# Invested.in

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/invested-in

- Industry: Software
- Headquarters: Thousand Oaks, US
- Website: www.invested.in
- Total disclosed funding: $1.8M
- Latest round: Seed (Nov 1, 2012)
- Investors on record: 4

## About

Invested.in, Inc. is a financial management firm focusing on improving financial literacy and decision-making for individuals and businesses through educational resources and tailored financial services.Founded in 2009 and headquartered in Thousand Oaks, US, Invested.in specializes in financial management solutions. The company has undergone strategic pivots to enhance its service offerings, focusing on financial education and personalized tools. It has completed a total of 3 deals, with the most recent deal occurring on November 1, 2012, when it raised USD 0.83 mn in a Seed round led by Canyon Creek Capital, Karlin Ventures, and Wavemaker Partners. The company was established by a team of individuals with prior entrepreneurial experience in finance.Invested specializes in providing comprehensive financial management solutions aimed at enhancing individuals' and businesses' financial literacy and decision-making capabilities. The company’s core product offerings include a range of educational resources focused on investment strategies, credit card optimization, and personal finance management. These services are designed to help clients navigate various financial landscapes, from selecting the best credit cards for online shopping to understanding investment basics for beginners. Additionally, Invested offers insights into mutual funds, pension schemes, and tax benefits tailored for specific demographics, such as senior citizens. The target customer base consists of individual consumers and small business owners across key markets, particularly in India, where there is a growing demand for financial education and efficient management tools.Invested generates revenue primarily through subscription-based models and partnerships with financial institutions, offering clients access to exclusive content and tools that facilitate informed financial decisions. The company's transaction structure includes direct-to-consumer sales where individuals subscribe for premium educational content and tools, as well as collaborations with banks and financial service providers to integrate their offerings into existing platforms. For instance, clients may pay a subscription fee to access premium features, which include detailed financial planning guides and automated financial management tools. Key services directly associated with revenue generation include investment advisory consultations and personalized financial assessments. This structured approach enables Invested to effectively monetize its educational content and service offerings while catering to the diverse financial needs of its clientele.In November 2012, Invested.in raised USD 0.83 mn in Seed financing, which will be utilized to expand its product suite and enhance educational offerings. The firm is actively developing new financial management tools aimed at improving user engagement, with plans for release in upcoming quarters. Additionally, Invested seeks to expand its presence in the Indian market, targeting an increase in client acquisition by 2023. The recent funding will support marketing efforts and the development of new features to enhance user experience.

## Funding rounds

- Seed, Nov 1, 2012, $0.8M — Wavemaker Partners, Canyon Creek Capital, Karlin Ventures
- Seed, Jan 19, 2012, $0.9M — Wavemaker Partners, Amplify, Canyon Creek Capital, Karlin Ventures
- Seed, Jan 17, 2012, $0.1M — Amplify

## Investors

- Amplify (https://capitalatlas.ai/funds/amplify) — Seed
- Wavemaker Partners (https://capitalatlas.ai/funds/wavemaker-partners) — Seed
- Canyon Creek Capital (https://capitalatlas.ai/funds/canyon-creek-capital) — Seed
- Karlin Ventures (https://capitalatlas.ai/funds/karlin-ventures) — Seed