Financial Services & Wealth Management Companies
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Bloxley 🇺🇸 Latest Deals in Financial Services & Wealth Management
$32.4M
Duna, a fintech company based in Germany and the Netherlands, has raised €30 million in Series A funding led by CapitalG, with participation from Index Ventures and Puzzle Ventures. The company aims to streamline business identity verification using its AI-powered platform, addressing the high compliance costs faced by banks and fintechs. With this funding, Duna's total investment exceeds €40 million, and it plans to expand its operations in Europe while enhancing its compliance capabilities.
DUNAInvestors: CapitalG, Index Ventures, Puzzle Ventures
FINTOWER
$1.62M
Gothenburg-based company Fintower has secured an oversubscribed €1.5 million seed round, with participation from Chalmers Ventures, Akka, the Stena family, and several angel investors. Fintower develops an AI-powered financial planning and analysis platform aimed at modernizing financial management, which is often hindered by outdated manual spreadsheets. The platform integrates various operational data to support budgeting, forecasting, and reporting, enabling finance teams to make quicker, data-driven decisions. The new funding will be used for product development and long-term growth.Investors: Chalmers Ventures, Akka, Stena family, several angel investors
$45M
Gocab, a London-based mobility and financial services provider, has raised $45 million in a funding round, comprising $15 million in equity led by e3 capital and janngo capital, and $30 million in debt from cur8 capital and other lenders. The funding will help Gocab expand in African markets, increase its electric vehicle fleet, and introduce AI tools for credit scoring. The company aims to enhance financial inclusion and support gig workers in purchasing vehicles through ethical financing.
GOCABInvestors: e3 capital, janngo capital, cur8 capital
ONEDOME
UNA SOFTWARE
INCARD
TARABUT
$0.90396M
London-based WealthAI, a fintech company, has raised €837,000 ($1 million) in pre-seed funding to develop an AI-driven operating system for wealth managers, family offices, and private banks. The funding round was led by Fuel Ventures and Founders Factory. WealthAI aims to replace fragmented legacy systems with a modular AI layer, enhancing operational efficiency and compliance for wealth management firms.
WEALTHAIInvestors: Fuel Ventures, Founders Factory
$0.90396M
London-based WealthAI, a fintech company, has raised €837,000 ($1 million) in pre-seed funding, led by Fuel Ventures and Founders Factory. Founded in 2023, WealthAI aims to revolutionize wealth management by embedding AI into operations, addressing the industry's lag in AI adoption. The platform replaces outdated systems with a modular AI layer, automating tasks and enhancing compliance, ultimately improving productivity and reducing costs for wealth managers.Investors: Fuel Ventures, Founders Factory
$1M
Wealthai, a London, UK-based developer of an AI-driven operating system for wealth management, raised $1 million in pre-seed funding. The round was co-led by Fuel Ventures and Founders Factory, with participation from unnamed angel investors. The company plans to use the capital to scale its product and operations.Investors: Fuel Ventures, Founders Factory
GYDE
VICKII
$60M
Gyde, an Austin, TX-based provider of an AI-native brokerage platform, raised $60 million in funding. The round was led by Lightspeed, with participation from Optum Ventures, Crystal Venture Partners, Virtue, MVP Ventures, and others. The company plans to use the funds to expand operations and enhance development efforts.Investors: Lightspeed, Optum Ventures, Crystal Venture Partners, Virtue, MVP Ventures
$25M
Slice Global Equity, a New York City-based provider of an AI-native global equity compliance and management platform for multinational companies, raised $25 million in Series A funding. The round was led by Insight Partners, with participation from Fenwick and Cooley LLP, as well as existing investors TLV Partners, R-Squared Ventures, and Jibe Ventures. This new capital increases its total funding.
SLICE GLOBAL EQUITYInvestors: Insight Partners, Fenwick and Cooley LLP, TLV Partners, R-Squared Ventures, Jibe Ventures
$25M
Slice Global Equity, an AI-native platform for global equity compliance and management, has secured $25 million in a Series A funding round led by Insight Partners. The funding aims to enhance their infrastructure for multinational companies, with participation from Fenwick, Cooley, and existing investors TLV Partners, R-Squared Ventures, and Jibe Ventures.Investors: Insight Partners, Fenwick, Cooley, TLV Partners, R-Squared Ventures, Jibe Ventures
$12M
Concourse has raised $12 million in Series A funding to expand access to its enterprise-grade AI agent platform for finance teams. This funding marks a shift from limited rollout to broad availability, led by Standard Capital with participation from Andreessen Horowitz, CRV, and Y Combinator, along with CFO angel investors from companies like Cursor, Vercel, and Carta.
CONCOURSEInvestors: Standard Capital, Andreessen Horowitz, CRV, Y Combinator