Sidekick offers a mobile‑first platform that aggregates FCA‑regulated investment and high‑yield savings products, allowing UK retail investors to access professionally managed portfolios built from low‑cost ETFs and funds. The app automates portfolio construction, monthly rebalancing, and provides tax‑efficient ISA wrappers, while spreading assets across multiple banks for FSCS protection and offering transparent AUM‑based fees.
Funding
$5.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
6OFounders
Product
Problem
Retail investors often lack access to professionally managed investment portfolios, diversified savings products, and the technology infrastructure that institutional investors enjoy, leading to suboptimal returns and higher risk exposure.
Solution
Sidekick provides a mobile‑first platform that aggregates a range of FCA‑regulated investment and savings products—such as low‑risk Smart Cash, diversified All‑Weather, global equity and bond portfolios, private‑equity and crypto ETNs, as well as high‑yield savings accounts. Each offering is constructed from low‑cost ETFs or managed funds and is automatically rebalanced by Sidekick’s in‑house team or partner managers. The platform spreads assets across multiple UK banks and custodians to maximise FSCS protection and liquidity, while delivering higher yields than traditional savings accounts. Users can open accounts, allocate capital, and monitor performance directly in the app, with human support available for guidance. Fees are charged as a percentage of assets under management and are disclosed transparently.
Target Audience
Sidekick targets UK‑based retail investors seeking diversified, professionally managed investment and high‑yield savings solutions, from novice savers to experienced individuals looking for a single digital hub for wealth building.
Features
- Automated portfolio construction and monthly rebalancing for all investment products, including Smart Cash, All Weather, Global Stocks, Global Bonds, Private Equity, and Bitcoin ETNs
- High‑liquidity cash solutions (Smart Cash, Multi‑Shield, Easy Access) with funds returned within 1‑2 working days and FSCS protection up to £360,000 across partner banks
- Tax‑efficient ISA wrappers for eligible products, providing tax‑free growth on Global Stocks, Global Bonds, and savings accounts
- Transparent fee structure (e.g., 0.25‑0.50% AUM‑based annual fees plus pass‑through expenses) billed monthly
- Integrated human advisory support and in‑app education to help users select products aligned with their goals
- Mobile‑only onboarding with KYC, account opening, and fund transfers completed within minutes
- Secure data handling and FCA‑authorised custodians ensuring regulatory compliance and asset safety