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

$4M
Procode, an AI-powered revenue cycle management company for private practice surgeons, has raised $4 million in funding and acquired the Auctus Group, a leading U.S. biller for plastic surgeons. Founded in 2024 by Jeff Cripe, Kameron Rezzadeh, M.D., and James Baez-Silva, the investment round was led by Story Ventures, with participation from Chap Health Ventures, Progression Fund, and Dmitry Shevelenko.
Investors: Story Ventures, Chap Health Ventures, Progression Fund, Dmitry Shevelenko
Financial Services & Wealth Management Mar 2, 2026
ECI Software Solutions, Inc. has acquired DryPowder, a financial technology company, to enhance its AI-powered, cloud-based business management software. This acquisition aims to modernize accounts receivable and digital payments in the building materials and construction industries, addressing issues like slow collections and manual processes. Key features include the Vault payment platform and Homebase AR operations hub. The deal strengthens ECI's ability to deliver integrated financial workflows, benefiting over 25,000 customers globally.
Financial Services & Wealth Management Mar 2, 2026
Bridgewise, a provider of AI-native wealth intelligence based in London, acquired Context Analytics, an AI-powered alternative data processing company in Chicago. The deal amount was not disclosed. This acquisition will enhance Bridgewise's intelligence infrastructure by integrating advanced processing of unstructured data with institutional-grade analytics.
Financial Services & Wealth Management Mar 2, 2026
$4M
Procode AI, a Los Angeles-based AI-powered revenue cycle management company, has raised $4 million in funding. The round was led by Story Ventures, with participation from Chap Health Ventures, Progression Fund, and Dmitry Shevelenko, Perplexity's Chief Business Officer. The funds will be used to expand operations and development efforts, and the company also acquired the Auctus Group.
Investors: Story Ventures, Chap Health Ventures, Progression Fund, Dmitry Shevelenko
Financial Services & Wealth Management Mar 2, 2026
$5M
Pluvo, an AI-native financial analysis platform for CFOs and FP&A teams, has raised $5 million in seed funding to enhance its agentic analysis engine and expand market operations. The funding round included investors such as Andreessen Horowitz’s a16z Speedrun and several strategic angel investors. Pluvo addresses the challenge of translating complex financial data into actionable insights, enabling finance leaders to make informed decisions quickly. The company aims to deepen integrations with existing systems and improve its platform's capabilities.
Investors: Andreessen Horowitz’s a16z Speedrun
Financial Services & Wealth Management Mar 2, 2026
$5M
Pluvo, an AI-native financial analysis platform based in Ottawa, Ontario, raised $5 million in seed funding. The round was led by Andreessen Horowitz's a16z Speedrun, Deel, The Perseverance Fund, StandUp Ventures, and Altair Capital. The funds will be used to accelerate the development of its agentic analysis engine and expand its go-to-market operations.
Investors: Andreessen Horowitz, Deel, The Perseverance Fund, StandUp Ventures, Altair Capital
Financial Services & Wealth Management Mar 2, 2026
$1.08M
Divtax, a Hamburg-based fintech startup, has raised €1 million in a pre-seed funding round to enhance product development and expand partnerships. The company, founded in 2023, addresses the issue of double taxation on international dividends by offering a digital solution that processes tax reclaims quickly, potentially increasing returns by up to 25%. Key investors include angel invest, capcircle, and superangels, among others.
Investors: angel invest, capcircle, superangels
Financial Services & Wealth Management Mar 2, 2026
$47M
Harper Insure, an AI-native commercial insurance brokerage, has raised $47 million in combined seed and Series A funding to enhance its technology-driven approach to commercial insurance. This funding round is notable as it represents the largest publicly disclosed Series A ever raised by a black founder.
Financial Services & Wealth Management Mar 2, 2026
$5M
Pluvo, an AI-native financial analysis platform designed for CFOs and FP&A teams, has secured $5 million in seed financing. This funding will help accelerate the development of its agentic analysis engine and expand its go-to-market operations.
Financial Services & Wealth Management Feb 28, 2026
$143.75M
Allica Bank, a digital bank for small and medium-sized enterprises (SMEs) in the UK, has raised £115 million in Series D funding, achieving a valuation of nearly $1.2 billion. The round was led by Ventura Capital, GLG, Sona AM, and existing investors TCV and Blue Owl. The new capital will enhance SME lending growth, expand technology, and leverage AI for smarter lending opportunities, while also allowing Allica to enter new markets. Currently, Allica serves over 30,000 SMEs and aims for 10% market penetration by 2028.
