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{{Infobox company
{{Infobox company
| name = Moneyfarm
| name = Moneyfarm
| logo = Logo moneyfarm new.png
| logo = Logo moneyfarm new.png
| caption =
| caption =
| type = [[Private company|Private]]
| type = [[Private company|Private]]
| traded_as =
| traded_as =
| industry = [[Investment|Investment services]]
| industry = [[Investment|Investment services]]
| genre =
| genre =
| fate =
| fate =
| predecessor =
| predecessor =
| successor =
| successor =
| foundation = 2011
| foundation = 2011
| founder = Giovanni Daprà, Paolo Galvani
| founder = Giovanni Daprà, Paolo Galvani
| defunct =
| defunct =
| location_city = [[London]], [[Milan]], [[Cagliari]]
| location_city = [[London]], [[Milan]], [[Frankfurt]], [[Cagliari]]
| locations =
| locations = 4
| area_served = UK, Italy
| area_served = UK, Italy, Germany
| key_people = {{plainlist |
| key_people = {{plainlist |
* Paolo Galvani ([[Co-Founder]], [[Chairman]])
* Paolo Galvani ([[Co-Founder]], [[Chairman]])
* Giovanni Daprà ([[Co-Founder]], [[Chief executive officer|CEO]])
* Giovanni Daprà ([[Co-Founder]], [[Chief executive officer|CEO]])
* Alessandro Onano ([[Chief Marketing Officer|CMO]])
* Alessandro Onano ([[Chief Marketing Officer|CMO]])
* Richard Flax ([[Chief Investment Officer|CIO]])
* Richard Flax ([[Chief Investment Officer|CIO]])
* Paolo Savini Nicci ([[Chief Financial Officer|CFO]])
* Oliver Vins ([[Chief Product Officer|CPO]])
}}
}}
* Emanuele Blanco ([[Chief Technical Officer|CTO]])

<nowiki>}}</nowiki>
⚫
| products = Financial services, asset management, portfolio management
* Antonio Fratta Pasini ([[Chief Commercial Officer|CCO]])
⚫
| services =
<nowiki>}}</nowiki>
⚫
| revenue =
⚫
| products = Financial services, wealth management, asset management, portfolio management
⚫
| services =
⚫
| revenue =
| operating_income =
| operating_income =
| net_income =
| net_income =
| aum =
| aum = US$1.1 billion
| assets =
| assets =
| equity =
| equity =
| owner =
| owner = * Allianz GI
* Poste Italiane
| num_employees = 100
* United Ventures
⚫
| parent =
* Cabot Square Capital
⚫
| divisions =
* Endeavor
⚫
| subsid =
* Fondazione Sardegna
⚫
| footnotes =
| intl =
| num_employees = 130
⚫
| parent =
⚫
| homepage = {{URL|www.moneyfarm.com/}}
⚫
| divisions =
⚫
| subsid =
⚫
| footnotes =
| intl =
⚫
| homepage = {{URL|www.moneyfarm.com/}}
| location_country =
| location_country =
}}
}}
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Moneyfarm's technology allows it to create a unique profile based on a customer's investment target and risk propensity. A team of Moneyfarm personnel monitors the investment state and provide recommendations, if needed, to re-balance portfolios according to market trends.
Moneyfarm's technology allows it to create a unique profile based on a customer's investment target and risk propensity. A team of Moneyfarm personnel monitors the investment state and provide recommendations, if needed, to re-balance portfolios according to market trends.


Moneyfarm operates from offices in London, Milan and Cagliari. As the first European [[robo-advisor]], it departed from the "online-only" approach and opened a physical shop in Milan in May 2016.<ref>{{cite web|url=https://www.finextra.com/newsarticle/28927/robots-on-the-high-street-moneyfarm-opens-pop-up-shop |title=Robots on the high street: MoneyFarm opens pop-up shop |publisher=Finextra.com |date= |accessdate=2016-06-12}}</ref>
Moneyfarm operates from offices in London, Milan, Frankfurt and Cagliari. As the first European [[robo-advisor]], it departed from the "online-only" approach and opened a physical shop in Milan in May 2016.<ref>{{cite web|url=https://www.finextra.com/newsarticle/28927/robots-on-the-high-street-moneyfarm-opens-pop-up-shop |title=Robots on the high street: MoneyFarm opens pop-up shop |publisher=Finextra.com |date= |accessdate=2016-06-12}}</ref>


In September 2015, Moneyfarm raised €16M in [[venture capital]] funding.<ref>{{cite web|url=https://www.crunchbase.com/organization/moneyfarm#/|title=MoneyFarm – CrunchBase|publisher=|accessdate=12 June 2016}}</ref><ref>{{cite web|author=By FinSMEs |url=http://www.finsmes.com/2015/11/moneyfarm-raises-e16m-in-venture-capital-funding.html |title=MoneyFarm Raises €16M in Venture Capital Funding |publisher=Finsmes.com |date= |accessdate=2016-06-12}}</ref>
Moneyfarm received over £100 million in backing from Allianz Global Investors, Poste Italiane, Cabot Square Capital, and Venture Capital fund, United Ventures.<ref>{{cite web|url=https://www.crunchbase.com/organization/moneyfarm#/|title=MoneyFarm – CrunchBase|publisher=|accessdate=12 June 2016}}</ref><ref>{{cite web|author=By FinSMEs |url=http://www.finsmes.com/2015/11/moneyfarm-raises-e16m-in-venture-capital-funding.html |title=MoneyFarm Raises €16M in Venture Capital Funding |publisher=Finsmes.com |date= |accessdate=2016-06-12}}</ref>


