Key global WealthTech investment stats in Q1 2026:
- Global WealthTech deal activity grew by 10% YoY
- US firms secured over half of all global WealthTech deals to dominate the marketplace in Q1
- Jump, an AI platform built for financial advisors and financial services professionals, raised $80m in a Series B round, marking one of the biggest WealthTech deals of the quarter
Global WealthTech deal activity grew by 10% YoY
Global WealthTech activity picked up in Q1 2026, with 238 deals completed and $2.6bn raised during the quarter.
While funding fell 27% from the $3.6bn recorded in Q4 2025, deal volume edged up 10% from 216 transactions in the same period, suggesting that investor appetite remained broadly intact even as capital deployment pulled back from the highs of the previous quarter.
Compared with Q1 2025, when 172 deals raised $1.9bn, both volume and funding rose considerably, up 38% and 42% respectively, pointing to a sector that has grown meaningfully on a year-over-year basis despite the sequential dip in funding.
US firms secured over half of all global WealthTech deals to dominate the marketplace in Q1
The US tightened its grip on global WealthTech activity in Q1 2026, accounting for 125 deals and a 53% share of total transactions, up sharply from 66 deals and a 38% share in Q1 2025.
The UK held second place in both periods, recording 20 deals and an 8% share in Q1 2026 against 19 deals and an 11% share a year earlier.
While deal numbers were broadly stable, the UK’s share of global activity narrowed as the US absorbed a greater proportion of transactions.
India retained third position with 19 deals and an 8% share, compared with 13 deals and an 8% share in Q1 2025, a modest rise in volume that kept its relative standing unchanged.
The most notable shift across the period is the marked concentration of activity in the US, whose growing dominance suggests that investors are increasingly channelling capital into the most established WealthTech ecosystem at the expense of a more distributed global spread.
Jump, an AI platform built for financial advisors and financial services professionals, raised $80m in a Series B round, marking one of the biggest WealthTech deals of the quarter
The round was led by Insight Partners, with new investors F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners joining existing backers Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures, bringing Jump’s total capital raised to $105m.
The company was founded in 2023 and has scaled to 27,000 advisors in under two years, adding more than 2,000 new advisors per month, with nearly one in ten US financial advisors now using its platform.
Its client base spans independent advisors, enterprise registered investment advisors such as Focus Financial Partners and Merit Financial Advisors, broker-dealers including LPL Financial and Cetera, and financial institutions such as Allianz Life and Manulife.
The platform has processed the equivalent of 183 continuous years of client meetings, supporting firms that collectively manage an estimated $12tn in client assets.
Proceeds will fund product research and development as Jump builds towards an AI-native operating system for advisory firms, expanding beyond its meeting assistant into a broader intelligence and orchestration layer covering compliance, client engagement and agentic, insight-driven capabilities.
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