Money Design's Assets Under Management Exceed 800 Billion Yen
Money Design Co., Ltd. announced that its consolidated assets under management (AUM) reached 800 billion yen as of May 15, 2026. This represents a 100 billion yen increase since October 2025, driven by the success of its flagship robo-advisor service, THEO, and various other asset management solutions.
📋 Article Processing Timeline
- 📰 Published: May 19, 2026 at 20:00
- 🔍 Collected: May 19, 2026 at 11:31
- 🤖 AI Analyzed: May 19, 2026 at 11:53 (21 min after Collected)
Money Design Co., Ltd. (Headquarters: Chuo-ku, Tokyo; President: Yuji Ban; hereinafter "Money Design"), a provider of advanced digital asset management services, is pleased to announce that its consolidated assets under management (AUM)*¹ exceeded 800 billion yen as of May 15, 2026.
Money Design has provided diverse asset management services tailored to each individual's life, including THEO, Japan's first robo-advisor developed with the goal of enabling everyone to enjoy high-quality asset management through the fusion of technology and financial engineering.
The milestone of 800 billion yen in AUM follows the 700 billion yen mark reached in October 2025, representing a growth of 100 billion yen in a short period. This reflects growing interest in asset formation and the steady penetration of the value provided by our company.
Money Design will continue to provide unique and unprecedented value to realize asset management services that are close to each and every customer.
*¹ Breakdown of Assets Under Management
The breakdown of AUM is the total amount of the THEO series*² (a lifelong automated asset management service), fund wrap services including "Omakase Unyo" provided to CHEER Securities, and investment trusts managed by Money Design and Tokai Tokyo Asset Management Co., Ltd.
*² The THEO series refers to the combined total of THEO and THEO+.
Money Design has provided diverse asset management services tailored to each individual's life, including THEO, Japan's first robo-advisor developed with the goal of enabling everyone to enjoy high-quality asset management through the fusion of technology and financial engineering.
The milestone of 800 billion yen in AUM follows the 700 billion yen mark reached in October 2025, representing a growth of 100 billion yen in a short period. This reflects growing interest in asset formation and the steady penetration of the value provided by our company.
Money Design will continue to provide unique and unprecedented value to realize asset management services that are close to each and every customer.
*¹ Breakdown of Assets Under Management
The breakdown of AUM is the total amount of the THEO series*² (a lifelong automated asset management service), fund wrap services including "Omakase Unyo" provided to CHEER Securities, and investment trusts managed by Money Design and Tokai Tokyo Asset Management Co., Ltd.
*² The THEO series refers to the combined total of THEO and THEO+.
FAQ
What is the recent growth rate of Money Design?
The company's AUM grew by 100 billion yen in approximately seven months, increasing from 700 billion yen in October 2025 to 800 billion yen in May 2026.
What is included in the AUM calculation?
It includes the THEO series, fund wraps for CHEER Securities, and investment trusts managed by Money Design and Tokai Tokyo Asset Management.
Where is the company headquartered?
The company is headquartered in Chuo-ku, Tokyo.