Over 2,300 people have already invested $2.5M in the current round, alongside Chairman/co-owner, Kevin O’Leary. Time is running out to invest in Beanstox, a Fintech startup. Invest now. https://www.startengine.com/beanstox 

Your opportunity to invest alongside Kevin O’Leary ends in just a few days! Learn more: https://www.startengine.com/beanstox

 Beanstox Disclosures

Kevin O’Leary, Chairman/co-owner has a message for current and potential investors in the Beanstox business in this short video:

“I want to share an opportunity to invest alongside me and over 3,000 other investors in Beanstox, a financial technology business. We're on a mission to provide simple automated wealth building, education, and more primarily for the 100 million Americans who currently have no investment account.”

Watch the whole video below. Highlights:

1. Market size, large revenue potential

2. Product solution, market fit

3. Investment opportunity to invest in a Fintech startup alongside a “Shark”

Your opportunity is ending soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors.

Get investment details here: StartEngine.com/beanstox

Beanstox Disclosures

More than 2.2k people have already invested over $2.4M in the current round, alongside Chairman/co-owner, Kevin O’Leary. Time is running out to invest in the Beanstox business, and the offering may end sooner if it sells out before the deadline.

Beanstox Crowdfunding

Don’t miss an opportunity to invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors. 

Beanstox Disclosures 

We thank all Beanstox investors for their support. 

Over 2,100 people have already invested $2.3M in the current round, alongside Chairman/co-owner, Kevin O’Leary. Investors still have time to invest alongside a “Shark,” but the deadline is fast-approaching. 

Your opportunity is ending soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors.

 Beanstox Disclosures

[The following is an automated notice from the StartEngine team].

Hello! Recently, a change was made to the Beanstox offering. Here's an excerpt describing the specifics of the change:

Issuer is disclosing the adjusted role of an officer.

When live offerings undergo changes like these on StartEngine, the SEC requires that certain investments be reconfirmed. If your investment requires reconfirmation, you will be contacted by StartEngine via email with further instructions.

[The following is an automated notice from the StartEngine team].

Hello! Recently, a change was made to the Beanstox offering. Here's an excerpt describing the specifics of the change:

Issuer is disclosing the adjusted role of an officer.

When live offerings undergo changes like these on StartEngine, the SEC requires that certain investments be reconfirmed. If your investment requires reconfirmation, you will be contacted by StartEngine via email with further instructions.

Why is Product-Market Fit a big deal? Product-Market Fit is one of the keys to reaching total addressable market (TAM). Greater fit increases the likelihood for client adoption, client retention and potential growth. Beanstox is a product designed to appeal to a big market: investors with little or no experience; and people who need help to start investing. Our data shows we might be onto something, making automated investing seriously simple.

We believe 90% of Beanstox clients are new investors. Beanstox is focused on a large consumer market, providing automated wealth building designed primarily for the 100 million Americans with no investment account. Our internal data reflects that Beanstox appeals to this large target market of individuals who want and need help to start investing.

• 37% of clients indicated that they have no investment experience
• 53% indicated some investment experience
• 10% indicated significant experience

No investment experience? No problem.  Chairman/co-owner, Kevin O’Leary, says: “We're on a mission to provide simple automated wealth building, education, and more for the 100 million Americans who currently have no investment account. Beanstox is built on my investment principles for long term wealth building: keep it simple, keep investing, and keep portfolios diversified. Simple! No stock picking, no market timing, just automated seriously simple investing.”  

Ending Soon! We are crowdfunding to keep building and bringing Beanstox to investors. This is your opportunity to invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors.

Beanstox Disclosures 

More than 2.1k people have already invested over $2.2M in the current round, alongside Chairman/co-owner, Kevin O’Leary. Time is running out to invest in the Beanstox business, and the offering may end sooner if it sells out before the deadline.

Your opportunity is ending soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors.

Beanstox Disclosures 

We thank all Beanstox investors for their support. 

Over 2,100 people have already invested $2.2M in the current round, alongside Chairman/co-owner, Kevin O’Leary. Investors still have time to invest alongside a “Shark,” but the deadline is fast-approaching. 

Your opportunity is ending soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors.

Beanstox Disclosures 

Investors have asked us. We have received questions about our exit strategy. Initially, our focus is to build the Beanstox technology, expand our services and grow our client base. As we grow, exit opportunities will become more appealing. In the US, there are thousands of financial institutions (wealth management, banking, insurance), creating a diversity of potential corporate buyers for attractive businesses.

 Common exit strategies:

• IPOs (initial public offering): Offering shares of a private company to the public on a stock exchange.
• M&A deals: More often, companies sell in M&A deals to corporate buyers, usually to larger companies seeking to accelerate their own strategic growth.
• See Deal data, outlook and trends below. 

 Bain, the well-known consulting firm, had this to say in their 2022 M&A report:

1. M&A deal value reached all-time highs of $5.9 trillion in 2021.
2. Strategic deal value (corporate deals / add-ons) reached $3.8 trillion, +47% vs 2020 at record valuations.
3. Optimistic outlook for strategic deal activity in 2022.
4. Some areas are booming. Tech assets in particular,  with median enterprise value/EBITDA multiples at 25x.

Your Opportunity Ending Soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors. 

Beanstox Disclosures 

Source:

Bain M&A report here: https://www.bain.com/insights/state-of-the-market-m-and-a-report-2022/

M&A deals: E&Y IPO report here: https://www.ey.com/en_gl/private-equity/are-you-exploring-the-future-or-just-visiting

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful and do not benefit from valuable exit strategies. 

Why investors ask? Investors in private companies usually aim to profit by eventually selling their investment, usually after some period of company growth and value creation. Investors often prefer to know that management is flexible and willing to eventually sell. At Beanstox, we are flexible, yet focused on building a valuable service for clients and a valuable business for investors.

 Common exit strategies:

• IPOs (initial public offering): Offering shares of a private company to the public on a stock exchange.
• M&A deals: More often, companies sell in M&A deals to corporate buyers, usually to larger companies seeking to accelerate their own strategic growth.
• Deal data: Check Discussing Exit Strategies (Part 2 of 2). Coming soon.

Fintech exit strategies? Opportunities among the thousands of financial institutions in the US can develop as Beanstox grows, particularly among banks and others needing to accelerate fintech capabilities and client growth (see reference to $1.4 billion UBS/Wealthfront deal in our recent update, “CEO Update: Can’t Ignore the $1.9B Acorns Deal”). 

Closing soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors. 

Beanstox Disclosures

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful and do not benefit from valuable exit strategies. 
 

Almost 90% of Beanstox clients are now using the Recurring Deposit (Automated Investing) service. 

Beanstox Message Reaching our Audience! The portion of clients using our automated investing has already increased to 88%.  These clients have set their Beanstox account to automatically withdraw funds from their bank account, which is then automatically invested for them in their personalized ETF portfolio. We encourage clients to invest regularly, each week, month or as a portion of each paycheck. We aim to educate and motivate clients to invest consistently, helping them build wealth for their future. We encourage investors to take a long-term view and not to be distracted by the short-term movements in the market. Whether the market is up or down on any given day, investing regularly is key for long-term wealth building. 

Positive Client Retention! This is a positive indicator of client commitment to investing and using Beanstox.   We are encouraged to see the vast majority of our clients are committed to investing for the long-term and want to build their wealth over time with Beanstox.

Closing soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors. 

Beanstox Disclosures  

Over 2,000 people have already invested over $2.1M in the current round, alongside Chairman/co-owner, Kevin O’Leary. Time is running out to invest in the Beanstox business, and the offering may end sooner if it sells out before the deadline.

Total amount raised between the first and current round is now over $3.1M with more than 3,500 investors.

Closing soon! Invest in the Beanstox business alongside Kevin O’Leary and over 3,500 other investors. 

Beanstox Disclosures  

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Beanstox was developed for the 100 million Americans with no investment account, providing simple automated investing, regardless of their age. Our mission is to help millions of Americans to invest seriously so they can build wealth and achieve their investment goals. No investment experience? No problem. Beanstox makes it simple. No stock picking, no market timing, just automated Seriously Simple Investing®. So, who is already using Beanstox? What are the demographics?

Here is what the data shows:

• Beanstox attracts people across various age groups, “Great diversification”
• About 30% are over 50, “Better late than never” 
• About 50% are 30 to 49, “Prime earning years”
• Almost 20% between 18 and 29, “Impressive early starters”

Broader vs Peers, expand our Total Addressable Market (TAM)

Micro-investing apps like Stash and Acorns have younger clients on average. The average age of a client at Stash and Acorns is 30 and 34 years old, respectively. The average age of a Beanstox client is 43 years old. Beanstox appeals to a broader portion of the TAM (total addressable market) of 100 million+ Americans with no investment account.

Join us! Invest alongside Kevin O’Leary and over 3,000 others growing Beanstox and helping Americans build wealth for their future.

Beanstox Disclosures

Sources

Acorns: Acorns to go public via $2 billion SPAC deal

Stash: A financial app with over 5 million users says retirement account sign-ups have surged during the pandemic — especially among people 65 and up

Fintech businesses attracted a large share of the $621 billion invested by global venture capital sources in 2021, more than double the $294B in 2020, and $1 out of every $5 went to Fintech.

Why did Fintech attract so much investments? It could simply be success of Fintech companies, and the Fintech growth opportunities. Crunchbase reported the following: “Fintech startups raised $132B in funding in 2021 – accounting for 21% of all venture dollars. Fintech funding is up 169% compared to 2020’s $49B. In addition, 1 in every 4 unicorns is in fintech (unicorns are private companies valued at over $1 billion)— the most by far of any industry. Fintechs also saw the highest proportion of early stage deals of any industry, indicating that the sector is ripe for explosion in 2022 and beyond as startups mature.”

