MoneyMate Italy

What MoneyMate Italy does

MoneyMate Italy (legally MM Italy S.r.l) is a fintech company founded in 1994 in Biella, Italy, operating as a subsidiary of the CSS Solutions group. The company provides data, software, and regulatory-compliance services to the investment management industry, serving Asset Managers, Insurance Companies, Wealth Managers, Private Bankers, and Financial Advisors primarily in Italy, Ireland, South Africa, Sweden, and the United Kingdom. Its core technology platform is Fund Focus, a cloud-based modular web application for multi-asset portfolio analysis and management, backed by a proprietary database of approximately 60,000 active and historical financial assets with 35+ years of historical price data. The company holds direct data-collection relationships with 80%+ of global Sicav and SGR companies and maintains ISO 9001:2008 quality certification for data processes.

MoneyMate's product portfolio spans FinTech (Fund Focus, Fund DataFeeds, Fund Centre, Fund Ratings), DocsTech (MMDocs for automated subscription document compilation), and RegTech (Silverfinch for MiFID II, PRIIPs, and Solvency II compliance). Differentiated features include a proprietary Omega-based quantitative rating system across 7 SRII risk profiles, exclusive Italian-market MSCI ESG Fund Metrics integration, Markowitz-based Efficient Frontier Optimization, and 40+ quantitative indicators. Enterprise customers include Banca Mediolanum, Amundi, Azimut, Fideuram-Intesa Sanpaolo Private Banking, Allianz Financial Advisors, Fineco, Anima SGR, Banca Generali, and Raiffeisenverband Südtirol, with white-label Fund Centre deployments at Bank of Ireland and New Ireland Assurance.

The revenue model is predominantly subscription-based across all product lines — Fund Focus, Fund Centre, Fund DataFeeds, MMDocs, Silverfinch — supplemented by MoneyMate Academy training fees (997 EUR for Protocollo TOPT; 99 EUR/month subscription). Go-to-market combines direct enterprise sales, a 7-day PLG trial for Fund Focus, the ANASF channel partnership for Italian financial advisors, and the annual Gala Dinner & Awards series (2023-2026) for brand-building and client acquisition. Alessandro Felletti has served as CEO since 2011, and the company operates with a stated headcount of 1-10 employees across Biella, Novara, and Belgrade/Zemun.

Name

MoneyMate Italy

Legal name

MM Italy S.r.l

Website

https://mmitaly.it

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

MoneyMate Italy provides fintech data, analytics, and regulatory-compliance software — including the Fund Focus portfolio platform and Silverfinch RegTech — to asset managers, insurers, and financial advisors across five European markets, backed by a proprietary 60,000-asset database.

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Fund data analytics
• Portfolio analysis software
• ESG fund metrics
• Regulatory compliance technology
• Investment research tools

Headquarters

HQ city

Biella

HQ country

Italy

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Fund Focus Subscription: Annual subscription to cloud-based portfolio analysis platform with various module tiers (Advisor, Institutional, ESG versions). Pricing based on modules selected and user count.
2. Fund Centre: Initial setup cost plus annual infrastructure license and annual data maintenance fees for institutional clients publishing fund factsheets.
3. Fund DataFeeds: Subscription-based data feed service delivering NAV, performance data, and charts via FTP/sFTP. Customizable content per client requirements.
4. MMDocs Web Service: On-demand web service for automated subscription document compilation, targeting banks and distribution companies.
5. MoneyMate Academy: Training programs for financial advisors: Protocollo TOPT course at 997 EUR, monthly subscription at 99 EUR VAT included for ongoing education.
6. Silverfinch Regulatory Services: RegTech services for MiFID II, PRIIPs, and Solvency II compliance including EMT, PRIIPs, and Ex-Ante/Post reports.

Pricing tiers

Go-to-market motion6 records

Distribution channels6 records

Marketing channels8 records

Core offering

MoneyMate Italy sells a modular cloud-based software suite, led by Fund Focus, for analysing and managing multi-asset investment portfolios against a proprietary database of approximately 60,000 financial instruments. The portfolio is complemented by Fund DataFeeds (automated XML/CSV/XLS data delivery), Fund Centre (institutional fact-sheet hosting), Fund Ratings (proprietary Omega-based 1-5 star ratings across 7 risk profiles), MMDocs (JSON web service for automated subscription document compilation), Silverfinch RegTech (MiFID II/PRIIPs/Solvency II compliance), and MoneyMate Academy training, all targeted at Asset Managers, Insurance Companies, Wealth Managers, Private Bankers and Financial Advisors in Italy, Ireland, the UK, Sweden and South Africa.

Product overview

MoneyMate Italy offers a modular platform architecture for the investment management industry. The core product is Fund Focus, a web application for portfolio analysis and management, complemented by FinTech products (Fund Centre for institutional fact sheet publishing, Fund DataFeeds for XML/CSV data streams, Fund Ratings for proprietary quantitative ratings), DocsTech solutions (MMDocs for automated document compilation), and RegTech offerings (Silverfinch for MiFID II/PRIIPs/Solvency II compliance). The ecosystem includes educational services through MoneyMate Academy. The company maintains a proprietary database of approximately 60,000 financial assets and has been operating in Italy for over 25 years.

