Sidekick secures £7.8m Series A funding from Eos Ventures and the Development Bank of Wales to scale its wealth platform.

The Series A round was led by Eos Ventures and the Development Bank of Wales to scale investment products and expand operations.
Sidekick provides a wealth management platform designed for professionals with increasingly complex financial needs. The service offers access to private markets, managed portfolios and Lombard lending.
Sidekick has secured £7.8m in Series A funding to scale its investment products and expand access to wealth management tools typically reserved for private banks. The round was led by Eos Ventures and the Development Bank of Wales, alongside participation from several new and existing backers.
Founded in 2022, the London-based fintech caters to professionals whose financial requirements have outgrown standard retail apps. The fresh capital will be deployed to grow the team, accelerate product development and establish operations in Cardiff with backing from the Development Bank of Wales.
The platform currently supports more than £145m in customer assets, offering services that span public markets, private equity access and cash solutions.
From the founder
"A lot of hardworking professionals look like they’re doing well on paper, but still feel unsure whether they’re actually making the most of their money. They’ve outgrown entry-level investing tools, yet traditional wealth management often feels overcomplicated and expensive for what it delivers. Sidekick is designed to remove unnecessary complexity and give people access to investment tools that have traditionally sat inside private banking. This funding allows us to scale that approach, expand our investment offering and reach more people who want transparency rather than complexity."
Matt Ford
Founder and CEO at Sidekick
Investor perspective
"Over the last decade technology has transformed financial services – from trading and everyday banking to credit and insurance – yet private banking has largely been left behind. Sidekick is applying the same modern, digital approach to wealth, delivering greater access, transparency and control to a segment that has traditionally been underserved."
James Tootell
Partner, Eos Ventures
Use of funds
- 01Grow the team
- 02Continue product development
- 03Scale operations
Investors

James Tootell
Eos Ventures
Jack Christopher
Development Bank of Wales
Koro Capital
Seedcamp
MS&AD Ventures
TheVentureCity
Pact
Blackwood
1818 Venture Capital
Semantic Ventures
