Strabo

What Strabo does

Strabo Financial Ltd is a London-based, FCA-regulated fintech that operates Strabo, an all-in-one wealth-management dashboard targeting individual investors, couples, and financial advisers with multi-currency, multi-asset portfolios. The platform consolidates 9 asset categories across 10,000+ financial institutions via read-only Open Banking aggregations powered by Plaid, Yodlee, and Vezgo, and tracks assets across 12 countries on £350M of platform AUM supporting over 5,000 users.

The product is a serverless, cloud-based SaaS application built on AWS with AES-256 encryption, passwordless authentication, and a read-only AISP regulatory perimeter (no payment initiation). Core capabilities include API-synced and manual account connections, customizable pages and widgets, account tagging, financial calculators (mortgage, investment return, net-worth forecast), and an integrated AI financial assistant that delivers personalized insights on user portfolio data. A dedicated Adviser Plan extends the platform with multi-tenancy login, client management, white-label licensing, and email reporting for RIAs and wealth managers.

Strabo monetizes via two subscription tiers — a Pro Plan at £9/month or £70/year (down from £108/year) and an Adviser Plan at £150/month or £1,170/year (down from £1,800/year) — distributed primarily through a self-serve product-led model with a 7-day free trial, supplemented by direct sales for adviser accounts. Revenue is early-stage: only £236,647 was raised across a May 2022 Seedrs crowdfunding round and a 2021 Tenity accelerator engagement, with no disclosed institutional Series A. The company is founder-led (co-founders Ben Waterman and Michael Magdongon), operates with 1-10 employees, and is currently piloting the road to launch adjacent investment products covering infrastructure, alternatives, and P2P lending.

Name

Strabo

Legal name

Strabo Financial Ltd

Website

https://strabo.app

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Strabo is a London-based, FCA-regulated fintech operating an all-in-one wealth-management dashboard that aggregates 9 asset categories across 10,000+ institutions in 12 countries for individual investors, couples, and financial advisers via read-only Open Banking integrations.

Ownership category

akta.pro rank

Product category

Personal Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Expense Tracking & Financial Dashboards (FSAGADAB)

akta.pro secondary industries

Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA), Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

Keywords

• Wealth management platform
• Portfolio tracking software
• Investment dashboard
• Financial data aggregation
• Asset management tools

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Pro Plan Subscription: Monthly or annual subscription providing unlimited synced connections, advanced insights, unlimited pages & widgets, manual connections, and Strabo AI assistant. Priced at £9/month or £70/year with 35% annual discount.
2. Adviser Plan Subscription: Monthly or annual subscription for financial advisers providing multi-tenancy login, client management, email reporting, whitelabel license, and unlimited pages. Priced at £150/month or £1,170/year with 35% annual discount.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Strabo provides an all-in-one wealth management dashboard platform that aggregates user financial accounts across 9 asset categories and 10,000+ institutions via API-synced and manual connections, with multi-currency tracking across 12 countries. The platform includes customizable pages and widgets, predictive forecasting, and an AI-powered financial assistant that delivers personalized insights based on the user's own asset performance. A separate Adviser Plan adds multi-tenancy login, client management, email reporting, and white-label licensing for financial professionals.

Product overview

Strabo is an all-in-one digital wealth management platform offered as a unified SaaS product with tiered pricing. The core product is the Strabo Platform, a portfolio tracker and financial dashboard that consolidates 9 asset categories across 10,000+ institutions. The platform supports multi-currency tracking across 12 countries via API-synced connections (powered by Plaid, Yodlee, and Vezgo) and manual account entry. Key modules include the Strabo AI Assistant (generative AI-powered financial insights) and Strabo for Financial Advisers (a professional portal with multi-tenancy login and client management). The product is offered in two paid tiers: Pro Plan (£9/month) for individual investors, and Adviser Plan (£150/month) for financial professionals. Additional offerings include financial calculators, educational glossary content, and upcoming investment products. The platform operates as a read-only service with no payment initiation capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Strabo Platform (Core Dashboard) All-in-one wealth management dashboard that tracks assets across 9 categories and 10,000+ institutions with multi-currency support across 12 countries, customizable pages and widgets, predictive forecasting, and an integrated AI assistant for individuals, couples, and expats.
• Strabo for Financial Advisers An adviser-client portal for financial advisers and wealth managers providing multi-tenancy login, client management, email reporting, and whitelabel license to manage and report on multiple client portfolios from a single branded interface.
• Strabo Financial Calculators Standalone interactive financial calculators including a Mortgage Repayment Calculator, Investment Return Calculator, and Net Worth Forecast Calculator, used for forecasting, analysis, and personal financial planning.

