Aperture Sectors › Fintech AI › Wealth & investment management
Wealth & investment management funding
Wealth & investment management
A sub-sector of Fintech AI. Each company counts once, in its main sub-sector.
139 rounds, $3B raised by 114 companies, Jan 2, 2023 to Nov 14, 2026, 12% of Fintech AI capital. Top three companies: Farther 9%, Ridgeline 8%, Addepar 8%.
| Company | HQ | Capital raised | Rounds | Exit |
|---|---|---|---|---|
| Farther | United States | $253M | 3 | — |
| Ridgeline | United States | $250M | 1 | — |
| Addepar | United States | $230M | 1 | — |
| Savvy Wealth | United States | $188M | 3 | — |
| Stash | United States | $146M | 1 | — |
| Juniper Square | United States | $130M | 2 | — |
| Nevis | United Kingdom | $105M | 2 | — |
| Jump | United States | $105M | 3 | — |
| Conquest Planning | Canada | $98M | 2 | — |
| Range | United States | $88M | 2 | — |
| Decade | Brazil | $85M | 1 | — |
| Finbourne | United Kingdom | $70M | 1 | — |
| Wealth.com | United States | $65M | 1 | — |
| Zocks | United States | $64M | 3 | — |
| Canoe Intelligence | United States | $61M | 2 | — |
| Eton Solutions | United States | $58M | 1 | — |
| 73 Strings | France | $55M | 1 | — |
| Arch | United States | $52M | 1 | — |
| bunch | Germany | $50M | 2 | — |
| Hypha | United States | $50M | 1 | — |
| Allocate | United States | $30M | 1 | — |
| Finary | France | $30M | 1 | — |
| Pave Finance | United States | $29M | 2 | — |
| MDOTM | United Kingdom | $27M | 1 | — |
| Lightyear | United Kingdom | $23M | 1 | — |
| Company | Amount | Stage | Announced |
|---|---|---|---|
| Ridgeline | $250M | Series E | Sep 16, 2026 |
| Addepar | $230M | Series F+ | May 13, 2025 |
| Farther | $150M | Series D | May 21, 2026 |
| Stash | $146M | Series F+ | May 12, 2025 |
| Juniper Square | $130M | Series D | Jun 16, 2025 |
| Savvy Wealth | $100M | Series C | Sep 9, 2026 |
| Decade | $85M | Seed | Aug 4, 2026 |
| Jump | $80M | Series B | Feb 20, 2026 |
| Conquest Planning | $80M | Series B | Jun 23, 2025 |
| Savvy Wealth | $72M | Series B | Jul 2, 2025 |