Key Global WealthTech investment stats in Q1 2025:
- Global WealthTech deal activity plunged by 81% YoY
- US firms secured 39% of all deals in Q1 to dominate the global WealthTech marketplace
- Zolve, a neobank focused on providing seamless financial access to high-skilled global citizens relocating to the US, secured one of the biggest WealthTech deals of the quarter with a $51m Series B funding round
Global WealthTech deal activity plunged by 81% YoY
In Q1 2025, the global WealthTech market saw a continued contraction in both funding and deal activity, reflecting a more cautious investment environment.
The sector recorded 174 funding rounds, a steep 81% decrease from the 911 deals completed in Q1 2024.
Total funding for the quarter reached $2,345m, down 47% from the $4,423m raised in the same period the previous year.
While the drop in deal volume is significant, it follows an already subdued Q4 2024, which saw $2,390m raised across 175 deals.
This trend highlights sustained investor hesitancy and a shift towards more selective deployment of capital in the WealthTech space.
US firms secured 39% of all deals in Q1 to dominate the global WealthTech marketplace
The United States remained the dominant force in the global WealthTech market, completing 68 deals (39% share) in Q1 2025, though this marks a notable decline from 328 deals (36% share) in Q1 2024.
The United Kingdom followed with 19 deals (11% share), down from 62 deals (7% share) a year earlier, while India recorded 13 deals (7% share), rising into the top three active markets.
Despite the overall slowdown, the US and UK increased their relative shares of total deal activity, suggesting these countries continue to attract a disproportionately high level of attention and capital in the global WealthTech ecosystem.
Zolve, a neobank focused on providing seamless financial access to high-skilled global citizens relocating to the US, secured one of the biggest WealthTech deals of the quarter with a $51m Series B funding round
The round was led by Creaegis, alongside participation from HSBC, SBI, GMO, DG Daiwa, and existing investors such as Accel and Lightspeed Venture Partners.
Positioned at the intersection of cross-border finance and wealth management, Zolve leverages users’ home-country credit data to offer credit cards and checking accounts from day one in the US, bypassing traditional barriers like the absence of local credit history.
With 750,000 customers and over$1.2bn in transactions processed to date, the startup is expanding its WealthTech capabilities by introducing tailored loan products—starting with auto loans—and enabling equitable asset acquisition for expats.
This equity injection will power Zolve’s ambitions to extend its wealth-building platform into Canada this year, followed by entry into the UK and Australia, as it scales its connected global financial infrastructure for internationally mobile professionals.
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