Subscribe to our newsletter to get succinct alerts for all WealthTech deal activity including funding, acquisitions, strategic partnerships, and product launches

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

The Asian WealthTech sector saw a sharp year-on-year funding decline in Q3 2025 but showed early signs of recovery quarter-on-quarter. A total of 31 deals were recorded, only slightly below the 32 deals completed in Q3 2024, marking a 3% decline in activity. Total funding reached $469.6 million, down 58% YoY from $1.1 billion last year, though the previous period included two deals exceeding $300 million each. Adjusted for those outliers, the actual year-on-year decline narro

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