Financial Services & Wealth Management Companies
Latest Deals in Financial Services & Wealth Management
$1.62M
Kayna, a cork-based company, has raised โฌ1.5 million (US$1.7 million) in seed funding, led by Delta Partners with support from Middlegame Ventures and others. Founded in 2021, Kayna provides embedded insurance infrastructure for vertical SaaS platforms, enabling businesses to offer insurance products. The platform features AI-powered tools and connects to multiple insurers, aiming to facilitate US$1 billion in insurance transactions over the next five years.Investors: Delta Partners, Middlegame Ventures
$17.3M
sigma360, an AI-powered risk intelligence and financial crime prevention platform, has raised $17.3 million in an oversubscribed Series B funding round led by Moderne Ventures, with participation from VoCap Partners and Orrick, along with follow-on investment from Contour Ventures and Mosaik Partners. This funding aims to enhance its solutions for financial crime prevention and compliance.Investors: Moderne Ventures, VoCap Partners, Orrick, Contour Ventures, Mosaik Partners
$17M
sigma360, a New York City-based provider of an AI platform for risk intelligence and financial crime prevention, has raised $17 million in Series B funding. The round was led by Moderne Ventures, with participation from VoCap Partners, Orrick, Contour Ventures, and Mosaik Partners. The funds will be used to enhance the company's proprietary risk intelligence datasets and improve AI automation capabilities.Investors: Moderne Ventures, VoCap Partners, Orrick, Contour Ventures, Mosaik Partners
$11.8M
Axiom Trust Company, an AI-native retail trust company based in Las Vegas, NV, raised $11.8 million in total funding. The funding round was led by Lightspeed Venture Partners, with participation from Wischoff Ventures, Runa Capital, SNR, Immad Akhund (founder of Mercury), and Primetime Partners. The company plans to use the funds to expand its operations and development efforts.Investors: Lightspeed Venture Partners, Wischoff Ventures, Runa Capital, SNR, Immad Akhund, Primetime Partners
$4.1M
Denki, a San Francisco-based provider of an AI-powered platform for financial auditing, raised $4.1 million in seed funding. The round was co-led by Base10 Partners and Shine Capital, with participation from Y Combinator and 20VC. The company plans to use the funds to develop its platform and expand its business reach.Investors: Base10 Partners, Shine Capital, Y Combinator, 20VC
$2.5M
Diligent AI, a London-based developer of AI agents for financial crime compliance, raised $2.5 million in funding. The round was led by Speedinvest and Shapers, with participation from Y Combinator and several angel investors, including founders of N26, Allica Bank, and Billie. The company plans to use the funds to accelerate product development.Investors: Speedinvest, Shapers, Y Combinator
$2.7M
Diligent AI, a company focused on developing AI agents for financial crime compliance, has raised $2.5 million in funding. The round was led by Speedinvest and Shapers, with participation from Y Combinator and various angel investors, including executives from notable fintech firms. This funding aims to enhance automation in KYC and AML workflows.Investors: Speedinvest, Shapers, Y Combinator
$16M
Levitate, a Raleigh, NC-based provider of an AI-powered relationship marketing platform, raised $16 million in funding led by Harbert Growth Partners, with participation from Bull City Venture Partners and Northwestern Mutual Future Ventures. This funding round brings the total raised to $71 million, which will be used to expand its service-as-software model and enhance intelligent automation.Investors: Harbert Growth Partners, Bull City Venture Partners, Northwestern Mutual Future Ventures
$16M
Levitate has raised $16 million in a funding round led by Harbert Growth Partners, with participation from Bull City Venture Partners and Northwestern Mutual Future Ventures. The company focuses on providing an AI-powered relationship marketing platform, addressing the need for effective customer engagement solutions.Investors: Harbert Growth Partners, Bull City Venture Partners, Northwestern Mutual Future Ventures
$22M
Renofi, a Philadelphia, PA-based provider of an AI-enabled financing platform, raised $22 million in Series B funding, bringing its total funding to $65 million. The round was led by Fifth Wall, with participation from various investors including Progressive Insurance and Highsage Ventures. The funding aims to address financing challenges in home renovations.Investors: Fifth Wall, Progressive Insurance, Highsage Ventures
$22M
Renofi, an AI-enabled renovation financing platform, has closed a $22 million Series B funding round, raising its total capital to $65 million. The round was led by Fifth Wall, with participation from Progressive Insurance and support from several other investors. This funding aims to enhance renovation financing solutions for homeowners.Investors: Fifth Wall, Progressive Insurance
Eldridge Capital Management has closed a $120 million term loan facility with Scrap Management Industries to support the acquisition of Allmetal Recycling and its network of 10 locations in Kansas. This funding aims to enhance Scrap Management Industries' operations in the recycling sector.
Investors: Eldridge Capital Management