Key global WealthTech investment stats in Q3 2025:
- Global WealthTech investments nearly halved YoY in Q3
- Deals over $100m plummeted by 95% as investors diversified and opted for smaller deals
- Yieldstreet, a leading US WealthTech platform democratising access to private market investments, secured one of the biggest WealthTech deals of the quarter with a $77m capital raise
Global WealthTech investments nearly halved YoY in Q3
In Q3 2025, the global WealthTech sector experienced a notable decline in total funding compared to both the previous quarter and the same period last year, despite stable deal activity.
A total of 157 deals were recorded, largely unchanged from the 158 deals completed in Q3 2024 and 15% higher than the 137 deals seen in Q2 2025.
However, total funding dropped sharply to $1.8bn, down 48% from $3.5bn in Q3 2024 and 36% below the $2.8bn raised in Q2 2025.
The average deal size in Q3 2025 stood at $11.5m, compared to $22.2m in Q3 2024 and $20.5m in Q2 2025, highlighting a market shift towards smaller investment rounds as investors prioritised early-stage opportunities over large-scale capital deployments.
Deals over $100m plummeted by 95% as investors diversified and opted for smaller deals
Funding from deals under $100m reached $1.7bn in Q3 2025, up 17% from the $1.5bn recorded in Q3 2024 and 22% higher than the $1.4bn raised in Q2 2025.
Conversely, large deals valued at $100m or more fell drastically to $100m in Q3 2025, representing a 95% drop from $2bn in Q3 2024 and a 93% fall from $1.4bn in Q2 2025.
This steep decline in big-ticket transactions underscores a more cautious funding environment, with investors favouring smaller, more diversified bets across multiple WealthTech segments rather than concentrating capital in a few major rounds.
The data reflects a sector recalibrating towards sustainability and growth efficiency amid continued global market uncertainty.
Yieldstreet, a leading US WealthTech platform democratising access to private market investments, secured one of the biggest WealthTech deals of the quarter with a $77m capital raise
Which was led by Tarsadia Investments, alongside participation from existing backers Mayfair Equity Partners, Edison Partners, Cordoba Advisory Partners (CAP), and Kingfisher Investment Advisors, as well as new investor RedBird Capital Partners.
The company provides retail and accredited investors with access to alternative asset classes such as real estate, corporate credit, and private equity — areas traditionally reserved for institutional investors.
Yieldstreet leverages advanced technology and data-driven tools to simplify private market investing, with recent innovations including Yieldstreet 360, an automated solution designed to streamline portfolio management and improve investor accessibility.
The fresh funding will be used to enhance its platform capabilities, scale its product suite, and accelerate the integration of private markets into mainstream investor portfolios.
With the addition of new board members from RedBird Capital and Kingfisher Investment Advisors, Yieldstreet is strengthening its strategic leadership to capitalise on the growing convergence of regulatory evolution, digital innovation, and investor appetite for alternative assets.
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