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Centricity, an India-based wealth management technology firm, has raised $20 million in a seed round led by Lightspeed at a valuation of $125 million. Investors joining the round include the Burman Family Office, Paramark VC, the MS Dhoni Family Office, NB Ventures Family Office, MMG Group Family Office, Action Tesa Family Office, Ritesh Agarwal of OYO, Vishal Dhupar of Nvidia, Aakash Chaudhry and Shantanu Agarwal. Founded in 2022 by Manu Awasthy, Gaurav Tiwari, Manish Sharma

CAIS, the alternative investment platform for independent financial advisors, has raised $170 million in a Series D financing that values the company at more than $2 billion. Vista Equity Partners led the round, joined by AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada. The July 29 announcement brings total capital raised since the firm's 2009 founding to nearly $600 million. CAIS pr

LemonEdge, a fund accounting platform built specifically for the private markets sector, has raised $21m in a Series A round as it works to speed product development and expand across the US and Europe. The round was led by Blackstone Innovations Investments, the early-stage venture arm of Blackstone, and included BNY alongside existing backer Sidekick Partners. The investment lifts the London and New York based company's cumulative funding beyond $30m. Alongside the raise, L

InvestiFi, a Credit Union Service Organization and InvestTech platform that lets credit unions and community banks embed digital investing inside their online banking, has secured $20m in a new funding round. Vibe Credit Union led the raise, with participation from BankTech Ventures, Idaho Central Credit Union, Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union and Southpoint Credit Union. The company describes it as t

ExchangiFi has announced a strategic investment from Prosperity Venture Partners, the single-family office of investor and wealth management entrepreneur Tommy Mayes. As part of the deal, Mayes will join ExchangiFi's board of directors. Mayes serves as a Family Office Chair for TIGER 21 and, as a general partner and board member at Blueprint Investment Partners, helped grow the firm from $75 million to more than $3.5 billion in assets. Based in Palm Beach Gardens, Florida, Ex

Bloomberg announced on July 29, 2026 that it has entered into a definitive agreement to acquire Canoe Intelligence, an AI-powered data management and intelligence platform that automates the collection and delivery of private markets data. Financial terms of the transaction were not disclosed. Canoe functions as connective tissue between general partners and limited partners, structuring the post-investment reporting that private markets have long handled through fragmented d

Objectway, a pan-European wealthtech solution partner for banking, wealth, and asset management firms, has entered exclusive negotiations to acquire SLIB, a French capital markets software specialist, from BNP Paribas and Natixis. Under the proposed terms, the two banks would transfer their entire stakes in SLIB to Objectway. The deal remains subject to regulatory approvals and employee consultation processes in France and is expected to close by December 31, 2026. No transac

Neo has emerged from stealth with $100m in funding to help enterprises manage and secure the rapid spread of AI agents across their software systems. The round was led by Andreessen Horowitz and Bessemer Venture Partners, with Craft Ventures and Merlin Ventures also participating. The company plans to use the capital to expand its engineering and go-to-market teams as businesses race to establish oversight of fast-growing agentic software. The firm argues that enterprise envi

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