Wealth management software Addepar hits $3.25B valuation in new mega-round (TWIF 5/17)

Addeparlanded $230 million in Series G funding at a $3.25 billion valuation. The wealth management platform provider specializes in data aggregation and investment analytics solutions for financial advisors and institutions.

Stashraised $146 million in Series H funding. The personal finance app offers investment, banking, and financial education services to help everyday Americans build wealth.

Zoparaised $80 million in fresh capital ahead of its bank account launch. The digital bank and former peer-to-peer lending pioneer provides savings accounts, loans, and credit cards to UK consumers.

Stord, a commerce-enablement provider for high-volume fulfillment services and e-commerce technology for omnichannel brands, raised an $80 million Series E and $120 million in debt at a $1.5 billion valuation.

Ox Securityclosed its Series B funding at $60 million. The cybersecurity firm offers comprehensive security solutions to protect software supply chains from vulnerabilities and attacks.

Nawylanded a $52 million Series A to expand in the MENA region. The Egyptian property technology platform connects home buyers with verified listings and streamlines the real estate transaction process.

Samaya AIraised $43.5 million in venture capital funding for its financial services platform. The startup uses artificial intelligence to help financial institutions improve customer engagement and operational efficiency.

Flockraised $20 million in its bid for small landlords' assets. The property management platform provides tools and services to help independent landlords efficiently manage their rental properties.

Ialta Holdingsraised $20 million in initial funding. The financial technology company develops infrastructure solutions for modernizing banking and payment systems.

Flexpoint, a B2B payment provider, secured $12 million in Series A funding following record growth.

Ravioraised $12 million in Series A funding. The compensation benchmarking platform helps companies make data-driven decisions about employee pay and benefits.

Originraised $21 million in Series A funding to tackle fragmented employee benefits. The UK-based company offers a comprehensive platform to help employers consolidate and manage workplace benefits programs.

Hyperbotsraised $6.5 million for expansion of its finance AI platform. The startup develops intelligent automation tools for financial analysis and decision-making processes.

Celerysecured $6.25 million in fresh funding to prevent costly financial errors before they happen. The fintech startup uses predictive analytics to identify and prevent accounting mistakes and financial discrepancies.

Haastraised $6 million to transform compliance with AI automation. The regtech company leverages artificial intelligence to streamline regulatory compliance processes for financial institutions.

Nekudaraised $5 million in funding from investors including Amex Ventures and Visa Ventures, to power agentic payments. The fintech startup develops autonomous payment solutions using AI agents to optimize transaction processing.

Retailbooksecured $4.5 million. The retail analytics platform provides merchants with customer behavior insights and personalized marketing capabilities.

SoldaAIraised $4 million for its telesales platform. The startup uses artificial intelligence to enhance telemarketing effectiveness and improve sales conversion rates.

Squads launched Altitude stablecoins alongside a new funding round led by Haun Ventures. The blockchain technology company develops decentralized finance solutions and programmable cryptocurrency assets.