About Beanstox
Beanstox is a Technology company based in Boston (United States) founded in 2017, and was acquired by Azimut in September 2026. Automated robo-advisory services for wealth management are offered online. Beanstox has raised $2.13 million across 1 funding round from investors including Azimut Group. Its website beanstox.com draws about 12 thousand monthly visits. Beanstox offers products and services including Wealth Builder Account, Power Savings Account, Stocks 500 Account, and Tax Filing Tool. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its competitors include Betterment, Stash and Wealthfront; 3 of its 3 listed competitors have raised funding.
Company details
Founded in 2017 in Boston, United States, Beanstox operates as an online platform in the wealth management sector. Automated investment plans and wealth-building tools are provided to users, alongside educational resources on investments. Recurring deposit services are also facilitated through the application, which is accessible on both Android and iOS devices. Operations focus on consumer-oriented financial automation.
- Total Equity Funding$2.13M (USD)
in 1 rounds
- Latest Funding Round$2.13M (USD), Seed
Mar 2022
- Investors
- Acquired byAzimut
(Sep 2026)
Products & Services of Beanstox
Beanstox offers a comprehensive portfolio of products and services, including Wealth Builder Account, Power Savings Account, Stocks 500 Account, and Tax Filing Tool.
Automated tool for building long-term wealth through diversified investments.
High-yield savings option with secure automated deposits and bank connections.
Tracks S&P 500 for easy stock investing without market timing needs.
Simplifies tax filing with partner tools and refund guarantees for users.
Apps and channels of Beanstox
Beanstox publishes 2 mobile apps with over 10K+ downloads.
Funding Insights of Beanstox
Beanstox has successfully raised a total of $2.13M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.13 million completed in March 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.13M
- Total Rounds 1
- Last Round Seed — $2.13M
- First Round $2.13M
(Mar 2022)
All 1 funding rounds of Beanstox with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2022 | $2.13M | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in Beanstox
Beanstox has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Azimut Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Azimut Group is engaged in asset and wealth management services. | 1989 | azimut-group.com | Milan, Italy |
Investor details for Beanstox
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Beanstox
4 people are tracked at Beanstox (2 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Connor O'Brien | President and CEO | Leadership |
Christopher Mangaser | Chief Operating Officer | Leadership |
Teisner-Kjær Uffe | Investor | Team |
Aaron Joseph Ellebrecht | Strategic Advisor | Team |
Complete people profiles for Beanstox
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Beanstox
3 dated milestones of Beanstox across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Beanstox is founded.
- Funding First funding round of $2.1M.
- Exit Acquired by Azimut.
Competitors of Beanstox
Beanstox has 3 listed competitors in our database, 3 of them funded. They include Betterment, Stash and Wealthfront.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterment.com | 2010 | New York, United States | $335M | 399 | App-based automated investment and retirement planning platform | |
| stash.com | 2015 | New York, United States | $747.48M | Automated investment and robo-advisory services are offered to individuals. | ||
| wealthfront.com | 2008 | Palo Alto, United States | $204.67M | 200 | Robo-advisory and financial planning services are provided for investments. |
Detailed competitors of Beanstox
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Beanstox
The website of Beanstox (beanstox.com) receives about 12.5K visits a month.
- Monthly visits12.5K
▼ 9% vs previous month
Websites whose visitors overlap most with Beanstox. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
insidermonkey.com | insidermonkey.com | 100% | #28,974 | – |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Beanstox (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Beanstox
Complete news archive for Beanstox
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Beanstox
Beanstox was founded in 2017 and raised its 1st funding round 5 years after it was founded.
Beanstox is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Beanstox is a funded company, having raised a total of $2.13M across 1 funding round to date. The company's 1st funding round was a Seed of $2.13M, raised on Mar 2022.
Founded in 2017 in Boston, United States, Beanstox operates as an online platform in the wealth management sector. Automated investment plans and wealth-building tools are provided to users, alongside educational resources on investments. Recurring deposit services are also facilitated through the application, which is accessible on both Android and iOS devices. Operations focus on consumer-oriented financial automation.
Beanstox's top competitors include Betterment, Stash and Wealthfront.
Beanstox offers Wealth Builder Account, Power Savings Account, Stocks 500 Account, and Tax Filing Tool.
Beanstox has 1 investor. Key investors include Azimut Group.
Yes. Beanstox was acquired by Azimut in September 2026.
Yes. Beanstox publishes Beanstox: Automated Investing and 1 more app, with over 10,000 downloads.