About Moka
Moka is a company based in Montreal (Canada) founded in 2017 was acquired by Mogo in March 2021. It operates as a Subscription Services and FinTech. Moka has raised $12.51 million across 3 funding rounds from investors including Mogo and Ferst Capital Partners. Moka has completed 1 acquisition, including Tactex Asset Management. Moka offers products and services including Moka App, MogoTrade, and Fiscal.ai Pro. Moka operates in a competitive market with competitors including Tranako and Flahmingo, among others.
Products & Services of Moka
Moka offers a comprehensive portfolio of products and services, including Moka App, MogoTrade, and Fiscal.ai Pro.
Investment app for managed S&P 500 portfolios.
Self-directed investing app with fundamental research tools.
AI tool for investment research and analysis.
Apps and channels of Moka
its YouTube channel Intelligent Investing has 65 subscribers and 6 videos.
Videos from Moka
The most watched videos on Moka's YouTube channel, Intelligent Investing (65 subscribers). Click a video to play it here.
More on Intelligent Investing.
Funding Insights of Moka
Moka has successfully raised a total of $12.51M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $10 million completed in November 2019. 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 $12.51M
- Total Rounds 3
- Last Round Series A — $10M
- First Round $500,000
(May 2017)
- Investors Count 1
All 3 funding rounds of Moka 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 |
|---|---|---|---|---|---|
| Nov 2019 | $10M | Series A | – | – | – |
| Jan 2018 | $2.01M | Seed | – | – | – |
| May 2017 | $500,000 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in Moka
Moka has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Mogo and Ferst Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Portfolio investment services are offered by Ferst Capital Partners. | – | ferstcapital.com | - | |
Personal loans and lines of credit are provided by Mogo. | 2008 | mogo.ca | Vancouver, Canada |
Investor details for Moka
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People of Moka
2 people are tracked at Moka (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
David Egyes | Director of Legal Affairs | Leadership |
Mahmoud S. | Compliance Manager | Team |
Complete people profiles for Moka
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Investments & Acquisitions by Moka
Moka has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Tactex Asset Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management and multi-strategy hedge fund investments are provided. | tactex.ca | Montreal, Canada | 2011 | Jun 2017 | •••• |
Complete acquisition details for Moka
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Timeline of Moka
5 dated milestones of Moka across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Moka is founded.
- Funding First funding round of $500K.
- Acquisition Acquires Tactex Asset Management.
- Funding Latest funding round, Series A, of $10.0M.
- Exit Acquired by Mogo.
Competitors of Moka
Moka 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 Tranako and Flahmingo, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| toranotec.com | 2016 | Tokyo, Japan | $26.4M | – | Spare change from purchases is automatically invested in global assets. | |
| flahmingo.com | 2020 | Calgary, Canada | $1.49M | 24 | Micro-investing in fractional ETFs and stocks is enabled for individuals. |
Detailed competitors of Moka
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- Full competitor set
- Operating metrics
- Benchmarks
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Web traffic of Moka
Websites that share an audience with Moka (moka.ai).
Websites whose visitors overlap most with Moka. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| tactex.ca | 100% | 2K | #10,071,119 | View details |
Latest news on Moka
Complete news archive for Moka
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- Full article archive
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Similar companies to Moka
10 companies that operate in the same segment as Moka (Investment & Financial Technology), 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 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Moka
Moka was founded in 2017.
Moka is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
Moka is a funded company, having raised a total of $12.51M across 3 funding rounds to date. The company's 1st funding round was a Seed of $500K, raised on May 2017.
Moka, operated by Mogo Inc., is an investment platform designed for long-term wealth creation. It offers a managed SP 500 portfolio through Moka App, self-directed investing via MogoTrade, and AI-driven research tools with Fiscal.ai Pro. The platform serves serious investors by emphasizing discipline, behavioral focus, and clarity. Regulated by the Canadian Investment Regulatory Organization (CIRO), accounts are protected under CIPF coverage. Solutions are built to minimize noise and promote intentional, long-term investment strategies in the financial sector.
Moka offers Moka App, MogoTrade, and Fiscal.ai Pro.
Moka has made 1 acquisition, including Tactex Asset Management.
Moka has 2 investors. Key investors include Mogo, and Ferst Capital Partners.
Moka operates through Mogo Inc..
Yes. Moka was acquired by Mogo in March 2021.