Tags: WealthTech

Seeds, a US-based WealthTech company, has raised $10 million in a Series A funding round led by Portage, alongside existing investors Social Leverage and Blank…

Addepar, a technology platform for investment professionals, has raised $230 million in a Series G funding round, increasing its valuation to $3.25 billion. The round…

Fincite from Germany and Harvest from France have merged to form the Harvest Group, a new leader in wealth management software, backed by private equity…

Zoe, a digital platform for registered investment advisors (RIAs), has raised $29.6 million in Series B funding, bringing its total to $45 million. Led by…

Altruist, a technology-driven firm for independent registered investment advisors (RIAs), has raised $152 million in a Series F funding round led by Singapore’s GIC and…

In Q1 2025, the US WealthTech sector experienced a significant investment downturn, with deal activity falling by 71% to 68 deals and funding plummeting 76%…

Alinea Invest, a WealthTech platform aimed at empowering Gen Z, has raised $10.4 million in a Series A funding round, led by Play Ventures and…

In Q1 2025, the European WealthTech market faced a dramatic 85% decline in deal activity, with total funding dropping to $418 million, an 82% decrease…

Allfunds has launched Nextportfolio 4, a major upgrade enhancing its subscription services for wealth managers, advisors, and portfolio managers. This version leverages advanced AI technology…

In 2024, Asian WealthTech investments plummeted by 79% year-on-year, totaling $4.5 billion compared to $21.4 billion in 2023, with deal activity decreasing by 69% to…