Source: https://www.cbinsights.com/reports/CB-Insights_Venture-Report-2021.pdf

How can you invest early in Fintech, alongside Kevin O’Leary?  Beanstox is a Fintech company focused on automated wealth building with its Seriously Simple Investing® app.  See how you too can invest in a growth-stage fintech company! Invest in Beanstox with just $250 or more.

See investment terms and information at www.startengine.com/beanstox

Beanstox Disclosures

 1,900 people have invested over $2,000,000 in the current round, alongside Chairman/co-owner, Kevin O’Leary.

 Total investments in Beanstox surpassed $3,000,000 over 2 rounds with over 3,500 investors. Here’s your opportunity to invest with a “Shark.” 

Don’t miss out!  

Reasons to invest:

• Large total addressable market (TAM): 100M Americans with no investment account
• Traction: 60,000+ downloads, 30,000+ user accounts, 13,000+ approved accounts
• Client acquisition cost (CAC): O’Leary marketing impact improves CAC (under $50/client)
• SaaS subscription model: Simple, $5/mo

Join us! Invest alongside Kevin O’Leary and over 3,500 others growing Beanstox and helping Americans build wealth for their future. Click here  

Beanstox Disclosures  

Beanstox Investors and Clients,

Marketing automation is giving us an efficiency gain. We upgraded our email and digital (organic and paid) marketing processes to automate and maximize impact.

What we are working on:

• Automation and Optimization: Our team has streamlined email campaigns to convert clients at various stages of the marketing funnel (download, user account, approved account, and subscriber). This should boost client growth.
• Digital Partners: We’re working with multiple partners to boost our brand visibility and online presence by leveraging our Kevin O’Leary marketing edge in programmatic display/native, Facebook and Instagram ads. Our digital strategies are designed to generate efficient client acquisition cost (CAC; currently under $50).

Join us! Invest alongside Kevin O’Leary and over 3000 others growing Beanstox and helping Americans build wealth for their future.

Check out some examples below:

The Beanstox Team

Beanstox Disclosures

Deals are sometimes “so close to home” they can’t be ignored:  two big recent deals in our “wealthtech” category were announced recently, with one by Wealthfront in January and another by Acorns last week. The first is a full cash deal with UBS, and the other is a massive VC funding round. 

Wealthfront deal?  Cash deal for $1.4B in acquisition by UBS, the global bank and wealth management giant. Here’s why this matters. Wealthfront is focused on a slightly higher income client segment than Beanstox, reporting 470,000+ clients, $27B assets under management (AUM), for an average account value of almost $60,000 (vs $3,000+ at Beanstox).  The deal valuation represents over $2,500 per client, and about 21x revenue, assuming their 25bp fee on reported AUM, and $67.5 million annual revenue. Although the growth was not immediate, Wealthfront generated significant value since it was founded in 2008.

Acorns deal? Closed on $300 million funding round led by a private equity firm. Founded 10 years ago, Acorns’ valuation is now $1.9B based on the latest round. Acorns is a subscription based “credit card round up” investing app, helping clients automatically round up purchases and invest “spare change”. Acorns has approximately 4 million clients. Average account size is approximately $1,000, far smaller than Beanstox which averages over $3000. The deal valuation represents almost $500 per client. 

Connor O’Brien, CEO/co-owner commented: “These deals show the health of wealthtech, in terms of capital raising and exit strategies. Although our growth may take time, we see an excellent opportunity in our segment, as 100 million Americans have no investment account, our “Seriously Simple Investing” approach is differentiated, and our marketing is more cost-effective by involving Kevin O’Leary. 

Be part of it!  Join me, Kevin O’Leary and over 3000 others growing Beanstox and helping Americans build wealth for their future.

Connor O’Brien, Beanstox CEO/co-owner 

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.

Beanstox Disclosures

Sources:

Wealthfront: https://www.ubs.com/global/en/media/display-page-ndp/en-20220126-wealthfront.html,

Acorns: Acorns Raises $300M As Neobanks Plug Away (crunchbase.com), https://www.forbes.com/advisor/investing/top-robo-advisors-by-aum/

Beanstox average account size. Data as of 3/15/2022.

“What’s it like working with Kevin O’Leary?” asks Clay Finck in this podcast with Connor O’Brien. Also asks what the advantages are of fundraising through crowdfunding? What trends Connor is seeing in the FinTech space? What is a sensible asset allocation for younger investors? and much, much more! Check out the whole podcast or skip to the section you want. See below. 

Key Sections:

0:00:00 - Intro

0:01:26 - Working with Kevin O’Leary, aka - Mr. Wonderful

0:12:17 - Crowdfunding and how it applies to Beanstox

0:16:24 - Advantages of fundraising via crowdfunding

0:22:43 - Current market conditions and the 2022 market

0:27:56 - FinTech trends

0:37:54 - Sensible asset allocation for younger investors

0:46:34 - What Beanstox has been working on in the past year

0:50:06 - Why Connor believes stocks are the best asset class over the long run

Watch Now

Assumptions and Disclaimers 

Beanstox Disclosures 

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Great news. There’s still time to invest in Beanstox alongside Kevin O’Leary, Chairman/co-owner. 

Already over 1,700 investors in this round, and over 3,000 investors in rounds 1 & 2 combined.

Having more investors creates opportunity to expand product development input and more.

We’re making great progress towards our crowdfunding goal and the team is working very hard to deliver the best investing services possible (live) and develop Neobanking services.

You can expect more progress updates soon!

Source: https://www.startengine.com/beanstox

Don’t miss your opportunity to invest in an exciting Fintech focused on Seriously Simple Investing®.
Invest now

Disclosures: https://beanstox.com/sedisclosures

[The following is an automated notice from the StartEngine team].

Hello! Recently, a change was made to the Beanstox offering. Here's an excerpt describing the specifics of the change:

Issuer is extending campaign to 4/27/22.

When live offerings undergo changes like these on StartEngine, the SEC requires that certain investments be reconfirmed. If your investment requires reconfirmation, you will be contacted by StartEngine via email with further instructions.

[The following is an automated notice from the StartEngine team].

Hello! Recently, a change was made to the Beanstox offering. Here's an excerpt describing the specifics of the change:

Issuer is extending campaign to 4/27/22.

When live offerings undergo changes like these on StartEngine, the SEC requires that certain investments be reconfirmed. If your investment requires reconfirmation, you will be contacted by StartEngine via email with further instructions.

We believe communication with Beanstox investors and our community is extremely important. 

So here is an update on key metrics, targets and a roadmap for future potential growth.

We thank all Beanstox investors and clients for your continued support.

Don’t miss your opportunity to invest in an exciting Fintech focused on Seriously Simple Investing®.

If you haven’t already, there’s still time to invest in Beanstox, alongside Kevin O’Leary.

Invest now

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful. Although we are planning on developing Neobank and other services, there are no assurances that these business segments will be developed or successful.

Strategy. By combining Neobank services with automated WealthTech, Beanstox sees opportunity to accelerate growth, generate greater average revenue per client (ARPU) and build more value for clients and for the Beanstox business.

What’s a NeoBank? Neobanks are mobile-first banks with no physical branches. Typically, they operate by partnering with legacy banks, while providing attractive mobile-first banking to grow a client base. Services include checking and savings accounts, debit and credit cards, payments and more.

Beanstox Neobank? At Beanstox our team now includes senior members with extensive experience building digital banking (SoFi, CIT). We plan to add mobile-first banking services along with our automated wealth service. Clients would be able to choose one or both services offered, which we believe could accelerate growth.

Beanstox capital sources? Neobanks are attracting large VC investments, in addition to potential for further crowdfunding and for strategic corporate partners looking to provide services to an expanded client base a Neobank could bring.

How Neobanks make money:

• Interchange fees: The payment processing fee charged by Visa on debit/credit cards (~1.5%). Neobanks usually get a percentage of this fee.
• Ecosystem business model: Using APIs, Neobanks can offer a marketplace for several integrations including investments, insurance, credit brokerage, and more.
• Asset-led business model: Accumulating deposits by offering competitive rates on saving accounts.
• Product extensions: Offering additional premium services.

More info on how Neobanks make money, from surf.com.

VC Valuations of some Neobanks:

• Nubank: $2.6B raised for IPO, ~$41B valuation
• N26: $900M raised, $9B+ valuation
• Revolut: $800M raised, $33B valuation
• Chime: $750M raised, $25B valuation
• Monzo: $475M raised, $4.5B valuation

Source: Neobanks are awash in cash after a banner funding year

 We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful. Although we are planning on developing Neobank services, there are no assurances that this business segment will be developed or successful.

Get info on investing in the Beanstox business alongside Kevin O’Leary: www.startengine.com/beanstox

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

UBS has agreed to acquire Beanstox competitor, Wealthfront.

About the deal:

• $1.5B: all-cash transaction
• 470k: Wealthfront clients
• $27B: Wealthfront AUM
• 2H 2022: expected transaction close

Companies like Beanstox that offer solutions for automated wealth building and more may be better positioned to serve the next generation of investors as the world shifts almost entirely to digital.

From the Press Release: “Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US.”

Full details: UBS agrees to acquire Wealthfront to deliver digital wealth management offering to millennial and Gen Z affluent investors

Get info on investing in the Beanstox business alongside Kevin O’Leary: www.startengine.com/beanstox

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.

Fintech is hot and time’s running out to invest with Kevin O’Leary in Beanstox, his B2C Fintech startup. In 2021, Fintech had the most unicorns and decacorns (private companies with $1B+ and $10B+ valuations). See how you can invest in an exciting Fintech, alongside Kevin O’Leary, Beanstox Chairman/co-owner.

