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Alpaca, a New York-based agent-first brokerage infrastructure company, has raised $135M in new funding. The round was led by Peak XV, with participation from Elefund, Opera Tech Ventures, and Unbound. The investment follows Alpaca's $150M Series D announced in January 2026, which valued the company at $1.15 billion. Alpaca is led by CEO Yoshi Yokokawa. A self-clearing broker-dealer, Alpaca provides API-first infrastructure that lets financial companies build and scale investi

AngelList, a software platform building the financial system for private markets, has acquired Ark PES, a fund management software provider serving more than 500 general partners and fund administrators across venture capital and private equity. Ark supports more than $185 billion in assets. Terms of the transaction were not disclosed. AngelList CEO Avlok Kohli said the combination would enhance the company's AI capabilities and drive product development, while Ark CEO Bill W

Veriqus Group, an integrated wealth and asset management platform based in India, has raised about ₹387 crore, roughly $40 million, in a funding round led by Norwest Venture Partners. The firm was founded by Ashish Gumashta, former chairman and chief executive of Julius Baer India, and Roshi Jain, former senior fund manager at HDFC Asset Management. It serves high net worth individuals, family offices, entrepreneurs and institutions. Veriqus is positioning itself as a technol

Olomon, a WealthTech startup founded by serial entrepreneur Jeremy Bolls, has closed a $2.6M pre-seed funding round. The round drew entrepreneurs, fintech investors, and financial-services professionals, several of whom already use the product. Bolls, who previously founded and exited the nonprofit software firm Kindful, said he is personally and substantially invested in the company. Olomon is building what it calls a financial System of Record for complex households and the

Russell Investments said on July 9, 2026 that an investor consortium led by B Capital and including the California Public Employees' Retirement System has agreed to acquire the firm from TA Associates and Reverence Capital Partners. The global investment solutions provider manages more than $416 billion in assets and has posted organic growth above 15% over the past two years. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals a

Feathery, an AI operating and decisioning system for financial services, has raised $30M in total funding, including a recently completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures, and Bain Capital Ventures. The San Francisco company describes itself as one of the fastest-growing AI platforms in the sector, serving more than 300 firms across insurance and wealth management. Feathery's operating s

Grace Investment Machine, an AI-native investment technology company known as GIM, has raised $20m in Series A funding to move its autonomous investing technology into live execution. The round was co-led by a US venture capital firm and Hony Capital, with participation from IDG Capital and existing backer Monolith Capital. It marks GIM's third funding round within its first year of operations. GIM is building agentic AI systems that generate, test, and refine market hypothes

YCharts is acquiring Zephyr in a deal being described as a significant win for financial advisors. The announcement was shared publicly by Jay Coulter, a longtime YCharts user, who characterized the transaction as a meaningful expansion of the platform's capabilities for advisors and the clients they serve. YCharts operates as a technology platform that advisors use to scale their practices efficiently. Coulter noted that the platform has made it easy to build out and grow an

Objectway, a global WealthTech provider serving banking, wealth, and asset management firms, has agreed to acquire the Swiss private banking technology business of FNZ, known as FNZ Switzerland SA and formerly operating as New Access. The unit will run under the Objectway Switzerland brand and brings more than 160 professionals and over 40 private-bank clients into the group. Vincent Jeunet, who led FNZ's Swiss operations for over five years, will become CEO of Objectway Swit

LemFi has received approval to acquire Wealth8, a UK-based investment platform, in a move that extends the company from payments into wealth management. Founded in 2021, LemFi began as a remittance provider and has since expanded into credit and savings, with the Wealth8 deal adding investing to its lineup. LemFi has been backed by investors including Highland Europe, Left Lane Capital, Endeavor Catalyst, Palm Drive Capital, and Y Combinator. Wealth8 was built to make investi

