Sharesies

Wellington, New Zealand Founded: 2016 • Age: 10 yrs
Minimal funds are invested and saved via an accessible platform.
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About Sharesies

Sharesies is a company based in Wellington (New Zealand) founded in 2016 by Richard Clark.. Sharesies has raised $65.08 million across 3 funding rounds from investors including Trade Me, Amplo and Icehouse Ventures. Sharesies has completed 1 acquisition, including Orchestra.io. Sharesies offers products and services including Investment Platform, KiwiSaver Accounts, and Auto-Invest Tool. Sharesies operates in a competitive market with competitors including Qara, Quiena, Advize and Divvy Investments, among others.

  • Headquarter Wellington, New Zealand
  • Founders Richard Clark
  • Stage Minicorn
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Sharesies Limited
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $65.08 M (USD)

    in 3 rounds

  • Latest Funding Round
    $36.08 M (USD), Series C

    Oct 28, 2021

  • Investors
    Trade Me

    & 8 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Sharesies

Sharesies offers a comprehensive portfolio of products and services, including Investment Platform, KiwiSaver Accounts, and Auto-Invest Tool. 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

Service for trading shares and funds in global markets

Accounts for long-term investment in retirement funds

Automated system for regular stock and fund purchases

People of Sharesies
Headcount 200-500
Employee Profiles 30
Board Members and Advisors 1
Employee Profiles
People
Brooke Roberts
Co-Founder, Co-CEO & Director
People
Billy B.
Operations Lead - Kiwisaver
People
Martyn Smith
Co-Founder & Technical Director
People
Jen Zajac
Principal Engineer

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Board Members and Advisors
people
Paul Williams
Advisor

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Funding Insights of Sharesies

Sharesies has successfully raised a total of $65.08M across 3 strategic funding rounds. The most recent funding activity was a Series C round of $36.08 million completed in October 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 3
  • Last Round Series C — $36.1M
  • First Round

    (03 Sep 2018)

  • Investors Count 9
Date Amount Transaction Name Valuation Lead Investors Investors
Oct, 2021 Amount Series C - Sharesies Valuation Amplo
Dec, 2020 Amount Series B - Sharesies Valuation Trade Me , Icehouse Ventures
Sep, 2018 Amount Series A - Sharesies Valuation Trade Me
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 Sharesies

Sharesies has secured backing from 9 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Trade Me, Amplo and Icehouse Ventures. 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
African software startups are funded by Amplo venture capital firm.
Founded Year Domain Location
PE fund focused on high growth companies of New Zealand
Founded Year Domain Location
Venture capital fund backed by corporate office
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 Sharesies

Sharesies has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Orchestra.io. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Equity management software is provided for businesses, investors, and employees.
2011
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Sharesies

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

Sharesies Comparisons

Employees
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Competitors of Sharesies

Sharesies 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 Qara, Quiena, Advize and Divvy Investments, 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
AI-enabled robo advisory for wealth management is provided.
domain founded_year HQ Location
Automated financial advice is offered for US asset investments.
domain founded_year HQ Location
Online investment brokerage & advisory platform
domain founded_year HQ Location
Delivers retirement investment recommendations via robo-advisory services.
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 Sharesies

Frequently Asked Questions about Sharesies

When was Sharesies founded?

Sharesies was founded in 2016 and raised its 1st funding round 2 years after it was founded.

Where is Sharesies located?

Sharesies is headquartered in Wellington, New Zealand.

Is Sharesies a funded company?

Sharesies is a funded company, having raised a total of $65.08M across 3 funding rounds to date. The company's 1st funding round was a Series A of $4M, raised on Sep 03, 2018.

What does Sharesies do?

Sharesies was founded in 2016 in Wellington, New Zealand, as a fintech platform focused on micro investing and savings. Minimal amounts of funds are enabled for users to set aside, with operations centered on personal finance management. Services include risk assessment tools, portfolio tracking, and monitoring of market trends, all accessible through the sharesies.nz domain.

Who are the top competitors of Sharesies?

Sharesies's top competitors include Qara, Quiena and Advize.

What products or services does Sharesies offer?

Sharesies offers Investment Platform, KiwiSaver Accounts, and Auto-Invest Tool.

How many acquisitions has Sharesies made?

Sharesies has made 1 acquisition, including Orchestra.io.

Who are Sharesies's investors?

Sharesies has 9 investors. Key investors include Trade Me, Amplo, Icehouse Ventures, Even Capital, and Rahul Mehta.

What is Sharesies's valuation?

The valuation of Sharesies is $480M as of Oct 2021.

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