Fidelity International Strategic Ventures

Fidelity International Strategic Ventures, established in 2018 and based in London, is the venture capital investment arm of Fidelity International. The firm focuses on investing in fintech and technology companies, particularly those in the Series A-B funding stages, on a global scale. FISV aims to partner with innovative entrepreneurs who are transforming the Wealth and Asset Management landscape. By targeting category leaders that have the potential to create new markets, enhance portfolio returns, or disrupt traditional financial processes, Fidelity International Strategic Ventures plays a strategic role in advancing the fintech sector.

Alokik Advani

Managing Partner

James Devlin

Principal

Erik Wiesner-Mostenicky

Principal

Michael Sim

Vice President

32 past transactions

Odaseva

Series C in 2024
Odaseva is a company specializing in data management solutions for large enterprises utilizing Salesforce. It offers a comprehensive cloud-based platform that focuses on data protection, privacy, and governance. The Odaseva Enterprise Data Security Platform is designed to ensure the confidentiality, integrity, and availability of critical business information by providing integrated security products and services. Key features of the platform include backup and recovery, archiving, monitoring of governor limits, and compliance support for regulations such as GDPR. By enabling businesses to take full control of their data, Odaseva helps eliminate risks and facilitates confident digital transformation.

Greenly

Series B in 2024
Greenly is a company specializing in carbon emissions management, providing a comprehensive platform that enables organizations to track and reduce their greenhouse gas emissions effectively. By integrating with various software solutions, Greenly automates data collection and analysis, allowing businesses to calculate their carbon footprints in real-time and generate compliant carbon disclosure reports. The platform supports companies in developing Net Zero strategies aligned with international standards, including the Science Based Targets initiative. Greenly emphasizes an industry-specific approach, offering tailored solutions for sectors such as freight, electricity, and supply chain management. Additionally, the company aids procurement departments in implementing sustainable purchasing policies and engaging suppliers in decarbonization efforts, positioning itself as a leader in the transition to a more sustainable economy.

Theia Insights

Venture Round in 2024
Theia Insights is a deep tech company focused on developing foundational artificial intelligence solutions specifically for the global investment community. Composed of a team of PhD scientists, engineers, mathematicians, and industry practitioners, Theia Insights aims to empower financial professionals and individual investors by providing innovative tools and analytics for portfolio construction, optimization, and risk management. The company's platform leverages advanced AI to transform complex information into actionable insights, enabling users to make informed decisions and enhance their investment strategies.

ZILO

Series A in 2024
ZILO is a fintech company dedicated to transforming the global asset management sector through innovative technology solutions. Focused on modernizing the industry, ZILO offers a comprehensive platform that integrates transfer agency, fund platforms, and fund accounting into a unified global solution. By replacing outdated legacy systems, ZILO's technology enhances operational efficiency, reduces costs, and minimizes risk for firms in the asset and wealth management space. The company emphasizes a design-driven, people-first approach, fostering strong partnerships with clients to expand their product and service offerings. With a team composed of experienced professionals, ZILO aims to lead the market in asset management solutions while facilitating compliance and operational tasks through secure, efficient digital processes.

Sylvera

Series B in 2023
Sylvera is a carbon data provider based in London, United Kingdom, established in 2020. The company specializes in developing machine learning-based tools to monitor the performance of carbon offset projects. These tools enable remote tracking of project performance at intervals of up to a week, facilitating the integration of carbon data into both internal and external reporting frameworks. By offering enhanced transparency around carbon offsets, Sylvera aims to assist businesses and governments in reducing reputational risks associated with carbon emissions, ultimately promoting real-world climate action.

73 Strings

Series A in 2023
73 Strings is a financial advisory firm that leverages artificial intelligence and technology to enhance decision-making for its clients. The company has developed a financial analysis platform designed to assist clients in comprehending the significance of informed financial choices. This platform provides financial data hubs for portfolio valuation and deal sourcing, streamlining low-value tasks typically handled by analysts. By optimizing these processes, 73 Strings enables its clients to improve efficiency, minimize the risk of errors, and boost overall productivity in capital management.