Check out this short video of Kevin explaining a simple solution to a big problem. Beanstox provides automated wealth building for the 100 million Americans with no investment account.

Invest in Seriously Simple Investing® before it’s too late. https://www.startengine.com/beanstox 

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.

Venture capital investors (VCs) want big opportunities, focused on big Total Addressable Markets (aka “TAM”).

TAM involves multiplying A) the total number of “Potential Customers” in a market, and B) the “Annual Revenue/Customer”, and various competitors often each get only a portion of this total potential annual revenue.

Netflix TAM, for example, can be estimated at $15 billion/year, by multiplying A) 150 million U.S. households, and B) say $100/year average price. That’s a big TAM, now split across several competitors, with some customers paying for multiple services and some having none.

Beanstox TAM is potentially large, we have competition, and we expect to gain a share of the market:

• Target Customer Market: Over 100 million Americans with no investment account.
• Annual Revenue/Customer: Pricing is $60/year (at $5/month) and yes, this may evolve.

In this video Kevin O’Leary, Beanstox Chairman and co-owner, describes Beanstox and the opportunity to join him as an investor in the business:

Get info on investing in the Beanstox business alongside Kevin O’Leary: www.startengine.com/beanstox

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.

Yes, it’s already 2022 ! And every new year begins with investors searching for new ideas.

One idea is to invest or add to your investment in Beanstox, adding an early-stage financial technology opportunity to your portfolio. Join Kevin O’Leary (Chairman and co-owner) and over 1400 people who invested $250 or more in the Beanstox offering. It keeps on growing and is now over $1.5 million! Get info on investing in the Beanstox business alongside Kevin O’Leary: www.startengine.com/beanstox

You can share this message with your friends and tell “the crowd”. After all, that’s the idea of crowdfunding. We appreciate the investor support.

You can also try the Beanstox App, give us your product feedback, get friends to do the same. You can help accelerate growth of the Beanstox business and help us reach many of the 100 million Americans who are not yet investing and building wealth for their future.

We appreciate your interest in our Fintech business growth opportunity.

Thanks,
The Beanstox Team

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Thanks to you and other Beanstox supporters for making 2021 a year of great progress for Beanstox.  Our best wishes to you and your loved ones for the Holidays and 2022!

Although we are very focused on 2022 and the future, here’s a quick look at 2021:

• Successful Crowdfunding (ongoing): Over 1,300 people committing over $1.4 million, joining Kevin O’Leary, Chairman/co-owner, as investors in the Beanstox business.
• Team Adds Fintech Experience: Positioned for exciting progress in 2022, as key senior hires bring Fintech experience in Operations, Marketing and Tech.
• Growing User Base, +100% in 2021: Now over 28,000 Beanstox user accounts open, shows ability to expand our pipeline.

Source: Beanstox Data as of 12/15/2021

Reminder: Deadline to invest in the Beanstox crowdfunding is approaching.
Get more info here:  Beanstox | StartEngine

At Beanstox, we believe investing should be made simple for everybody. Many apps offer options like choosing your own stocks. This might not be for everyone. Whether you have some investing experience or none at all, Beanstox offers a simple solution with automated investing.

We built an app designed for no stress, no picking “hot stocks”, no chasing “hot trades.” Just Seriously Simple Investing®, designed for the 100 million Americans with no investment account.

App users get personalized portfolios based on Kevin O’Leary’s investment principles – keep it simple, keep investing and keep it diversified.

Check this short video: Kevin O’Leary, Beanstox Chairman/co-owner, answers… What Makes Beanstox Different?

Reminder: Deadline to invest in the Beanstox crowdfunding is approaching.
Get more info here:  Beanstox | StartEngine

[The following is an automated notice from the StartEngine team].

Hello! Recently, a change was made to the Beanstox offering. Here's an excerpt describing the specifics of the change:

Issuer is extending the campaign for 60 days.

When live offerings undergo changes like these on StartEngine, the SEC requires that certain investments be reconfirmed. If your investment requires reconfirmation, you will be contacted by StartEngine via email with further instructions.

[The following is an automated notice from the StartEngine team].

Hello! Recently, a change was made to the Beanstox offering. Here's an excerpt describing the specifics of the change:

Issuer is extending the campaign for 60 days.

When live offerings undergo changes like these on StartEngine, the SEC requires that certain investments be reconfirmed. If your investment requires reconfirmation, you will be contacted by StartEngine via email with further instructions.

How do so many Fintech startups achieve success and large valuations? Digital innovation enables providing better services at lower costs. In turn, this expands markets by serving more customers. Unicorns are often successful with low pricing, distribution and customer acquisition, often expanding markets by attracting clients that have never before had comparable services. These are elements of the strategy guiding us at Beanstox.

“Innovation is the top driver of fintech success, followed by targeting unbanked customers and delivering quality products” according to an article by Tellimer Technologies.

Fintech in 2021 had more unicorns exceed $10 billion valuations than any other category: 9 Fintech, 4 E-commerce, 3 AI, 3 Hardware, 3 Internet services, among others.

Top Fintech Valuations:

• Stripe: $95B
• Klarna: $46B
• Revolut: $33B
• Nubank: $30B
• Chime: $25B

Source: Visual Capitalist. The World’s Biggest Startups: Top Unicorns of 2021

Reminder: Deadline to invest in the Beanstox crowdfunding is approaching.
Get more info here:   Beanstox | StartEngine

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.

November Smashes Another Record As Financial Services Leads In New Unicorn Creation (Crunchbase News 12/8/21)

Money flows into tech sector private companies keeps on growing.   “Smart money” venture capital firms keep driving the trends, demonstrating confidence in the tech opportunities, including financial services. This in turn is driving the creation of more and more “Unicorns” (private companies with valuations of $1B+).

The article mentions “Global funding in 2021 has topped $580 billion as of the end of November, compared to $335 billion in funding for 2020. Last month was also the third month this year to peak at over $60 billion.”

Highlights as of November:

• Money invested? Global total in 2021 up 73% to $580 billion
• Strongest sector? Financial services had the most new Unicorns
• Unicorns created ($1B+ private market value)? 48 in November

Full story and charts here: Monthly Funding Recap: November Smashes Another Record As Financial Services Leads In New Unicorn Creation | Crunchbase

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.  

Reminder: Deadline to invest in the Beanstox crowdfunding is approaching. 
Get more info here: Beanstox | StartEngine

We appreciate our crowdfunding investors. Your investment helps us grow the Beanstox business.

Deadline reminder: Invest before the Beanstox crowdfunding deadline!

You can join the 1,300+ people investing in Beanstox, a financial technology business, alongside Kevin O’Leary, Chairman/co-owner. Our automated wealth building service is designed for the 100 million Americans who are not yet investing. Beanstox and O’Leary want to help them get started.

What else? Try the Beanstox App, become a brand ambassador! Your comments and ideas help accelerate our innovation.

You can also share this message with friends, tell your “crowd.”  If you already invested, thank you!

The entire Beanstox Team appreciates your interest in our Fintech business growth opportunity.

Thanks,

The Beanstox Team

Get info on investing alongside Kevin O’Leary in the Beanstox business: www.startengine.com/beanstox

Mapping the fintech world's top players and their most successful imitators (PitchBook 11/23/21)

Investors may be interested to know the top categories in Fintech, the valuations of top players and where they are in the world.

Interactive map and story here:  Mapping the fintech world's top players and their most successful imitators | PitchBook

According to the article “During the pandemic, Fintech startups have enjoyed fast growth and a surge in VC funding, vaulting some to the upper reaches of the valuation leaderboard.”

Fintech categories and top company valuation.

• Investing platforms, Robinhood $36 billion

• Neobanks, Chime $25 billion

• Buy now, pay later, platforms, Klarna $46 billion

• Financial data aggregators, Plaid $13 billion

• Payment processing platforms, Stripe $152 billion

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others are less successful.

Deadline reminder: Deadline to invest in the Beanstox crowdfunding is approaching.
Get more info here: Beanstox | StartEngine

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Investors know that marketing is key to generating business growth. Beanstox CEO, Connor O’Brien, shares some comments about growth and marketing in this early growth stage for Beanstox.

Check the video for some quick highlights about:

1. Crowdfunding progress

2. User account growth

3. Marketing strategies

Yes, you can share this with family and friends who could be interested.

Get info on how to invest in the Beanstox business at StartEngine.com/Beanstox

Reminder: The deadline to invest in the Beanstox crowdfunding is approaching. Don’t miss your opportunity to invest in the Beanstox business alongside Kevin O’Leary, Chairman/co-owner.

Kevin O’Leary breaks down how Beanstox works and who this exciting Wealthtech app can really help. 

Check the video for some quick highlights about: 

1. Who Beanstox is designed for 

2. How Beanstox simplifies investing 

3. O’Leary’s tips on how to use Beanstox to reach your investment goals 

Yes, you can share this with family and friends who could be interested. Get info on how to invest in the Beanstox business at StartEngine.com/Beanstox.

US venture capital valuation trends in seven charts (PitchBook 11/29/21)

Investors may want to check this new data on VC valuations, published by PitchBook.

“The venture industry has continued to prove its resiliency in 2021—a year marked by outsized funds, numerous mega-deals and the soaring interest of multistage investors looking to back younger startups.  As a result, valuations of VC-backed companies are on the rise across most stages in the third quarter. Our latest US VC Valuations report takes a deep dive into startup valuations across the venture lifecycle through Q3 2021, including spotlights on sectors such as biotech, climate tech and enterprise tech.   Here's a closer look at seven key charts that depict how startup valuations have changed amid the frenzied dealmaking of the last few quarters.”