Quantifiable outcome

• Users save 50% time managing crypto portfolios compared to previous solutions
• +2 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability5 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core.

• Plaid Inc.coreTechnology or IntegrationPrimary account aggregation partner providing AISP (Account Information Service Provider) services. Partnership limited to account information aggregation only - Strabo does not initiate payments. Plaid is FCA regulated and provides bank-level security.
• Yodlee Inc.coreTechnology or IntegrationAccount aggregation partner providing financial data aggregation services for the Strabo platform. Yodlee enables users to securely connect their bank and investment accounts.
• Vezgo Inc.coreTechnology or IntegrationAccount aggregation partner specializing in cryptocurrency and blockchain data. Vezgo provides read-only access to crypto exchanges and wallets for portfolio tracking.
• Open Banking (UK)coreTechnology or IntegrationUK Open Banking initiative providing regulated access to consumer financial data via APIs. Strabo leverages this infrastructure for secure account connectivity.
• AWS (Amazon Web Services)coreTechnology or IntegrationCloud infrastructure provider powering Strabo's serverless architecture. AWS provides the secure, scalable cloud environment with 300+ security tools and enterprise-grade encryption.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Wealthsimple: Wealthsimple is a Canadian digital wealth platform combining investment, savings, and tax tools for retail and HNW clients. It overlaps with Strabo in Canadian markets and in the multi-currency aggregation theme, while offering broader brokerage and crypto services.
• MoneyLion: MoneyLion is a US digital finance platform offering banking, lending, investing, and financial tracking in a single app. It is a broad incumbent whose account aggregation and insights features compete with Strabo for multi-product personal finance users.

Direct peers

• Empower (Personal Capital): Empower is a US-focused personal finance dashboard and wealth management platform that aggregates accounts across institutions and offers investment tracking plus advisory services. It is the closest direct competitor to Strabo in terms of multi-account aggregation with a premium consumer experience, though it is more US-centric and offers in-house wealth management.
• Monarch Money: Monarch Money is a subscription-based personal finance platform that consolidates bank, investment, and crypto accounts in a unified dashboard with customizable views. It is a near-direct competitor to Strabo on the consumer aggregation experience and is similarly funded by recent venture capital.
• Moneyhub: Moneyhub is a UK-based open banking data aggregation and personal finance platform serving consumers and advisers. It is a direct competitor in Strabo's home market with stronger enterprise/adviser distribution but a less consumer-focused brand.
• Emma: Emma is a UK personal finance app built on open banking that aggregates accounts, budgets, and tracks subscriptions. It competes directly with Strabo's Pro tier for UK consumers and has significantly larger brand awareness and funding.
• Kubera: Kubera is a multi-asset net-worth tracker that consolidates traditional and alternative investments (crypto, real estate, domains, collectibles) for individuals and families. It overlaps with Strabo's cross-asset, multi-country aggregation positioning, particularly for HNW individuals.

Others

• Plaid: Plaid is Strabo's core account aggregation partner and an enabler of the entire PFM category. It is not a competitor but a critical infrastructure dependency whose pricing and roadmap materially affect Strabo's economics.
• Yodlee: Yodlee is a financial data aggregation platform and one of Strabo's primary connectivity partners. It serves as enabling infrastructure rather than a competitor, but its Envestnet parent competes more broadly in wealth advisory tech.

Emerging players

• YNAB (You Need A Budget): YNAB is a subscription budgeting app that overlaps with Strabo on personal finance subscription pricing and consumer audience. Its emphasis on budgeting rather than investment tracking makes it a partial competitor rather than direct substitute.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/yourstrabo

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strabo