MDOTM, a London-founded provider of AI-driven investment solutions for asset and wealth managers, has closed a $27 million growth equity round led by Expedition Growth Capital, bringing its total funding to $36.5 million. The round adds two new board members: Steve Twomey, a Partner at Expedition, and James Hays, chairman of IFC Advisors and former CEO of Wells Fargo Advisors, joining founders Tommaso Migliore, Federico Mazzorin and Federico Invernizzi. The capital will fund

Edward D. Jones & Co. has taken a minority stake in Carefull, a fintech firm that works to prevent elder financial fraud, according to an announcement. Carefull monitors client accounts and alerts the client or a trusted contact when it detects suspicious activity, scanning transactions, credit reports, email, home titles and other sources for signs of scams or cognitive decline. As part of the investment, the St. Louis firm's roughly 20,000 brokers can offer the service free

Arca, an AI-native wealth management company, emerged from stealth on June 24, 2025, announcing it had raised $64 million across a seed round and a Series A. The $48.5 million Series A was led by General Catalyst, with participation from Index Ventures and Venrock. Venrock also led the company's earlier $15.5 million seed round. Arca currently manages more than $1 billion in client assets and employs 28 people across wealth management operations, product, and engineering. Fou

Robinhood Markets announced on June 22, 2026, that it has priced a private offering of $2.0 billion in aggregate principal amount of 0.00% convertible senior notes due 2029, sold to qualified institutional buyers under Rule 144A. The company granted initial purchasers an option to buy up to an additional $200 million in notes, and the offering is expected to close on June 25, 2026. Net proceeds are estimated at approximately $1.97 billion after discounts and expenses. Robinho

FusionIQ, a digital wealth management platform serving financial institutions and advisors, has completed its acquisition of Marstone, Inc., a pioneering independent digital wealth technology provider founded in Providence in 2013. The combination unites FusionIQ's enterprise platform, which spans digital advice, self-directed brokerage, an advisory workbench, and multi-custodian integrations, with Marstone's goal-based financial planning and financial wellness tools. Togethe

SyntheticFi has raised $13 million and surpassed $2 billion in regulatory assets under management, the company announced on June 15, 2026. The financing came from Y Combinator, NextGen VP, Social Leverage, The Compound Capital Fund, and other investors across the wealth management ecosystem. Founded in 2023, the SEC-registered firm is now used by more than 3,000 advisors across 300-plus advisory firms, roughly tripling its platform since the start of the year. SyntheticFi giv

Denmark’s Festina Finance has secured a growth investment valued at more than €25 million (roughly $29 million USD) from Birchway Capital, a deal that values the Værløse-headquartered fintech at approximately €200 million (about $230 million USD). Founded in 2007, the company operates two platforms for the wealth and pension industry: Festina Advisor, which delivers financial planning and advisory tools for businesses, and Festina Life and Pensions, a cloud-based system that

HyperNorm AI, a Bengaluru-based startup building decision intelligence software for wealth advisers, has raised $2.2 million in a seed round co-led by Capital 2B and SenseAI Ventures. Boundless Ventures, iOPEX Technologies, and angel investors including Dr. Amit Sheth and Bhavin Manek also participated. Founded in 2024 by Keyur Faldu and Peeyush Jain, the company sells tools for registered investment advisers and wealth managers, and says it has paying clients across the US,

WealthReach, a New York-based organic growth platform built for registered investment advisors and wealth management firms, has raised a $1M seed round led by Cecure Corporation. The company also announced the formation of a strategic advisory board to support the next phase of its expansion. WealthReach said the capital will accelerate hiring and infrastructure buildout as it scales its AI-powered platform for advisors. The platform helps advisory firms attract, convert, an

Temenos AG, a global leader in banking technology, has entered into a definitive agreement to acquire additiv AG, a Switzerland-based fintech that provides a specialist platform for orchestrating financial services. additiv integrates process steps and data into a single orchestration layer for wealth and other financial services workflows, enabling banks and wealth managers to design and launch wealth propositions across the full customer journey. The company will become par