Key Global WealthTech investment stats in H1 2025:
- Global WealthTech funding fell by 66% YoY in H1
- At current investment pace, funding is projected to drop by 46% in 2025
- Deals over $100m plummeted by 70% YoY as investors tighten purse strings
- Stash, the New York-based WealthTech platform making wealth-building accessible to everyday consumers, closed one of the biggest WealthTech deals of the first half with a $146m Series H funding round
Global WealthTech funding fell by 66% YoY in H1
In H1 2025, the Global WealthTech sector saw both deal activity and funding contract compared to the previous year.
A total of 247 deals were recorded, down 68% from the 778 deals completed in H1 2024 and 15% lower than the 291 deals in H2 2024.
Funding reached $4.5bn, a 66% decline from the $13.3bn raised in H1 2024 and 24% below the $5.9bn recorded in H2 2024.
This significant downturn highlights continued caution among investors, with capital deployment slowing sharply from the highs seen in early 2024.
At current investment pace, funding is projected to drop by 46% in 2025
If the H1 2025 trend were to continue across the rest of the year, 2025 would close with around 494 deals and $8.9bn in total funding.
This would represent a 52% fall in deal volume compared to the 1,069 deals completed in 2024 and a 46% decrease in total funding relative to the $19.2bn raised last year.
Such a trajectory signals a challenging year for the WealthTech sector, with both investor appetite and overall market activity markedly reduced.
Deals over $100m plummeted by 70% YoY as investors tighten purse strings
Deals under $100m accounted for $2.5bn in H1 2025, down 62% from the $6.5bn raised in H1 2024 and 13% lower than the $2.8bn recorded in H2 2024.
Larger deals valued at $100m or more totalled $2bn in H1 2025, representing a 70% fall from the $6.8bn raised in H1 2024 and a 34% decline compared to the $3.1bn seen in H2 2024.
This parallel contraction across both small and large deals reflects a broad-based slowdown, with fewer mega-deals and a reduced appetite for mid-market funding rounds alike.
Stash, the New York-based WealthTech platform making wealth-building accessible to everyday consumers, closed one of the biggest WealthTech deals of the first half with a $146m Series H funding round
The round was led by Goodwater Capital alongside existing backers.
With over 1.3m paying subscribers and $4.3bn in assets under management, Stash has established itself as a key player in AI-driven financial planning by combining automated investing tools, educational content, and a user-friendly app to help individuals build long-term financial health.
The new capital will accelerate the development of its recently launched Money Coach AI, which delivers personalised financial guidance on investment choices and portfolio diversification in real time.
Already recording over 2.2m user interactions, the AI tool has proven effective in prompting users to take immediate financial action, reinforcing Stash’s mission to democratise wealth management and transform personal finance through technology at scale.
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