SyntheticFi Raises $13M and Exceeds $2B in Regulatory AUM
- 11 hours 43 min ago
- Fundraising News
SyntheticFi, a fintech platform helping registered investment advisors (RIAs) access low-cost, tax-efficient financing solutions for clients, recently passed $2 billion in regulatory assets under management (RAUM). The company has raised over $13M in venture financing from Y Combinator, Social Leverage, NextGen VP (subsidiary of Brown Advisory), The Compound Capital Fund, and other investors across the wealth management ecosystem since its... more
KOHO Raises $130 Million at $1.33B Valuation to Fund Growth and Continue Pursuit of Bank License
- 11 hours 46 min ago
- Fundraising News
KOHO, Canada's leading financial technology company, today announced it has raised $130 million CAD, representing an important step towards the continued pursuit of its federal banking licence.
WealthReach Raises $1M Seed Round, Forms Strategic Advisory Board to Drive Expansion of Its Organic Growth Platform
- 11 hours 49 min ago
- Fundraising News
WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has raised $1 million in seed funding. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, and included participation from other strategic investors.
Capsa AI Raises $18M Series A to Build the AI Operating System for Private Capital
- 1 day 7 hours ago
- Fundraising News
Capsa AI, the London and New York-based startup building the AI operating system for private capital, has raised $18M in a Series A round co-led by TX Ventures and Pivot Investment Partners, with significant participation from Bek Ventures. The round closes on the back of a 100% customer renewal rate, >122% net dollar retention, and 14x year-on-year ARR growth.
Trustap Raises $10 Million to Become the Trusted Infrastructure Layer for Agentic Commerce
- 1 day 14 hours ago
- Fundraising News
Trustap, the payments and transaction platform trusted by online marketplaces and ecommerce brands worldwide, has raised $10 million in a round led by Aperture Capital, to launch Trustap Index, a solution designed to make marketplace or ecommerce listings fully transactable by AI agents. Trustap Index will work with leading AI models to handle product discovery, negotiation and payment on a buyer's behalf, with the human confirming each... more
Titan Secures $3M in New Funding to Further Scale Its Banking Native AI Platform for Financial Services
- 2 days 9 hours ago
- Fundraising News
Titan, the first of its kind, banking‑native AI platform purpose‑built for financial services, today announced it has raised $3 million in new funding, led by Entropy Ventures. The raise accelerates its mission to deliver auditable, explainable AI infrastructure for the highly-regulated banking landscape, allowing institutions to innovate securely and at speed.
Reset Raises $6 Million Seed Round Anchored by Credit Union Customers to Expand Embedded Earned Wage Access Platform
- 3 days 12 hours ago
- Fundraising News
Reset, an embedded earned wage access platform built for credit unions and community banks, today announced it has raised $6 million in seed funding, bringing total capital raised to more than $8 million. The round was anchored by credit union customers and strategic partners in the credit union and community banking space.
Opal Security Raises $23M
- 4 days 7 hours ago
- Fundraising News
Opal Security, the AI-native access governance platform for every identity, today announced $23 million in new funding alongside five senior leadership appointments, including Chief Product Officer Sameer Mehta, who joins from identity security platform Veza, where he built products across non-human identity and access intelligence. The new funding was led by Greylock and Battery Ventures, with outside participation from Cambium Capital, and... more
Willow Raises $7M Seed to Ensure Enterprises Can Fully Oversee and Govern Autonomous Agents
- 1 week 6 hours ago
- Fundraising News
Willow, a pioneering agentic access platform has emerged from stealth with $7 million in seed funding to enable enterprises to safely adopt AI agents across the workplace without impeding innovation. The round was led by Hetz Ventures, following early angel investment from Wix Co-Founder and CEO Avishai Abrahami and President Nir Zohar, who backed Willow at its earliest stage. The funding will be used to enhance the next phase of Willow's go-to-... more
Perk Secures $300 Million Credit Facility to Accelerate Global Growth of Its AI-Native Platform
- 1 week 1 day ago
- Fundraising News
Perk (formerly TravelPerk), the AI-native travel and spend management platform, today announced the close of a $300 million private credit facility led by Neuberger Speciality Finance, alongside Blue Owl Capital Inc. (NYSE: OWL), Hercules Capital Inc. (NYSE: HTGC) and Liquidity. The facility upsizes and replaces Perk's 2024 credit facility on materially improved terms.
AlphaSense Raises $350M at $7.5B Valuation and Surpasses $600M in Annual Recurring Revenue
- 1 week 2 days ago
- Fundraising News
AlphaSense, the AI platform redefining market intelligence for the business and financial world, today announced the close of a $350 million funding round valuing the company at $7.5 billion – nearly double its most recent $4 billion valuation and bringing its total funding to well over $1 billion. This new financing follows AlphaSense’s rapid enterprise adoption and strong business momentum, with the company exceeding $600 million of annual... more
Gradient Labs Expands Series A to $26 Million to Advance AI-Powered Operations for Financial Services
- 1 week 3 days ago
- Fundraising News
Gradient Labs, the AI company building specialized agents for financial services, today announced the expansion of its Series A funding round to $26 million. The round was led by Octopus Ventures and CommerzVentures, with continued support from existing investors Redpoint Ventures and Exceptional Capital.
Daloopa Raises $47 Million Series C to Power the Data Layer Behind AI-Driven Finance
- 1 week 4 days ago
- Fundraising News
Daloopa, the essential data infrastructure for AI and agentic workflows in finance, today announced it has raised $47 million in Series C funding led by Brighton Park Capital, with participation from Squarepoint Capital, Touring Capital, and Nexus Venture Partners. This funding will accelerate Daloopa's platform growth as investment firms increasingly move AI systems from experimentation into production workflows, where accuracy and reliability... more
Saris Raises $28.8 Million to Scale Agentic Workflow Automation for Financial Institutions
- 2 weeks 11 hours ago
- Fundraising News
Saris, the agentic workflow platform for banks and credit unions, today announced it has raised $28.8 million in Series A financing. The round was led by 8VC, with participation from Audacious Ventures, Homebrew, Btech Consortium, and Service Ventures. It will be used to scale Saris’s platform across more financial institutions, deepen integrations with partners like Fiserv, Encompass, and MeridianLink, and grow the team that trains and deploys... more
Mercury Raises $200 Million Series D at $5.2B Valuation
- 2 weeks 1 day ago
- Fundraising News
Mercury, the technology company providing radically different banking*, today announced a $200 million Series D at a $5.2B valuation, led by TCV. The round included participation from existing investors including Andreessen Horowitz, Coatue, CRV, Sapphire Ventures, Sequoia Capital, and Spark Capital. This brings total primary and secondary funding to approximately $700 million.
