CoinTracker Valuation, Funding & Investors

Betterment is a New York-headquartered robo-advisor founded in 2008. It manages customized diversified portfolios for individual, IRA, Roth IRA, and 401(k) rollover accounts with a 0.25% management fee. Features include tax-loss harvesting and RetireGuide planning tools accessible via mobile and web.

Esusu is a New York-headquartered financial technology company founded in 2016 that reports renters' on-time payments to major credit bureaus like Equifax, Experian, and TransUnion. Property owners leverage its analytics dashboard to screen tenants, forecast cash flow, and lower eviction rates by up to 60 percent through improved tenant selection. The platform processes rent data from over 2 million units across the United States, partnering with large multifamily operators such as Related Companies and Greystar. Esusu also offers financial literacy tools and emergency rent relief programs to support low-income households.

Raise Financial Services is a technology firm building platforms for trading, investing, and financial education targeted at informed consumers. It operates Dhan, a brokerage platform for stock and derivatives trading, and Upsurge.club, an online learning portal covering equity research and portfolio management. The company maintains a presence in India with offices in Mumbai. Raise Financial Services supports user growth through mobile and web applications that integrate real-time market data and educational resources.

Flow Traders Ltd is a financial technology company operating in the financial markets, using its proprietary technology platform to provide liquidity by quoting bid and ask prices in financial products. It ensures the provision of liquidity to support the uninterrupted functioning of financial markets. The company's core trading focus is on exchange-traded products (ETPs), enabling investors to buy and sell ETPs by quoting bid and ask prices under virtually all market circumstances and also has expanded into fixed income, commodities, digital assets, and foreign exchange. The company's reportable segments are; Europe which generates key revenue, the Americas, and Asia.

Monex Group Inc is functional in the financial services domain of Japan. Its core business is that of securities trading. Operating in the capital markets industry, the company renders such services as online securities business, the foreign exchange (FX) trading business, as well as the provision of merger and acquisition (M&A) advisory services. Most of its revenue is in the form of brokerage derived from its capital market activities majorly in Japan and on a minor scale in the United States and China.

Moneybox is a London-based savings and investment app enabling automated deposits into ISAs, pensions, and Lifetime ISAs for first-time homebuyers. Founded in 2015, it serves 1.5 million UK users with round-up features, stocks and shares portfolios tracking FTSE indices, and pension consolidation from providers like Aviva. The app offers cash ISAs at 4.6% AER and robo-advisory with risk-rated funds from BlackRock. Moneybox holds FCA authorization and integrates with Starling Bank.

Wealthfront Corp is a technology company that built a financial solutions platform for digital natives. Its platform is designed to address the needs of the wealth builders within these generations.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

Credit Sesame is a Mountain View-headquartered fintech founded in 2010 that provides free credit monitoring, personalized loan recommendations, and digital banking tools. Its app tracks VantageScore 3.0, offers identity theft protection, and matches users to credit cards, mortgages, and personal loans from partners like LendingClub. Serving 20 million members, it automates savings plans and debt payoff strategies.

Farther is a New York-headquartered wealth management firm founded in 2019 that integrates financial advisors with proprietary technology platforms. It serves high-net-worth professionals through holistic services covering investments, tax strategies, and estate planning. Advisors leverage analytics tools for customized recommendations, backed by investments from Sequoia Capital and other prominent venture firms. Farther operates nationwide with a focus on efficiency and personalized elite experiences for complex financial needs.

Flying Tulip is a decentralized finance protocol founded by Andre Cronje, with integrated trading, lending and ftUSD products. Its native token is FT. Qualifying primary-allocation positions carry a perpetual PUT redemption right under the protocol’s terms.

Masterworks is a fractional art investment platform enabling purchases of shares in multimillion-dollar paintings by artists like Picasso, Warhol, and Banksy. Headquartered in New York, the company acquires blue-chip artworks, securitizes them, and offers liquidity through a secondary marketplace. Managing over $1 billion in art assets, it provides audited returns averaging 13.8% net annualized based on historical sales.

Numbrs is a Zurich-headquartered fintech aggregator connecting users to over 400 European banks for consolidated account management and personal finance tracking. Established in 2015, it offers budgeting tools, spending analytics, and a marketplace for insurance, loans, and investments from providers like Credit Suisse and UBS without holding deposits itself. Employing more than 100 staff, the app processes millions of transactions monthly across Switzerland, Germany, and Austria.

Touzhijia.com is a Shanghai-based online wealth management platform offering P2P lending and investment services. Users access fixed-income products, insurance-linked plans, and private equity opportunities through its app and website. The platform emphasizes risk assessment tools and regulatory compliance to connect individual investors with borrowing enterprises across China.

Scalable Capital is a Munich-headquartered neobroker offering commission-free ETF trading and robo-advisory for retail investors across Germany. Founded in 2014, the platform manages 5 billion euros in assets with automated portfolios and prime brokerage for institutions. Scalable Capital partners with BlackRock for index funds and operates via Gettex exchange connectivity.

TOP Financial Group Ltd is an online brokerage firm in Hong Kong specializing in trading local and overseas equities, futures, and options products. The Company generates brokerage commission income by enabling its customers to trade on multiple exchanges present globally. The company operates in only one segment which is the futures brokerage service.

Acorns is an Irvine-headquartered micro-investing platform that rounds up everyday debit card purchases to invest spare change into diversified exchange-traded fund portfolios. Asset managers such as Vanguard and BlackRock supply the underlying low-cost index funds tracking S&P 500 and total stock market benchmarks. The app also features automated recurring investments, retirement accounts, and banking services with FDIC-insured checking. Launched in 2012, Acorns serves customers throughout the United States.

CoinSwitch is India's largest cryptocurrency investment app serving over 20 million users. The Bengaluru-headquartered platform simplifies crypto purchases through one-time buys or systematic investment plans via a mobile-first interface. Users access educational content on Web3 and track market sentiments using the Crypto Rupee Index. CoinSwitch operates as a trusted gateway for retail investors entering bitcoin, ethereum, and other digital assets.