Nutmeg Acquisition, Valuation, Funding & Investors

Canaccord Genuity Group Inc is an independent, full-service financial services firm. The company’s segment reporting is based on the following operating segments: Canaccord Genuity Capital Markets, Canaccord Genuity Wealth Management, and Corporate and Other. It generates revenue by providing value to its individual, institutional, and corporate clients through comprehensive investment solutions, brokerage services, and investment banking services. Maximum revenue is generated from the Canaccord Genuity Wealth Management segment, which provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, Australia, and the UK & Crown dependencies. Geographically, the group derives maximum revenue from its business in Canada.

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.

SmartAsset is a financial content and advisor matching platform. It operates SmartAdvisor to connect consumers with advisors alongside educational tools and calculators. New York-headquartered and ranked on Inc. 5000, SmartAsset empowers personal finance decisions and earned recognition from Y Combinator and Forbes.

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.

Vise is a New York-headquartered fintech company founded in 2016 automating investment management for financial advisors via AI. Its platform handles personalized portfolio construction, rebalancing, tax optimization, and client reporting, allowing advisors to prioritize relationship-building while serving clients with customized strategies across asset classes.

Zopa is a London-headquartered digital bank offering personal loans, credit cards, savings accounts, and credit score monitoring through its mobile app. Founded in 2005 as the world's first peer-to-peer lending service, it matches lenders and borrowers while spreading risks across portfolios. Zopa transitioned to a full banking license in 2020, holding over £7 billion in deposits. The platform enforces automated repayments and provides tools for financial planning.

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.

RFA Financial Inc is a scaled and dynamic financial service platform positioned as an intersection of banking, mortgage, origination, and real estate.

Wellington-Altus Financial is a Winnipeg-headquartered wealth management firm operating across Canada. It provides advisory services, portfolio management, and financial planning through a network of independent advisors serving high-net-worth individuals, businesses, and institutional clients. The company offers segregated managed accounts, mutual funds, and alternative investments backed by proprietary trading and research platforms.

Happy Money is an Irvine-headquartered fintech company that originates personal loans through partnerships with community banks for debt consolidation, home improvements, and other purposes. Founded in 2013 under the name Payoff, the firm rebranded to Happy Money in 2021 to emphasize borrower financial wellness. Its online platform assesses credit profiles to match users with suitable loan offers from lenders across the United States. Borrowers access automated payment plans that prioritize high-interest debt payoff while reporting activity to credit bureaus for score improvements. Happy Money serves customers nationwide with a focus on those transitioning from credit card reliance to savings habits.

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.

XPS Pensions Group PLC is principally engaged in the provision of its consulting and administration services relating to UK pension schemes and insurers. The services provided by the company include Pensions advisory, Covenant advisory, Investment consulting, Administration, Trustee and governance services, Insurance consulting, etc. The company derives maximum revenue from advisory services, which include actuarial and consulting services provided to pension trustees and insurance companies, as well as investment consulting services.

Neo Group is a Mumbai-based wealth and asset management platform serving HNIs, UHNIs, family offices, institutions, and corporates. Its verticals include wealth management for global clients and asset management across private credit, equities, and real assets.

Mercantil Servicios Financieros CA is a Venezuela-based financial services provider. It offers, through its subsidiaries, a full range of financial products and services in the banking, insurance and wealth management businesses in the Americas and Europe. It provides financial and general banking services to corporate, middle market and retail customers. Third party asset management and securities brokerage services are provided in Venezuela and other jurisdictions, as well as insurance services in Venezuela and Panama. The company generates the majority of its revenue from Venezuela.

PHI Group Inc is part of the financial services industry. Its primary scope of business is mergers and acquisitions. Its M&A advisory and consulting services include strategic and transaction advisory and consulting services related to acquisitions and divestitures. The company advises and consults with buyers and sellers of businesses, provides corporate restructuring and turnaround management services, and delivers post-closing value enhancement services.

CAPTRUST is a Raleigh, North Carolina-headquartered independent registered investment advisor that delivers retirement plan advisory, wealth management, and financial planning services. The firm advises over 3,000 retirement plans covering 11 million participants and serves endowments, foundations, and high-net-worth individuals. CAPTRUST specializes in fiduciary governance, investment policy development, and fee benchmarking for defined contribution and defined benefit plans. Registered with the SEC since 2006, it operates through offices across the United States, including Texas, California, and Florida.

Albert is a U.S. fintech company, launched in 2016, that provides a mobile app combining automated savings, budgeting, investing, and access to human financial experts for personalized advice. Additional features include Instant, which offers paycheck advances, aimed at improving the financial wellness of middle-income Americans living paycheck to paycheck. The app has grown to millions of registered users, who have collectively saved hundreds of millions of dollars since its launch.