Sidekick
Seed Round in 2024
Sidekick is a wealth management firm that specializes in providing investment management services to the mass affluent customer segment. The company operates an investment platform that offers actively managed baskets of public equities and alternative investments, including stocks and cryptocurrency. In addition to investment options, Sidekick allows clients to borrow against their portfolios, enhancing their financial flexibility. The firm's investment team regularly updates customers on portfolio performance and shares educational content to help enhance their investment knowledge. By offering these services, Sidekick aims to democratize access to wealth-building products that were previously available primarily to high-net-worth individuals.
Sidekick
Pre Seed Round in 2022
Sidekick is a wealth management firm that specializes in providing investment management services to the mass affluent customer segment. The company operates an investment platform that offers actively managed baskets of public equities and alternative investments, including stocks and cryptocurrency. In addition to investment options, Sidekick allows clients to borrow against their portfolios, enhancing their financial flexibility. The firm's investment team regularly updates customers on portfolio performance and shares educational content to help enhance their investment knowledge. By offering these services, Sidekick aims to democratize access to wealth-building products that were previously available primarily to high-net-worth individuals.
Alloy
Pre Seed Round in 2022
Alloy operates a financial platform designed to equip sophisticated investors with the necessary infrastructure to engage with decentralized finance. The platform features an intuitive client-facing interface, akin to a brokerage trading platform, and offers an API solution for seamless integration into existing systems. By combining trading, risk management, and investment operations, Alloy enables investors to access regulated custody and bank-level security for their assets. This infrastructure facilitates exposure to digital assets while maintaining robust private key storage, ensuring that clients can navigate the complexities of decentralized finance effectively.
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.
WealthKernel
Seed Round in 2017
WealthKernel is a London-based platform that provides a go-to API for automated financial services, enabling UK and EU mass affluent clients to access financial advice through human guidance or a user-friendly digital interface. The company offers a wealth management platform that supplies investment management and infrastructure support tools to assist advisers with risk profiling and portfolio management, helping institutions distribute investment products digitally, develop wealth management services, and reach beyond traditional market segments. Positioned as a scalable infrastructure for savings, investments and pensions, WealthKernel functions as a centralized platform that firms plug into rather than build in-house. Founded in 2015, WealthKernel focuses on compliance and distribution as a service, delivering adviser support and digital distribution capabilities to the financial services sector.
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.