Fundraises

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

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Please find another week of fintech financing events below.

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📊 Stat of the Week

"Credit and debit cards continue to dominate American payments, but cash is still an important player, accounting for 14% of all consumer transactions in 2024, according to the Federal Reserve."

💸 Venture Financing

Addepar landed $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.
Stash raised $146 million in Series H funding. The personal finance app offers investment, banking, and financial education services to help everyday Americans build wealth.
Zopa raised $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 Security closed its Series B funding at $60 million. The cybersecurity firm offers comprehensive security solutions to protect software supply chains from vulnerabilities and attacks.
Nawy landed 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 AI raised $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.
Flock raised $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 Holdings raised $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.
Ravio raised $12 million in Series A funding. The compensation benchmarking platform helps companies make data-driven decisions about employee pay and benefits.
Origin raised $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.
Hyperbots raised $6.5 million for expansion of its finance AI platform. The startup develops intelligent automation tools for financial analysis and decision-making processes.
Celery secured $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.
Haast raised $6 million to transform compliance with AI automation. The regtech company leverages artificial intelligence to streamline regulatory compliance processes for financial institutions.
Nekuda raised $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.
Retailbook secured $4.5 million. The retail analytics platform provides merchants with customer behavior insights and personalized marketing capabilities.
SoldaAI raised $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.