Capital Markets Tech / WealthTech

Standard Chartered-Backed Crypto Platform Zodia Markets Lands $18.25M Series A
Zodia Markets, a UK-based institutional digital asset exchange and brokerage backed by Standard Chartered’s SC Ventures and OSL Group, has raised $18.25 million in Series

Menos AI Raises $5.2 Million in Seed Round
Menos AI, a San Jose-based AI-native fintech for institutional investors, raised $5.2 million in a seed round led by prominent Silicon Valley family offices and

FinTech Capitolis Secures $56M from Global Banks
Capitolis, a fintech focused on capital markets infrastructure, has raised $56 million from a mix of strategic bank investors—including new backers Barclays and BNP Paribas—and

Vennre Hits $25M Milestone and Unveils New Venture Investment Opportunity
Vennre, a digital wealth creation platform providing access to private market investments, has surpassed $25 million in total transaction value and launched a new venture

FinTech Firm Quartr Raises $10M to Expand Public Market Insights
Quartr, a capital markets technology firm specializing in qualitative public market insights, has raised $10 million from existing investors Altos Ventures, Yanno Capital, and Öhman

Eton Solutions Secures $58M Series C
Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, has raised

Proxymity Raises $36M Series C Funding to Fuel APAC Expansion
Proxymity, a UK-based digital investor communication platform, has raised $36 million in a Series C round to support its expansion into the Asia-Pacific region, leveraging

Retirement Platform Retirable Raises $10m Series A
Retirable, a retirement planning platform focused on underserved American retirees, has raised $10 million in a Series A round led by IA Capital Group, with

FundApps Announces Significant Growth Equity Investment from FTV Capital
FundApps, a leading RegTech in the capital markets space for compliance monitoring, has secured a significant growth equity investment from FTV Capital to accelerate product

Alt Investment Platform iCapital Raises $820M at $7.5B Valuation with an Eye Toward Acquisitions
iCapital, a fintech platform specializing in alternative investments, has raised over $820 million in new funding, boosting its valuation to $7.5 billion. The round—co-led by

Foresight Raises $5.5M Seed Round to Bring Unified Data and AI to the Private Market
Foresight, a New York City-based software company on a mission to connect the private market through data, has raised $5.5 million in a seed round

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families
Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, has raised $80 million in a Series B round led by Goldman