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Fundment

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Operational Excellence for Investment Advisory

London, United KingdomFounded 2014Fintech
Valuation $250–500M Last recorded · 2025
Revenue $1–10M Latest reported FY
Headcount <100 Current team size
Total funding $50–100M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Fundment and the history behind them.

About Fundment

Fundment is a wrap platform designed to revolutionize the investment experience for financial advisers and their clients. Operating in the financial technology sector, Fundment serves financial advisers by providing a comprehensive suite of tools that integrate core platform services, back-office solutions, and discretionary investment management. The platform allows advisers to build and personalize model portfolios or choose from templates maintained by investment consultants. Fundment's business model focuses on offering a scalable and efficient solution that meets the demands of an increasingly complex regulatory environment. The company generates revenue through subscription fees and service charges for its platform. By automating processes and eliminating paperwork, Fundment enables advice firms to operate more efficiently and monitor their centralized investment propositions, whether outsourced or managed in-house. The platform also emphasizes collaboration, offering extensive API documentation and tech support to ensure seamless integration with other systems. Fundment's commitment to innovation and daily updates ensures that advisers have access to the latest tools and features to enhance their investment strategies.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2014
Headquarters
London, United Kingdom
Employees
75
Open positions
7
Dealroom signal
59.6/100
Industry
Fintech
Sub-industry
Wealth Management
Sector
Fintech, Advisory, Investing, uk is8 financial services, Wealth Management
Client focus
b2b

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES COther financing Jan 2025 $59M $330M ETFS Capital · Highland Europe ↗
EARLY VCOther financing Jul 2020 $4.5M $18M ETFS Capital —
Showing the latest 2 of 3 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
2021
2020 —
Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

Fundment website traffic

Latest recorded traffic for Fundment is 95K monthly website visits, up 9.2% over the last three months. Fundment's team grew 13.6% over the past year.

Latest monthly visits95K 3-month web change+9.2% 1-year team growth+13.6%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

3 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A2 investors entered at this stage

  • NFT Ventures
  • ETFS Capital

Series B and later1 investor entered at this stage

Team profiled 6 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
3 countries with
team presence
🇬🇧 United Kingdom95.1%
🇨🇦 Canada3.3%
🇧🇭 Bahrain1.6%
3 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Fundment on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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