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Bengaluru-based WealthTech platform Rovia secured $1 million in a pre-seed funding round to expand its cross-border equity management services. Venture capital firm Antler India led the investment round. Additional participation came from CDM Capital, AC Ventures, Operators Studio, and several angel investors from both the United States and India. Founded in 2025 by Shivang Badaya and Arnav Grover, Rovia provides a unified global wealth platform tailored for international t

New York-based financial technology company Moment announced it has raised $78 million in a Series C funding round. The round was led by Index Ventures, with additional participation from Andreessen Horowitz, Avra, and other existing investors. This latest capital injection comes less than 10 months after the company secured its $36 million Series B round, bringing its total funding to $134 million. Moment provides an AI-powered operating system designed specifically for inve

The private market fund operations platform bunch has secured $35 million in a Series B funding round to accelerate its commercial growth and expand its artificial intelligence capabilities across Europe. Portage led the investment round, which also included participation from Illuminate Financial along with existing investors Motive Partners, Cherry Ventures, and Fintech Collective. Founded in 2021, the company provides an integrated digital operating layer that replaces leg

Farther announced it has raised $150 million in a Series D funding round led by General Atlantic, with participation from existing investors. The new capital injection officially establishes the wealth management firm as a unicorn company. Founded in 2019, the New York-based financial technology firm has experienced rapid momentum, surpassing $23 billion in recruited assets and tripling its year-over-year growth since the first quarter of 2025. The company operates an all-in-

NEXT Investors, a private equity firm based in New York, has announced a Series A investment in Transient.AI, an artificial intelligence platform built for institutional trading environments. Founded over 25 years ago, NEXT Investors specializes in financing critical capital markets infrastructure. This strategic partnership represents the first institutional capital for Transient.AI and aims to accelerate the platform's deployment within highly regulated financial institutio

AI-native securities compliance platform Greenboard announced it has secured $20 million in total funding, including a previously undisclosed $15.5 million Series A round led by Base10 Partners. Founded in 2023 by Dave Feldman and Ed Schembor, the company provides a unified technology system that replaces outdated, fragmented compliance tools across financial institutions. The platform currently serves more than 500 firms, automating key workflows such as communications archi

Acuity Trading recently announced a strategic growth investment in MarketReader to enhance its financial intelligence ecosystem. Acuity Trading provides market and trade intelligence solutions for global brokers and financial institutions while MarketReader specializes in explaining real time market price movements. The partnership combines the alternative data capabilities and global distribution of Acuity Trading with the specialist market move attribution technology develo

Bullish To Acquire Equiniti For $4.2 Billion To Drive Tokenized Securities Adoption Bullish, a regulated digital asset exchange, has entered into an agreement to acquire Equiniti from Siris Capital Group in a transaction valued at $4.2 billion. This strategic move unites a high growth digital finance platform with a leading provider of shareholder and transfer agency services. Equiniti currently supports approximately 70 percent of the companies listed on the FTSE 100 and ma

iAltA Holdings, a private markets infrastructure firm, announced the acquisition of Precept on April 29, 2026. This acquisition represents the second expansion for iAltA in the wealth technology vertical following the earlier purchase of BridgeFT in January. Precept operates as an AI powered integration platform designed to help wealth management providers and fintech companies build and maintain system integrations more efficiently. The deal aims to address long standing iss

Chennai-based PrimeInvestor has secured its first external funding round from Rainmatter Capital, the investment arm of Zerodha, to accelerate its transition into a full-stack Portfolio Management Service. After five years of providing unbiased research to over 50,000 users, the firm is shifting focus to direct portfolio management to close the gap between investment advice and execution. This evolution is driven by the founders' observation that many high-value portfolios su

Alpaca has announced the acquisition of WealthKernel to facilitate its strategic expansion into the United Kingdom and Europe. This move allows the company to integrate WealthKernel’s established infrastructure and regulatory licenses to provide a more robust suite of investment services. By combining these capabilities, Alpaca aims to streamline the delivery of brokerage and custody solutions for financial institutions operating within the European market. The primary focus

OpenAI has acquired Hiro Finance, a startup focused on building automated agents for personal finance and wealth management. This acquisition brings the expertise of Hiro founder Ethan Bloch into the OpenAI fold to enhance the ability of large language models to handle complex financial mathematics and planning. By integrating Hiro’s specialized technology, OpenAI aims to move beyond simple text generation toward creating autonomous agents capable of managing sophisticated fi

Trading platform eToro has reached an agreement to acquire Zengo, a crypto wallet provider known for its multi-party computation security technology. The acquisition allows eToro to integrate advanced self-custody solutions into its existing ecosystem of digital asset services. This move strengthens the company's position in the global digital brokerage space by offering more robust security features for users who manage their own private keys. The transaction involves the in

Wealth.com has announced the closing of a $65 million Series B funding round to accelerate the development of its estate and tax planning technology. The oversubscribed round included participation from new investors Titanium Ventures and Pruven Capital, alongside existing backers such as Charles Schwab and GV. This capital injection follows a period of significant growth for the company, which reported a 664% year-over-year increase in its artificial intelligence workflows

Pello Companies has entered into a definitive agreement to acquire ByAllAccounts from Morningstar. The transaction is expected to close in the first half of 2026, subject to customary conditions. While specific financial terms were not disclosed, Morningstar previously acquired the business for $28 million USD in 2014. Upon completion of the deal, ByAllAccounts will operate as a standalone company led by incoming chief executive officer Cynthia Rojas Sejas. ByAllAccounts prov

Dhan, a prominent stock trading platform operated by Moneylicious Securities, is reportedly in advanced discussions to acquire the wealth management startup Infinyte Club for approximately $10 million in a combination of cash and equity. This strategic move aims to broaden the service offerings of the parent company, Raise Financial Services, as it seeks to capture a larger share of the growing wealth management sector in India. Infinyte Club, which previously secured $3.6 mi

CNBC-TV18. (2026, March 24). AI, fintech boom: QED Investors' India Field Notes 2026. CNBC-TV18. https://www.cnbctv18.com/videos/business/startup/ai-fintech-boom-qed-investors-india-field-notes-2026-19878028.htm Artificial intelligence spending in Indian financial services is projected to double by 2026 as the technology becomes a core component of financial infrastructure. QED Investors forecasts that global fintech revenues will increase six-fold to reach an estimated $1.5

Bachatt, an Indian WealthTech startup, has secured $12 million in its Series A funding round led by global venture capital firm Accel. The Mumbai-based company, legally registered as Trusave Fintech Private Limited, aims to simplify financial planning for India’s underserved segments. By lowering the entry barrier for investing, the firm specifically targets young professionals and self-employed individuals who have traditionally lacked access to structured wealth management

CurrentClient, a voice and text communication platform for financial advisors, announced the closing of a $1.25 million seed funding round led by Thicket Ventures. The investment marks a significant milestone for the Provo, Utah based company as it seeks to scale its operations and enhance real time engagement between advisors and their clients. As part of the transaction, Justin Wisz, a partner at Thicket Ventures, has joined the CurrentClient board of directors. The firm al

GeoWealth, a turnkey asset management platform for registered investment advisors, has secured $42.5 million in strategic funding from Goldman Sachs Asset Management. They are describing this as an expansion of last August’s $38 million Series C funding round that saw participation from the likes of J.P. Morgan, BlackRock, and Apollo. This brings the total for the round to $80.5 million, if we understand that correctly. The platform provides essential wealth management techno