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Technology infrastructure firm Cybrilla has raised an undisclosed pre-Series A funding round from 360 ONE Asset, Peak XV, and Groww through Groww’s early-stage venture strategy. The funds will expand Cybrilla’s product roadmap, strengthen integrations with asset management companies and distributors, and support operations. The company helps launch products for more than 25 asset managers and supports distributors, and wealth-tech providers through their 'Wealth OS' system. A

Reseda Group, a credit union service organization wholly owned by MSU Federal Credit Union, has partnered with Oregon-based Maps Credit Union to acquire Pocketnest, an AI-driven financial wellness platform. The move positions the technology as a central tool for helping credit unions deliver personalized financial education and actionable insights to their members. According to Reseda Group CEO April Clobes, the acquisition reflects a shared goal to make banking more accessib

Uptiq.ai has raised $12 million in new funding to accelerate the adoption of its flagship platform, Qore, and expand access to advanced AI capabilities for financial institutions of all sizes. The round was led by Silverton Partners with participation from Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital. The funding reflects increasing investor confidence in AI-native infrastructure built specifically for regulated financial services. Founded

Toronto-based fintech Wealthsimple has secured CAD $750 million (approximately USD $538 million) in new equity funding, led by Dragoneer Investment Group and GIC, valuing the company at about USD 7.2 billion. The round included a CAD 550 million primary raise and a secondary offering of up to CAD 200 million, with participation from ICONIQ, IGM Financial, Greylock, Meritech, Power Corporation of Canada, and new investor CPP Investments.  Founded in 2014, Wealthsimple offers a

Envestnet has announced the launch of new Manager Models incorporating interval funds from BlackRock and Franklin Templeton, giving advisors streamlined access to alternative investments through its platform. The models will be available via Envestnet PMC and are designed to bring institutional-quality diversification into managed portfolios, combining liquidity features with exposure to private market style strategies.  This expansion underscores Envestnet’s commitment to em

Dynasty Financial Partners has made a minority investment in Grantd, an AI-powered platform that helps advisors and employees manage corporate stock holdings and equity compensation. The move signals Dynasty’s growing interest in technology that supports advisors working with clients whose wealth is increasingly tied to company stock. Grantd recently acquired StockOpter, a well-known provider of equity compensation planning tools, and is integrating its capabilities to enhanc

Bridge, a FinTech company building an AI-native operating system for private market allocators, has raised $5.1 million in seed funding led by Thicket Ventures. Thicket’s participation in early WealthTech is exciting but a natural fit given the pedigree of Bridge’s founding team, which includes founding engineers from Microsoft, Uber, and Plaid. Thicket founder Justin Wisz will join Bridge’s board of directors as the company accelerates product rollout and hiring. Bridge deli

Singapore-based digital wealth platform  Endowus has secured $70 million in new funding to accelerate its growth across Asia and strengthen its position as a digital wealth management leader. The investment round, led by new and existing global investors, brings the company’s total funding to more than $140 million. Endowus plans to use the capital to scale its presence in key Asian markets and deepen its technology stack to support both individual investors and institutional

Streetbeat, an AI-driven trading and asset management platform, has raised $15 million in Series A funding led by CDP Venture Capital through the AI Fund, joined by TTV Capital, Monte Carlo Capital, and 3Lines VC. The funding will support the company’s expansion across the U.S. and Europe, enhance its product capabilities, and strengthen its technical teams. Founded in Palo Alto, Streetbeat’s platform helps advisors, brokerages, and institutions automate investing, risk manag

Finster AI has secured $15 million in Series A funding to accelerate the development of its artificial intelligence platform designed to improve how financial institutions analyze and interpret complex data. The round was led by investors including Peak XV and Hoxton Ventures. The company plans to use the capital to expand product capabilities and grow its research and engineering teams focused on delivering greater transparency and decision support across financial workflows

