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    News Analysis
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    Search Startups

    Mature/Pre-Seed, Small, Personal Portfolio Management Startups

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    Status 
    8 Startups 0 In the News 0 Recently Updated
    • Total Funding
      $2.2M
      Raised
      4
      Events
    • Private Funding
      $2.2M
      Raised
      4
      Rounds
    • Public Offerings
      $0
      Raised
      0
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    • M&A
      $0
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    Clear Value logo

    Clear Value

    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Wealth Management Solution
    2019 B2C 1-10 Pre-Seed Undisclosed
    private-investors
    investments
    personal-finance
    fintech
    Sepaya Algo Invest logo

    Sepaya Algo Invest

    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Algorithm-based Investment Company
    2013 B2B, B2C 1-10 Mature Undisclosed
    trading
    algo-trading
    fintech
    investments
    data-analytics
    risk-management
    portfolio-management
    trading-and-investing
    Cerberus Trading Solutions logo

    Cerberus Trading Solutions

    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Platform for Showcasing Algo Trading Strategies
    2014 B2C 1-10 Mature Undisclosed
    brokers
    trading
    portfolio-management
    software-applications
    fintech
    algo-trading
    investments
    personal-finance
    trading-and-investing
    private-investors
    financial-services
    Finnovest logo

    Finnovest

    Personalized Investment Advice Platform
    2013 B2B 1-10 Mature Undisclosed
    investments
    banks
    fintech
    mobile-devices
    trading
    brokers
    recommendations
    robo-advising
    trading-and-investing
    AccounTrex logo

    AccounTrex

    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Back Office Portfolio Management System
    2011 B2B 1-10 Mature Undisclosed
    trading
    brokers
    patent-pending
    saas
    fintech
    portfolio-management
    web-platform
    accounting
    enterprise-solutions
    cloud
    back-office
    trading-and-investing
    Nummularii logo

    Nummularii

    Financial Software for Investment Advisors
    2014 B2B 1-10 Mature Undisclosed
    portfolio-management
    banks
    fintech
    web-platform
    investments
    enterprises
    artificial-intelligence
    robo-advising
    natural-language-processing
    customer-engagement
    trading-and-investing
    investors
    Change Labs logo

    Change Labs

    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Financial Health AI Platform
    2015 B2B 1-10 Mature $2.2M
    fintech
    personal-finance
    consumers
    artificial-intelligence
    machine-learning

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    Funding Amount
    Funding Stages
    • Total Funding
      $2.2M
      Raised
      4
      Events
    • Private Funding
      $2.2M
      Raised
      4
      Rounds
    • Public Offerings
      $0
      Raised
      0
      Offerings
    • M&A
      $0
      Raised
      0
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    Clear Value logo
    Raised
    Undisclosed
    Clear Value
    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Wealth Management Solution
    Founded:2019
    Business Model:B2C
    Employees:1-10
    Funding Stage:Pre-Seed
    Sepaya Algo Invest logo
    Raised
    Undisclosed
    Sepaya Algo Invest
    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Algorithm-based Investment Company
    Founded:2013
    Business Model:B2B, B2C
    Employees:1-10
    Funding Stage:Mature
    Cerberus Trading Solutions logo
    Raised
    Undisclosed
    Cerberus Trading Solutions
    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Platform for Showcasing Algo Trading Strategies
    Founded:2014
    Business Model:B2C
    Employees:1-10
    Funding Stage:Mature
    Finnovest logo
    Raised
    Undisclosed
    Finnovest
    Personalized Investment Advice Platform
    Founded:2013
    Business Model:B2B
    Employees:1-10
    Funding Stage:Mature
    AccounTrex logo
    Raised
    Undisclosed
    AccounTrex
    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Back Office Portfolio Management System
    Founded:2011
    Business Model:B2B
    Employees:1-10
    Funding Stage:Mature
    Nummularii logo
    Raised
    Undisclosed
    Nummularii
    Financial Software for Investment Advisors
    Founded:2014
    Business Model:B2B
    Employees:1-10
    Funding Stage:Mature
    Change Labs logo
    Raised
    $2.2M
    Change Labs
    Presumed Inactive
    ?
    Based on data collected from different sources by our team,
    there are indicators that suggest that this company is no longer active. However, this information may not be accurate. If you believe this information should be updated, please .
    For more details, you can read our .
    Financial Health AI Platform
    Founded:2015
    Business Model:B2B
    Employees:1-10
    Funding Stage:Mature
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