Financial Services & Wealth Management

AI · 244 companies · 252 deals tracked
244 Companies
252 Deals Tracked
AI Sector

Financial Services & Wealth Management Companies

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Latest Deals in Financial Services & Wealth Management

PairSoft: AI Financial Automation Company Acquires Nimbello To Expand SaaS Capabilities
Financial Services & Wealth Management Mar 20, 2026
$27M
Hanover Park, an AI-native fund administrator for private equity and venture capital, has raised $27 million in a Series A funding round led by Emergence Capital, with participation from Lux Capital and Susa Ventures. The company addresses inefficiencies in fund administration, which traditionally relies on outdated methods. Hanover Park's platform integrates software and services, providing real-time insights and accuracy. The firm has grown its assets under administration from $1 billion to $15 billion in the past year, aiming to expand its services further with the new capital.
Investors: Emergence Capital, Lux Capital, Susa Ventures
Financial Services & Wealth Management Mar 18, 2026
$7M
Obin AI, a New York City-based enterprise AI company focused on creating an agentic workforce for financial institutions, has raised $7 million in seed funding. The funding round was led by Motive Partners, with contributions from angel investors and advisors Dr. Fei-Fei Li and Lukasz Kaiser. The company plans to use the funds to expand its operations and development efforts.
Investors: Motive Partners, Dr. Fei-Fei Li, Lukasz Kaiser
Financial Services & Wealth Management Mar 18, 2026
$7M
Obin AI, an enterprise artificial intelligence company focused on financial services, has raised $7 million in seed funding to create an agentic workforce for financial institutions. The funding round was led by Motive Partners, with contributions from angel investors and advisors, including Dr. Fei-Fei Li and Lukasz Kaiser.
Investors: Motive Partners, Dr. Fei-Fei Li, Lukasz Kaiser
Financial Services & Wealth Management Mar 18, 2026
icapital, a NYC-based fintech and investment lifecycle management solutions provider, acquired hexure, a Colorado Springs-based company specializing in digital and AI-powered sales automation for insurance and wealth management. The deal amount was not disclosed, but it aims to expand icapital's reach into the insurance ecosystem.
Financial Services & Wealth Management Mar 18, 2026
icapital has announced a definitive agreement to acquire hexure, a company specializing in digital and AI-powered sales automation solutions for the insurance and financial services sectors. This acquisition aims to enhance icapital's platform in the annuities and insurance technology space. The deal signifies icapital's commitment to expanding its fintech offerings.
Financial Services & Wealth Management Mar 17, 2026
$125M
Berlin-based fintech Upvest has secured $125 million in funding to enhance its investment infrastructure across Europe and the UK. The financing includes $90 million in equity led by Sapphire Ventures and Tencent, with additional support from Bessemer Venture Partners and BlackRock. This capital will enable Upvest to quickly launch pension products and AI-driven wealth solutions, addressing the challenges posed by outdated technology systems in banks and fintech companies.
Investors: Sapphire Ventures, Tencent, Bessemer Venture Partners, BlackRock
Financial Services & Wealth Management Mar 17, 2026
$125M
Upvest, a European investment infrastructure provider, has raised $125 million to modernize legacy banking systems across Europe and the UK. The funding includes a $90 million equity round led by Sapphire Ventures and Tencent, along with a $35 million debt facility. Founded in Berlin in 2017, Upvest's platform supports trading and back-office operations for financial institutions, processing over 100 million annual client orders. The capital will enhance its offerings and expand into larger European markets.
Investors: Sapphire Ventures, Tencent
Financial Services & Wealth Management Mar 17, 2026
$25M
Fuse has raised $25 million in a Series A funding round led by Footwork, Primary Venture Partners, NextView Ventures, and Commerce Ventures. The company aims to modernize loan origination systems for credit unions using AI, addressing the inefficiencies of traditional systems that can take years to integrate. With over 100 customers, Fuse is offering free access to its platform for the first 50 qualifying institutions as part of a $5 million rescue fund.
Investors: Footwork, Primary Venture Partners, NextView Ventures, Commerce Ventures
Financial Services & Wealth Management Mar 16, 2026
$25M
Fuse has raised $25 million in a Series A funding round led by Footwork, Primary Venture Partners, NextView Ventures, and Commerce Ventures. The company aims to modernize loan origination systems for U.S. credit unions using AI, addressing the inefficiencies of traditional systems that can take up to a year to integrate. With over 100 customers, Fuse plans to offer free access to its platform for the first 50 qualifying institutions, supported by a $5 million rescue fund.