Smart

Series E in 2023
Smart develops software designed to provide a range of pension services, including providing its own pension scheme and developing custom enterprise software for international markets. Their goal is to transform retirement, savings, and financial well-being for people of all ages all over the world.

Conquest Planning

Series A in 2023
Conquest Planning Inc. is a FinTech company based in Winnipeg, Canada, that specializes in providing an online financial planning and advice platform. Established in 2018, the company aims to democratize access to financial advice through an innovative software solution tailored for the financial services industry. Its platform features an intuitive user interface and a streamlined onboarding process, leveraging data-driven artificial intelligence to generate personalized financial plans. By presenting information in a visually appealing format, Conquest Planning empowers users to independently create and manage their financial futures.

SteelEye

Series B in 2022
SteelEye Limited is a London-based company that provides a cloud-based compliance platform designed to assist financial firms in meeting regulatory obligations. Founded in 2017, SteelEye's platform consolidates and analyzes both structured and unstructured data from various sources to facilitate transaction reporting, record-keeping, and trade reconstruction. By offering surveillance and intelligent insights, the company helps clients navigate the complexities of financial regulations while ensuring accurate compliance. SteelEye's mission is to foster trust in the financial markets by simplifying the compliance process and reducing associated costs.

FX HedgePool

Series A in 2022
FX HedgePool is a peer-to-peer matching platform focused on institutional foreign exchange transactions. The company aims to eliminate market impact and reduce the effects of volatility in the foreign exchange market. By employing a credit model that separates liquidity from credit, FX HedgePool creates a new source of safe and reliable liquidity for the swaps market. This innovative approach enables passive hedgers to offer liquidity to their peers, while allowing banks to optimize their balance sheets. Through its platform, FX HedgePool enhances the efficiency of foreign exchange transactions for institutional clients.

Tumelo

Series A in 2022
Tumelo is a financial technology firm with a focus on creating a sustainable investment ecosystem for retail investors and pension members. The company partners with investment and pension providers to enhance transparency regarding the companies within their portfolios and to facilitate a shareholder voice on critical issues such as gender equality and climate change. Tumelo offers a white-label software solution delivered through APIs or a user dashboard, which seamlessly integrates with existing investment platforms. This technology not only improves customer engagement, acquisition, and retention but also enables fund managers and investment platforms to provide essential voting functionalities and reporting tools. These tools empower asset owners to actively engage with their voting rights and manage their investments effectively.

Moneybox

Series D in 2022
Moneybox is a mobile application designed to facilitate saving, investing, and pension management for individuals. The platform allows users to round up their spare change from everyday transactions, enabling them to save and invest effortlessly. Moneybox aims to help users build wealth over time by providing a range of financial services, including personal savings accounts and investment products. Additionally, the app offers specific savings options for first-time homebuyers, making it a valuable tool for those looking to enter the property market. By focusing on user-friendly solutions, Moneybox seeks to empower individuals in their financial journeys and enhance their overall financial well-being.

PrimaryBid

Series C in 2022
PrimaryBid Limited is an online investment platform that facilitates access for private investors to share placings, fundraising activities, and initial public offerings (IPOs) of AIM-listed companies. Founded in 2012 and based in London, the company provides a technology solution that allows retail investors to bid for new shares on their own terms, ensuring they can participate at the same time and price as institutional investors. The platform aggregates retail demand, connecting a diverse pool of investors with public companies, and enables investments through both a website and mobile application. PrimaryBid has established strategic partnerships with notable financial institutions, enhancing its ability to streamline the investment process and increase opportunities for everyday investors in the Eurozone.

Path

Series A in 2021
Path is an SEC Registered Investment Advisor that allows anyone to access automated crypto portfolios. After completing a suitability assessment, Path builds your portfolio and manages it for you. You can also buy, hold, and swap cryptos directly from the app. Regulated, safe, trusted. The company was founded in 2019 and is headquartered in Chicago, Illinois.

