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Docupace, a provider of back-office and compliance software for wealth management, has acquired InvestEdge, a compliance and surveillance platform for bank trust departments, RIAs, and BDs, to expand its regulatory technology capabilities. Alongside the acquisition, the firm appointed Brian Filanowski as its new chief executive officer. Filanowski, a veteran in data and analytics with experience at Dun & Bradstreet and Fitch Group, succeeds David Knoch. The move marks a signi

Sherpas announced the closing of a $3.2 million seed funding round led by 1248, the family office of Mariner Wealth Advisors founder Marty Bicknell. Other participants included AUA Private Equity Capital and GoHub Ventures along with several strategic investors from the wealth management industry. This capital infusion arrives as advisory firms seek to modernize how financial advice is analyzed and delivered through the adoption of artificial intelligence. The company provide

Sphinx has secured $7.1M in seed funding to expand its suite of AI-native agents designed to automate complex compliance tasks for financial institutions. The investment round was led by GGV Capital U.S. and included participation from several strategic investors and founders in the fintech space. Sphinx provides an agentic compliance workforce that integrates directly into existing firm infrastructures to handle manual reviews and data-intensive regulatory processes.  The co

Jump, a provider of artificial intelligence solutions for financial services, has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors such as Allianz Life Ventures and TIAA Ventures, alongside existing backers like Battery Ventures and Citi Ventures. This latest financing brings Jump’s total capital raised to $105 million, supporting its rapid growth from zero to 27,000 advisors in less than two years. The

Vestwell, who started out as a Workplace 401k provider, and since, has expanded, recently secured $385 million in Series E funding to expand the modern savings ecosystem. This investment round was led by Sixth Street Growth and Blue Owl Capital with participation from several major financial institutions including Morgan Stanley and Franklin Templeton. The company provides the underlying technology for a variety of savings programs such as 401k plans and ABLE accounts which a

Avantos, an AI layer for onboarding and servicing clients, recently completed a $25 million Series A funding round led by Bessemer Venture Partners, bringing its total capital raised to $35 million. The investment featured participation from major strategic partners including Vanguard, SEI, and The Guardian Life Insurance Company of America. This capital injection follows a $10 million seed round led by the MIT affiliated E14 Fund in 2024. The New York based company provides

Stable Money, an Indian WealthTech startup that has built a self-directed fixed income platform, has secured $25 million in a pre-Series C funding round. Peak XV Partners led the investment with participation from existing backers including Z47, RTP Global, and Fundamentum Partnership. This latest capital infusion brings the total funding raised by the firm to $65 million and values the company at approximately $175 million. The platform allows retail investors to compare and

Uptiq has successfully secured $25 million in Series B funding to accelerate the deployment of its artificial intelligence platform for financial institutions. Curql led the investment round with participation from several strategic partners including Silverton Partners, 645 Ventures, and Broadridge. This new capital follows a previous $12 million round in October and brings the total equity funding to approximately $70 million. The company provides a proprietary orchestratio

Bengaluru-based digital advice startup Otto Money has successfully closed a $1.3 million pre-seed funding round led by Pravega Ventures. The capital injection also saw participation from a group of prominent angel investors including Rishi Kohli and founders from InMobi and NoBroker. Founded in 2025 by former engineering leaders from Cohesity and Google, the company is developing a platform designed to provide institutional-grade financial guidance to the growing population o

Grab has reached an agreement to acquire a controlling interest in the U.S. investing platform Stash for Grab acquired a 50.1 percent stake in Stash for $425 million in cash and stock with the remaining 49.9 percent to be purchased at fair market value over the next 3 years. Stash has raised about $670 million to date. This strategic move represents the entry of the Southeast Asian technology giant into the American mass market investing segment and is expected to close in th

The London-based wealth technology firm Sidekick has secured approximately $10.6 million in Series A funding to scale its digital investment platform for mass affluent professionals. This capital injection was led by Eos Ventures and the Development Bank of Wales with participation from several existing backers including Seedcamp and MS&AD Ventures. Sidekick aims to bridge the gap between entry level retail apps and traditional private banks by offering sophisticated financia

Alinea Invest has secured a $22.5 million user acquisition credit facility from PvX Partners to accelerate the growth of its digital advice platform. PvX provides non-dilutive capital specifically designed to help mobile applications scale their marketing efforts without requiring founders to surrender equity. This credit facility follows a $10.4 million Series A round in early 2025 and is intended to bring personalized investment services to a broader audience of first-time

FMG recently announced the acquisition of Testimonial iQ, a reputation management platform designed specifically for the wealth management industry. The acquired company will be rebranded as FMG Testimonials as part of an effort to integrate compliant testimonial and review tools into FMG's existing marketing suite. This transaction allows financial advisors and insurance professionals to collect and manage client feedback and Google Reviews while ensuring adherence to the SE

Digital asset infrastructure provider Talos has secured 45 million dollars in a Series B funding extension led by new investors including Robinhood Markets and Sony Innovation Fund. This latest injection of capital follows an initial 105 million dollars raised in 2022 and brings the total round to 150 million dollars. Existing backers such as BNY and Fidelity Investments also participated in the round which values the New York based company at approximately 1.5 billion dollar

French personal trading app Shares has reportedly entered exclusive negotiations to acquire 100% of Treezor from Société Générale. Treezor is a major European Banking-as-a-Service platform that provides the underlying infrastructure for accounts, payments, and card issuance to over 150 clients. This move follows a strategic pivot for Shares as it expands from a retail trading app into the broader wealth management and savings sectors. The acquisition would allow Shares to own

WealthAi recently secured one million dollars in pre-seed funding to advance its artificial intelligence-driven operating system designed for the wealth management sector. This initial investment round was led by Fuel Ventures and Founders Factory to support the company’s mission of modernizing fragmented technology environments. The platform currently serves family offices, private banks, and wealth managers who face operational challenges due to disconnected software system

Mine, a financial technology company previously known as Fizz, has successfully raised $14 million in a Series A funding round to debut its new AI-driven money agent. This capital injection was led by 359 Capital and includes participation from several prominent investors such as Kleiner Perkins, FJ Labs, Y Combinator, and U.S. News & World Report. The company specializes in providing a comprehensive platform that integrates credit building, spending analysis, and personalize

Vennre recently closed a $9.6 million pre-Series A funding round to enhance its digital investment platform within the Middle East and North Africa region. The London-based fintech company provides a specialized infrastructure that allows individual investors to access high-quality private market opportunities that were previously restricted to large institutions. By digitizing the end-to-end investment process, the platform simplifies regulatory compliance and administrative

Gridline recently announced the closing of an $18.5 million Series A funding round led by FINTOP. Ardent Venture Partners and Tech Square Ventures also participated in the investment which brings the total capital raised by the Atlanta-based firm to 27.5 million dollars. The company operates a turnkey alternatives management platform designed to help registered investment advisers and private banks build and manage private market programs with institutional discipline.  The n

The privacy-first AI platform Zocks has secured $45 million in Series B funding to expand its capabilities for wealth management professionals. Co-led by Lightspeed Venture Partners and QED Investors, the round brings the company's total funding to $65 million since its launch in 2024. Zocks provides a specialized assistant that automates administrative tasks by turning unstructured client conversations into structured data and actionable insights.  The platform is designed t