WealthTech & Investment Companies
Aventur 🇬🇧 
ObjectWay 🇮🇹 
Shares 🇬🇧 
Goodwith 🇬🇧 
PensionBee 🇬🇧 
Acorns 🇺🇸 
Abra Financial Holdings 🇺🇸 
Bitwise Asset Management 🌐 
Prosper 🇬🇧 
Lyfeguard 🇬🇧 Latest Deals in WealthTech & Investment
$42.5M
Geowealth secured a $42.5 million strategic minority investment from Goldman Sachs to enhance its asset management platform for registered investment advisors, supporting growth and product development.
GEOWEALTHInvestors: Goldman Sachs
$125M
Berlin-based fintech Upvest has secured $125 million in funding, led by Sapphire Ventures and Tencent, to enhance its investment infrastructure across Europe and the UK. The capital will facilitate the launch of pension products and AI-driven wealth solutions for banks and brokers.
UPVESTInvestors: Sapphire Ventures, Tencent
$125M
Upvest, a Berlin-based investment infrastructure provider, raised $125 million to modernize banking systems in Europe and the UK. The funding, led by Sapphire Ventures and Tencent, will enhance its API-based platform for financial institutions, addressing the need for efficiency and scalability.Investors: Sapphire Ventures, Tencent
$116.64M
Upvest, a German investment infrastructure provider, raised €108 million ($125 million) to modernize legacy banking systems in Europe and the UK. The funding, led by Sapphire Ventures and Tencent, will enhance its API-based services for banks and brokers, processing over 100 million trades annually.Investors: Sapphire Ventures, Tencent
$125M
Upvest, a Berlin-based investment infrastructure provider, secured $125 million in funding to modernize legacy banking systems in Europe and the UK. The round was led by Sapphire Ventures and Tencent, addressing the demand for improved operational efficiency in financial institutions.Investors: Sapphire Ventures, Tencent
$750M
Abra Financial Holdings, Inc. has entered a business combination with New Providence Acquisition Corp. III, valuing Abra at $750 million. The deal aims to enhance digital asset wealth management services for high net-worth clients, with key investors including Adams Street and Pantera Capital.Investors: Adams Street, Pantera Capital
OPTION CIRCLE
$3M
Option Circle, a San Jose-based financial technology company, raised $3 million to develop its autonomous trading platform. Key investors include Savoie Capital and Wagon Wheel Capital, aiming to support commercialization and platform integration.Investors: Savoie Capital, Wagon Wheel Capital
$1.08M
Divtax, a Hamburg-based fintech startup, raised €1 million in a pre-seed round to enhance product development and expand partnerships. The platform helps investors recover foreign withholding taxes, addressing double taxation on dividends, with key investors including angel invest and capcircle.
DIVTAXInvestors: angel invest, capcircle
$1.08M
Divtax, a Hamburg-based fintech startup, raised €1 million in pre-seed funding to develop a platform that simplifies withholding tax refunds for investors, potentially increasing dividends by up to 25%. Key investors include angel invest, capcircle, and superangels.Investors: angel invest, capcircle, superangels
ALLOX
QUANTUMSTREET AI
$25M
Stable Money has raised $25 million in a pre-Series C round led by Peak XV Partners to modernize India's fixed deposit market, with participation from Z47, RTP Global, and Fundamentum Partnership.
STABLE MONEYInvestors: Peak XV Partners, Z47, RTP Global, Fundamentum Partnership
MONARK
$9.75M
UK-based wealth platform Sidekick raised £7.8 million in a Series A funding round led by EOS Ventures and the Development Bank of Wales. The funding aims to expand access to investment products for professionals seeking alternatives to expensive private banking.
SIDEKICKInvestors: EOS Ventures, Development Bank of Wales, Seedcamp, MS&AD Ventures, TheVentureCity, PactVC, Blackwood, 1818 Venture Capital, Semantic Ventures
VATIC
ARCESIUM
IALTA HOLDINGS
$0.90396M
London-based WealthAI has raised €837,000 ($1 million) in pre-seed funding to develop an AI-driven operating system for wealth managers. The round was led by Fuel Ventures and Founders Factory, addressing the need for AI integration in wealth management.
WEALTHAIInvestors: Fuel Ventures, Founders Factory