Search company, investor...

Founded Year




Total Raised


About WealthNavi

WealthNavi provides cloud-based asset management and robo-advisory solutions. It provides long-term, funded, diversified asset management services such as automatic construction of a portfolio, automatic ordering, automatic reserve, automatic rebalancing, and automatic tax optimization. The company was founded in 2015 and is based in Tokyo, Japan.

Headquarters Location

2-22-3 Shibuya, Shibuya-ku 9 Floor Shibuya East Exit Building

Tokyo, 150-0002,





Expert Collections containing WealthNavi

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

WealthNavi is included in 3 Expert Collections, including Wealth Tech.


Wealth Tech

2,077 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Fintech 100

498 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.



12,502 items

Excludes US-based companies

Latest WealthNavi News

MUFG Bank Acquires 15.55% Stake in Robo-Advisor WealthNavi for US$104M

Feb 15, 2024

MUFG Bank Acquires 15.55% Stake in Robo-Advisor WealthNavi for US$104M MUFG Bank, a subsidiary of Mitsubishi UFJ Financial Group, has acquired a 15.55% stake in robo-advisor WealthNavi for approximately 15.65 billion yen (104.15 million), marking a strategic move to bolster its digital financial services. This capital and business alliance aims to leverage MUFG Bank ‘s extensive customer network and WealthNavi’s expertise in automated investment advice to enhance the financial offerings available to consumers. Under the terms of the agreement, MUFG Bank’s investment not only secures a significant shareholding in WealthNavi but also sees the bank planning to nominate a director to the latter’s board, subject to shareholder approval. This step is designed to ensure close collaboration and the smooth execution of the partnership’s objectives. The alliance is part of MUFG’s broader strategy to embrace digital transformation and improve customer experience through advanced technology. WealthNavi brings to the table its proven track record in helping individuals build diversified investment portfolios for long-term wealth growth. The partnership will focus on the development of a money advisory platform, aimed at offering comprehensive financial solutions that cater to the evolving needs of customers throughout their lifetimes. The collaboration between MUFG Bank and WealthNavi builds on their existing relationship, with an enhanced focus on digital asset management solutions, including WealthNavi’s robo-advisor service. By combining their strengths, the two companies aim to address the growing demand for personalised financial services and support Japanese individuals in achieving sound asset management and financial planning.

WealthNavi Frequently Asked Questions (FAQ)

  • When was WealthNavi founded?

    WealthNavi was founded in 2015.

  • Where is WealthNavi's headquarters?

    WealthNavi's headquarters is located at 2-22-3 Shibuya, Shibuya-ku, Tokyo.

  • What is WealthNavi's latest funding round?

    WealthNavi's latest funding round is PIPE.

  • How much did WealthNavi raise?

    WealthNavi raised a total of $133.32M.

  • Who are the investors of WealthNavi?

    Investors of WealthNavi include Bank of Tokyo-Mitsubishi UFJ, SMBC Venture Capital, Mizuho Capital, DBJ Capital, NEC Capital Solutions and 20 more.

  • Who are WealthNavi's competitors?

    Competitors of WealthNavi include Raisin, Human Interest, Blooom, ForUsAll, Wealthfront and 7 more.


Compare WealthNavi to Competitors

Betterment Logo

Betterment operates in the investment and savings sector. The company offers automated investing services, high-yield cash accounts, and retirement planning tools. It primarily serves individuals, employers, and advisors. It was founded in 2008 and is based in New York, New York.

Wealthsimple Logo

Wealthsimple operates in the investment management industry. The company offers a range of services including managed investing, investing, and high-interest savings accounts. These services are designed to help individuals build long-term wealth by maximizing returns and minimizing risk. Wealthsimple was formerly known as Canadian Shareowner Investments. It was founded in 2014 and is based in Toronto, Canada.

SigFig Logo

SigFig focuses on digital wealth solutions. The company offers a range of services including needs discovery, remote collaboration, and digital wealth management solutions, designed to streamline operations for financial advisors and investors. SigFig primarily serves banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.


ForUsAll offers a platform enabling employers to provide a modern 401(k) plan. The company offers 401(k) plans for startups and small businesses, with features such as payroll integration, the ability to add cryptocurrency to the plan, and automated administration. It caters to the startup sector, small to medium-sized businesses, and blockchain and web3 companies. The company was founded in 2012 and is based in San Francisco, California.


Wacai operates as a fin-tech company. It develops an online personal financial management platform that provides users with wealth management services and credit solutions. The company was founded in 2009 and is based in Hangzhou, China.

Raisin Logo

Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.


CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.