Financial Services & Wealth Management

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

Financial Services & Wealth Management Companies

Concourse Concourse 🇺🇸 Icapital Icapital 🇺🇸 Bond.ai Bond.ai 🇺🇸 Harper Insure Harper Insure 🇺🇸 Unblu Unblu 🇨🇭 Obin AI Obin AI 🇺🇸 Snappy Kraken Snappy Kraken 🇺🇸 Docupace Docupace 🇺🇸 Fintello Fintello 🇺🇸 Wealth i/o Wealth i/o 🇺🇸

Latest Deals in Financial Services & Wealth Management

$100M
Nirvana Insurance, an AI-native commercial insurer based in San Francisco, raised $100 million in Series D funding led by Valor Equity Partners. The funds will be used to expand operations and development efforts.
Investors: Valor Equity Partners
Financial Services & Wealth Management Dec 18, 2025
$12.5M
Anna Money has secured a £10 million growth debt deal with Flashpoint to accelerate expansion ahead of the UK's tax reporting changes. The funding aims to enhance its AI-powered platform for small businesses, which has reached £30 million in annual recurring revenue and serves over 50,000 users monthly.
Investors: Flashpoint
Financial Services & Wealth Management Dec 18, 2025
$100M
e.f. hutton facilitated a merger between apimeds pharmaceuticals and mindwave innovations, supported by a $100 million pipe commitment. This merger aims to enhance biotech development and optimize capital management through AI-driven solutions.
Financial Services & Wealth Management Dec 17, 2025
$1000M
Virtus Investment Partners has acquired a 35% minority interest in Crescent Cove Advisors, a San Francisco-based firm managing $1 billion in assets. This partnership enhances Virtus’ offerings in private markets focused on lending to high-growth technology companies.
Financial Services & Wealth Management Dec 16, 2025
Virtus Investment Partners has acquired a 35% minority interest in Crescent Cove Advisors, a San Francisco-based firm managing $1 billion in assets. This partnership enhances Virtus’ offerings in private markets focused on lending to high-growth technology companies.
Investors: Virtus Investment Partners
Financial Services & Wealth Management Dec 16, 2025
$2.5M
Bloxley, a Wilmington, DE-based AI-native consumer finance platform, raised $2.5 million at a $25 million valuation to expand operations and introduce new automation and AI features throughout 2026.
Financial Services & Wealth Management Dec 15, 2025
$60M
Flex, a San Francisco-based fintech, raised $60 million in a Series B round led by Portage Ventures, bringing total equity to $105 million. The funding will enhance its AI-native private banking platform for high-net-worth business owners managing diverse financial tools.
Investors: Portage Ventures
Financial Services & Wealth Management Dec 13, 2025
$6.1M
Air, an AI-powered credit intelligence platform, raised $6.1 million in a seed round co-led by Work-Bench Ventures and Lerer Hippeau. It provides real-time, unbiased credit ratings, addressing inefficiencies in traditional credit assessment methods, and has gained traction with institutions managing over $4 trillion in assets.
Investors: Work-Bench Ventures, Lerer Hippeau
Financial Services & Wealth Management Dec 12, 2025
$29M
li.fi protocol raised $29 million in a Series A extension round, led by Multicoin and CoinFund, totaling $51.7 million. This funding will enhance operations and product development, addressing blockchain fragmentation and enabling seamless cross-chain liquidity for developers and businesses.
Investors: Multicoin, CoinFund
Financial Services & Wealth Management Dec 11, 2025
$55M
Oncorps AI, a Boston-based provider of an AI platform for fund operations, raised $55 million in funding led by Long Ridge Equity Partners, with managing partners joining its board.
Investors: Long Ridge Equity Partners
Financial Services & Wealth Management Dec 11, 2025
$33.75M
London-based fintech Caprelease has secured $36 million in funding to enhance its embedded finance services for ecommerce retailers. The investment includes a £25 million senior debt facility and £2 million equity, aiming to provide loans based on real-time data rather than credit scores.
Financial Services & Wealth Management Dec 11, 2025
$55M
Oncorps AI has secured $55 million in growth capital from Long Ridge Equity Partners to enhance product innovation and scale infrastructure, addressing inefficiencies in fund operations for asset managers and fund administrators.
Investors: Long Ridge Equity Partners
Financial Services & Wealth Management Dec 11, 2025
$5M
Lumrisk has secured a $5 million equity commitment to transform into a scalable, AI-driven platform for quantitative investment strategies and multi-asset analytics. This funding supports the company's restructuring and global expansion efforts, enhancing its investment analytics capabilities. Key investors are not mentioned.
Financial Services & Wealth Management Dec 10, 2025
$3.5M
Bon Credit, a San Francisco-based AI platform for Generation Z credit and debt management, raised $3.5 million in funding led by VenturesLab, with participation from several notable investors. The funds will be used to enhance their services.
Investors: VenturesLab
Financial Services & Wealth Management Dec 9, 2025
Bags, a NYC-based company specializing in AI-powered financial services, raised $2.75 million in funding led by the Ford Foundation, with participation from several investors. The company aims to enhance financial accessibility and efficiency, solving challenges in the financial sector.
Investors: Ford Foundation
Financial Services & Wealth Management Dec 9, 2025
Bags, a company founded in 2020, has raised $2.75 million in a funding round led by the Ford Foundation, with participation from several investors. The company helps small businesses improve financial management, enabling them to grow and access capital. Businesses using Bags experience an average growth of 250% year over year.
Investors: Ford Foundation
Financial Services & Wealth Management Dec 8, 2025
Allscale, a self-custody financial platform for global microbusinesses, raised $5 million in a seed round led by yzi labs, informed ventures, and generative ventures. The platform facilitates instant stablecoin payments, addressing high fees and long settlement times in traditional finance, and aims to empower underserved SMBs.
Investors: yzi labs, informed ventures, generative ventures
Financial Services & Wealth Management Dec 8, 2025
Coremont, a London-based provider of real-time multi-asset portfolio management software, secured a €34 million ($40 million) investment led by Blue Owl Capital. The funding will enhance AI-driven analytics and risk management capabilities, addressing the need for sophisticated insights in volatile markets.
Investors: Blue Owl Capital
Financial Services & Wealth Management Dec 5, 2025
Flex, a San Francisco-based AI startup, has raised $60 million led by Portage Ventures, elevating its valuation to approximately $500 million. The company addresses the financial needs of mid-sized businesses, combining various financial services into one platform. With payment volumes reaching $3 billion, Flex plans to expand its offerings and team.
Investors: Portage Ventures
Financial Services & Wealth Management Dec 5, 2025
BuiltAI, a financial modeling platform for commercial real estate, secured $6 million in seed funding led by Work-Bench, with participation from Lerer Hippeau and others. The company addresses inefficiencies in investment screening and modeling, aiming to automate processes and improve accuracy, significantly reducing analysis time.
Investors: Work-Bench, Lerer Hippeau
Financial Services & Wealth Management Dec 4, 2025