DriveWealth

Chatham, United States Founded: 2012 • Age: 14 yrs
Cloud-based API solutions for embedded investing are provided online.
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About DriveWealth

DriveWealth is a company based in Chatham (United States) founded in 2012.. DriveWealth has raised $541.71 million across 6 funding rounds from investors including FTX, Accel and Fidelity International. The company has 28 employees as of December 31, 2015. DriveWealth offers products and services including API Platform, Fractional Share Investing, Equities Trading, and ETFs and Mutual Funds. DriveWealth operates in a competitive market with competitors including Atomic, WealthKernel, Tarrakki, Velexa and Eko, among others.

  • Headquarter Chatham, United States
  • Employees 28 as on 31 Dec, 2015
  • Stage Unicorn
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Drivewealth, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $541.71 M (USD)

    in 6 rounds

  • Latest Funding Round
    $450 M (USD), Series D

    Aug 20, 2021

  • Investors
    FTX

    & 15 more

  • Employee Count
    28

    as on Dec 31, 2015

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Products & Services of DriveWealth

DriveWealth offers a comprehensive portfolio of products and services, including API Platform, Fractional Share Investing, Equities Trading, and ETFs and Mutual Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Enables partners to offer securities trading and investing via API.

Allows dollar-based investing in stocks and ETFs for diversification.

Facilitates trading of US equities and OTC securities globally.

Provides access to diverse funds for client financial goals.

People of DriveWealth
Headcount 200-500
Employee Profiles 127
Board Members and Advisors 4
Employee Profiles
People
Subroto Dey
Vp-product
People
Afshin Fallahi
Senior Director, Data Product Management
People
Stephen Nash
SVP, Sales
People
Kalin Kingsland
Chief Information Security Officer

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Board Members and Advisors
people
Byron Lichtenstein
Director
people
Tripp Shriner
Director
people
Matt Weigand
Director
people
Robert Cortright
Founder and Executive Chair

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Funding Insights of DriveWealth

DriveWealth has successfully raised a total of $541.71M across 6 strategic funding rounds. The most recent funding activity was a Series D round of $450 million completed in August 2021. 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
  • Total Rounds 6
  • Last Round Series D — $450.0M
  • First Round

    (24 Mar 2012)

  • Investors Count 16
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2021 Amount Series D - DriveWealth Valuation Insight Partners , Accel
Oct, 2020 Amount Series C - DriveWealth Valuation Point72 Ventures
Nov, 2017 Amount Series B - DriveWealth Valuation Raptor Group , Point72 Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in DriveWealth

DriveWealth has secured backing from 16 investors, including venture fund and institutional investors. Prominent investors backing the company include FTX, Accel and Fidelity International. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Investment firm scaling software and technology companies from early to late stages.
Founded Year Domain Location
Accel is recognized as a leading venture capital firm.
Founded Year Domain Location
Venture capital fund focused on making growth equity investments across tech startups
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by DriveWealth

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - DriveWealth

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Drivewealth Comparisons

Employees
+
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Competitors of DriveWealth

DriveWealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Atomic, WealthKernel, Tarrakki, Velexa and Eko, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Payroll management services are provided to businesses by Atomic.
domain founded_year HQ Location
Wealth management as a service for embedded investments
domain founded_year HQ Location
Fintech platform that helps banks, fintech & consumers with the infrastructure to launch investment products
domain founded_year HQ Location
Provides customizable API-based investing technology for financial institutions worldwide.
domain founded_year HQ Location
Investment services platform is offered to credit unions and banks.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Drivewealth

Frequently Asked Questions about DriveWealth

When was DriveWealth founded?

DriveWealth was founded in 2012.

Where is DriveWealth located?

DriveWealth is headquartered in Chatham, United States.

Who is the current CEO of DriveWealth?

Michael Blaugrund is the current CEO of DriveWealth.

Is DriveWealth a funded company?

DriveWealth is a funded company, having raised a total of $541.71M across 6 funding rounds to date. The company's 1st funding round was a Series B of $21.14M, raised on Mar 24, 2012.

How many employees does DriveWealth have?

As of Dec 31, 2015, the latest employee count at DriveWealth is 28.

What does DriveWealth do?

DriveWealth was founded in 2012 in Chatham, United States, as an online platform in the fintech sector. Cloud-based API-embedded investing solutions are offered, including fractional equities trading, autopilot portfolio management tools, AI-managed robo-advisory, HSAs, spare change products, and alternative investments. Digital investment services are enabled for wealth managers. Educational content on finance and investing basics is provided to investors, alongside client onboarding solutions for brokers.

Who are the top competitors of DriveWealth?

DriveWealth's top competitors include Atomic, Tarrakki and WealthKernel.

What products or services does DriveWealth offer?

DriveWealth offers API Platform, Fractional Share Investing, Equities Trading, and ETFs and Mutual Funds.

Who are DriveWealth's investors?

DriveWealth has 16 investors. Key investors include FTX, Accel, Fidelity International, SoftBank Vision Fund, and Insight Partners.

What is DriveWealth's valuation?

The valuation of DriveWealth is $2.85B as of Aug 2021.

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