Highlights:

• Median early-stage valuation hits new high
• Massive upticks in early-stage valuation multiples

Charts and story here: US venture capital valuation trends in seven charts | PitchBook

Deadline to invest in the Beanstox crowdfunding is approaching. Get more info here: Beanstox | StartEngine

We are excited by the Fintech growth opportunities for Beanstox, although also mindful that for every Fintech success story, many others which less successful.

Technology, product development and a talented team are key pillars for any Fintech Business.

Beanstox CEO, Connor O’Brien, shares some comments about the product evolution, plans for the future and our team.

Check the video for some quick highlights about:

1. Initial launch

2. App re-design and its impact

3. Product/tech plans for the next 12 months

4. Team adds Fintech/Digital Banking experience

Yes, you can share this with family and friends who could be interested.

Get info on how to invest in the Beanstox business at StartEngine.com/Beanstox

We are excited by the Fintech growth opportunities for Beanstox, but we are also mindful of the fact that for every success story, there are many others which are not as successful. 

Success for startups partly depends on positive industry trends and company strategy. Beanstox CEO, Connor O’Brien, shares some data on Fintech industry capital flows, trends and more. He also sets out four strategic phases for Beanstox development and growth to achieve scale. 

Check the video for some quick highlights about:

1. Fintech Industry Capital Flows / Successes
2. Beanstox Strategy in Four Phases
3. Crowdfunding Investor Impact

Yes, you can share this with family and friends who could be interested.

Get info on how to invest in the Beanstox business at StartEngine.com/Beanstox

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful.

In case you missed it, Kevin O’Leary, Beanstox Chairman and co-owner, Connor O’Brien, Beanstox CEO and co-owner, and Jeff Desjardins, Visual Capitalist Founder and Editor-in-Chief, discussed the following trends and topics:

• Money, Markets & Sustainable Investing

• Old-Tech, New-Tech & Innovation

• Crypto vs. Stocks & Portfolios

• Startups: VCs vs. Crowdfunding

Check out the replay.

Be an investor in the Beanstox business alongside Kevin O'Leary, Get information here

Do you have 30 seconds? Check the new promo video.

Kevin O’Leary, Chairman and co-owner of Beanstox, describes how you can invest in a solution to a BIG problem.

Here’s your chance to invest now in the Beanstox business alongside Kevin O’Leary.

SEE HOW TO INVEST NOW  

Want to learn how tech startups can raise capital to help grow their businesses?

This short video features Connor O’Brien, CEO and co-owner of the Fintech startup Beanstox. Their approach to crowdfunding raised over $1 million, not once but twice on https://www.startengine.com/beanstox.

Connor shares the Beanstox story and tips for:

• Business preparation
• Marketing preparation
• Game-time is go-time
• VCs or crowdfunding

Be an investor in the Beanstox business alongside Connor and his partner Kevin O’Leary, Chairman & co-owner.

 Remember to join us in 1 hour for a live video event with: 

• Beanstox Chairman and co-owner, Kevin O’Leary
• Beanstox CEO and co-owner, Connor O’Brien
• Visual Capitalist CEO, Jeff Desjardins

Get ideas about trends, investment strategies and more as they cover a range of topics: 

• Money, Markets & Sustainable Investing
• Old-Tech, New-Tech & Innovation
• Crypto vs. Stocks & Portfolios
• Startups: VCs vs. Crowdfunding

Link to the Event    Yes, you can share with friends.

Before the event you can check out: 

www.Beanstox.com

www.VisualCapitalist.com

Become an investor in the Beanstox business alongside Kevin O’Leary, Chairman & co-owner.

Invest Alongside O’Leary  

Get the best business visualizations in your inbox with Visual Capitalist's free daily newsletter.

Sign Up Now  

 Join us for a live video event, November 18, 11am ET with:

Beanstox Chairman and co-owner, Kevin O’Leary

Beanstox CEO and co-owner, Connor O’Brien

Visual Capitalist CEO, Jeff Desjardins

Get ideas about trends, investment strategies and more as they cover a range of topics:

• Money, Markets & Sustainable Investing

• Old-Tech, New-Tech & Innovation

• Crypto vs. Stocks & Portfolios

• Startups: VCs vs. Crowdfunding

Investor Q&A (by email)

Send questions in advance: hello@beanstox.com 

November 18, 2021 @11am ET / 8am PT

Register here:  https://email.beanstox.com/the-future-of-everything-nov-18

Growth to over 470 million users globally for robo-advisors like Beanstox is projected for the robo-advisor market in a report by Statista Research.  According to the research, 100% AUM growth is expected for robo-advisors, from $1.4 trillion by year-end 2021 to $2.8 trillion by 2025. We believe diverse consumer preferences among the 470 million projected users will support the success of diverse and numerous robo-advisors, potentially creating significant opportunity for many, including Beanstox.   

You have an opportunity to participate in this growth. You and your friends still have time to be an investor in Beanstox, alongside Kevin O’Leary, Beanstox Chairman and co-owner. Join over 1,200 individuals who have already invested over $1.3 million in our round 2. This is a crowdfunding. You can tell your crowd! Learn how you can invest in the Beanstox business.

Key metrics:

• Growth of users to 478.9 million (2025)
• AUM growth from $1.4 trillion (2021) to $2.8 trillion (2025)
• 18.78% compound annual growth rate (CAGR)
• Average AUM value per user account: $4,875

Source: Statista Research  

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful.

We issued a press release to announce that Beanstox has raised over $2 million through 2 crowdfunding investment offering rounds with 3,000 investors and counting.

You and your friends (your crowd) still have time! Our round 2 offering is still open. Join the 3,000 individuals who have already invested in the Beanstox business alongside Kevin O’Leary, Beanstox Chairman and co-owner.

Read the press release here! 

Fintech active daily user growth is an important indicator for consumer-focused Fintech businesses like Beanstox. According to research by Amplitude, the number of daily active users of Fintech products has grown by 337% since January 2020. That growth rate indicates very strong consumer appetite for digital financial services.

Growth in Fintech daily active users, wider digital product adoption and a very large total addressable market (TAM) of 100 million Americans that don’t have an investment account are just some of the reasons we are excited about the growth potential for Beanstox.

You and your friends still have an opportunity (ending in a few weeks or when we reach the maximum) to join over 1,200 individuals who have already invested over $1.2 million alongside Kevin O’Leary, Beanstox Chairman and co-owner.  

Invest in the Beanstox Business

Highlights from the research:

• Daily Use of Digital Products Is Up Over 50%
• The Next Hottest Products in the USA, EMEA and APAC (Several are Fintech)
• Fintech Products Surge in 2021
  1. Almost 100% growth in daily active users in 2020
  2. 337% growth in daily active users from Jan 2020 through Aug 2021

Source: https://amplitude.com/product-report-2021#united-states

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful.

The Neobank market is a very large high-growth market, with Neobanks offering consumers digital-only banking with attractive cost and convenience. Consumer demand for digital-only bank accounts is forecast to grow to over 50 million accounts in the U.S. by 2025. 

Beanstox sees this as a growth opportunity, with potential to provide clients an attractive combination of “automated wealth and digital banking”. We also believe Fintech will continue to innovate and evolve, with opportunities for Beanstox to provide clients an expanding set of financial services.

How Neobanks differ from traditional banks:

• Digital-only, no physical branch
• Known to be faster and cheaper 
• Accessed by desktop computer or mobile
• Usually partner with an FDIC insured partner bank
• Can have advantages of less regulation, less credit risk, and leveraging new technologies 
• Usually offer perks including lower or no fees, overdraft protection and sign-up incentives

How fast are Neobanks growing? According to Insider Intelligence, there may be over 50 million US digital-only bank account holders by 2025. 

Growth Forecast of Digital-Only Banking, 2021-2025

Source: https://www.insiderintelligence.com/insights/neobanks-explained-list/

Yes, you still have an opportunity to invest the Beanstox business. Learn more.

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every 1 success story, there could be many others which are not as successful. 

Beanstox is in an exciting, fast-growing space that is attracting venture capitalist (VC) investors.

What are the key metrics that demonstrate the accelerating growth of Fintech investing?

Fintech VC Q3 investing by the numbers:

• $31.1B in global funding (second highest quarter ever)
• $14.6B in US funding (121% YoY growth)
• 43 new unicorns (private startup companies with valuations of $1B+)
• 94 mega rounds ($100M+)
• 132: record number of wealth tech deals

Source: CB Insights, State of Fintech.   

Learn how you can invest in the Beanstox business, alongside Kevin O’Leary, Chairman & co-owner.

Thank you to all who have invested in the Beanstox business. We’ve already raised over $1.2M in our current crowdfunding round. It’s not too late to invest. There’s still time.

We are excited by the Fintech growth opportunities for Beanstox, but we are also mindful of the fact that for every success story, there are many others which are not as successful.

Make it easier to get started!

Make it easier on the budget, by adding each week or month.

Avoid the stress of waiting and hoping for the best day to buy.

Stock markets have generally done well for long-term investors.

Beanstox helps you invest gradually and consistently.

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Beanstox Chairman and co-owner, Kevin O’Leary answers an important question in the following video: When is the right time to start investing?

Not only does Beanstox help people invest for their future, but now they can also invest in the Beanstox business alongside Kevin O’Leary. Learn more.

Digital banking gaining momentum? According to research conducted by Galileo Financial Technologies, a global fintech-as-a-service company owned and independently operated by SoFi Technologies, digital banking is gaining momentum with consumers of all generations.

Fintech is comprised of fast-growing segments including wealthtech (robo-advisory such as Beanstox) and digital banking. As consumers move their financial lives online, they may seek fintech solutions that combine wealth management and banking.