Moonfare

Series C in 2021
Moonfare is a technology-driven platform that enables individuals to invest in top-tier private market opportunities with low minimums and fees. The company aggregates demand from individual investors to create a streamlined investment experience, offering improved liquidity and the ability to select specific investments. Moonfare was founded by an international team of professionals with backgrounds in leading technology and investment companies. Notable backers include Insight Partners, Vitrivian Partners, and Fidelity International.

Finbourne

Corporate Round in 2021
FINBOURNE Technology Limited is a London-based company founded in 2016 that specializes in investment management technology. It has developed LUSID, a sophisticated investment data platform designed to transform and simplify how organizations manage their investment data. LUSID serves as an investment data store, providing comprehensive historical records of transactions and adjustments, thereby enhancing transparency and reducing costs associated with investing. The platform is built as a bitemporal engine and utilizes open APIs, allowing it to integrate seamlessly with existing operational systems and deliver agility and control. In addition to LUSID, the company offers Luminesce, a data virtualization engine that facilitates real-time data gathering and analysis. Together, these tools support a wide range of critical data management processes for various clients, from start-up managers to large global investment institutions, enabling them to achieve deeper insights and improved operational efficiency.

Conquest Planning

Seed Round in 2021
Conquest Planning Inc. is a FinTech company based in Winnipeg, Canada, that specializes in providing an online financial planning and advice platform. Established in 2018, the company aims to democratize access to financial advice through an innovative software solution tailored for the financial services industry. Its platform features an intuitive user interface and a streamlined onboarding process, leveraging data-driven artificial intelligence to generate personalized financial plans. By presenting information in a visually appealing format, Conquest Planning empowers users to independently create and manage their financial futures.

SteelEye

Series A in 2021
SteelEye Limited is a London-based company that provides a cloud-based compliance platform designed to assist financial firms in meeting regulatory obligations. Founded in 2017, SteelEye's platform consolidates and analyzes both structured and unstructured data from various sources to facilitate transaction reporting, record-keeping, and trade reconstruction. By offering surveillance and intelligent insights, the company helps clients navigate the complexities of financial regulations while ensuring accurate compliance. SteelEye's mission is to foster trust in the financial markets by simplifying the compliance process and reducing associated costs.

Capdesk

Series A in 2021
Capdesk ApS is an equity management platform that simplifies the administration of shares for companies and investors. Founded in 2015 and headquartered in Copenhagen, Denmark, with a presence in London, the company provides tools for managing cap tables, shareholder registers, and employee equity. The platform automates key processes such as share issuance, transfers, splits, and cancellations, allowing companies to focus more on their core operations by reducing administrative burdens. By storing equity-related information digitally, Capdesk enables clients to easily share ownership details, share certificates, and investment data with stakeholders, fostering transparency and alignment among investors.

Moonfare

Series B in 2021
Moonfare is a technology-driven platform that enables individuals to invest in top-tier private market opportunities with low minimums and fees. The company aggregates demand from individual investors to create a streamlined investment experience, offering improved liquidity and the ability to select specific investments. Moonfare was founded by an international team of professionals with backgrounds in leading technology and investment companies. Notable backers include Insight Partners, Vitrivian Partners, and Fidelity International.

PrimaryBid

Series B in 2020
PrimaryBid Limited is an online investment platform that facilitates access for private investors to share placings, fundraising activities, and initial public offerings (IPOs) of AIM-listed companies. Founded in 2012 and based in London, the company provides a technology solution that allows retail investors to bid for new shares on their own terms, ensuring they can participate at the same time and price as institutional investors. The platform aggregates retail demand, connecting a diverse pool of investors with public companies, and enables investments through both a website and mobile application. PrimaryBid has established strategic partnerships with notable financial institutions, enhancing its ability to streamline the investment process and increase opportunities for everyday investors in the Eurozone.

