UK WealthTech Sidekick secures £7.8m in Series A

February 5, 2026

Sidekick, a UK-based wealthTech company designed for professionals whose finances are becoming more complex as their incomes and assets grow, has raised £7.8m in Series A funding to scale its investing products and widen access to tools traditionally offered by private banks.

The funding will also support team growth, accelerate product development and underpin continued customer expansion. As part of this growth, Sidekick is building out its operations in Cardiff with support from the Development Bank of Wales, creating roles across customer service, compliance and operations.

The Series A round was led by Eos Ventures and the Development Bank of Wales, with participation from Koro Capital and existing investors Seedcamp, MS&AD Ventures, TheVentureCity, PactVC, Blackwood, 1818 Venture Capital and Semantic Ventures.

Founded in 2022, Sidekick was created to modernise wealth management for professionals whose financial needs have outgrown entry-level investing apps. The company targets individuals managing larger balances and long-term investments who require more advanced solutions without the complexity often associated with private banks.

Unlike many digital wealth platforms focused on simple portfolios, Sidekick is designed for users with increasingly complex financial lives. The platform brings together long-term investing, personalised portfolios, private markets and Lombard lending, a form of borrowing against an investment portfolio that allows customers to access liquidity without selling assets. In the UK, this type of lending has traditionally only been available through private banks.

At its core, Sidekick combines low-cost public market investing with customised portfolios and, for eligible investors, access to private market opportunities. Its managed portfolios include the All Weather strategy, which is designed to help manage risk across varying market conditions.

Alongside investing, Sidekick also offers cash management solutions aimed at customers holding larger balances. Products such as Multi Shield Savings allow users to spread cash across multiple partner banks within a single account, supporting effective use of FSCS protection.

Sidekick CEO Matt Ford said, “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.”

Eos Ventures partner James Tootell said, “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.”