Key metrics from the research: 

Digital banks and higher consumer satisfaction:

• 66% of clients using traditional banks as primary provider indicating that they are satisfied
• 79% and 81% of clients who use digital-only banking and stand-alone digital accounts, respectively, indicating that they are satisfied

All generations are embracing digital financial services. Usage percentages:

• 21% of consumers use digital-only banks as their primary provider across all age groups
• 29% of 35-44 years old (highest usage for any age group)

Read this article to learn where consumers are keeping their funds and to see demographic data on digital banking adoption.

Your opportunity: Learn how you can invest in the Beanstox business, alongside Kevin O’Leary, Chairman & co-owner.

We are excited by the Fintech growth opportunities for Beanstox, but we are also mindful of the fact that for every success story, there are many others which are not as successful.

Is the Fintech boom here to stay?

According to this article in Forbes, $91.5B was invested into Fintech in 2021 YTD, already almost twice the total of 2020. The third quarter of 2021 has already seen the birth of 42 fintech Unicorns (startups with valuation of $1B+). We at Beanstox, a Fintech startup, believe that the potential for growth in the space is only beginning.

Highlights from the article:

• Tiger Global Management (24 deals) and Coinbase Ventures (22 deals) lead fintech investors
• US leads global fintech investing with 38% of deals
• A Third of Unicorns in Q3 are Fintech startups

For more info and data, including the companies with the biggest funding rounds, read the article.

Your opportunity: Learn how you can invest in the Beanstox business, alongside Kevin O’Leary, Chairman & co-owner.

We are excited by the Fintech growth opportunities for Beanstox, but we are also mindful of the fact that for every success story, there are many others which are not as successful.

Beanstox’s Fintech brokerage partner, DriveWealth, was named to the 2021 CB Insights Fintech 250’s prestigious list of emerging private companies working on groundbreaking financial technology.   

We congratulate DriveWealth on their $2.85B valuation and “Unicorn” status and wish them continued success. The 250 companies that make this impressive list are selected from a pool of over 17,000 companies. We believe our partner’s dedication to innovation and its strengthening brokerage infrastructure will support not only its own growth but Beanstox’s as well.

 Fintech 250 Investment Highlights:

• Unicorns: 118/250 companies named had valuations above $1B
• Companies on the list raised $40.3B YTD
• Since 2020, 178 mega rounds ($100M+), 138 coming in 2021

For more highlights, including global representation of the Fintech 250 and the top VC Investor, read the press release.

Your opportunity: Learn how you can invest in the Beanstox business alongside Kevin O’Leary, Chairman & co-owner.

We are excited by the Fintech growth opportunities for Beanstox, but we are also mindful of the fact that for every success story, there are many others which are not as successful.

There are several ways venture capitalists (VCs) and firms find value in the fintech companies they invest in. For example, some VCs love to see large total addressable markets (TAMs) and low customer acquisition costs (CACs), while others highly value potential client reach and recurring revenue.

Which metrics are often used to identify fintech value? Watch the video to find out!

We already raised over $1,000,000 and investor demand for the Beanstox offering keeps on growing.

We appreciate the investor support, which will help us grow the Beanstox business. If you already invested, thank you so much! Others can invest too. You can share this message with your friends and tell “the crowd”. After all, that’s the idea of crowdfunding.

What else? Try the Beanstox App!  We want your product feedback to help us keep improving. “The crowd” can help accelerate our innovation.

You can also share info about the Beanstox App, to help us reach many more of the 100 million Americans who are not yet investing.

The entire Beanstox Team appreciates your interest in our Fintech business growth opportunity.

Thanks,

The Beanstox Team

Get info on investing alongside Kevin O’Leary, Chairman and co-owner in the Beanstox business: www.startengine.com/beanstox 

Americans are taking an increasing amount of their financial lives online. Now, 88% of consumers use at least one fintech app for investing, banking, or other financial services.

According to recent data published by Plaid (a leading fintech company), the percentage of Americans using fintech products is even higher than those who use video streaming services (78%) or social media (72%).

Fintech Adoption Surpasses Streaming and Social Media

Another Beanstox Partner with “Unicorn” Valuation

Plaid, founded only 8 years ago, reached a $13 billion valuation (Forbes) this year and is a banking business partner of ours and helps Beanstox make investing available in the palm of your hand.

What does this mean for Beanstox growth? The fintech revolution means more people will start investing and Plaid’s valuation is another example of our strong business partners.

Want to own part of the fintech revolution? Read through our offering docs and become an investor in Beanstox today!

We are excited by the Fintech growth opportunities for Beanstox, but we are also mindful of the fact that for every success story, there are many others which are not as successful.

Got a minute? In the video below, Kevin O’Leary describes a core driver of our growth strategy: developing a simple solution for a complex problem by “…making investing simple.” Yes, you’ve probably heard that 100 million Americans are not yet investing. Yes, this is a very large problem. And yes, many of these people find investing too complicated, so they never get started. We are focused on solving the problem for millions of Americans by “making investing simple.”  Get the app and try it for yourself.

We also expect to motivate people to take investing seriously. We want to show them that building wealth by investing has historically produced greater returns over time than traditional savings accounts. You might know about the power of compound returns and building wealth, but there are many others who don’t.

In addition to our differentiated strategy, businessman and TV personality Kevin O’Leary is our Chairman and co-owner. His communication impact gives Beanstox an edge with marketing initiatives and reaching new demographics.

Watch the video. 

Beanstox is a solution for Seriously Simple Investing® designed to take the confusion out of investing and help Americans build wealth over time with a simple yet personalized and automated investment process.

As soon as you’re ready, get info on investing alongside O’Leary in the Beanstox business: www.startengine.com/beanstox 

Every American deserves an opportunity to build wealth, and Beanstox makes it easy with Seriously Simple Investing®.

We mean it when we say we’re introducing simple and automated investing to every American. Beanstox is based on Chairman and co-owner Kevin O’Leary’s simple investment principles to build wealth over time.

Try Beanstox out for yourself! Download the app, answer a few questions so we can learn about your investment goals and risk tolerance. Fund your account. Let the Beanstox app take it from there. No confusion, no stress, and no hassle. You can also choose when you want to invest more or automate your added investments every week or month.

Seriously, it’s that simple.

Want to also invest in the Beanstox business? It’s just as simple. Join the hundreds of investors who have already supported Beanstox on StartEngine.

Check out the Beanstox crowdfunding campaign on this page (startengine.com/beanstox)

You likely know about Seriously Simple Investing® with Beanstox, but did you know that over 100 million Americans have no investment account at all? The Bean Team is hard at work to change that. It’s our mission to make seriously simple investing available from the palm of your hand. 

Today, meet Sasha Kalevar, Product Manager.

Sasha is employee #1, having joined Beanstox at its inception. As our product manager, he is focused on meeting Beanstox customers’ needs. He maintains a close relationship with our app users while also leading the charge to bring new product features to market efficiently. Prior to joining the Beanstox team, Sasha worked for a cloud solutions provider.

Sasha looks forward to improving and building on the app’s success through new features and excellent customer experiences.

When Sasha isn’t at Beanstox, he’s usually on the golf course or out walking his dog.

Stay tuned for next time! We’ll say hello to another member of the Bean Team. 

Fintech is booming, and that’s good news for companies like Beanstox. This has already been a record year for fintech, with nearly 80 new unicorns (companies with a private market value of $1+ billion) created through October 1, 2021. According to Tracxn, there were only 19 unicorns created in 2020, marking a 300% increase year over year so far.

So what business models are creating the most unicorns? The answers might surprise you:

• Investment Tech
• Crypto
• Banking Tech
• Payments
• Finance & Accounting

This is encouraging news for us, especially as an investment app! When you’re ready to invest, get info on our Crowdfunding Offering page on how you can invest in the Beanstox business alongside Chairman and co-owner Kevin O’Leary.

We’re excited to see how much fintech is growing, although we’re also aware that some companies will succeed more than others.

Kevin O’Leary, Chairman and co-owner, commented on the opportunity for Beanstox: “Beanstox is focused on a big opportunity and we’re building a great team. Although we have a long way to go from our early-stage, to potentially become a Fintech Unicorn, we are focused on building a great business.”

What is a “Unicorn” as it relates to companies? A Unicorn is a private company with a valuation of $1 billion or more. Fintech is the sector with the most Unicorns according to this article in Tracxn.

Here's an excerpt from the article as of October 1, 2021:

“Fintech has 79 Unicorns, making it the largest sector with most Unicorns. Within Fintech, Investment Tech emerges as the top business model with 15 Unicorns. San Francisco has seen the most Unicorn activity in Fintech and homes 20 unicorns.”

Highlights

-   A Quick Look at Fintech Sector

-    Unicorn Trends for Fintech

-   Top Business Models with most Unicorn activity

-    Check out the article for more

Get info on our Crowdfunding Offering page on how you can invest in the Beanstox business alongside Kevin O’Leary, Chairman and co-owner.

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful.

All images shown are for illustrative purposes only and are not actual customer or model portfolios.

When you sign up for a Beanstox account, one of the first things we do is learn more about your investment goals and risk tolerance so we can propose a portfolio designed to grow your wealth over time as you consistently invest. We invest your money in ETFs and manage your portfolio based on Chairman and co-owner Kevin O’Leary’s investment principles – keep it simple, keep investing, and keep portfolios diversified.

Our Beanstox portfolios are made up of typically low-cost and tax-efficient ETFs, with an emphasis on U.S. stocks, dividend, growth, and technology. ETFs are investments funds that trade on stock exchanges, providing liquidity and flexibility. We believe in staying the course over the long term through various market cycles and sticking to a consistent investment strategy which can help avoid potential pitfalls associated with following the latest Cinderella stock picks or having all your eggs in one basket.

We think it’s often best to keep it simple, keep investing, and keep portfolios diversified.

