Key US WealthTech investment stats in Q1 2026:
- US WealthTech funding surged by 95% YoY in Q1
- Funding surge was fuelled by 2.6x growth of deals over $100m
- GeoWealth, a turnkey asset management platform built specifically for registered investment advisors, raised $42.5m in an expansion of its Series C financing, marking one of the biggest US WealthTech deals of the quarter
US WealthTech funding surged by 95% YoY in Q1
US WealthTech raised $948.9m across 82 deals in Q1 2026, broadly flat in funding terms compared to the $936.4m recorded across 77 deals in Q4 2025, with both metrics up just 1% and 6% respectively.
The year on year picture is considerably more striking, with funding up 83% and deal volume up 95% from the $517.5m raised across 42 deals in Q1 2025.
Average deal size was $12.3m in Q1 2025, falling to $12.2m in Q4 2025 before rising to $11.6m in Q1 2026.
A relatively narrow range that suggests the composition of deal activity has remained fairly consistent across the period, even as the volume and value of transactions has grown materially on a year on year basis.
Funding surge was fuelled by 2.6x growth of large deals (over $100m)
The breakdown by deal size reveals a more nuanced picture beneath those headline figures.
Funding from transactions under $100m reached $563.9m in Q1 2026, up 54% from the $367.5m recorded in Q1 2025 but 23% below the $730.9m seen in Q4 2025.
Larger deals of $100m or more came in at $385m in Q1 2026, up 2.6x from the $150m recorded in Q1 2025 and 87% ahead of the $205.5m seen in Q4 2025.
The strength in high-value transactions is the standout feature of the most recent quarter and suggests that confidence among larger investors is returning with some conviction, even if activity at the smaller end of the market has tempered slightly from its Q4 2025 peak.
GeoWealth, a turnkey asset management platform built specifically for registered investment advisors, raised $42.5m in an expansion of its Series C financing, marking one of the biggest US WealthTech deals of the quarter
The investment was made by Goldman Sachs, with Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors remaining as minority investors alongside majority owner The Globe Resources Group.
The platform’s unified managed account framework enables advisors to combine multiple investment vehicles in a single account, enhancing diversification, personalisation and tax management, while providing streamlined access to private markets through private-only, public-private and blended models.
The raise builds on a partnership with Goldman Sachs Asset Management established in October 2024, focused on enabling RIAs to build open-architecture custom models for high-net-worth clients.
Proceeds will fund continued development of its technology platform and an expansion of its custom and public-private model capabilities.
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