MONEY DESIGN
MONEY DESIGN is a Japanese fintech founded in 2013 offering automated investment management and advisory services, distributing its platform through deep partnerships with major Japanese banks, insurers, and financial institutions.
- Company typePrivate
- Founded2013
- HeadquartersTokyo, Japan
- Headcount51–100
- GTM typeB2C
- OfferingSoftware
What MONEY DESIGN does
MONEY DESIGN is a Japanese fintech company founded in 2013 and headquartered in Tokyo, operating in the automated investment management and advisory services space with 51–100 employees. The company is positioned within Japan's digital wealth management and robo-advisor sector, providing algorithmic investment solutions that are inherently technology-driven rather than traditional advisor-led.
The company has raised approximately $94 million across nine funding rounds between 2014 and 2018, attracting one of the most institutionally diverse investor rosters in the Japanese fintech landscape. Capital sources include major Japanese banks (Resona Bank, Sumitomo Mitsui Banking Corporation, Tokai Tokyo Financial Holdings, SBI Shinsei Bank, Shizuoka Bank, Fukuoka Financial Group, Bank of Kyoto, Hyakugo Bank, Yamaguchi Capital, Tokyo Tanshi, Chibagin Capital), insurance groups (Dai-ichi Life, Sompo Japan Nipponkoa Insurance), corporate strategics (NTT DoCoMo, Recruit Holdings, ITOCHU Corporation, Money Forward, Benefit One, Dentsu Digital Holdings, MARUI GROUP, Toppan Printing, Nihon Kotsu), and venture investors (Pegasus Tech Ventures, Globis Capital Partners, GMO VenturePartners, UTEC, YJ Capital, Thirdstream Partners, East Ventures, Miyako Capital). The breadth of bank-led investor participation strongly indicates a B2B2C distribution model in which the company delivers its automated investment platform through partner financial institutions rather than purely direct-to-consumer.
The company executed two acquisitions in 2017 — MYDC (November 2017) and Riocee (May 2017) — signaling platform consolidation and capability expansion. Leadership is anchored by Mamoru Taniya (Chairman & Founder) and Nakamura Jin (President & CEO), with a full executive bench covering finance, technology, marketing, and operations. The combination of bank-led distribution, institutional capital, and an algorithmic investment product positions MONEY DESIGN as a B2B infrastructure provider within Japan's evolving digital wealth management ecosystem. Note: the input contains a major data mismatch — a large block of structured product and customer data describes a dental-clinic consulting company ("Happiness Create"), which is unrelated to MONEY DESIGN's fintech business and has been excluded from this analysis.
MONEY DESIGN firmographics
Firmographics- Name
- MONEY DESIGN
- Legal name
- 株式会社 Happiness Create
- Website
- https://money-design.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- MONEY DESIGN is a Japanese fintech founded in 2013 offering automated investment management and advisory services, distributing its platform through deep partnerships with major Japanese banks, insurers, and financial institutions.
- Ownership category
- akta.pro rank
MONEY DESIGN industry classification
Industry- Product category
- Digital Wealth Management / Robo-Advisory
- NAICS
- Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Digital/Robo Financial Planning (FSAEAAAK)
- akta.pro secondary industry
- Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)
Keywords
Where MONEY DESIGN is headquartered
LocationHeadquarters
- HQ city
- Tokyo
- HQ country
- Japan
- HQ region
- Asia
Offices1 record
Markets served
MONEY DESIGN business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Consulting and Training Services: The company generates revenue through professional services including consulting, training programs, and seminars for dental clinic operators. Services are delivered by active industry staff and include pre-opening training, follow-up support systems, and pediatric orthodontics clinical introduction support.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
MONEY DESIGN product offering
Product offeringCore offering
MONEY DESIGN is a Japanese fintech company that delivers automated investment management and advisory services through a digital platform aimed at individual investors. The company applies algorithmic portfolio management to provide automated, technology-driven wealth management solutions. Its product range has been expanded through acquisitions of MYDC and Riocee in 2017.
Product overview
Happiness Create provides consulting and training services for dental clinics, consisting of consulting/training programs and seminars. The core offerings include pre-opening training, follow-up management systems, and pediatric orthodontics introduction courses, complemented by seminars such as dental practice startup manuals, individual lectures, and study tours. The company has served over 1,150 dental clinics with support from active dental clinic staff.
Differentiator
Problem solved
Functional benefit
Brands
- Happiness Create: Parent brand for dental practice consulting and training services including pre-opening training, follow-up systems, and pediatric orthodontics courses.
Products and services
- Automated Investment Management and Advisory Services Algorithmic, technology-driven investment management and advisory service that constructs and rebalances diversified portfolios for individual retail investors through a digital platform.
Quantifiable outcome
- Over 1,150 dental clinics have completed training programs
Companies that use MONEY DESIGN
Customer profileNamed customers3 records
Segments1 record
Ideal customer profiles1 record
MONEY DESIGN technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MONEY DESIGN partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights6 records
MONEY DESIGN competitors and assessment
Company assessmentMarket position
Strengths3 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
MONEY DESIGN social profiles
Digital presenceMONEY DESIGN financial estimates
Financial estimateRevenue estimate
Valuation estimate
MONEY DESIGN leadership team
Management profileNumber of profiles
Profiles13 records
MONEY DESIGN funding detail
Funding detailFunding overview
Funding rounds9 records
Investors33 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MONEY DESIGN M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MONEY DESIGN
What does MONEY DESIGN do?
MONEY DESIGN is a Japanese fintech company that delivers automated investment management and advisory services through a digital platform aimed at individual investors. The company applies algorithmic portfolio management to provide automated, technology-driven wealth management solutions. Its product range has been expanded through acquisitions of MYDC and Riocee in 2017.
Is MONEY DESIGN a public or private company?
MONEY DESIGN is a private company. It is classified as venture growth investor backed and is currently operating.
When was MONEY DESIGN founded?
MONEY DESIGN was founded in 2013. It employs 51 to 100 people.
Where is MONEY DESIGN based?
MONEY DESIGN is headquartered in Tokyo, Japan, in the Asia region.
How does MONEY DESIGN make money?
One revenue line is on record: consulting and Training Services.
Does MONEY DESIGN have an API?
No public API is recorded for MONEY DESIGN.
What industry is MONEY DESIGN in?
MONEY DESIGN's product category is Digital Wealth Management / Robo-Advisory. Its primary akta.pro industry code is FSAEAAAK, Digital/Robo Financial Planning, with a secondary code of FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools. Its NAICS code is 525910 and its SIC code is 6199.