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Storyline 🇺🇸 Latest Deals in Financial Services & Wealth Management
PORTERS
$23M
Equal Parts, an Austin-based insurance platform, has raised $23 million in Series A funding led by Inspired Capital. The funding will support the company's expansion, development of its operating system, and aims to achieve $1 billion in premiums by 2028.
EQUAL PARTSInvestors: Inspired Capital
$75M
Bretton AI, formerly Greenlite AI, has raised $75 million in a Series B funding round to enhance its AI solutions for financial crime operations in regulated institutions. The round was led by Sapphire Ventures, with participation from Greylock, Thomson Reuters Ventures, Canvas Ventures, Y Combinator, and new investor TIAA Ventures. Sapphire Ventures partner Rajeev Dham has joined the board, marking significant growth for the company less than a year after its Series A funding.
BRETTON AIInvestors: Sapphire Ventures, Greylock, Thomson Reuters Ventures, Canvas Ventures, Y Combinator, TIAA Ventures
$75M
Bretton AI, formerly known as Greenlite AI, a San Francisco-based provider of an AI platform for financial crime operations, raised $75 million in Series B funding. The round was led by Sapphire Ventures, with participation from existing investors Greylock, Thomson Reuters Ventures, Canvas Ventures, and Y Combinator, along with new investor TIAA Ventures.Investors: Sapphire Ventures, Greylock, Thomson Reuters Ventures, Canvas Ventures, Y Combinator, TIAA Ventures
$75M
Bretton AI, a startup focused on anti-money laundering and compliance operations, has raised $75 million in a Series B funding round led by Sapphire Ventures, with participation from Greylock, Thomson Reuters Ventures, and Citi Ventures. The company aims to enhance financial monitoring through AI, addressing complex investigations in suspicious transactions. Its clients include fintech firms and regional banks, highlighting the importance of trust in financial services.Investors: Sapphire Ventures, Greylock, Thomson Reuters Ventures, Citi Ventures
Dynasty Financial Partners, a St. Petersburg, FL-based wealth management technology provider, raised a minority capital round with backing from notable investors including Charles Schwab, BlackRock, and J.P. Morgan. The funds will enhance its AI-driven technology, expand its investment platform, and support network M&A. The company serves 58 partner firms with over 500 advisors and more than $125 billion in assets.
DYNASTY FINANCIAL PARTNERSInvestors: Charles Schwab, BlackRock, J.P. Morgan
$15M
Boston-based Enfi has secured a $15 million Series A funding round led by Fintop Capital, with participation from several investors including Patriot Financial Partners and Boston Seed Capital. The company addresses a critical talent crisis in the credit industry by deploying AI agents that enhance the capacity of credit professionals, enabling faster loan processing. Enfi's technology aims to alleviate the shortage of credit analysts, allowing lenders to manage their portfolios more effectively.
ENFIInvestors: Fintop Capital, Patriot Financial Partners, Boston Seed Capital
$15M
Boston-based Enfi has secured a $15 million Series A funding round led by Fintop Capital, with participation from several investors including Patriot Financial Partners and Boston Seed Capital. The company develops AI agents that address the credit industry's talent crisis by enhancing the capacity of credit professionals, thereby improving loan processing efficiency. Enfi's technology aims to alleviate the shortage of credit analysts, enabling lenders to manage portfolios more effectively. The investment will help scale Enfi's technology and market efforts.Investors: Fintop Capital, Patriot Financial Partners, Boston Seed Capital
ALINEA
$1.62M
Fintower, a Gothenburg, Sweden-based software company, raised €1.5 million in seed funding to develop its AI-driven platform for financial planning, analysis, and reporting. Key investors include Chalmers Ventures, Akka, and the Stena family, among others. The funds will be used to expand operations and enhance development.
FINTOWERInvestors: Chalmers Ventures, Akka, Stena family
$32.4M
Amsterdam-based Duna, an identity fintech founded by former Stripe employees, has raised €30 million in a Series A funding round led by CapitalG, with participation from Index Ventures, Puzzle Ventures, and Frank Slootman. This funding aims to create a digital passport for businesses, addressing the costly and time-consuming identity verification processes in the B2B economy. Duna's platform promises to significantly speed up onboarding and reduce compliance costs for banks and financial institutions.
DUNAInvestors: CapitalG, Index Ventures, Puzzle Ventures, Frank Slootman
$32.4M
Duna, an identity fintech founded by two Stripe alumni, has raised €30 million in a Series A funding round to expand its AI-native business identity platform for regulated enterprises. The round was led by CapitalG, Alphabet's independent growth fund, with participation from existing investors Index Ventures and Puzzle Ventures, as well as Snowflake chairman Frank Slootman.Investors: CapitalG, Index Ventures, Puzzle Ventures, Frank Slootman
$32.4M
Duna, an Amsterdam and Berlin-based company, raised €30 million in Series A funding to develop its AI-native business identity platform. The funding round was led by CapitalG, with participation from Index Ventures, Puzzle Ventures, and Snowflake chairman Frank Slootman. This round brings the total funding to over $40 million, following a €10.7 million seed round.Investors: CapitalG, Index Ventures, Puzzle Ventures, Frank Slootman
UNA SOFTWARE