Financial Services & Wealth Management Companies
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PAGAYA 🇺🇸 Latest Deals in Financial Services & Wealth Management
$12M
Concourse, a New York City-based provider of an AI agent platform for finance teams, raised $12 million in Series A funding. The round was led by Standard Capital, with participation from Andreessen Horowitz, CRV, and Y Combinator, along with CFO angels from companies like Cursor, Vercel, and Carta. The funds will support continued investment in their agent technology.
CONCOURSEInvestors: Standard Capital, Andreessen Horowitz, CRV, Y Combinator
$45M
San Francisco-based Zocks has raised $45 million in a Series B funding round, co-led by Lightspeed Venture Partners and QED Investors. The company offers a privacy-first AI platform for financial advisors, automating administrative tasks and integrating with core advisor tools. With over 5,000 financial firms using its platform, Zocks aims to enhance enterprise features and improve client service. This funding brings Zocks' total capital raised to $65 million.
ZOCKSInvestors: Lightspeed Venture Partners, QED Investors
$14M
Mine, formerly known as Fizz, raised $14 million in a Series A funding round to launch MoneyGPT, an AI-powered personal finance agent aimed at helping young adults manage variable income, debt, and financial goals. The round was led by 359 Capital, with participation from Kleiner Perkins, FJ Labs, and existing backers Y Combinator and U.S. News. This funding brings Mine's total capital raised to $28 million.
MINEInvestors: 359 Capital, Kleiner Perkins, FJ Labs, Y Combinator, U.S. News
$45M
Zocks, a privacy-first AI platform for financial advisors, has secured $45 million in Series B funding to enhance its automation and analytics capabilities, positioning itself as a business growth engine. The funding round was co-led by Lightspeed Venture Partners and QED Investors, with additional participation from Illuminate Financial and existing investors, raising Zocks' total funding to $65 million.Investors: Lightspeed Venture Partners, QED Investors, Illuminate Financial
$45M
Zocks, a San Francisco-based provider of a privacy-first AI platform for financial advisors, raised $45 million in Series B funding. The round was co-led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and existing investors. This funding aims to enhance privacy solutions for financial advisors.Investors: Lightspeed Venture Partners, QED Investors, Illuminate Financial
$83.75M
Stream, a London-based fintech platform, secured £67 million in a Series D funding round led by investors including Sofina and Ascension Ventures. Founded in 2018, Stream provides budgeting and planning tools for employees, addressing the need for affordable credit solutions.
STREAMInvestors: Sofina, Ascension Ventures
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DATARAILS
$70M
Datarails, a New York City-based company offering an AI-native financial platform, has raised $70 million in Series C funding. The round was led by One Peak, with participation from several investors including Vertex Growth and Vintage Investment Partners. This funding brings the total raised to $175 million, aimed at enhancing their financial solutions.Investors: One Peak, Vertex Growth, Vintage Investment Partners
RISKFRONT AI
$70M
Datarails Ltd., an artificial intelligence-native financial platform, has secured $70 million in a Series C funding round, raising its total funding to over $175 million. The round was led by One Peak, with participation from Vertex Growth and Vintage Investment, among others. This funding aims to enhance AI capabilities in Excel-based finance solutions.Investors: One Peak, Vertex Growth, Vintage Investment
$500M
Keo World, a global B2B fintech, has fully repaid a $500 million secured loan facility from Hayfin Capital Management, which was initially provided in January 2022. This financing enabled the company to scale its B2B supply chain financing platform, Workeo™, particularly in Mexico.
KEO WORLDInvestors: Hayfin Capital Management
$4.6M
Formulary Financial has secured $4.6 million in seed funding to establish an AI-native fund administration business that aims to modernize back-office operations for private market investors. The funding round was led by Khosla Ventures, with contributions from Acrew Capital, Company Ventures, Human Ventures, Serena Ventures, Alumni Ventures, and various strategic partners and industry executives.Investors: Khosla Ventures, Acrew Capital, Company Ventures, Human Ventures, Serena Ventures, Alumni Ventures
ATLAS INVEST
$4.6M
Formulary Financial, a NYC-based AI-native fund administrator, raised $4.6 million in seed funding. The round was led by Khosla Ventures, with participation from Acrew Capital, Company Ventures, Human Ventures, Serena Ventures, and Alumni Ventures. The company plans to use the funds to expand operations and development efforts, led by CEO Alfia Ilicheva.Investors: Khosla Ventures, Acrew Capital, Company Ventures, Human Ventures, Serena Ventures, Alumni Ventures
$4.6M
Formulary, founded by Alfia Ilicheva, has secured a $4.6 million seed round led by Khosla Ventures, with participation from Human Ventures and Serena Williams's venture firm. The company aims to revolutionize fund administration in private equity and venture capital by leveraging AI to provide real-time, accurate data, addressing the inefficiencies of existing options. The funding round was three times oversubscribed, highlighting strong investor interest in this innovative solution.Investors: Khosla Ventures, Human Ventures, Serena Williams's venture firm