moneymeets

Based in Cologne, Germany, moneymeets GmbH operates as a financial software provider, developing B2B solutions for banks and insurance companies. Founded in 2012 by Dieter Fromm and Johannes Cremer, the company initially launched as a B2C social network for financial decisions, allowing users to manage accounts, insurance, and investment portfolios in one place. This platform emphasized transparency, sharing commissions received from partner institutions with its members.

The founders, both with backgrounds as bankers and consultants for financial institutions, identified a market opportunity for a platform where members could benefit from observing the real portfolios and strategies of others. Over time, the company has pivoted its business model to focus on providing white-label software solutions for financial institutions. This strategic shift leverages their technology to help banks and insurers enhance their digital product offerings and strengthen customer loyalty. Their current product suite includes a Digital Insurance Manager and robo-advisors for investment strategies, which are designed for plug-and-play integration into their clients' existing infrastructure. These tools enable financial service providers to offer their own customers a seamless digital experience for managing and optimizing their insurance and investment products.

moneymeets has secured approximately $3.89M to $16M in funding across several rounds from investors including Woodman Asset Management, DvH Ventures, and Crossventures. Co-founder Dieter Fromm, who previously served in management, has transitioned to chair the advisory board, focusing on business development and strategic direction for the B2B segment, while Johannes Cremer leads the company as the sole Managing Director.

Keywords: financial software, bancassurance, insurtech, B2B solutions, digital advice, white-label platform, robo-advisor, wealth management tools, financial services software, customer engagement platform