Key global WealthTech investment stats in Q1 – Q3 2025:
- Global WealthTech deal activity halved YoY in Q1-Q3
- US continued to dominate the global WealthTech market as companies in the country secured 45% of all 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 WealthTech deals with a $72m Series B funding round
Global WealthTech deal activity halved YoY in Q1-Q3
In the first three quarters of 2025, the Global WealthTech market experienced a substantial contraction in both deal activity and funding.
The sector recorded 592 funding rounds, a 56% decrease from the 1,358 deals completed over the same period in 2024.
Total funding fell sharply to $6.5bn, representing a 61% decline from the $16.8bn raised in the first three quarters of 2024.
This significant drop in both investment volume and capital deployed highlights the challenging conditions facing the global WealthTech sector, as investors adopted a far more selective and conservative approach compared with the previous year.
US continued to dominate the global WealthTech market as companies in the country secured 45% of all deals
The US remained the most active WealthTech market globally, although activity declined to 264 deals (45% share) in the first three quarters of 2025, a 47% decrease from the 494 deals (36% share) recorded in 2024.
The UK followed with 56 deals (9% share), marking a 47% drop from 106 deals (8% share) the previous year.
India completed 44 deals (7% share), a 51% decline from the 90 deals (7% share) recorded in 2024.
Despite sizeable decreases in deal numbers across all three leading countries, each saw an increase in its share of global deal activity, indicating that while overall market conditions deteriorated sharply, these key markets strengthened their relative positioning within the global WealthTech landscape.
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 WealthTech deals 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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