Investors: Footwork, Primary Venture Partners, NextView Ventures, Commerce Ventures
Financial Services & Wealth Management Mar 16, 2026
DSW Capital, a professional services platform based in Daresbury, UK, reported a significant decline in M&A activity due to the geopolitical uncertainties caused by the Iran war. Despite achieving a revenue growth of approximately 11% at DR Solicitors for FY26, the company anticipates total income of around £6.2 million and adjusted EBITDA of £1.6 million. The board remains focused on diversifying its business model and attracting additional licensees, while maintaining strong cash reserves of £1.4 million.
Financial Services & Wealth Management Mar 16, 2026
Bite Investments, a provider of digital technology solutions for alternative investments based in London, United Kingdom, has acquired Untap, which offers portfolio management and fund-intelligence platforms. The deal amount was not disclosed, but it will allow Bite Investments to enhance its Bite Stream platform with AI-driven fund intelligence and ESG data collection.
Financial Services & Wealth Management Mar 15, 2026
$16M
Levitate, an AI-powered relationship marketing platform, has raised $16 million in a funding round led by Harbert Growth Partners, bringing its total capital to $71 million. Founded in 2017, Levitate helps over 8,000 businesses enhance personal communication with clients through automation and smarter targeting. The new investment will accelerate its AI innovation and expand its service-as-software model, aiming to support small businesses in relationship marketing.
Investors: Harbert Growth Partners
Financial Services & Wealth Management Mar 13, 2026
S&P Global: Capital IQ Pro Enhanced With AI Capabilities, Drift AI Acquisition, And Expanded Market Data
Financial Services & Wealth Management Mar 13, 2026
$27M
Translucent AI Inc. has raised $27 million in early-stage funding to enhance its AI-native platform aimed at providing financial visibility for hospitals and clinics. This funding addresses the growing financial complexities in healthcare, projected to reach $5.6 trillion by 2025. Key investors were not mentioned in the article.
Financial Services & Wealth Management Mar 12, 2026
$45M
Cryptio, a leader in financial data transformation for regulated digital assets, has raised $45 million in a Series B funding round co-led by Blackfin Capital Partners and Sentinel Global, with participation from 1kx, Alven, Blueyard Capital, and Ledger Cathay Capital. The funding will support the expansion into loan and treasury management applications, addressing the operational challenges faced by institutions using blockchain-native assets. Cryptio processes over $3 trillion in volume for more than 400 enterprises across 30 countries.
Investors: Blackfin Capital Partners, Sentinel Global, 1kx, Alven, Blueyard Capital, Ledger Cathay Capital
Financial Services & Wealth Management Mar 12, 2026
$45M
Cryptio, a leader in financial data transformation for regulated digital assets, secured $45 million in a Series B funding round co-led by Blackfin Capital Partners and Sentinel Global. The funding addresses the limitations of traditional ERP systems for blockchain-native assets, enabling institutions to manage lending and treasury workflows. Cryptio's platform supports over 400 enterprises and has processed more than $3 trillion in transactions, providing essential transparency and oversight for tokenized securities.
Investors: Blackfin Capital Partners, Sentinel Global
Financial Services & Wealth Management Mar 12, 2026
$27M
Translucent, an AI platform focused on healthcare finance, has raised $27 million in a Series A funding round led by GV, with participation from NEA, Virtue, and FPV Ventures. This funding follows a $7 million seed round in August 2025 and addresses the growing demand for tools that provide real-time financial visibility across healthcare organizations.
Investors: GV, NEA, Virtue, FPV Ventures
Financial Services & Wealth Management Mar 12, 2026
$3M
Option Circle, a financial technology company, has secured $3 million in funding to support the commercialization and expansion of its AI-driven autonomous trading platform. The capital will be used to accelerate platform integration, enhance operational resilience, and facilitate a phased rollout of its technology.
Financial Services & Wealth Management Mar 11, 2026
$27M
Translucent, a New York City-based provider of an AI platform for healthcare finance, raised $27 million in Series A funding. The round was led by GV (Google Ventures), with participation from NEA, Virtue, and FPV Ventures. The company plans to use the funds to accelerate product development and expand its team to deliver real-time financial intelligence.
Investors: GV, NEA, Virtue, FPV Ventures
Financial Services & Wealth Management Mar 11, 2026