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Mark Whitcroft

Investor

Former General Partner at Illuminate Financial

London

Writes $100K – $5M checks · typically $1.5M

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About

Mark Whitcroft is CEO and Co-Founder of PlannerPal, a platform designed to automate administrative tasks for financial advisers. He has over 15 years of experience in fintech and financial services, including roles as Founding Partner at Illuminate Financial, where he helped raise $150m and invested in 30 B2B fintech companies, and at Hazel, where he worked on a property and financial guidance platform for older adults. He has served on 10 fintech boards, made angel investments in 20+ startups including GoCardless and Nutmeg, and served on the Fintech Advisory Board for The Investment Association.

Experience

  1. PlannerPalCEO / Co-Foundercurrent2024 — present
  2. MARK WHITCROFTAngel Investorcurrent2010 — present
  3. Hazel.CEO / Co-Founder2022 — 2023
  4. CosaicBoard Director2016 — 2023
  5. AxeTrading®️Board Director2017 — 2022
  6. Illuminate FinancialFounding Partner2014 — 2022London, United Kingdom
  7. Arteria AIBoard Director2021
  8. Net PurposeBoard Director2020 — 2021
  9. The Investment AssociationIAEngine Advisory Panel Member2018 — 2021
  10. TransFICCBoard Director2017 — 2021
  11. PrivitarBoard Director2016 — 2019
  12. CloudMargin - Collateral ManagementBoard Observer2015 — 2016
  13. Startupbootcamp FinTechEiR2014
  14. ValueStream LabsIndustry Advisory Board2014New York
  15. Deutsche BankDirector, Bond Syndicate2013 — 2014New York
  16. Deutsche BankDirector & Interim Desk Head, Bond Syndicate2009 — 2013Singapore
  17. Kasisto, Inc.Advisor2014New York
  18. FinTech Innovation LabDeutsche Bank Team2014New York
  19. HSBCAssociate Director, Bond & Loan Syndicate2005 — 2009Hong Kong SAR
  20. HSBCAnalyst, Investment Banking & Global Markets2003 — 2005United Kingdom
  21. Believe (Charity)Director & Trustee2003 — 2006United Kingdom
  22. HSBC Asset ManagementIntern, Global Research Group2001United Kingdom
  23. Merrill LynchIntern, Private Banking2000United Kingdom

Skills & more

Bloomberg3Dyslexic ThinkingInvestment Banking42Fixed Income20Capital Markets34Emerging Markets24Derivatives10Corporate Finance11Bonds2Equities14Loan Origination1Financial Markets9
+11 moreInvestmentsValuationAlternative InvestmentsFinancial AnalysisCreditCredit AnalysisInvestor RelationsFundingFinancial ServicesBankingAngel Investing

From Mark's professional profile.

Deals · 1

ChartIQBoard seat

via Illuminate Financial · filed Aug 2018 · $1.1M raise

Attribution from SEC filings, press coverage, and firm rosters.

Other disclosed investments

Investor

Arteria AIAxe TradingCosaicPrivitarTransficc

Sources: SEC Form D filings · curated public sources.

Network1

Alexander Ross
General Partner & Head of New York at Illuminate Financial

Investors connected to Mark in public investor directories — a warm-intro map.

Frequently asked questions

Who is Mark Whitcroft?
Mark Whitcroft is CEO and Co-Founder of PlannerPal, a platform designed to automate administrative tasks for financial advisers. He has over 15 years of experience in fintech and financial services, including roles as Founding Partner at Illuminate Financial, where he helped raise $150m and invested in 30 B2B fintech companies, and at Hazel, where he worked on a property and financial guidance platform for older adults. He has served on 10 fintech boards, made angel investments in 20+ startups including GoCardless and Nutmeg, and served on the Fintech Advisory Board for The Investment Association.
What check size does Mark Whitcroft write?
Mark Whitcroft typically writes checks of $100K – $5M.
What boards does Mark Whitcroft sit on?
Mark Whitcroft holds tracked board seats at ChartIQ.
What companies has Mark Whitcroft invested in?
Investments tracked here include Arteria AI, Axe Trading, ChartIQ, Cosaic, Privitar, Transficc.
Where did Mark Whitcroft go to school?
Mark Whitcroft studied at Harvard Business School (Program for Leadership Development (PLD27) - Executive MBA alternative (Alumni 2020)); General Assembly (Product Management); Harvard Business School (Launching New Ventures).

Same school

Shared employers