Beanstox is in one of the fastest growing segments in Fintech, “Wealthtech.” Through our automated wealth app, we aim to help many of the 100 million plus Americans who currently have no investment account. We see a very large total addressable market (“TAM”) and we are focused on serving the people who want a seriously simple and automated investment service.

According to KPMG’s Pulse of Fintech H1’21, Wealthtech is still in its infancy. Global investment into Wealthtech during the first half of 2021 has already surpassed all of 2020, with 31 deals and $1.4 billion invested.

Highlights from the report:

• Robo-advisory still in its infancy
• Corporates taking action on Wealthtech
• Consolidations among established wealth management players
• What to watch for in H2’21

Check out page 22 of report for info on Wealthtech and historical deal data.

On this Offering page, get info about Beanstox and how you can invest in the Beanstox business alongside Kevin O’Leary, Chairman and co-owner.

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful.

Did you know in 2020 alone, over 150,000 crowdfunding investors committed to more than 358,000 investments versus the prior year?* 

Crowdfunding has opened the door for more people like you to become investors and support the products they love.

We believe everyone deserves the right to create a more comfortable future for themselves and their families, and they need the right tools to do it. The Beanstox app takes the headache out of investing, automates the experience, and allows clients to focus on what matters to them and less on building their portfolios.

Your support today helps us reach our goal of creating a better tomorrow for millions of Americans with no investment account at all.

*Source: https://www.crowdfundinsider.com/2021/01/170982-239-million-was-raised-using-reg-cf-during-2020-amount-could-double-in-2021/

How We Build Personalized Portfolios

What makes Beanstox different is how we invest for our clients. The Beanstox app provides personalized portfolios with ETFs that may hold hundreds of stocks and bonds with an emphasis on U.S. stocks, dividends, growth, and technology. ETFs are typically low-cost and tax-efficient, making them a great choice to build your portfolio. 

Our app was built to make investing seriously simple using Kevin O’Leary’s investment principles -- keep it simple, keep investing, and keep it diversified. You don’t have to be an expert to build wealth over time. For $5/month, we do it for you.

No stress, just Seriously Simple Investing®.

How many people need seriously simple investing? Well, there are over 100 million Americans with no investment account of any kind. That’s a pretty large audience. While there are apps on the market today that offer a wide variety of options, like choosing your own stocks, we believe that’s not for everyone. Whether you have some investing experience or have never invested, a seriously simple investment solution can be in the palm of your hand with Beanstox.

You likely know about Seriously Simple Investing® with Beanstox, but did you know that over 100 million Americans have no investment account at all? The Bean Team is hard at work to change that. It’s our mission to make seriously simple investing available from the palm of your hand.  

Today, meet Jarelle Gabison-Rana, Manager, Marketing + Communications.

Jarelle manages all of our social media, email marketing, and demand generation campaigns. She has many years of professional experience producing campaigns and generating content for publications and brands across industries including fashion, beauty, eCommerce, and artificial intelligence.

Jarelle is excited to introduce the Beanstox story and platform to U.S. investors through engaging outreach campaigns and empathic social media projects. She joined Beanstox because of its mission to help Americans build wealth, a journey she also began a couple of years ago. Jarelle understands the struggles with building wealth and is excited to share her experience with others, encouraging them to learn more about managing their finances.

Jarelle is a newlywed who loves adventuring with her husband, creating art, watching anime, and making the perfect Spotify playlists for her friends and followers on social media.
 

Stay tuned for next time! We’ll say hello to another member of the Bean Team.
 

Beanstox is building a consumer-focused financial technology business, beginning with our app for automated wealth.

This update, inspired by a recent article in Crunchbase, refers to building tech businesses and value while having a lean team. At Beanstox we have a lean dedicated team of great people, for product development, operations, investing, marketing and more. 

Now, our second round of crowdfunding creates an opportunity for people to invest in the business, with $250 or more, alongside Kevin O’Leary, Chairman and co-owner of Beanstox. 

So what’s the story about lean teams and fat valuations? 

Crunchbase breaks down the data on a sample set of venture-backed, software focused businesses that went public in the last 8 months.

Highlights and takeaways:

-   New public companies with multi billion-dollar valuations had staff sizes ranging from 300 to over 4,000. 

-   Valuation per employee (VPE) for notable public tech companies including Roblox and Coinbase.

-   VPEs have grown from $1-4 million in 2018 to over $10 million.

-   And more

 For a more complete list of newly public companies and their VPE metrics, check out the article at this link:

Tech Staff Sizes Still Aren’t Rising Much, But Valuations Sure Are 

Get info on this Offering page about Beanstox and how you can invest alongside Kevin O’Leary.

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every success story, there are many others which are not as successful. 

According to the U.S. Federal Reserve, the median net worth of a person under the age of 35 is only $14,000! For millions of Americans, a combination of debt and a lack of financial planning make it difficult to grow their wealth. Good news! The Beanstox app makes Seriously Simple Investing® accessible at every stage of adult life. Retiring comfortably doesn’t have to be a fairytale. 

We believe building wealth and planning for your financial future should be seriously simple, and it looks like you do too! To date, more than 900 of you have invested in our crowdfunding campaign. Thank you!

We can’t predict the future, but we can plan for it! For now, we’re planning on sending out more thank yous because we wouldn’t be here without you.

How powerful is crowdfunding for startups like ours? Consider this: the crowdfunding market is expected to explode in the coming years, rising from $17.2 billion in 2020 to about $300 billion by 2030.* Now could be a great time to invest in projects that could change the world of investing, like Beanstox.

Your crowdfunding campaign investment empowers us to do what we do every day - make investing seriously simple. Over 100 million Americans have no investment account at all. We think the Beanstox app is a great solution. It puts automatic investing in the palm of your hand, so you can build wealth anywhere at any time. 

Because of you, we can help more people build wealth over time and achieve their financial goals like retiring comfortably.

Make your investment today and help us make Seriously Simple Investing® available to more Americans than ever before.

Click here to learn more: startengine.com/beanstox 

*Source: https://www.fundera.com/resources/crowdfunding-statistics 

What is Beanstox?

We’re glad you asked! Beanstox is built on a pretty simple idea -- investing and building wealth should be available to every American. That’s why we created an app designed to make investing and building wealth seriously simple. 

How Does the Beanstox App Work?

You answer a few questions to help us learn more about your investment goals and risk tolerance. We build a personalized portfolio of ETFs designed to grow your wealth over time. Once you fund your account, your investment portfolio is set up. You choose how frequently you want to add money to your account. Log in to the app to see how your portfolio is performing at any time.

What you see is what you get. That means no hidden fees. Your Beanstox monthly subscription is only $5/month. What’s included? Automated rebalancing, recurring deposits, dividend reinvestments, reporting, and more, as well as financial literacy information. It’s all built on Chairman and co-owner Kevin O’Leary’s investment principles – keep it simple, keep investing, and keep portfolios diversified. It’s Seriously Simple Investing^® in an app.

Beanstox CEO and Co-owner Connor O’Brien is a business builder. So what’s his story?

Before Beanstox, Connor was instrumental in creating and developing O’Shares ETFs, a company currently managing more than $1.5B AUM for its investors. Relying on a team of dedicated professionals, including his partner, entrepreneur Kevin O’Leary, he led growth and investment strategy, seeing the company to where it is today. Now, he aims to do the same with Beanstox.

At Beanstox, he is focused on taking to market a dynamic set of digital wealth products capable of serving millions of clients as well as building a best-in-industry team. Connor knows having a great team and a big consumer market opportunity are keys to success and scale. 

After graduating from Middlebury College with a degree in Physics and getting his MBA from Dartmouth College, Connor spent more than a decade working on Wall Street with financial powerhouses Merrill Lynch and Lehman Brothers.

His hobbies are impressive, too. Not only is Connor a skier, he competed in the Olympics not once, but twice in alpine skiing events. He enjoys travel with family and friends, having visited places from Alaska and Hawaii to Peru, Europe, and Asia. He’s even climbed and skied mountains in Greenland.

What motivates him most at Beanstox? Making investing seriously simple for the more than 100 million Americans who have no investment account of any kind and no savings for retirement.

Venture capitalists have invested almost $270 billion this year, mostly in technology including financial technology, or fintech.

That’s good news for Beanstox, a fintech company disrupting the personal wealth management space with its seriously simple investing app.

You can invest in a growth-stage fintech company, too! Become an investor in Beanstox with just $250 or more.

According to AARP, only 41% of those surveyed think their savings, investments, and Social Security will be enough to retire comfortably. At a time when 100+ million Americans have no investment account of any kind, we’re working to make retiring comfortably more than just a fairytale.

As the number of retirement-age workers increases, the need for more income outside of Social Security has become critical. The Beanstox app makes it possible to invest early, invest regularly, and grow your wealth over time through Seriously Simple Investing®!

Thank you for being a part of our story! To date, we have raised over $900,000. Your support helps bring the Beanstox app to more people, and empowers us to develop the tools to help you build wealth today, tomorrow, and for years to come.

Are you ready to become an investor in Beanstox? You can invest alongside CEO and co-owner Connor O’Brien and Chairman and co-owner Kevin O’Leary for as little as $250.

Learn more about the Top 7 Technology Trends in Fintech in 2021 from a recent article on Netguru.

According to Netguru, the top tech trends will include:

• The rise of mobile-only banks
• Blockchain as an industry disruptor
• Robotics facilitating operations & customer service
• Wider adoption of APIs
• Customer intelligence as a revenue predictor
• Fintech-as-a-Service & Banking-as-a-Service platforms
• Innovations in payments

You can read more in the article, linked above. You can also hop over to our StartEngine campaign and join the 850+ investors who have already supported the campaign with only $250. 

