Financial Services & Wealth Management

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

Financial Services & Wealth Management Companies

Maestro AI Maestro AI 🇺🇸 Renofi Renofi 🌐 Keyzy Keyzy 🇬🇧 Bite Investments Bite Investments 🇬🇧 Nirvana Insurance Nirvana Insurance 🇺🇸 Bento Engine Bento Engine 🇺🇸 Genesys Genesys 🇺🇸 E.F. Hutton E.F. Hutton 🇺🇸 Fintower Fintower 🇸🇪 Campfire Interactive Campfire Interactive 🇺🇸

Latest Deals in Financial Services & Wealth Management

$385M
Vestwell, an infrastructure platform for America's savings economy, has raised $385 million in Series E funding led by Blue Owl Capital and Sixth Street Growth. This funding doubles its valuation since the 2023 Series D and brings total capital raised to $660 million. Vestwell addresses the $50 trillion savings gap in America by expanding access to savings solutions and personalized investment options, supporting over 2 million active savers and administering over $50 billion in assets.
Investors: Blue Owl Capital, Sixth Street Growth
Financial Services & Wealth Management Feb 18, 2026
$70M
Kraken has acquired the token management platform Magna to enhance its services for crypto companies managing token distributions. The terms of the acquisition were not disclosed, but Magna was valued at $70 million in its last funding round. This move is part of Kraken's strategy to expand its product offerings as it prepares for an IPO, joining other crypto firms in diversifying beyond traditional trading.
Financial Services & Wealth Management Feb 18, 2026
$25M
Uptiq, an AI platform tailored for credit unions, has secured a strategic investment from Curql as part of its $25 million Series B financing. This investment underscores Curql's belief in Uptiq's capacity to provide production-ready AI solutions that enhance lending, member servicing, and compliance. The funding will facilitate the expansion of Uptiq's AI orchestration platform, Qore, enabling credit unions to innovate and deploy AI-driven workflows efficiently.
Investors: Curql
Financial Services & Wealth Management Feb 17, 2026
$17M
Meridian, an AI startup focused on automating repetitive financial modeling workflows, has raised $17 million in a seed funding round co-led by Andreessen Horowitz and The General Partnership. Additional investors include QED Investors, FPV Ventures, and Litquidity. This funding aims to streamline Excel-based financial modeling processes.
Investors: Andreessen Horowitz, The General Partnership, QED Investors, FPV Ventures, Litquidity
Financial Services & Wealth Management Feb 16, 2026
$7M
Bracket, a London-based fintech, has secured $7 million in seed funding led by Macquarie Group and Blackfinch Ventures, with additional support from existing investor Failup Ventures. The funding will help Bracket enhance its AI-native treasury infrastructure aimed at modernizing treasury operations for mid-market companies that have traditionally used fragmented systems and manual processes.
Investors: Macquarie Group, Blackfinch Ventures, Failup Ventures
Financial Services & Wealth Management Feb 15, 2026
$25M
Uptiq, an AI platform designed for financial services, has secured $25 million in Series B funding to enhance its AI applications and expand its Qore orchestration platform. The funding round was led by Curql, with contributions from several investors including Silverton Partners and 645 Ventures.
Investors: Curql, Silverton Partners, 645 Ventures
Financial Services & Wealth Management Feb 15, 2026
$2.16M
Zurich-based startup scyai has secured a €2 million pre-seed funding round, led by aenu and co-led by pt1, with contributions from notable investors including David Helgason and others. The company addresses the critical issue of climate risk for manufacturers and energy producers by providing a platform that generates quantified risk profiles, helping organizations reduce insurance premiums and improve coverage terms. Early users have reported positive outcomes, showcasing the platform's effectiveness in closing the protection gap.
Investors: aenu, pt1, David Helgason
Financial Services & Wealth Management Feb 14, 2026
$1000M
Cleo, founded by Barney Hussey-Yeo, has been valued at $1 billion as an AI-powered financial assistant aimed at changing how customers manage their money. This funding highlights the growing importance of fintech solutions in personal finance management. The UK fintech sector now boasts 46 unicorns, with Revolut leading at a valuation of $75 billion.
Financial Services & Wealth Management Feb 13, 2026
$2.16M
Zurich-based startup scyai has secured €2 million in pre-seed funding, led by aenu and co-led by pt1, with participation from notable investors including David Helgason and others. The company addresses the challenge of climate risk for organizations with large asset portfolios by providing a platform that creates detailed risk profiles, helping to reduce insurance costs and improve coverage terms. Early users have reported positive outcomes, indicating the platform's effectiveness in bridging the protection gap in insurance.
Investors: aenu, pt1, David Helgason
Financial Services & Wealth Management Feb 13, 2026
$25M
