# WealthNavi Co.

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

- Industry: Financial Services
- Headquarters: Tokyo, Japan
- Website: www.wealthnavi.com
- Total disclosed funding: $52M
- Latest round: Series D (Nov 7, 2019)
- Investors on record: 14

## About

Based in Japan, WealthNavi Inc. provides automated investment management services that empower individuals to cultivate their wealth through diverse investment strategies, focusing on a hands-off approach to asset accumulation.WealthNavi Inc. is an investment management firm that was founded in 2015 and is headquartered in Tokyo, Japan. The company has participated in 15 deals, with its most recent funding round, LP Direct, occurring on November 18, 2020, raising JPY 99.7 billion from investors including MUFG Bank. The firm was established by Kazuhisa Shibayama, who has a background in the financial sector, contributing to the company's growth strategy and operational framework. WealthNavi has raised a total of JPY 99.7 billion over its funding rounds, primarily focusing on expanding its investment advisory services.WealthNavi offers an automated investment management service designed for individuals seeking to grow their assets through diversified investment strategies. The platform enables clients to adopt a passive investment approach, facilitating complex financial decisions such as asset allocation and risk management. Catering mainly to mid- to long-term investors in Japan, WealthNavi employs a diversified portfolio model that includes global equities, bonds, real estate, and commodities, while also leveraging the benefits of NISA (Nippon Individual Savings Account) for tax-advantaged investments.In the most recent fiscal year of 2022, WealthNavi generated revenue amounting to JPY 50,337,526.1 and reported an EBITDA of JPY 2,217,051.4, which underlines the firm's ability to maintain a sustainable revenue model through management fees and B2C transactions.WealthNavi aims to enhance its product offerings and expand into new markets. The company is set to launch additional investment products in the upcoming year, targeting broader demographics within Japan. The funds raised from the IPO in December 2020, amounting to JPY 17.93 billion, will support these initiatives and facilitate the expansion strategy. WealthNavi's strategic focus includes increasing market penetration and possibly exploring opportunities beyond Japan, although specific timelines and regions for expansion have not been publicly disclosed.

## Funding rounds

- Series D, Nov 7, 2019, $38M — Sumitomo Mitsui Trust Investment, SMBC Venture Capital, Global Brain, Mizuho Capital, NEC Capital Solutions, Bonds Investment Group, DBJ Capital, UTokyo Innovation Platform, Resona Capital, Drone Fund, Sony Financial Ventures
- Series B, Oct 15, 2016, $14M — SBI Holdings, SMBC Venture Capital, Mizuho Capital, SBI Investment, Headline [DUP], DBJ Capital

## Investors

- SBI Holdings — Series B
- SMBC Venture Capital (https://capitalatlas.ai/funds/smbc-venture-capital) — Series B, Series D
- Mizuho Capital (https://capitalatlas.ai/funds/mizuho-capital) — Series B, Series D
- SBI Investment (https://capitalatlas.ai/funds/sbi-investment) — Series B
- Headline [DUP] — Series B
- DBJ Capital (https://capitalatlas.ai/funds/dbj-capital) — Series B, Series D
- Sumitomo Mitsui Trust Investment (https://capitalatlas.ai/funds/sumitomo-mitsui-trust-investment) — Series D
- Global Brain (https://capitalatlas.ai/funds/global-brain) — Series D
- NEC Capital Solutions (https://capitalatlas.ai/funds/nec-capital-solutions) — Series D
- Bonds Investment Group (https://capitalatlas.ai/funds/bonds-investment-group) — Series D
- UTokyo Innovation Platform (https://capitalatlas.ai/funds/utokyo-innovation-platform) — Series D
- Resona Capital (https://capitalatlas.ai/funds/resona-capital) — Series D
- Drone Fund (https://capitalatlas.ai/funds/drone-fund) — Series D
- Sony Financial Ventures — Series D