Key US WealthTech investment stats in Q3 2025:
- US WealthTech investments halved YoY in Q3
- Average deal value dropped to $12.1m as investors prioritised smaller deals
- Savvy Wealth, a New York-based digital-first platform for financial advisors that modernises human-centred wealth management through advanced technology, secured one of the biggest US WealthTech deals of the third quarter with a $72m Series B funding round
US WealthTech investments halved YoY in Q3
In Q3 2025, the US WealthTech sector saw an increase in deal activity but a decline in overall funding compared to the same quarter last year.
A total of 71 deals were recorded in Q3 2025, representing a modest 15% increase from the 62 deals completed in Q3 2024.
However, total funding dropped sharply, with WealthTech firms raising $861m in Q3 2025—a 52% decline from the $1.8bn raised in Q3 2024.
This divergence between deal volume and funding highlights a cooling investment environment, as investors continue to participate in deals but with smaller cheque sizes YoY.
When comparing Q2 to Q3 2025, there was a slight increase in deal volume as the number of deals rose from 68 to 71 deals, marking a 4% QoQ increase.
Despite this, overall funding fell by 29% from $1.2bn in Q2 2025, indicating a notable reduction in capital deployed per deal.
This suggests that while investor activity remained steady, deal sizes became smaller as firms adopted a more cautious investment stance.
Average deal value dropped to $12.1m as investors prioritised smaller deals
The average deal value in Q3 2025 was $12.1m, a significant decline from the $28.8m average in Q3 2024 and lower than the $17.9m average recorded in Q2 2025.
This continued downward trend in average deal size reflects a broader investor preference for smaller, lower-risk deals, as market participants balance exposure amid persistent macroeconomic uncertainty and evolving wealth management technologies.
Savvy Wealth, a New York-based digital-first platform for financial advisors that modernises human-centred wealth management through advanced technology, secured one of the biggest US WealthTech deals of the third quarter with a $72m Series B funding round
The funding round was led by Industry Ventures, with participation from new investors Vestigo Ventures and Euclidean Capital, alongside existing backers Canvas Ventures, Thrive Capital, Brewer Lane Ventures and The House Fund.
This brought Savvy Wealth’s total funding to over $100m.
The company provides an integrated platform that blends AI-driven insights with personalised financial advisory tools, enabling advisors to scale efficiently while delivering tailored investment, estate and financial planning services.
The fresh capital will accelerate the firm’s technology roadmap, drive AI innovation across its advisor ecosystem and support the recruitment of independent advisors to its RIA arm, Savvy Advisors.
Having added nearly $500m in assets in 2025 and grown assets under management by 500% since early 2024 to surpass $2bn, Savvy Wealth continues to strengthen its position as a leading WealthTech innovator combining technology, data intelligence and human expertise to redefine modern financial advice.
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