# Money Design Co.

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/money-design-co

- Industry: Financial Services
- Headquarters: Tokyo, Japan
- Website: www.money-design.com
- Total disclosed funding: $77M
- Latest round: Series E (Jun 27, 2018)
- Investors on record: 14

## About

Established in 2013 and based in Tokyo, Japan, Money Design Co., Ltd. provides automated investment management and advisory services. In May 2024, Tokai Tokyo Investment exited its stake in Money Design Co., Ltd. As of 2024, the company is headed by its CEO Yuji Ban.

Money Design's flagship product, THEO, is a robo-advisor platform that combines AI with professional investment strategies to manage assets and reduce risk. The company also offers THEO+, which provides customized asset management services through various partnerships. Additionally, Money Design manages a diverse portfolio of investment funds, including the Money Design Essential Products Fund, Global Social Development Fund, and various AI-driven funds focused on global stocks and bonds.

## Funding rounds

- Series E, Jun 27, 2018, $51M — Tokai Tokyo Investment
- Series C, Oct 31, 2017, $13M — SBI Shinsei Bank, NTT DOCOMO, Dai-ichi Life Asset Management Co. Ltd, OKB Capital
- Series B, Dec 1, 2015, $12M — University of Tokyo Edge Capital Partners, Globis Capital Partners, Itochu, Dentsu Innovation Partners, ITOCHU Technology Ventures, Energy & Environment Investment, Z Venture Capital, GMO VenturePartners, Money Forward, Inc.

## Investors

- University of Tokyo Edge Capital Partners (https://capitalatlas.ai/funds/university-of-tokyo-edge-capital-partners) — Series B
- Globis Capital Partners (https://capitalatlas.ai/funds/globis-capital-partners) — Series B
- Itochu — Series B
- Dentsu Innovation Partners (https://capitalatlas.ai/funds/dentsu-innovation-partners) — Series B
- ITOCHU Technology Ventures (https://capitalatlas.ai/funds/itochu-technology-ventures) — Series B
- Energy & Environment Investment (https://capitalatlas.ai/funds/energy-environment-investment) — Series B
- Z Venture Capital (https://capitalatlas.ai/funds/z-venture-capital) — Series B
- GMO VenturePartners (https://capitalatlas.ai/funds/gmo-venturepartners) — Series B
- Money Forward, Inc. — Series B
- SBI Shinsei Bank — Series C
- NTT DOCOMO — Series C
- Dai-ichi Life Asset Management Co. Ltd — Series C
- OKB Capital (https://capitalatlas.ai/funds/okb-capital) — Series C
- Tokai Tokyo Investment (https://capitalatlas.ai/funds/tokai-tokyo-investment) — Series E