Differentiator

Problem solved

Functional benefit

Brands

• Fund Focus: Modular web application for financial portfolio analysis and management, available in versions for advisors (Fund Focus for Advisors) and institutional clients (Fund Focus for Institutional), including ESG analysis capabilities.
• Fund Centre
• Fund DataFeeds
• Fund Ratings
• MMDocs
• Silverfinch
• MoneyMate Academy
• Longboat Analytics

Products and services

• Fund Focus
• Fund Centre
• Fund DataFeeds
• Fund Ratings
• MMDocs
• Silverfinch RegTech
• MoneyMate Academy

Quantifiable outcome

• 40+ quantitative indicators available for fund picking and ex-ante analysis
• +4 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature10 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• NatixiscoreStrategic or Co-development Partner · 1 January 2015Natixis chose MoneyMate Fund Focus for distribution of model portfolios from Dynamic Solutions division. Collaboration started in 2015, enabling FundFocus clients to test and integrate Natixis investment solutions.
• Investimenti DinamiciminorStrategic or Co-development Partner · 1 January 2008Partnership since 2008 for quantitative investment model portfolios. Provides 15 model portfolios with discounts for MoneyMate clients, plus AI-based tools for autonomous quantitative portfolio construction.
• MSCIcoreTechnology or IntegrationExclusive partnership for Italian market to integrate MSCI ESG Fund Metrics (Quality Score, Peer Rank, Global Rank, Carbon Intensity, SRI Exclusion Criteria) into FundFocus platform. Makes ESG data accessible to 145,000+ financial advisors.
• FundinfocoreTechnology or IntegrationPartnership for official KIID and fund documentation integration on Fund Focus platform. Ensures up-to-date official documents from investment companies.
• WisdomTreecoreStrategic or Co-development PartnerExclusive model portfolios available on FundFocus platform. WisdomTree selected MoneyMate to reach Italian advisors with smart beta and unique exposure portfolios. Also wine tasting sponsor for Gala Dinner events.
• ANASF (National Association of Financial Advisors)coreChannel Partner/ Reseller/ DistributorConvention partnership providing preferential pricing on Fund Focus platform for ANASF member financial advisors. Enables access to thousands of association members.
• Silverfinch (CSS Solution)coreTechnology or IntegrationSilverfinch, a CSS Solution like MoneyMate, provides regulatory compliance platform for MiFID II, PRIIPs, and Solvency II. Silverfinch serves as meeting point between Asset Managers and distribution partners.
• ADVISOR (Media Partner)minorGTM or Marketing PartnerMedia partnership with Advisor Online for Gala Dinner & Awards events and ongoing industry coverage.
• Bank of IrelandcoreOEM/ Whitelabel/ Licensing PartnerLive Fund Centre reference client using MoneyMate's white-label platform for fund factsheet publication at fundcentre.bankofireland.com.
• New Ireland AssurancecoreOEM/ Whitelabel/ Licensing PartnerLive Fund Centre reference client using MoneyMate's white-label platform for fund factsheet publication.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Morningstar: Global leader in investment research, fund data, ratings, and portfolio analytics. Overlaps directly with MoneyMate's Fund Focus, Fund Ratings, and DataFeeds offerings, particularly across European fund universes. MoneyMate is a niche Italian specialist within Morningstar's broader footprint.
• FactSet: Portfolio analytics, content, and workflow solutions for asset managers and advisors. Competes with MoneyMate in multi-asset portfolio analysis and data feeds, with deeper global coverage and higher price points.
• Bloomberg Terminal: Comprehensive financial data, analytics, and news platform serving institutional asset managers and advisors. Overlaps with MoneyMate's portfolio analytics and data feeds from a broader, higher-priced perspective.
• Refinitiv Lipper: Part of LSEG, Lipper provides mutual fund data, performance rankings, and analytics. Competes with MoneyMate's Fund Ratings and database offering, though from a broader global institutional vantage point.
• Six Financial Information: European fund data, reference data, and regulatory services provider. Direct competitor in fund reference data feeds and pricing; relevant to MoneyMate's Fund DataFeeds business.

Emerging players

• Backstop Solutions: Workflow and analytics platform for investment consultants and advisors. Indirect overlap with MoneyMate's portfolio analysis and reporting toolset for financial advisors.
• Clearwater Analytics: Cloud-based investment accounting and analytics platform primarily for institutional asset owners and insurers. Overlaps with MoneyMate's Fund Focus for Institutional and data-driven reporting capabilities.
• Advisor360°: Unified platform for wealth management firms covering portfolio management, reporting, and advisor workflows. Competes with MoneyMate's Fund Focus for Advisors in serving financial advisory networks.

Direct peers

• FE fundinfo: European fund data, documentation (KIID/Prospectus), and regulatory data specialist. Direct competitor to MoneyMate's Fund DataFeeds and MMDocs services, with overlapping regulatory compliance (MiFID II/PRIIPs) capabilities across the UK, Switzerland, and continental Europe.

Regional players

• Allfunds: European B2B fund distribution platform serving the wealth management industry. Adjacent rather than direct competitor, but overlaps in connecting asset managers with distribution partners and providing data infrastructure for fund flows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xfacebook.com/mmitalysrl
• LinkedInlinkedin.com/company/moneymate
• Instagraminstagram.com/mmitalysrl

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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 MoneyMate Italy