NeoSpace AI Acquisition, Valuation, Funding & Investors

Moneyfarm is a digital wealth manager operating in the UK and Italy, offering managed ISA portfolios, pensions, and DIY investment accounts. Edinburgh-headquartered since 2012, it oversees £1.5 billion for 90,000 clients using BlackRock funds with strategic asset allocation. The platform features low fees at 0.25-0.75% and complies with FCA and CONSOB regulations. Moneyfarm provides tax wrappers like SIPPs and Junior ISAs, with tools for ESG-focused investing.

Halo Investing is a fintech platform delivering access to structured notes, which provide predefined outcomes with downside protection for investors. The service supports analysis, trading, and portfolio management of notes issued by major banks. Chicago-headquartered, it partners with issuers to streamline operations and broaden availability beyond high-net-worth individuals to retail investors. Launched around 2015, Halo Investing processes transactions through its multi-issuer marketplace.

Nevis is a New York-based AI platform tailored for wealth management firms automating 80% of advisors' operational tasks. Features include automated meeting preparation, document handling, custodian account openings, and client onboarding workflows. Integrated with CRM systems like Salesforce, it frees advisors for personalized service across independent broker-dealers and RIAs in the United States.

Syfe is a Singapore-headquartered digital wealth management platform licensed for fund management, advisory, and brokerage in Singapore, Hong Kong, and Australia. It offers managed ETF portfolios, cash management accounts, and self-directed trading through its neo-brokerage. Syfe provides risk-based investment strategies tracking MSCI World Index and Singapore Savings Bonds equivalents. The platform integrates with local banks for seamless transfers.

INDmoney is an Indian mobile application for investing in U.S. stocks, mutual funds, and digital savings accounts. Its Super Saver feature provides high-interest banking options, helping users manage portfolios and plan finances through a seamless app interface.

ClearScore is a personal finance platform that gives consumers free access to their credit scores and reports alongside a marketplace of credit cards, loans, and other financial products matched to their profile. Founded in 2015 and led by Justin Basini, the London-based company has grown to serve tens of millions of customers across multiple continents, including expansions into South Africa. It has broadened its offering over time from unsecured credit broking into mortgages, secured lending, and open-banking-powered budgeting tools.

ClearTax is a Bangalore-based fintech platform for income tax filing, GST compliance, and mutual fund investments serving over 20 million users in India. It offers e-filing for ITR-1 to ITR-7 forms, automated deductions under sections 80C and 80D, and API integrations for CAs. Backed by Sequoia and Y Combinator since 2014, ClearTax processes billions in tax refunds annually through partnerships with banks like HDFC.

UP Fintech Holding Ltd is an online brokerage firm focusing on Chinese investors. Its trading platform enables investors to trade in equities and other financial instruments on multiple exchanges of stocks and other derivatives. The company offers its customers brokerage and value-added services, including trade order placement and execution, margin financing, account management, investor education, community discussion, and customer support.

Evernorth Holdings Incis a purpose-built investment vehicle focused on holding XRP through the public equity markets. It provides institutional investors with exposure to XRP through a publicly traded vehicle. The company manages its XRP assets through activities that may include the acquisition of XRP, portfolio management, yield generation strategies, and geographic expansion. The company also focuses on the XRP Ledger, a public blockchain designed to facilitate financial transactions.

Leonteq AG is a Swiss fintech company with a marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services. Leonteq acts as both a direct issuer of its products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has a presence in its home market of Switzerland and other parts of Europe, as well as an established footprint in Asia and other regions.

Albert is a Los Angeles consumer-finance technology company started in 2015 by Yinon Ravid and Andrzej Baraniak. Its mobile application brings budgeting, banking, cash management, saving and investing into one consumer interface. Users can link outside accounts so the service can analyse income, bills, spending, balances and recurring subscriptions. Albert Cash, Savings and Investing are offered through regulated bank and brokerage partners rather than Albert presenting itself as a bank. The company's Genius assistant combines generative artificial intelligence with a user's financial context to recommend and execute approved actions such as transfers, bill payments and savings changes. Standard, Genius and family subscription plans provide the company's principal recurring-revenue model alongside economics from its financial products. The service is aimed at United States consumers and has grown to more than fifteen million users.

PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer's assets held by the pension scheme. Geographically, it generates the majority of its revenue from the United Kingdom.

Abaxx Technologies Inc is a financial technology company engaged in developing and deploying trust-enabling internet protocols. The company operates with two distinct lines of business: Abaxx Technologies and Abaxx Exchange. Abaxx Technologies develops software tools that enable commodity traders and finance professionals to communicate, trade, and transact faster and more securely. Abaxx is building Smarter Markets - markets empowered by financial technology and market infrastructure to address challenges, including the energy transition.

Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development.

TIFIN is a holding company that builds and operates fintech firms focused on wealth management, investment advisory, and personal finance. Its portfolio includes TIFIN Invest, which delivers AI-driven model portfolios for financial advisors, TIFIN Wealth for client engagement platforms, and TIFIN Growth for lead generation tools. Headquartered in Austin, Texas, TIFIN partners with firms like BlackRock, WisdomTree, and Envestnet to enhance investor experiences through data analytics and machine learning. The company launched in 2020 with backing from Bain Capital Ventures and has expanded to serve over 100 wealth management organizations across the United States.