London’s GOODFOLIO, a Fintech Offering Personalized Investment Options, Acquires £152K+ via Seedrs

GOODFOLIO, a Fintech offering a personalized and “effortless” way to invest in various firms and industries that share your “ethical” values, has secured 152% (£152,156) of its fundraising target of £100,004 via Seedrs (at the time of writing) with 24 days left in the firm’s crowdfunding campaign.

Base din London, GOODFOLIO focuses on the Finance & Payments sector (Digital B2C). Incorporated in May 2021, the Fintech firm reports a £1.2M pre-money valuation, a £5.57 share price, Type Equity with (Equity offered: 10.85%), along with Tax Relief, EIS.

Here are some key business highlights shared by the Fintech company:

  • Engaged community of 100+ with average £90k in investments
  • £33bn UK retail assets in responsible and sustainable funds
  • LoI to administer $1m in assets upon launch and FCA approval
  • Finance and tech leadership experience in advisory board

Other key features of the platform include a Secondary Market; Seedrs nominee min. £11.14 +;  along with direct investment min. £15,000.00 +.

As shared by the company:

“GOODFOLIO is a new ethical investment platform empowering everyday investors to build and manage custom portfolios that align with their values. Our mission is to increase the flow of capital into sustainable industries and socially responsible companies. We aim to do this by making ethical investing simple, personalized, and transparent.”

While 77% of consumers with more than £25k in investable assets would choose sustainable investments, “only 13% have already done so,” the company revealed. The Fintech firm notes that it aggregates social and environmental data. It also analyzes and curates various investment options, and “listens to what ethical investors want.”

The firm also noted that starting with Stocks and Shares ISAs, their soon to be launched investment platform will offer the tools and resources required for “investors to be in control.”

The company added that the ability to choose priorities, risk appetite, and goals “will create custom portfolios that work for profit, for people, and for the planet.” They further noted that tangible impact metrics and intuitive reporting will “allow users to invest consciously with confidence.”

While commenting on their monetization strategy, the company explained:

“Our business model today is straightforward: we charge a low, fair, transparent all-in fee of 0.45% for the first £50,000, and 0.35% for anything above. There are no trading fees, transaction fees, or hidden commissions. As an independent platform, we only generate revenue from the value we provide to our users. We aim to grow our offering from Stocks and Shares ISA to Self Invested Personal Pensions (SIPPs) to increase the total amount of assets managed via GOODFOLIO.”

They added that after proving their value to individual investors via their ISAs and SIPPs, and “validating the scalability of the approach to HNWIs and small charitable trusts,” they are expecting to team up with Independent Financial Advisors, Wealth Managers, and Pension Providers, using them as their next distribution channels on their journey “to make ethical investing the norm.”

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