Money Design offers THEO, the first robo-advisor that provides a full suite investment management service in Japan. They aim to transform the existing asset management landscape by using technology and helping everyone to gain access to global assets.
THEO constructs a diversified portfolio across both regional and asset classes using ETFs (Exchange Traded Funds).
THEO recommends customized portfolios drawing from 6.000 ETFs based on individual profiles. User portfolios will be monitored round the clock and rebalanced regularly while minimizing portfolio costs.
Notable features:
- JPY 0: Absolutely free for users to construct optimal portfolios tailored to individual financial goals.
- JPY 10,000; Minimum investment to unlock a sophisticated investment service which offers users access to global assets
- 1.0%: Money Design charges a low and transparent fee of 1.0% of asset under management (before tax)
- JPY 0: No additional fees nor hidden costs
- 365 days / 24 hours: Users can change their investment plan or withdraw from their investment plans whenever they opt to
THEO constructs a diversified portfolio across both regional and asset classes using ETFs (Exchange Traded Funds).
THEO recommends customized portfolios drawing from 6.000 ETFs based on individual profiles. User portfolios will be monitored round the clock and rebalanced regularly while minimizing portfolio costs.
Notable features:
- JPY 0: Absolutely free for users to construct optimal portfolios tailored to individual financial goals.
- JPY 10,000; Minimum investment to unlock a sophisticated investment service which offers users access to global assets
- 1.0%: Money Design charges a low and transparent fee of 1.0% of asset under management (before tax)
- JPY 0: No additional fees nor hidden costs
- 365 days / 24 hours: Users can change their investment plan or withdraw from their investment plans whenever they opt to
Employees: 11-50
Founded date: 2013
Investors 5
| Date | Name | Website |
| - | ITOCHU Tec... | techv.co.j... |
| - | ThirdStrea... | thirdstrea... |
| - | The Univer... | ut-ec.co.j... |
| 06.04.2023 | Z Venture ... | zvc.vc |
| - | J-Startup | j-startup.... |
Mentions in press and media 4
| Date | Title | Description |
| 19.02.2024 | Money Design Co., Ltd. Money Design, which supports customers throughout their lifetime, announces that total assets under management exceed 500 billion yen | Money Design Co., Ltd. Money design that supports customers throughout their lifetime Announcement of total assets under management exceeding 500 billion yen …… Money Design Co., Ltd. (Headquarters: Minato-ku, Tokyo, President: Ryoichi Yama... |
| 19.02.2024 | Money Design Co., Ltd. Money Design, which supports customers throughout their lifetime, announces that total assets under management exceed 500 billion yen | - |
| 06.05.2019 | Top 10 Fintech Startups In Japan | In 2018 and early 2019, the Japanese fintech market witnessed significant developments. Japan’s Financial Services Agency (FSA) published a report in December 2018 which proposed new regulatory requirements for virtual currency exchange ser... |
| 04.12.2018 | 10 Best-Funded Fintech Startups in Japan | Japan has seen strong growth in the fintech ecosystem in these past several years as fintech startups, industry players, regulars and government have collaborated to build a sustainable and scalable environment for innovation. |