Key global WealthTech investment stats in Q2 2025:
- Global WealthTech funding increased by 12% QoQ in Q2
- Deals under $100m grew by a third in the quarter as investors prioritised smaller deals
- Altruist, a US-based WealthTech platform catering to independent registered investment advisors (RIAs), closed one of the largest global WealthTech deals of the quarter with a $152m Series F funding round
Global WealthTech funding increased by 12% QoQ in Q2
In Q2 2025, the global WealthTech sector recorded 140 deals, down 19% from the 173 deals completed in Q2 2024 but 25% higher than the 112 deals seen in Q1 2025.
Total funding reached $2.6bn, marking a 32% decline from the $3.9bn raised in Q2 2024 but an 12% increase from the $2.3bn recorded in Q1 2025.
The average deal size in Q2 2025 was $18.7m, compared to $22.4m in Q2 2024 and $20.9m in Q1 2025, suggesting a market shift towards a greater number of mid-sized transactions.
Deals under $100m grew by a third in the quarter as investors prioritised smaller deals
Funding from deals under $100m totalled $1.4bn in Q2 2025, flat compared to the $1.4bn raised in Q2 2024 and 34% higher than the $1.0bn recorded in Q1 2025.
Larger deals of $100m or more brought in $1.2bn, down 51% from the $2.5bn secured in Q2 2024 and 7% lower than the $1.3bn raised in Q1 2025.
The sustained slowdown in high-value transactions indicates that investor appetite for major funding rounds remains muted, with capital more evenly spread across smaller and mid-tier deals.
Altruist, a US-based WealthTech platform catering to independent registered investment advisors (RIAs), closed one of the largest global WealthTech deals of the quarter with a $152m Series F funding round
The funding round was led by Singapore’s GIC.
Valued at approximately $1.9bn, Altruist offers a vertically integrated, self-clearing brokerage and custodial solution, enabling advisors to efficiently manage client portfolios through features like fractional share trading, tax tools, fixed income trading, and high-yield cash accounts.
With over 4,700 advisors on its platform and assets under management tripling for two consecutive years, the company has emerged as a critical player in reshaping the infrastructure layer of wealth management.
The capital will be used to deepen product innovation and scale operations as Altruist continues to modernise advisor workflows and expand access to institutional-grade financial advice through its digital-first ecosystem.
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