Financial Services & Wealth Management Companies
Munin 🇺🇸 
Wokelo.ai 🇺🇸 
Kalshi 🇺🇸 
AmaryA 🇺🇸 
Advisorstream 🇺🇸 
Hanover Park 🇺🇸 
ANNA Money 🇬🇧 
Saturn 🇬🇧 
Wealthfeed 🇺🇸 
Sixfold 🇺🇸 Latest Deals in Financial Services & Wealth Management
$143.75M
Allica Bank, a digital bank for small and medium enterprises (SMEs), has raised £115 million in Series D funding, achieving a valuation of approximately $1.2 billion. The investment, led by Ventura Capital, GLG, Sona AM, and existing investors TCV and Blue Owl, will enhance Allica's lending growth and technology, including AI innovations. Currently serving over 30,000 SMEs in the UK, Allica aims for 10% market penetration by 2028.
ALLICA BANKInvestors: Ventura Capital, GLG, Sona AM, TCV, Blue Owl
NEWITY
$500M
Better Home & Finance Holding Company, an AI-native mortgage and home equity finance platform, has announced a strategic partnership with Framework Ventures to deploy $500 million in credit through the Sky stablecoin ecosystem. This partnership aims to enhance financial solutions in the mortgage sector.
BETTER HOME & FINANCEInvestors: Framework Ventures
J.P. MORGAN CHASE
HYPERCORE
$3.2M
Sherpas, a Kansas City, MO-based provider of an AI-native infrastructure platform, raised $3.2 million in seed funding. The round was led by 1248, the family office of Mariner Wealth Advisors founder and CEO Marty Bicknell, with participation from AUA Private Equity Capital, Gohub Ventures, and others.
SHERPASInvestors: 1248, AUA Private Equity Capital, Gohub Ventures
$3.2M
Sherpas has secured $3.2 million in seed funding to enhance its AI-native operating layer designed for wealth management firms. The funding round was led by 1248, the family office of Mariner Wealth Advisors' founder and CEO Marty Bicknell, with significant contributions from AUA Private Equity Capital and Gohub Ventures, along with other strategic investors in the wealth management sector.Investors: 1248, AUA Private Equity Capital, Gohub Ventures
$80M
Jump, an AI platform for financial advisors, has secured $80 million in a Series B funding round led by Insight Partners. The round also saw participation from new investors including F-Prime and Allianz Life Ventures, among others. This funding brings Jump's total capital raised to $105 million, addressing the need for enhanced advisor intelligence in the financial services sector.
JUMPInvestors: Insight Partners, F-Prime, Allianz Life Ventures
$23M
Stacks, an artificial intelligence platform for enterprise finance teams, has raised $23 million in a Series A funding round led by Lightspeed Venture Partners, with participation from EQT Ventures, General Catalyst, and S16VC. This funding follows a $12 million seed round and highlights the company's growth and traction in the market.
STACKSInvestors: Lightspeed Venture Partners, EQT Ventures, General Catalyst, S16VC
$23M
Lightspeed leads a $23 million funding round in Stacks, a company focused on automating finance operations for CFOs using AI technology. This investment highlights the growing trend of finance automation in Europe.Investors: Lightspeed
KIAVI
$80M
Jump, a Salt Lake City, Utah-based provider of AI solutions for financial advisors, raised $80 million in Series B funding. The round was led by Insight Partners, with participation from new investors including F-Prime, Allianz Life Ventures, TIAA Ventures, and others. This funding aims to enhance financial services through innovative AI technology.Investors: Insight Partners, F-Prime, Allianz Life Ventures, TIAA Ventures
$23M
Stacks, a London-headquartered AI startup founded by a former Uber and Plaid executive, has raised $23 million in a Series A funding round led by Lightspeed, with participation from EQT Ventures, General Catalyst, and S16VC. The company, which has raised a total of $35 million, addresses the issue of scattered data in enterprise finance by providing a data layer that connects finance systems for a unified view, enhancing automation and workflow efficiency for its 30 clients, including Future and Epidemic Sound.Investors: Lightspeed, EQT Ventures, General Catalyst, S16VC
$23M
Stacks, a fintech company focused on enterprise finance, has raised $23 million in a Series A funding round led by Lightspeed Ventures, with participation from EQT Ventures, General Catalyst, and S16VC. The platform addresses the issue of fragmented data in finance systems by providing a unified view and automating workflows with AI agents. Founded by Albert Malikov, Stacks aims to enhance CFO teams' capabilities by shifting their focus from process execution to higher-value analysis.Investors: Lightspeed Ventures, EQT Ventures, General Catalyst, S16VC