Sidekick is a financial technology company that provides a platform aimed at helping users save money through personalized recommendations, cashback offers, and budgeting tools.

Sidekick

Private Wealth, Unlocked.
We're on a mission to unlock the financial advantages of the ultra wealthy.

1) Expertly managed portfolios managed by our in-house asset management team.
2) High Yield Savings: Market leading rates to make the most of your cash
3) Liquidity: Stay long term invested. We offer a line of credit if needed, subject to assessment, to help cover any costs without selling your portfolio (can't be used for investing)
4) Across wider assets - We aim to offer diversified, risk-managed portfolios of public equities, alternative and private market investments, to help diversify and enhance risk-adjusted returns

Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in.

FCA authorised. Capital at risk

Octopus Ventures

Seedcamp

Semantic Ventures

Freddy Kelly

Mark Ransford

Michael Kent

Michael Pennington

Ricky Knox

Will Neale

🎉 Exciting News: We’ve secured £8.5m!

We are thrilled to share that we have secured £8.5m in equity and debt financing, propelling us forward in our mission to make private banking less private!

Seed Round Highlights:

💠 Co-Leads: Pact and TheVentureCity
💠 Participants: 1818 Venture Capital, MS&AD Insurance Group, BlackWood, Octopus Ventures, Seedcamp, and Semantic
💠 Debt Financing Provided By: Columbia Lake Partners

What This Means:

This funding will enable us to expand our product range and continue to democratise the benefits typically reserved for the wealthy, addressing wealth inequality in a meaningful way.

Stay tuned for more updates and read the full article here: https://lnkd.in/dzr7bTsX

🇪🇺💰 Today publishing a small special about European wealth management disruptors - check out 5 earyly stage #fintech startups building the next gen of wealth management - Ctrl Alt, Firenze, Sidekick, Birdwingo and Naro!

How do you really embed values in a company beyond simply a powerpoint slide? Aren't company values all just corporate bullsh*t? Absolutely not...

We've been doing a lot of thinking at Sidekick recently on how we unite, bond and hopefully inspire a team from such different backgrounds (hedge funds, lending, compliance, product, design, engineering).

A strong mission is definitely the starting point. And we feel we have that in spades: "unlocking access to the financial advantages of the ultra wealthy".

But a core set of values is also key. You don't change an industry by doing things the same way. And these values can't just live on a bookshelf.

We're experimenting with lots of creative ways to do this to remind ourselves what we believe in. Kudos to the ever brilliant Kelly Hutchinson for her creative series of images for each of our values. I suspect we'll be seeing a lot more of the wolf around the office...

Small-Cap Software Valuations, A Green Law Raises Red Flags and… ASML.

Here are this week's 3 Market Pulse stories. Get the Sidekick app for the full articles: https://lnkd.in/eZ4NbGRJ

#fintech
#wealth
#investing

It’s important to note that the content of this Market Pulse is based on current public information which we consider to be reliable and accurate. It represents Sidekick’s view only and does not represent investment advice - investors should not take decisions to trade based on this information.

Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in

What do Elon Musk and Rishi Sunak have in common...?

Well... they're both featured in our stories this week in Edition 72 of the Sidekick Market Pulse!

Here are the summary headlines. Download the Sidekick app for the full stories: https://lnkd.in/eZ4NbGRJ

1. Cloud software providers: Stormy weather
2. UK election: Potential impact on the economy and markets
3. xAI: $6bn to compete with OpenAI

#fintech
#wealth
#investing
#nvidia
#ukelection
#elonmusk
#xai

It’s important to note that the content of this Market Pulse is based on current public information which we consider to be reliable and accurate. It represents Sidekick’s view only and does not represent investment advice - investors should not take decisions to trade based on this information.

Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in

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