==References==
==References==
Line 67: Line 75:
* {{cite web | author=Shead, Sam | title=A former Morgan Stanley VP wants investors to trust his 'robo-advisor' app with their savings | website=[[Business Insider]] | date=February 28, 2016 | url=http://www.businessinsider.com/morgan-stanley-vp-wants-investors-to-trust-his-robo-advisor-app-with-their-savings-2016-2 | ref={{sfnref | Business Insider | 2016}} | accessdate=June 19, 2016}}
* {{cite web | author=Shead, Sam | title=A former Morgan Stanley VP wants investors to trust his 'robo-advisor' app with their savings | website=[[Business Insider]] | date=February 28, 2016 | url=http://www.businessinsider.com/morgan-stanley-vp-wants-investors-to-trust-his-robo-advisor-app-with-their-savings-2016-2 | ref={{sfnref | Business Insider | 2016}} | accessdate=June 19, 2016}}
* {{cite web | title=Sedici milioni di euro, investimento record per MoneyFarm | website=[[Corriere della Sera]] | date=November 9, 2015 | url=http://corriereinnovazione.corriere.it/2015/11/09/sedici-milioni-euro-investimento-record-moneyfarm-08643c06-8706-11e5-858b-c98d4f30b0b8.shtml | language=it | ref={{sfnref | Corriere della Sera | 2015}} | accessdate=June 19, 2016}}
* {{cite web | title=Sedici milioni di euro, investimento record per MoneyFarm | website=[[Corriere della Sera]] | date=November 9, 2015 | url=http://corriereinnovazione.corriere.it/2015/11/09/sedici-milioni-euro-investimento-record-moneyfarm-08643c06-8706-11e5-858b-c98d4f30b0b8.shtml | language=it | ref={{sfnref | Corriere della Sera | 2015}} | accessdate=June 19, 2016}}
*[https://www.finextra.com/newsarticle/32984/moneyfarm-acquires-german-digital-wealth-outfit-vaamo "Moneyfarm acquires German digital wealth outfit vaamo". Finextra]. November 20, 2018
*[https://www.reuters.com/article/us-moneyfarm-fundraising/wealth-manager-moneyfarm-wins-poste-italiane-allianz-backing-idUSKBN1WB10O "Wealth manager Moneyfarm wins Poste Italiane, Allianz backing"]. Reuters. September 26, 2019.


== External links ==
== External links ==

Revision as of 10:03, 15 November 2019


Moneyfarm
Company typePrivate
IndustryInvestment services
Founded2011
FounderGiovanni Daprà, Paolo Galvani
Headquarters
London, Milan, Frankfurt, Cagliari
Number of locations
4
Area served
UK, Italy, Germany
Key people
  • Emanuele Blanco (CTO)

}}

  • Antonio Fratta Pasini (CCO)
}}
ProductsFinancial services, wealth management, asset management, portfolio management
AUMUS$1.1 billion
Owner
  • Allianz GI
  • Poste Italiane
  • United Ventures
  • Cabot Square Capital
  • Endeavor
  • Fondazione Sardegna
Number of employees
130
Websitewww.moneyfarm.com

Moneyfarm (MFM Investment ltd) is an online investment advisor and one of the largest digital wealth management companies in Europe, regulated by the FCA[1] (UK) and Banca d'Italia (ITA).

History

Moneyfarm was founded in March 2011 by Paolo Galvani, Chairman, and Giovanni Daprà, CEO, Moneyfarm leverages a digital wealth management platform to provide independent investment advisory services to small savers through its website. In March 2018 Moneyfarm launched digital Sipp a self-invested personal pension.[2]

Overview

Moneyfarm's technology allows it to create a unique profile based on a customer's investment target and risk propensity. A team of Moneyfarm personnel monitors the investment state and provide recommendations, if needed, to re-balance portfolios according to market trends.

Moneyfarm operates from offices in London, Milan, Frankfurt and Cagliari. As the first European robo-advisor, it departed from the "online-only" approach and opened a physical shop in Milan in May 2016.[3]

Moneyfarm received over £100 million in backing from Allianz Global Investors, Poste Italiane, Cabot Square Capital, and Venture Capital fund, United Ventures.[4][5]

References

  1. ^ Name  (1990-01-01). "Financial Conduct Authority". Register.fca.org.uk. Retrieved 2016-06-12.{{cite web}}: CS1 maint: extra punctuation (link)
  2. ^ "Moneyfarm launches digital Sipp". 2018-03-27. Retrieved 2018-05-14.
  3. ^ "Robots on the high street: MoneyFarm opens pop-up shop". Finextra.com. Retrieved 2016-06-12.
  4. ^ "MoneyFarm – CrunchBase". Retrieved 12 June 2016.
  5. ^ By FinSMEs. "MoneyFarm Raises €16M in Venture Capital Funding". Finsmes.com. Retrieved 2016-06-12.

Further reading

Retrieved from "https://en.wikipedia.org/enwiki/w/index.php?title=MoneyFarm&oldid=926284671"