AI-led advisor workflow platform Saturn has secured $15 million in Series A funding led by European venture firm Singular, with participation from Shapers, Y Combinator and Zeno Ventures. The company, founded in 2023, builds AI tools that streamline regulatory and administrative workflows in financial advice, enabling human advisors to focus more on client engagement. The new capital will support Saturn’s expansion in engineering, research, partnerships, and customer delivery

Salt Lake City-based Jump, a provider of artificial intelligence solutions for financial advisors, has acquired Wisconsin-based Mobile Assistant, a leading transcription service for advisor meetings. WealthTech Strategy Partners served as the advisor on the transaction.  The acquisition combines Jump’s full-cycle AI automation, covering meeting preparation, CRM updates, and client follow-ups, with Mobile Assistant’s expertise in secure, high-accuracy dictation and transcripti

Feathery, a startup focused on automating data exchange in insurance underwriting, has secured a venture investment from Erie Insurance’s Strategic Ventures fund. The company aims to become the standard platform for how data flows between clients, brokers, and carriers, reducing inefficiencies from manual processes that often delay coverage decisions. Erie joins Feathery’s roster of backers including Index Ventures, Bain Capital Ventures, Broker Tech Ventures, and SV Angel. F

Aboon, an artificial intelligence-powered third-party administrator built for financial advisors, has raised $17.5 million in seed funding led by Bain Capital Ventures, with participation from Altai Ventures, Runyon, Edward Jones Ventures, Outpost Ventures, and EJF Ventures.  Founded in 2023 by CEO Nick Gavronsky and COO Amy Ouellette, Aboon’s platform streamlines how advisors help business-owner clients design, launch, and manage 401(k) plans. By automating plan setup, prici

Clove has emerged from stealth with $14 million (£10 million) in pre-seed funding led by Accel, joined by Kindred Capital, Air Street Capital, and a group of prominent angel investors. Founded by Paddle’s Christian Owens and former Trouva CEO Alex Loizou, the UK fintech is developing an advice platform that combines human expertise with AI technology. The company plans to use the funding to expand its team and continue building toward a full UK launch in 2026, pending regulat

SS&C Technologies has completed its acquisition of Calastone, the London-based global funds network that automates fund trading, settlement, and data exchange for asset managers and distributors. The deal brings together Calastone’s transaction infrastructure, connecting over 4,000 organizations across 55 markets, with SS&C’s extensive software and data services footprint in fund administration, portfolio accounting, and investment operations. Calastone will continue operatin

Goldman Sachs has agreed to acquire Industry Ventures, a venture capital platform that invests across the full lifecycle of private equity, including secondary investments, early-stage co-investments, seeding emerging funds, and hybrid structures.  Industry Ventures currently oversees about $7 billion in client assets and has made over a thousand investments since its founding in 2000. Under the deal, Industry Ventures will become part of Goldman’s External Investing Group (X

Simplicity Group has acquired RetireOne, a leading independent platform for fee-based insurance and annuity solutions, in a move designed to strengthen its position in the growing market for retirement income planning. The deal adds RetireOne’s advisory-focused capabilities to Simplicity’s existing distribution network and product suite, while bringing on industry veterans David Stone, Jeff Cusack, and Ed Mercier as new partners. The acquisition reflects Simplicity’s continui

Dezerv, a Mumbai-based digital wealth management platform, has raised ₹350 crore ($40mm) in a Series C funding round co-led by Premji Invest and Accel’s Global Growth Fund, with continued participation from Elevation Capital and Z47. The capital will be used to expand Dezerv’s investment offerings, deepen its technology platform, and onboard more relationship managers. Founded in 2021 by Sahil Contractor, Sandeep Jethwani, and Vaibhav Porwal, Dezerv provides curated investmen

Groww, a Bengaluru-based personal trading and investment platform (similar to Robinhood), has announced that it is moving forward with its IPO at the top end of its range of $700 million to $1 billion, targeting a valuation of up to $8 billion. The offering, field in May, is scheduled for next month. Regulatory approval from SEBI is pending. Founded in 2016 by former Flipkart employees Lalit Keshre, Harsh Jain, Neeraj Singh, and Ishan Bansal, Groww provides retail investors i