Key Global WealthTech investment stats in Q4 2025:
- Global WealthTech deal activity grew by 23% YoY
- India emerged as one of the top WealthTech hubs as companies based in the country secured 46% of all deals globally
- Range, an AI-powered wealth management platform delivering automated, institutional-grade financial planning to US consumers, completed one of the biggest WealthTech deals of the quarter after the company raised $60m in a Series C funding round
Global WealthTech deal activity grew by 23% YoY
Global WealthTech funding increased strongly towards the end of 2025, while deal activity also rose compared with the previous year.
Companies raised $3.6bn in Q4 2025, representing a 49% increase from the $2.4bn recorded in Q4 2024.
Deal volume reached 216 transactions, marking a 23% increase from 176 deals recorded a year earlier.
Compared with Q3 2025, funding rebounded significantly from $1.8bn, while deal activity edged down slightly from 227 transactions, suggesting larger deal sizes during the final quarter of the year.
India emerged as one of the top WealthTech hubs as companies based in the country secured 46% of all deals globally
The US remained the most active WealthTech market globally with 99 deals (46% share) in Q4 2025, a 27% increase from 78 deals (44% share) in Q4 2024.
India ranked second with 34 deals (16% share), emerging as a key hub for activity in the latest quarter.
The UK followed with 17 deals (8% share), representing a 13% increase from 15 deals (9% share) a year earlier.
Meanwhile, Japan, which had recorded 8 deals (5% share) in Q4 2024, no longer featured among the most active markets in Q4 2025, reflecting a shift in regional deal distribution within the global WealthTech landscape.
Range, an AI-powered wealth management platform delivering automated, institutional-grade financial planning to US consumers, completed one of the biggest WealthTech deals of the quarter after the company raised $60m in a Series C funding round
Which was led by Scale Venture Partners, with participation from Gradient Ventures, Cathay Innovation and 53 Stations, bringing total capital raised to over $100m.
The funding will accelerate hiring across AI, product and go-to-market functions while expanding enterprise partnerships and enhancing its AI wealth assistant Rai with predictive planning and proactive tax optimisation capabilities.
The US wealth management industry oversees more than $90tn in assets, yet only 1% of Americans have historically worked with a financial adviser, with Range targeting this underserved segment through lower-cost AI-driven planning.
The company currently manages $400m in AUM and $9.5bn in AUA across 5,000+ high-net-worth clients across all 50 states.
It has delivered 300% YoY revenue growth.
Rai now handles thousands of financial queries each month, it has reduced messaging to human advisers by 50%.
Range is also developing additional AI agents focused on compliance, tax optimisation and investment guidance while preparing to expand into broker-dealer services and scale West Coast operations.
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