Key Global WealthTech investment stats in Q2 2025:
- Global WealthTech deal activity dropped by 17% YoY
- US firms secured 47% of all deals in Q2 to dominate the WealthTech marketplace in the second quarter
- Juniper Square, a US-based WealthTech specialising in software solutions for private markets, secured $130m in a Series D round, making it one of the largest WealthTech deals for the quarter
Global WealthTech deal activity dropped by 17% YoY
In Q2 2025, the global WealthTech market showed a partial recovery in deal activity but continued to lag in funding.
The sector registered 196 funding rounds, reflecting a 17% drop from the 236 deals recorded in Q2 2024.
Despite the decline in deal volume, total funding reached $2.6bn, representing a 32% decrease from the $3.9bn raised in the same quarter last year.
While the market showed improvement from Q1 2025, when just $2.3bn was raised across 174 deals, the YoY figures indicate that the sector remains under pressure, with investors adopting a more cautious approach amid tightening capital markets.
US firms secured 47% of all deals in Q2 to dominate the WealthTech marketplace in the second quarter
The US retained its position as the dominant market for WealthTech investment, accounting for 92 deals in Q2 2025 — a 47% share and a slight increase from the 89 deals (38% share) secured in Q2 2024.
The UK followed with 19 deals (10% share), a modest decline from 22 deals (9% share), while India recorded eight deals (4% share), down sharply from 17 deals (7% share) in the same quarter last year.
Although the US has strengthened its lead, the reduced deal count in India and the UK suggests a broader contraction in international WealthTech activity, with the global market becoming more concentrated around fewer, more resilient geographies.
Juniper Square, a US-based WealthTech specialising in software solutions for private markets, secured $130m in a Series D round, making it one of the largest WealthTech deals for the quarter
The round was led by Ribbit Capital, with backing from investors including Fifth Wall, Blue Owl Capital, and Redpoint Ventures, the raise values the firm at $1.1bn and underscores growing investor appetite for digital infrastructure serving private equity and real estate managers.
Founded in 2014, Juniper Square offers a comprehensive suite of tools spanning fundraising, investor reporting, and fund administration, tailored to the complex operational needs of GPs.
This funding follows the firm’s recent expansion into Luxembourg and supports the development of JunieAI, an enterprise-grade AI platform built to enhance private market workflows.
By embedding agentic AI into fund operations—from investor communications to portfolio oversight—Juniper Square is positioned at the forefront of digitising and automating private markets, a sector experiencing rising demand from both institutional and retail investors.
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