Capital Markets Tech / WealthTech
CT-Based Fintech Acquires Cloud-Based Trading Platform for $246M
FactSet, the Norwalk-based financial services and data company, has acquired cloud-based trading platform LiquidityBook for $246.5 million in cash, furthering its commitment to streamlining investment
Jump Raises $20m to Drive AI-powered Efficiency for Financial Advisors
Jump, an AI-driven wealthtech, secured $20 million in Series A funding led by Battery Ventures, with participation from Citi Ventures and other investors, to enhance
JPMorgan Chase Buys Data Platform for Startups in Push to Serve Venture Capital Investors
JPMorgan Chase is acquiring Aumni, a data analytics platform for startup investors, to strengthen its relationships with venture capital firms and integrate it into its
Series B Supercharges LeapXpert Growth Across Global Enterprises
LeapXpert, a leader in governed business communication, secured $20M in Series B funding led by Portage Ventures to scale globally and meet the growing demand
Deal Execution Platform Sydecar Raises $11 Million in Oversubscribed Series A
Sydecar, a private markets deal execution platform simplifying the creation of Special Purpose Vehicles (SPVs) and funds, raised $11 million in an oversubscribed Series A
Addepar Seeks Funding at $3.25 Billion Pre-Money Valuation
Addepar, a Manhattan-based wealth management and investment software provider, is discussing raising $250 million at a $3.25 billion pre-money valuation, with participation from existing investors
AtlasClear Holdings, Inc. Announces Agreement for an Investment of up to $45 million
AtlasClear Holdings announced an agreement with Hanire for up to $45 million in investment through a mix of equity and convertible debt, starting with an
FINNY Raises $4.3M in Seed Funding To Build the AI Agent helping Financial Advisors grow
FINNY, a female-founded wealthtech platform, has secured $4.3M in seed funding to revolutionize financial advisors’ client acquisition processes using AI-driven prospecting tools. The platform automates
Crypto Securities Venue Prometheum Raises $20M
Prometheum, a market leader in digital asset securities infrastructure, raised $20 million in 2024 to support hiring and development, aiming to expand its blockchain-enabled ecosystem
Accumulator™: Equity Pooling Solution for Founders Raises $46M at a $140M Valuation
Accumulator, a US-based SEC-regulated equity pooling solution, raised $46 million at a $140 million valuation to help founders and angel investors unlock liquidity from their
Fintech Capitolis Raises $20 Million from Citi, Morgan Stanley, State Street and UBS
Capitolis, a fintech company providing SaaS solutions for financial resource optimization, secured $20 million in funding from Citi, Morgan Stanley, State Street, and UBS, each
OneChronos Secures $32M to Optimize Growth and Expand Trading Opportunities
OneChronos, the technology company leveraging advances in auction theory and computer science to optimize financial markets, has secured $32 million in funding to accelerate its