Investors: Ventura Capital, GLG, Sona AM, TCV, Blue Owl
Financial Services & Wealth Management Feb 27, 2026
Docupace Acquires InvestEdge And Appoints Brian Filanowski As CEO
Financial Services & Wealth Management Feb 27, 2026
$3M
Trace, a London-based startup, has raised $3 million in seed funding to address the slow adoption of AI agents in enterprises. The company, part of Y Combinator's 2025 summer cohort, aims to provide context for AI agents by mapping complex corporate environments. Key investors include Y Combinator, Zeno Ventures, and Goodwater Capital, among others. Trace's system builds a knowledge graph from existing tools, enabling users to generate step-by-step workflows for high-level tasks.
Investors: Y Combinator, Zeno Ventures, Goodwater Capital
Financial Services & Wealth Management Feb 26, 2026
$50M
Rowspace has secured $50 million in funding from investors including Sequoia Capital and Emergence Capital to address the challenge of integrating and analyzing scattered internal data within investment firms. The company aims to enhance AI adoption by organizing firms' unique information, enabling better decision-making and operational efficiency. Founded by Michael Manapat and Yibo Ling, Rowspace's system is designed to work within existing environments while maintaining data control.
Investors: Sequoia Capital, Emergence Capital
Financial Services & Wealth Management Feb 26, 2026
$13.5M
Hypercore, a loan management platform for private credit funds, has raised $13.5 million in Series A funding led by Insight Partners. The funding will support the launch of its AI admin agent, which aims to enhance loan servicing by integrating loan management technology with AI agents, providing comprehensive operational infrastructure for private credit funds.
Investors: Insight Partners
Financial Services & Wealth Management Feb 26, 2026
$50M
Rowspace, an AI platform aimed at helping financial services firms operationalize proprietary data, has secured $50 million in funding through a seed round and Series A. The Series A was co-led by Sequoia and Emergence Capital, while Sequoia also led the seed round. Other investors include Stripe, Conviction, Basis Set, Twine, and several finance industry angels.
Investors: Sequoia, Emergence Capital, Stripe, Conviction, Basis Set, Twine
Financial Services & Wealth Management Feb 25, 2026
Docupace, a provider of AI-enabled compliance software for wealth management firms, has acquired InvestEdge, enhancing its compliance solution portfolio. This strategic move aims to address regulatory challenges and improve operational efficiency for financial institutions. The acquisition positions Docupace as a leading technology platform in the industry, with InvestEdge supporting over 100 financial institutions and monitoring $3.5 trillion in assets. Brian Filanowski has been appointed as the new CEO to lead this expansion.
Financial Services & Wealth Management Feb 25, 2026
$155M
Allica Bank, a London-based challenger lender for SMEs, has raised $155 million in a Series D funding round, achieving a valuation of $1.2 billion. The investment will enable Allica to expand its lending operations and enhance its technology platform, including AI for credit decisions. Led by Ventura Capital, the round also included GLG, Sona AM, TCV, and Blue Owl. Allica aims to double its market share by 2028 and expand internationally.
Investors: Ventura Capital, GLG, Sona AM, TCV, Blue Owl
Financial Services & Wealth Management Feb 25, 2026
$50M
Rowspace, a developer of an AI platform for institutional financial data based in San Francisco and New York, raised $50 million in total funding. This includes a Series A co-led by Sequoia and Emergence Capital, along with a seed round led by Sequoia, with participation from Stripe and other investors. The funding aims to enhance their platform's capabilities in managing financial data.
Investors: Sequoia, Emergence Capital, Stripe
Financial Services & Wealth Management Feb 25, 2026
$50M
Rowspace, an AI platform founded by Michael Manapat and Yibo Ling, has secured $50 million in funding led by Sequoia, with participation from Emergence Capital, Stripe, and others. The platform aims to help financial firms like private equity and hedge funds integrate and analyze their proprietary data to enhance decision-making. Rowspace focuses on deeper data analysis rather than just basic tasks, positioning itself as a vital tool for firms seeking to leverage AI for better financial outcomes.
Investors: Sequoia, Emergence Capital, Stripe
Financial Services & Wealth Management Feb 25, 2026
$50M
Rowspace, an AI platform founded by Michael Manapat and Yibo Ling, has secured $50 million in funding from investors including Sequoia and Emergence Capital. The platform addresses the challenge of integrating fragmented data for financial firms, enabling them to enhance decision-making and capitalize on proprietary data. Rowspace processes data within clients' own cloud systems, ensuring security while providing deeper analysis compared to general-purpose AI tools.
Investors: Sequoia, Emergence Capital
Financial Services & Wealth Management Feb 25, 2026