportunities at low minimums and fees. Technology aggregates demand and creates a hassle-free investment experience with improved liquidity and the ability to cherry-pick investments. Moonfare is built by a highly experienced international team of talented professionals from leading technology and investment companies including Google, Blackrock, N26, KKR, Apax Partners, and J.P. Morgan. The company is backed by 125+ CEOs, leading investment professionals and industry veterans that have previously worked at companies such as Accel Partners, Goldman Sachs, Permira, Allianz Capital Partners and KKR.

PrimaryBid Limited operates an online investment platform aimed at providing private investors with equitable access to placings, fundraisings, and IPOs of AIM-listed companies. Founded in 2012 and based in London, the platform allows individual investors to bid for new shares on their own terms, ensuring they transact simultaneously and at the same price as institutional investors. Through a long-term agreement with the London Stock Exchange, PrimaryBid has established the infrastructure necessary to connect retail investors directly with public companies during critical fundraising opportunities. The company also partners with firms like Shore Capital Group, finnCap, and Arden to enhance its offerings. By automating the aggregation of retail demand, PrimaryBid facilitates participation from a large pool of investors, enabling businesses across the Eurozone to access their discounted share issuances more effectively.

Moneybox, founded in 2015 and based in London, United Kingdom, is a financial technology company that provides a mobile application and website for managing investment accounts. The platform enables users to invest by rounding up their spare change from everyday spending, facilitating accessible saving and investment. Moneybox offers a variety of products, including Lifetime ISAs and Pensions, catering to a diverse range of financial needs. With a growing community of over 450,000 customers and a dedicated team of 120 employees, the company has amassed £1 billion in assets under administration, marking its significance in the fintech landscape.

Moneybox, founded in 2015 and based in London, United Kingdom, is a financial technology company that provides a mobile application and website for managing investment accounts. The platform enables users to invest by rounding up their spare change from everyday spending, facilitating accessible saving and investment. Moneybox offers a variety of products, including Lifetime ISAs and Pensions, catering to a diverse range of financial needs. With a growing community of over 450,000 customers and a dedicated team of 120 employees, the company has amassed £1 billion in assets under administration, marking its significance in the fintech landscape.

SteelEye Limited is a financial markets data analytics company based in London, United Kingdom, that offers a cloud-based platform designed to help firms consolidate and confirm their trade and communications data to meet regulatory obligations. Established in 2017, SteelEye specializes in compliance with the MiFID II regulation, utilizing advanced Big Data technology to enable firms to efficiently collate, store, and analyze extensive and diverse data sets. This innovative approach allows clients to better understand their data and ensure adherence to financial regulatory requirements.

Clear builds blockchain-based settlement and clearing networks for global industries. Using enterprise-grade blockchain technologies and programmable smart contracts, these networks allow near-real-time settlement and automatic intelligent dispute resolution on a global scale. This reduces costs, inefficiencies and fraud, while maintaining confidentiality of contracts and trade details. Moreover, these networks enable rapid participant-driven innovation of new on-demand products, contracts, and business models, accelerating exponential growth.

Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

StashAway is a wealth management platform that focuses on personalized financial planning and portfolio management for both retail and accredited investors. The platform offers tailored investment portfolios and wealth management solutions designed to meet a wide range of financial needs. StashAway employs a unique risk-management investment strategy known as ERAA® (Economic Regime-based Asset Allocation), which aims to maximize long-term returns while maintaining consistent risk exposure for each client, even amidst changing economic conditions. By offering low fees and customized strategies, StashAway enables investors to effectively build and protect their wealth.

DriveWealth, LLC is a digital trading technology company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform aimed at individual investors, providing access to U.S. securities markets and a selection of exchange-traded funds and stocks. The company specializes in cloud-based, API-driven brokerage infrastructure, enabling broker-dealers, advisors, and online partners worldwide to offer digital brokerage solutions. DriveWealth's platform supports real-time fractional trading, allowing users to invest in fractional shares on a dollar-equivalent basis. In addition to trading services, the company offers educational resources to help investors understand finance and investment fundamentals.

Kuvera is a financial planning and investment platform that focuses on helping users achieve their financial goals through data-driven insights. The platform allows users to consolidate their investments from various sources, providing a comprehensive view of their financial landscape. By enabling investments in direct mutual fund plans, Kuvera helps users maximize their returns by minimizing third-party commissions. The service also offers tailored investment recommendations based on individual risk appetites and objectives, making it easier for users to navigate their investment journey. Kuvera aims to simplify the investment process, supporting users every step of the way as they work towards realizing their financial aspirations.

Hivemind Technologies Limited is a data analytics company based in London, United Kingdom, established in 2016. It specializes in developing software that transforms unstructured data from various sources, including company reports, regulatory filings, news feeds, and images, into clean, valuable datasets. Its main products, Hivemind Studio and Hivemind Agora, utilize a combination of computational methods and distributed human intelligence to refine raw data into accurate data assets. This enables clients, such as hedge funds, global asset managers, and data vendors, to effectively collect data, train machine learning models, and perform crowd-sourced image annotation, ultimately facilitating relevant insights for data-driven decision-making.

Moneybox, founded in 2015 and based in London, United Kingdom, is a financial technology company that provides a mobile application and website for managing investment accounts. The platform enables users to invest by rounding up their spare change from everyday spending, facilitating accessible saving and investment. Moneybox offers a variety of products, including Lifetime ISAs and Pensions, catering to a diverse range of financial needs. With a growing community of over 450,000 customers and a dedicated team of 120 employees, the company has amassed £1 billion in assets under administration, marking its significance in the fintech landscape.

They combine decades of global markets expertise with the latest advances in data science and technology to help professional and institutional investors harness the digitization of finance.They deliver a secure, scalable and high-performance environment on the cloud or on premise to offer truly personalised service at scale and an engaging digital experience for clients. Their service can be offered under your brand and configured to fit your business.