M
MoneyFarm
Helps individuals invest and manage their savings
About MoneyFarm
Moneyfarm is a digital wealth management platform that leverages smart technology and expert advice to simplify investing for its clients. The company operates in the financial technology sector, serving over 130,000 investors who are looking to grow their wealth.
Moneyfarm's business model is centered around providing easy-access investing via the web. The platform offers active management and holistic portfolio reviews, allowing clients to make informed decisions about their investments. Clients can choose to invest in expertly managed portfolios for peace of mind or select their own assets for a more hands-on approach.
One of the key features of Moneyfarm is its Liquidity+ money market investment solution. This offers a competitive 5.3% gross annualised yield on cash, making it an attractive option for those saving for short-term goals. However, it's important to note that while this is a low-risk investment, the value of investments can fall and investors may get less than they invested.
Moneyfarm's revenue is generated through transparent pricing, which includes management fees based on the amount of assets under management. The company's returns are sensitive to the Bank of England’s deposit rate fluctuations, meaning that lower rates can lead to lower yields and higher rates can lead to higher yields.
In summary, Moneyfarm is a digital wealth management platform that combines smart technology with expert advice to help investors grow their wealth.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2011
- Headquarters
- London, United Kingdom
- Employees
- 236
- Open positions
- 14
- Dealroom signal
- 76.6/100
- Industry
- Fintech
- Sub-industry
- Financial Management Solutions, Wealth Management
- Sector
- Fintech, Wealth Management, Risk Management, Personal Finance, Alternative Investments, Spend Management, Insurtech Related, B Corp, uk is8 financial services
- Client focus
- b2c
- Investment activity
- 3 companies, latest Dec 2024
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| LATE VCOther financing | Jan 2022 | $58M | $233M | M&G · Poste Italiane | ↗ |
| SERIES COther financing | Sep 2019 | $44M | $176M | Poste Italiane | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for MoneyFarm is 390K monthly website visits, up 0% over the last three months. MoneyFarm's team grew 4.4% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Profile PensionsPreston, United KingdomStraight-talking pension advice
$2.8Mvaluation
Vaamo FinanzFrankfurt, GermanyThe easiest way for generations X and Y to create wealth
$11Mvaluation
Ernest.AILondon, United KingdomErnest helps with financial habits by answering your questions and proactively giving you insights
→
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
United Ventures
Series A6 investors entered at this stage
XYence
Cabot Square Capital
Allianz X
Allianz
The Sardinia Foundation
Endeavor Catalyst
Series B and later2 investors entered at this stage
Poste Italiane
M&G
Other known investors1 additional known investor
Tech Nation
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about MoneyFarm 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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