Uptiq, an AI platform for financial services, has raised $25 million in Series B funding led by Curql, with participation from several investors including Silverton Partners and 645 Ventures. The funding aims to address the challenges financial institutions face in adopting AI, providing production-ready solutions that integrate with existing systems. Uptiq's platform has processed over $1 billion in transactions and is trusted by over 140 financial institutions, reporting significant improvements in underwriting speed and operational costs.
Investors: Curql, Silverton Partners, 645 Ventures
Financial Services & Wealth Management Feb 13, 2026
$7.6M
Santé, a leading fintech platform for the wine and spirits industry, has secured $7.6 million in funding led by Bonfire Ventures, with participation from Operator Collective, Y Combinator, and Veridical Ventures. The funding will be used to scale sales teams and develop new products to address the unique challenges faced by liquor and wine retailers, such as complex inventory management and regulatory compliance. Santé's AI-powered platform has achieved 400% growth in the past year, processing $500 million in annual card volume.
Investors: Bonfire Ventures, Operator Collective, Y Combinator, Veridical Ventures
Financial Services & Wealth Management Feb 12, 2026
$1.2M
Maestro AI, a vertical AI platform for mortgage origination, has secured $1.2 million in pre-seed funding to enhance its market presence, improve product features, and increase adoption in the mortgage sector. The funding round was led by New Stack Ventures, with contributions from Family VC, ZFO, Roark's Drift, and local angel investors.
Investors: New Stack Ventures, Family VC, ZFO, Roark's Drift
Financial Services & Wealth Management Feb 12, 2026
$25M
Uptiq, a Dallas, TX-based AI platform for financial services, raised $25 million in Series B funding. The round was led by Curql, with participation from several investors including Silverton Partners and 645 Ventures. The funds will be used to expand operations.
Investors: Curql, Silverton Partners, 645 Ventures
Financial Services & Wealth Management Feb 12, 2026
$7M
Bracket, a London-based financial management platform for mid-market businesses, has raised $7 million in seed funding. The platform aims to replace outdated systems by automating foreign exchange workflows and centralizing bank accounts using AI. The funding round was led by Macquarie Group and Blackfinch Ventures, with participation from Failup Ventures. Co-founder Pierre Anderson emphasized the need for mid-market companies to access modern tools for better financial management.
Investors: Macquarie Group, Blackfinch Ventures, Failup Ventures
Financial Services & Wealth Management Feb 12, 2026
$20M
Inference Research, a Hong Kong-based AI-native quantitative trading franchise for digital assets and traditional finance, raised $20 million in seed funding led by Avenir Group. The funds will be used to scale its infrastructure and expand operations by creating a team of quants, engineers, and researchers.
Investors: Avenir Group
Financial Services & Wealth Management Feb 12, 2026
$1.2M
Maestro AI, a provider of a vertical AI-powered platform for mortgage origination based in Parkland, FL, raised $1.2 million in pre-seed funding. The funding round was led by New Stack Ventures, with participation from Family VC, ZFO, Roark's Drift, and local angel investors. The company plans to use the funds to accelerate its go-to-market efforts and expand its platform.
Investors: New Stack Ventures, Family VC, ZFO, Roark's Drift
Financial Services & Wealth Management Feb 12, 2026
$7M
London-based Bracket, an FX, treasury, and cash management platform for mid-market businesses, has raised $7 million in seed funding. The round was led by Macquarie Group and Blackfinch Ventures, addressing the growing demand for modern treasury infrastructure among mid-market companies that still rely on outdated systems. Bracket's AI-powered platform automates treasury operations, providing real-time insights and reducing reliance on manual processes. The funding will support product development and expansion plans into Europe and Australia.
Investors: Macquarie Group, Blackfinch Ventures
Financial Services & Wealth Management Feb 12, 2026
$7M
London-based Bracket, an FX, treasury, and cash management platform for mid-market businesses, has raised $7 million in seed funding. The round was led by Macquarie Group and Blackfinch Ventures, with participation from Failup Ventures. Bracket addresses the challenges of outdated treasury infrastructure by providing an AI-enabled platform that centralizes bank accounts and automates workflows, enhancing visibility and control for finance teams. The investment will support product development and expansion plans into Europe and Australia.
Investors: Macquarie Group, Blackfinch Ventures, Failup Ventures
Financial Services & Wealth Management Feb 12, 2026
$17M
Meridian, an artificial intelligence startup focused on complex financial modeling, has raised $17 million in seed funding, led by Andreessen Horowitz and the General Partnership. This funding round values the company at $100 million and aims to support its mission of reinventing financial modeling.
Investors: Andreessen Horowitz, General Partnership
Financial Services & Wealth Management Feb 12, 2026
$20M
Inference Research, an AI-native quantitative trading firm, has successfully closed a $20 million seed funding round led by Avenir Group. The firm aims to bridge the gap between digital assets and traditional finance.
Investors: Avenir Group
Financial Services & Wealth Management Feb 12, 2026