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PowerUp Money , India's trusted Mutual Fund Advisory App, led by Prateek Jindal, Harshil Sharma, Navdha Khera, Mridul Mimansa, Gaurav Singh, and Arush Kapoor, has secured  $12 million in a Series A round led by Peak XV , with support from existing backers Accel , Blume Ventures , Kae Capital , 8i Ventures , and DeVC . India today has nearly 60 million mutual fund investors, with SIP participation at an all-time high. Yet many working professionals struggle to make prudent fin

Finny , the organic growth engine for financial advisors, led by Eden Ovadia, Victoria Toli, and Theodore Janson, has secured $17 million in Series A funding led by Venrock , with participation from Activant , Altruist’s Jason Wenk, and continued support from Y Combinator , Maple VC, and Crossbeam Ventures . Nick Beim from Venrock and Bill McNabb, the former Chairman and CEO of Vanguard, will join the Board. Financial advisors play a critical role in helping Americans navigat

Nevis , the first unified AI platform built for wealth management, led by Mark Swan, Philipp Burda, and Ivan Chalov, has secured  $35 million in Series A from Sequoia Capital , ICONIQ , and Ribbit Capital , bringing the total funding to $40 million in under a year. Nevis enables advisors to complete operational work end to end, covering meeting preparation, client follow-ups, account openings, and ongoing service. The goal is straightforward: remove administrative burden so a

Saturn OS , the AI technology company transforming financial advice by slashing the cost to serve and broadening access to wealth management, led by Amal Jolly, Michael Ettlinger, and Rohit Vaish, has secured  a $15m Series A   funding round led by European VC Singular , with participation from Shapers , Y Combinator , and Zeno Ventures . The investment will fast-track product development and scale Saturn’s platform, enabling advisers to serve more clients with greater effici

Clove , a wealth-tech platform, led by Christian Owens and Alex Loizou, has secured  £10m ($14m) in pre-seed funding, led by Accel  with participation from Kindred, Air Street , and a group of incredible angel investors. Despite advances in consumer technology, financial guidance has barely evolved. While products exist to move money or invest, few help answer critical questions about timing, trade-offs, and future planning. Moreover, the financial advice industry largely ser

Dezerv , a technology-driven wealth management platform, led by Vaibhav Porwal , Sandeep Jethwani , and Sahil Contractor , has secured ₹350 crore in Series C funding co-led by Premji Invest  and Accel’s Global Growth Fund, with continued participation from Elevation Capital  and Z47 -underscoring their deep conviction in the company’s long-term vision. The new capital will enhance client experience and fortify Dezerv’s foundation for long-term growth. The company plans to dee

Spiko , a Paris-based fintech company led by Paul-Adrien Hyppolite(CEO), Antoine Michon(COO), Samuel Briole(CTO), Victor Charpiat(Head of...

Led by Dylan Parker(CEO & Co-Founder), Ammer Soliman(COO & Co-Founder), Dean Hathout(CPO & Co-Founder), Anish Karyat(Chief Markets...