You likely know about Seriously Simple Investing® with Beanstox, but did you know that more than 100 million Americans have no investment account at all? The Bean Team is hard at work to change that. It’s our mission to make seriously simple investing available from the palm of your hand. 

Today, meet Gino Geruntino, Content Marketing Manager.

Gino brings more than a decade of professional writing experience to Beanstox. A former award-winning news reporter and producer, he left the grind of breaking news to gain valuable SEO and marketing experience in the private sector. He’s worked with companies and organizations of all sizes. His clever writing style combines engaging storytelling with creative visuals that educate and entertain audiences, driving them to action.

When he isn’t writing for Beanstox, you can catch Gino hiking the Adirondack Mountains, reading the latest David Sedaris article, getting tattooed, rooting for the Cleveland Browns and Washington Nationals, or drinking Utica Club while manning the grill. 

Stay tuned! Next week, we’ll say hello to another member of the Bean Team.
 

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Forbes provides Fintech Valuations and Investment flows in an article entitled "The 11 Biggest Fintech Companies in America".

Beanstox is of course an earlier stage Fintech investment opportunity. Learn more here https://www.startengine.com/beanstox

The article begins…. "It’s finally the roaring 20s, and fintechs are popping the bubbly.   U.S. fintechs raised $12.8 billion in the first quarter of 2021, a 220% increase over the same period in 2020, according to data provider CB Insights. True, this number was inflated by Robinhood's emergency $3.4 billion in funding earlier this year, when it ran into a little cash crunch created by the trading frenzy in stocks such as GameStock and AMC Entertainment. But it’s not just investments that are up—U.S. fintechs’ valuations are jumping too. The average valuation of the 11 still-private U.S. fintechs on this list (we were aiming for 10, but there was a three-way tie for No. 9) is $19.5 billion, more than double last year’s average. The cut off valuation to make our list was $5 billion, up from up from $3.7 billion in 2020.

That overall increase came even as some of the most successful fintechs are no longer even eligible. Six of last year’s top 10 have disappeared from our latest Fintech 50 list, four because they went public and one (Credit Karma) because it was acquired. Most notably, Coinbase, which was No. 3 on our top 10 list last year with a valuation of $8.1 billion, now trades publicly with a market cap of $50 billion. (Not all fintechs have done so well on the public markets: car insurer Root, our No. 10 last year with a $3.7 billion valuation as a private company, now trades publicly with a market cap of just $2.4 billion.)

Missing from our ranking is Nubank, a digital bank based in São Paulo, Brazil which is valued at $25 billion. The fintech offers no-fee credit cards and an alternative to the country’s stodgy brick-and-mortar banks. Its operations now extend to Argentina, Colombia and Mexico. So what gives? Forbes’ Fintech 50 ranking requires that candidates either have significant U.S. operations or be based in the U.S. and the eight-year-old startup has yet to reach American soil.  So, from payment processors to NFT marketplaces, here are the most valuable members of the Fintech 50.”

See the full article here: https://www.forbes.com/sites/elizahaverstock/2021/06/08/the-11-biggest-fintech-companies-in-america-2021/?sh=1fa6d1684f13

Although we are excited by the Fintech growth opportunities for Beanstox, we are also mindful of the fact that for every 1 success story, there could be 100 others which are not as successful.

You likely know about Seriously Simple Investing® with Beanstox, but did you know that over 100 million Americans have no investment account at all? The Bean Team is hard at work to change that. It’s our mission to make seriously simple investing available from the palm of your hand. 

Today, meet Carrie Farnsworth, Chief Operating Officer.

Carrie brings a wealth of experience to the Beanstox team, leading the brand’s day-to-day operations and ensuring our platform works for every client. It doesn’t end there! Carrie is also responsible for our product and development teams. Before joining Beanstox, Carrie helped build out the e-banking business at CIT and, most recently, built out the digital consumer deposit infrastructure at Sofi. She is currently mapping and improving processes to support product development with the Beanstox app.

Outside of work, you can catch this Baylor University grad in the stands cheering for Real Salt Lake, hanging out with her family, practicing yoga, or enjoying a glass of wine.

Stay tuned! Next week, we’ll say hello to another member of the Bean Team. 

Financial freedom is attained by building wealth. One of the ways to build wealth is investing, and our research shows that over 100 million Americans need help to get started. People needing help is both a motivation and a big business growth opportunity for Beanstox. As VC firms might say, it is a very large TAM (total addressable market). At pricing per client of $5/month ($60/year), even a modest market share reflects significant revenue potential. 

Why have so many people not yet started investing? Many people are simply unsure how to invest, or have too little wealth to get an investment specialist to do it for them.  That's a problem, and we believe Beanstox is a solution!  

Can you invest in Beanstox? Yes, with $250 or more, people can become investors in the business alongside members of the Beanstox Team, including Kevin O’Leary, Chairman and co-owner.

You can help bring Seriously Simple Investing to millions of Americans. 

Get the info here: Startengine.com/Beanstox 

Thanks,

The Beanstox Team

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

Join a discussion with Kevin O’Leary, Beanstox Chairman and co-owner, and Connor O’Brien, CEO. 

 They will cover a range of topics and Q&A during this live Webinar:

• Beanstox story
• Business strategy
• Growth opportunities 
• Investor Q&A 

Webinar Link: https://www.youtube.com/watch?v=dv7_rqOfyKo 

Join a discussion with Kevin O’Leary, Beanstox Chairman and co-owner, and Connor O’Brien, CEO.

They will cover a range of topics and Q&A during this live Webinar:

• Beanstox story
• Business strategy
• Growth opportunities 
• B2C Fintech success stories
• Investor Q&A 
• Send your questions in advance to hello@beanstox.com 

When: Wednesday, September 8, 2021 @ 1:00pm ET  10:00am PT

 Webinar Link: https://www.youtube.com/watch?v=dv7_rqOfyKo 

You likely know about Seriously Simple Investing® with Beanstox, but did you know that more than 100 million Americans have no investment account at all? The Bean Team is hard at work to change that. It’s our mission to make seriously simple investing available from the palm of your hand. 

Today, meet Lauren FitzHugh, VP, Marketing + Communications.

Lauren leads a lean team of marketers focused on supporting current clients and welcoming new ones, like you, to the Beanstox community and ensuring your experience is top-notch. She arrived with 15 years of marketing experience, mostly in the startup space, taking software products to market in fintech and insurtech spaces. Lauren believes building wealth isn’t a fairytale. She’s looking forward to demystifying personal finance and helping more people have delightful experiences with the Beanstox app.

When she’s not working, you can find this coffee-loving Libra teaching yoga and spin classes, popping the occasional bottle of bubbly, or sharing her travels and pearls of wisdom across her socials.

Stay tuned! Next week, we’ll say hello to another member of the Bean Team. 

The Beanstox team really appreciates the growing investor support. Great to already be over $800,000! 

If you invested, thank you. Tell your friends.

If you’ve not yet invested, why not be among the investors who get us over $1 million?

So what’s new at Beanstox? We recently added more great people to our team, and we will tell you more about them in our “Meet the Bean Team” series starting next week. Stayed tuned.

And what’s new in Fintech? So much is new that we plan a series of updates to provide “Fintech Sound-bites and Snacks” over the next few weeks, with info on the start-up scene, the VCs, the unicorns, IPOs and more. Stay tuned for this series of updates.

How can our investors get involved? Your comments, questions and feedback can help us improve the Seriously Simple Investing we have designed to help millions of Americans. We will be inviting investors to a more interactive process. 

Kevin O’Leary, Chairman and co-owner, and the whole Beanstox Team appreciate your interest in this exciting business growth opportunity.

Check us out again at StartEngine.com/Beanstox

Learn with O'Leary: Building Wealth Isn't a Fairytale (Live Q+A) 

The Shark and Co-Owner and Chairman of Beanstox will talk live with our investor audience about the Beanstox story, strategy, and growth. Investor Q+A following. Mark you calendar and look for a registration link soon. 

When: Wednesday, September 8, 2021 @ 1:00pm ET

Are you invested? Why wait? Beanstox has raised over $750,000 and growing. 

Beanstox is in the fast-growing Fintech (financial technology) sector, which includes many companies using technology to provide cost-effective services to businesses and, in our case, individuals and consumers. We focus on providing seriously simple investing and automated wealth building, designed to help many of the +100 million Americans who have no investment account. 

Don’t miss this opportunity to invest in this exciting business alongside Kevin O’Leary, Chairman and Co-Owner.

Stay tuned for more updates to learn more about our progress. We look forward to including you among our investors, and to growing this business with you.

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, Beanstox has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in Beanstox be on the lookout for an email that describes more about the disbursement process.

This campaign will continue to accept investments until its indicated closing date.

Thanks for funding the future.

-StartEngine

DriveWealth, the Fintech brokerage partner for Beanstox, recently announced raising $450 million, valuing DriveWealth at $2.85 billion.

We congratulate DriveWealth on their growth, and we believe this capital strengthens our business partner.

This commitment by major venture capital investors indicates the strength of the Fintech sector.

Beanstox investors may be interested to read more info from the DriveWealth press release below describing the deal and comments from several venture capital investment firms involved.

DriveWealth Raises $450M Series D Valuing The Company At $2.85B

CHATHAM, N.J., Aug. 20, 2021 /PRNewswire/ -- DriveWealth Holdings, Inc., a pioneer in fractional trading and embedded finance, today announced a $450 million Series D with a valuation of $2.85 billion, co-led by New York-based global private equity and venture capital investor Insight Partners and Accel, with significant participation by Greyhound Capital, Softbank Vision Fund 2, and Series C lead Point72 Ventures. The round also included a follow-on investment from Fidelity International, plus several new investors including Base 10, FTX, and FlightDeck.