Moneybox

Series C in 2020
Moneybox is a mobile application designed to facilitate saving, investing, and pension management for individuals. The platform allows users to round up their spare change from everyday transactions, enabling them to save and invest effortlessly. Moneybox aims to help users build wealth over time by providing a range of financial services, including personal savings accounts and investment products. Additionally, the app offers specific savings options for first-time homebuyers, making it a valuable tool for those looking to enter the property market. By focusing on user-friendly solutions, Moneybox seeks to empower individuals in their financial journeys and enhance their overall financial well-being.

Conquest Planning

Seed Round in 2020
Conquest Planning Inc. is a FinTech company based in Winnipeg, Canada, that specializes in providing an online financial planning and advice platform. Established in 2018, the company aims to democratize access to financial advice through an innovative software solution tailored for the financial services industry. Its platform features an intuitive user interface and a streamlined onboarding process, leveraging data-driven artificial intelligence to generate personalized financial plans. By presenting information in a visually appealing format, Conquest Planning empowers users to independently create and manage their financial futures.

SteelEye

Series A in 2020
SteelEye Limited is a London-based company that provides a cloud-based compliance platform designed to assist financial firms in meeting regulatory obligations. Founded in 2017, SteelEye's platform consolidates and analyzes both structured and unstructured data from various sources to facilitate transaction reporting, record-keeping, and trade reconstruction. By offering surveillance and intelligent insights, the company helps clients navigate the complexities of financial regulations while ensuring accurate compliance. SteelEye's mission is to foster trust in the financial markets by simplifying the compliance process and reducing associated costs.

ClearX

Series A in 2020
ClearX is a developer of blockchain-based settlement and clearing networks aimed at enhancing commercial automation in global industries, particularly in the B2B sector. By leveraging enterprise-grade blockchain technologies and programmable smart contracts, the company facilitates near-real-time settlement and automated dispute resolution, thereby reducing costs, inefficiencies, and fraud while ensuring the confidentiality of contracts and trade details. ClearX's solutions empower telecom companies to modernize their commercial frameworks, enabling seamless integration with cloud marketplaces and partners through API-based commerce. This innovation allows operators to deliver a streamlined customer experience with global reach, utilizing advanced business models within a unified contract and billing structure.

StashAway

Series B in 2019
StashAway Malaysia Sdn Bhd is a licensed investment platform in Malaysia that specializes in wealth management and portfolio management for both retail and accredited investors. The company is dedicated to providing accessible investment solutions, emphasizing low fees and personalized financial planning. StashAway's platform caters to a diverse audience by offering tools and resources that facilitate informed investment decisions. Its innovative investment strategy, ERAA® (Economic Regime-based Asset Allocation), aims to maximize long-term returns while managing individual risk exposure in response to changing economic conditions. Through its user-friendly mobile app, StashAway simplifies the investment process, making wealth management more approachable for a broad range of investors.

DriveWealth

Series C in 2019
DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.

Kuvera.in

Series A in 2019
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

Seed Round in 2019
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

Series B in 2018
Moneybox is a mobile application designed to facilitate saving, investing, and pension management for individuals. The platform allows users to round up their spare change from everyday transactions, enabling them to save and invest effortlessly. Moneybox aims to help users build wealth over time by providing a range of financial services, including personal savings accounts and investment products. Additionally, the app offers specific savings options for first-time homebuyers, making it a valuable tool for those looking to enter the property market. By focusing on user-friendly solutions, Moneybox seeks to empower individuals in their financial journeys and enhance their overall financial well-being.

Alpima

Seed Round in 2016
ALPIMA Ltd. is an advisory company based in London, United Kingdom, specializing in systematic investing for professional and institutional clients. Founded in 2014, the company provides a range of advisory services, including investment strategy design, risk management, and automatic re-balancing. ALPIMA combines extensive expertise in global markets with cutting-edge data science and technology, enabling clients to navigate the digitization of finance effectively. The firm offers a cloud-based platform that allows for personalized investment strategies while ensuring performance transparency and cost awareness. This platform is designed to deliver a high-quality digital experience tailored to the specific needs of its clients, enhancing engagement and operational efficiency.
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