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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

Alpaca has announced the closing of a $150 million Series D funding round led by Drive Capital, propelling the company to a $1.15 billion valuation. As a self-clearing broker-dealer and API-first platform, Alpaca provides the foundational technical layer that allows fintechs and financial institutions to embed stock, ETF, options, and crypto trading into their own applications. This latest capital injection is supplemented by a $40 million line of credit to further bolster th

Dena Investment Limited recently completed a strategic investment of thirty million dollars in UAEC to support the development of UAEC, a comprehensive digital wealth technology ecosystem. This capital injection from the Hong Kong based trust services institution underscores a growing interest from professional financial entities in platforms that combine robust compliance with advanced technical capabilities. The partnership aims to explore new pathways for asset management

MAIA Technology has successfully completed a Series A funding round led by Molten Ventures to secure approximately 5.3 million dollars in new capital. The company intends to utilize these funds to accelerate its product development cycle and broaden its market presence throughout the investment management sector. This financial milestone marks a significant step for the firm as it seeks to strengthen its operational capabilities and programmatic technology offerings. The comp

Aquilance recently secured a 16 million dollar investment from Ten Coves Capital. This transaction marks the first institutional capital raise in the history of the firm which has operated for nearly four decades. Based in Connecticut, the company provides personal financial management and administrative services specifically designed for ultra high net worth families and family offices. Originally founded as My Accountant in 1987, the firm rebranded in 2021 to reflect its ev

iAltA Holdings, a private markets infrastructure company backed by WestCap, recently announced its acquisition of BridgeFT. BridgeFT operates as a cloud-native and API-first wealth infrastructure provider that serves financial institutions and registered investment advisors. This move aims to strengthen data connectivity across both the wealth management and private markets sectors by integrating specialized software capabilities into the iAltA ecosystem. BridgeFT has establi

Powerup Money recently closed a $12 million funding round led by Peak XV Partners to scale its digital wealth management operations in India. The company focuses on providing a technology-driven investment experience for retail investors and the mass affluent segment. This capital injection marks a significant milestone as the firm seeks to broaden its reach in one of the world's fastest-growing financial markets. The platform leverages sophisticated algorithms and a user-cen

FINNY has secured 17 million USD in Series A funding to expand its machine learning platform designed to help registered investment advisors address the organic growth squeeze. The investment round was led by various investors to support the company in providing automated prospecting and marketing tools for the wealth management industry. By leveraging unstructured data, the platform identifies potential clients for advisors and automates multi-channel outreach campaigns to s

Wealthfront made its public debut today, raising $485 million and achieving a market valuation of $2.1 billion. The Palo Alto-based fintech, known for its automated investing portfolios, saw its stock trade relatively flat, closing up just 1% on its first day. The company now serves 1.3 million customers and manages approximately $90 billion in assets, solidifying its position as a major independent player in the digital wealth space following a shelved acquisition attempt by

401GO, a Utah-based fintech modernizing small-business retirement plans, has raised thirty-three million dollars in Series B funding. The round introduced Centana Growth Partners as a new investor, while Next Frontier Capital, Rally Ventures, and Impression Ventures returned after backing earlier rounds. The company plans to use the capital to expand embedded partnerships with human capital management providers, financial institutions, and financial advisors while continuing

The Beans has secured a $5.4 million seed round to accelerate the expansion of its financial operating system for frontline workers in healthcare, education, and nonprofit sectors. Investors in the round include Alloy Alchemist Fund, Commerce Ventures, Impulsum Ventures, Precursor Ventures, Swing Ventures, Techstars, TruStage Ventures, Esther Dyson, Coyote Ventures, and Fabric VC. The company plans to use the capital to scale its reach among employers aiming to address financ

Range has raised a $60 million Series C round led by Scale Venture Partners, with participation from Gradient Ventures, Cathay Innovation, and several new investors including 53 Stations. The financing brings the company’s total capital raised to more than $100 million. As part of the round, Rocket Money CEO Haroon Mokhtarzada and Scale Venture Partners’ Alex Niehenke will join the company’s board of advisors, adding experience in consumer finance, product scaling, and ventur

Flex has raised $60 million in Series B financing led by Portage, bringing its total equity funding to $105 million as it accelerates its mission to build an AI-native private bank for mid-market business owners. The company positions itself as a unified financial platform that supports owners across personal and business needs, addressing the long-standing gap between small-business tools and enterprise-level financial infrastructure. Flex reported rapid growth over the past

First Rate Ventures has led the seed investment in bQuest, a Denver-based Care Intelligence Platform designed for financial advisors supporting clients through aging, end-of-life, and after-loss transitions. The partnership will embed bQuest’s AI Care Agents directly into advisor workflows, combining automated guidance with human concierge support. Marshall Smith, Managing Director at First Rate Ventures, said the platform addresses a widening advisory need: “The days of pick

Nevis formally launched its unified AI platform for wealth management and disclosed $35 million in Series A funding from Sequoia Capital, ICONIQ and Ribbit Capital, bringing total investment to $40 million in under a year. The company aims to remove administrative work that slows advisory firms, positioning its system as an engine for meeting preparation, client follow-ups, account openings and service tasks. Nevis reports that it already supports RIAs overseeing more than $5