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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

JPMorgan Chase has finalized the acquisition of WealthOS, a United Kingdom based financial technology firm specializing in cloud native infrastructure for the wealth management sector. The deal aims to strengthen the bank’s retail wealth management capabilities by integrating advanced pensions and retirement planning technology into its existing digital offerings. As part of the transition, the entire WealthOS workforce of sixty employees will join the JPMorgan Personal Inves

AssetPlus has raised $19.5 million in a growth funding round led by Nexus Venture Partners with participation from existing investors Eight Roads Ventures and Rainmatter. The Chennai-based company operates a digital infrastructure platform that serves over 18,000 mutual fund distributors across India. This capital infusion follows a previous funding round and will be used to deepen the company technology stack and broaden its product offerings. While mutual fund distribution

Wint Wealth has raised $27 million in a Series B funding round as it looks to expand access to fixed income products for India’s growing base of retail investors. The company focuses on structuring and distributing yield-oriented and asset-backed fixed income opportunities that have historically been difficult for individuals to access. The new capital will be used to support product expansion, strengthen platform capabilities, and scale operations as the company grows its ro

Atomic Insights secured 10 million dollars in seed funding led by Aquiline Capital Partners to transform payment infrastructure for the wealth management industry. The company provides a specialized platform that automates and centralizes complex financial workflows such as bill pay and money movement. This technology is designed to serve registered investment advisors and family offices that manage significant client assets. Other participants in the funding round included N

Harvest Group recently announced its acquisition of Firstance as part of a strategic plan to strengthen its presence in the European wealth management sector. Based in Italy, Firstance specializes in providing a private life insurance distribution platform that connects institutional partners with a wide range of insurance products. Harvest is a French software company that provides tools for financial planning and wealth management professionals. This acquisition allows Harv