DriveWealth will use the Series D investment to execute its strategic vision of becoming the category leader of embedded investing across digital wallets and brokerage apps on every continent. This raise will fund continued product and service expansion, talent acquisition, and technology innovation to build the most modern, industrial-strength infrastructure in brokerage to support the firm's and its partners' future growth. The funding will also be used to launch self-clearing and accelerate execution via strategic acquisitions and partnerships.

DriveWealth's mission is to democratize investing globally by working with partners to invent new ways to use its API-based technology to provide emerging investors with cutting-edge embedded experiences, often first-time access to U.S. markets, and the ability to begin investing with as little as $1. DriveWealth is committed to empowering consumers around the world to become owners by delivering the most modern brokerage infrastructure, unparalleled industry expertise, and a culture of continued evolution.

"We are in the early innings of a worldwide retail investing revolution," said Bob Cortright, founder and CEO of DriveWealth. "Our goal is for DriveWealth to be the partner of choice to deliver the embedded investing experience of the future. This new capital and investor engagement will accelerate our global expansion plans in order to become the world-class, exchange-like technology company that powers tomorrow's investing products."

"The proliferation of digital wallets and democratization of investing has led to DriveWealth's incredible growth and user adaptation to date, and the company's institutional-grade brokerage execution delivers a seamless process to access equities globally. We look forward to partnering with the company as they continue to expand to meet the needs of today, and innovate for the demands of tomorrow's fintech ecosystem."

Deven Parekh, Insight Partners

"The increasing demand for financial services has left fintech companies eager to expand their products and drive engagement. With DriveWealth's unique combination of brokerage experts and technology, fintechs can get to market quickly and scale."

Matt Weigand, Accel

"Like DriveWealth, we believe that the future of investing is mobile, transactional and fractional, and that the retail revolution, coupled with ever increasing advances in digital wallet technology, will transform the investing landscape and financial services over the next decade. We are excited to partner with the team and support their mission to democratize investing globally."

Ines Verschueren, Greyhound Capital

DriveWealth welcomes the strategic support and engagement of two new board members, Deven Parekh from Insight Partners and Matthew Weigand from Accel. Tripp Shriner from Point72 Ventures, who led DriveWealth's Series C round, will continue contributing in his role as board member.

About DriveWealth

DriveWealth, the pioneer of fractional equities trading and embedded investing, is a visionary technology company that empowers more than 100 partners around the world to engage their customers by placing the markets in the palm of their hand. We believe the future is fractional, transactional and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth's unparalleled consultative support and cloud-based, industrial strength technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. DriveWealth's commitment to continuous evolution and innovation makes it the partner of choice for powering the future of investing. For more information, please visit drivewealth.com.

About Insight Partners

Insight Partners is a leading global venture capital and private equity firm investing in high-growth technology and software ScaleUp companies that are driving transformative change in their industries. Founded in 1995, Insight Partners has invested in more than 400 companies worldwide and has raised, through a series of funds, more than $30 billion in capital commitments. Insight's mission is to find, fund, and work successfully with visionary executives, providing them with practical, hands-on software expertise to foster long-term success. Across its people and its portfolio, Insight encourages a culture around a belief that ScaleUp companies and growth create opportunity for all. For more information on Insight and all its investments, visit insightpartners.com or follow us on Twitter @insightpartners.

About Accel

Accel is a global venture capital firm that is the first partner to exceptional teams everywhere, from inception through all phases of private company growth. Atlassian, Braintree, Cloudera, Crowdstrike, DJI, DocuSign, Dropbox, Etsy, Facebook, Flipkart, Freshworks, Jet, Pillpack, Qualtrics, Slack, Spotify, Supercell, Tenable, UiPath, and Venmo are among the companies Accel has backed over the past 35+ years. We help ambitious entrepreneurs build iconic global businesses. For more, visit accel.com or twitter.com/accel.

About Greyhound Capital

Greyhound Capital is a global growth equity investment firm focused on technology-enabled businesses that improve people's everyday lives. The firm seeks to partner with outstanding teams and support them in building enduring companies. Greyhound Capital backed companies include Revolut, Guideline, Freee, Travelperk, Brex, Marqeta, Coalition, N26, Toss, among others. For more info, visit greyhoundcapital.com

SOURCE DriveWealth

Related Links

http://drivewealth.com/

Connor O’Brien, Beanstox CEO and co-owner, was on Benzinga “PreMarketPrep” hosted by Spencer Israel, talking about trading, investing and the Beanstox crowdfunding. Here’s the interview, just after the 1-hour mark. 

https://www.youtube.com/watch?v=GBU5WMi1Tjc&t=3611s

Hear what they said about: 

• Trading, investing, and impact of recent Fed policies
• How Beanstox works, what sets it apart from competitors
• Crowdfunding for start-up businesses, investors and Beanstox

O’Brien had this to say on crowdfunding, "We really like it, users of the Beanstox app can become investors in the business… like brand ambassadors and they give us feedback, tell us what they like, what they don't, and what they want to see next. It's a really interesting way to grow."

Our team knew the value of a good name and brand. We all squeezed into the meeting room to brainstorm. We knew we needed a name that would check off the boxes we had in mind. It needed to be fun, short, easy to remember, demonstrate growth, connect with people, and, most importantly, be available. 

Beanstox is both a nod to growing wealth and a reference to the childhood story “Jack and the Beanstalk.” As we all know, Jack climbs the beanstalk and, after dispatching the Giant, is rewarded with a golden goose, gold, and other valuables. We want people to realize that investing involves giving their money time to grow, and time to create their own wealth and success.

The second we landed on the name “Beanstox”, we knew we had something good, and it was available!

Learn about 

• The Beanstox story, strategies, and plans 
• Fintech market growth
• Why Beanstox is crowdfunding  

Date:    Thursday   August 5, 2021 

Time:   1:00 PM ET

 Register for our Webinar here 

https://zoom.us/webinar/register/WN_k2Ar3NZGSJO5WvG1HbNj_w

Learn about 

• The Beanstox story, strategies, and plans 
• Fintech market growth
• Why Beanstox is crowdfunding  

Date:    Thursday,  August 5, 2021 

Time:   1:00 PM ET

 Register for our Webinar here 

https://zoom.us/webinar/register/WN_k2Ar3NZGSJO5WvG1HbNj_w

Hear the Beanstox story, our strategies and our plans,

live from Beanstox CEO and Co-owner, Connor O’Brien.

 Also learn more about the Fintech (financial technology) market

and why it’s growing so fast.

 Hear about key topics:

• Market Size and Competitors
• Beanstox Product Dev, Pricing and Revenue Strategies
• Why do Crowdfunding
• Q&A

Date:    Thursday  August 5, 2021 

Time:   1:00 PM ET

Register for our Webinar here 

 https://zoom.us/webinar/register/WN_k2Ar3NZGSJO5WvG1HbNj_w 

The headline above gets attention and motivates people to invest, particularly when we hear it from Kevin O’Leary. Beanstox wants to show people how investing consistently, perhaps $100/week or 10% of each paycheck, could grow significant wealth over time. The power of compound investment returns can add power to grow wealth much more than simple savings.  See the math above in the graph titled “How You Invest Your Income Matters”. 

Hey Beanstox investors,

Learn why Beanstox and Kevin O’Leary, Chairman and co-owner, are crowdfunding.

Check out our recent press release: “Beanstox is Back” says Kevin O’Leary, with Crowdfunding on StartEngine

We appreciate crowd support!

The Beanstox Team

Beanstox appreciates crowd support !

Check the growth following our last crowdfunding:

You can share the opportunity to invest with Kevin O’Leary, Beanstox Chairman and co-owner. Just send to friends:

www.StartEngine.com/Beanstox 

We appreciate crowd support!

The Beanstox Team

Unfortunately, many adults are heading to a retirement of poverty - in fact, over 100 million households do not have an investment account and are not saving and investing for retirement.

At Beanstox, we're committed to changing this sad truth. Kevin O’Leary and cofounder Connor O’Brien are determined to automate wealth building through the Beanstox app, enabling people to begin investing in minutes, with personalized portfolios, automated recurring investments, and more.

Receive 5% bonus shares when you invest in Beanstox today at startengine.com/beanstox. 
 

Already $385k+ raised in the first few days. Thank you investors !

Invest in Beanstox today to receive 10% bonus shares. This expires soon ! (July 7, 3pm PT)

You can help us bring automated investing and the Beanstox App to millions of Americans who need help building their wealth. 

 Join us on our mission to make financial freedom more accessible.

Thank you from 

The Beanstox Team

Hey Beanstox investors, 

Over $300,000 in less than three days from Beanstox crowdfunding investors! Thank you for your support.

Don't miss out on 20% bonus shares when you invest in Beanstox - ending in 3 hours! Join us in our mission to automate wealth management for millions of Americans. Invest in Beanstox at startengine.com/beanstox today. 

To all our Beanstox investors and followers - we are so excited to be back on StartEngine to raise another $3.93M after our incredibly successful first raise last year!

A few things have changed since our last raise but our mission is the same: "Seriously Simple Investing" to help millions of people grow their wealth over time and achieve financial freedom in a way that works for them.

Since our last raise, we underwent a successful app redesign, followed by increased client base growth. Beanstox also recently began evaluating introducing Beanstox mobile banking to provide integrated cost-effective banking services and accelerate growth.

Now's your chance to be a part of our journey once again. Invest today and receive 20% bonus shares - promotion ending in 1 day.

 And remember to tell your family and friends about Beanstox!

Hey Beanstox investors,

Over $100,000 in less than one day from Beanstox crowdfunding investors! Thank you for your support. 

Please also try the Beanstox app, use our automated wealth service, and send us your suggestions once in a while (support@beanstox.com).  Your input will help us prioritize initiatives, improve client experience and accelerate our growth. 

Thanks!