Nutmeg

London, United Kingdom Founded: 2011 • Age: 15 yrs Acquired By JPMorgan Chase
Digital wealth management services are provided for investors.
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About Nutmeg

Nutmeg is a company based in London (United Kingdom) founded in 2011 was acquired by JPMorgan Chase in June 2021. It operates as a SaaS (Software-as-a-Service), and Managed Services. Nutmeg has raised $180.39 million across 10 funding rounds from investors including Goldman Sachs, JPMorgan Chase and Fubon Financial Holdings. Nutmeg offers products and services including Stocks and Shares ISA, Personal Pension, Lifetime ISA, Junior ISA, and General Investment Account. Nutmeg operates in a competitive market with competitors including Stash, Wealthsimple, Wahed, Wealthify and ETFmatic, among others.

  • Headquarter London, United Kingdom
  • Stage Minicorn
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Nutmeg Saving And Investment Limited
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $180.39 M (USD)

    in 10 rounds

  • Latest Funding Round
    $57.92 M (USD), Series E

    Jan 22, 2019

  • Investors
    Goldman Sachs

    & 15 more

  • Employee Count
    Employee Count
  • Acquired by
    JPMorgan Chase

    (Jun 17, 2021)

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Products & Services of Nutmeg

Nutmeg offers a comprehensive portfolio of products and services, including Stocks and Shares ISA, Personal Pension, Lifetime ISA, Junior ISA, and General Investment Account. 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

Tax-free returns are offered on annual contributions.

Government top-up is provided on pension contributions.

Government bonus is given for home or retirement.

Contributions are allowed for children until age 18.

Flexible investing is enabled with no contribution limits.

People of Nutmeg
Headcount 50-200
Employee Profiles 1
Board Members and Advisors 3
Employee Profiles
People
Neil Alexander
Ops Risk/cntrl Analyst

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Teams

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Funding Insights of Nutmeg

Nutmeg has successfully raised a total of $180.39M across 10 strategic funding rounds. The most recent funding activity was a Series E round of $57.92 million completed in January 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
  • Total Rounds 10
  • Last Round Series E — $57.9M
  • First Round

    (14 Apr 2011)

  • Investors Count 15
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2019 Amount Series E - Nutmeg Valuation Goldman Sachs
Jan, 2018 Amount Series D - Nutmeg Valuation

investors

Dec, 2016 Amount Series D - Nutmeg Valuation Fubon Financial Holdings
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 Nutmeg

Nutmeg has secured backing from 16 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Goldman Sachs, JPMorgan Chase and Fubon Financial Holdings. 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
Angel
Investor Description Founded Year Domain Location
Investment banking services are delivered across multiple financial sectors.
Founded Year Domain Location
Life and property insurance services are provided via internet-first platforms.
Founded Year Domain Location
Multistage venture capital investments are focused on technology sectors.
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 Nutmeg

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 - Nutmeg

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

Nutmeg Comparisons

Employees
+
Add Comparison
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Competitors of Nutmeg

Nutmeg 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 Stash, Wealthsimple, Wahed, Wealthify and ETFmatic, 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
Automated investment and robo-advisory services are offered to individuals.
domain founded_year HQ Location
Online robo advisory and stock trading services are provided.
domain founded_year HQ Location
Shariah-compliant investments and savings are offered to individuals.
domain founded_year HQ Location
Robo advisory and investment management services are provided for users.
domain founded_year HQ Location
Savings goals are set and invested automatically in diversified ETFs.
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 Nutmeg

Frequently Asked Questions about Nutmeg

When was Nutmeg founded?

Nutmeg was founded in 2011.

Where is Nutmeg located?

Nutmeg is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Who is the current CEO of Nutmeg?

Neil Ross Alexander is the current CEO of Nutmeg.

Is Nutmeg a funded company?

Nutmeg is a funded company, having raised a total of $180.39M across 10 funding rounds to date. The company's 1st funding round was a Series D of $14.83M, raised on Apr 14, 2011.

What does Nutmeg do?

Nutmeg, a leading digital wealth manager in the UK, is focused on providing investment management services through diversified portfolios. Technology is utilized to maintain low charges and transparency for clients. Various investment products such as ISAs, pensions, and general accounts are offered. Sectors served include personal finance and retirement planning, with solutions tailored to individual goals and risk levels. Financial advice and guidance are also provided to support investment decisions.

Who are the top competitors of Nutmeg?

Nutmeg's top competitors include Wealthsimple, Stash and Wahed.

What products or services does Nutmeg offer?

Nutmeg offers Stocks and Shares ISA, Personal Pension, Lifetime ISA, Junior ISA, and General Investment Account.

Who are Nutmeg's investors?

Nutmeg has 16 investors. Key investors include Goldman Sachs, JPMorgan Chase, Fubon Financial Holdings, Schroders, and Balderton Capital.

What is Nutmeg's valuation?

The valuation of Nutmeg is $268.44M as of Jan 2019.

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