Key Global WealthTech investment stats in Q2 2026:
- Global WealthTech funding dropped 67% YoY in Q2
- US companies secured half of the top 10 deals to cement the country’s position as the global WealthTech hub
- Moment, an AI operating system purpose-built for investment management, raised $78m in a Series C round, making it one of the top WealthTech deals of the second quarter
Global WealthTech funding dropped 67% YoY in Q2
Global WealthTech investment in Q2 2026 reached $932m across 151 deals, representing a 67% decline in funding compared to the $2.8bn raised across 137 deals in Q2 2025.
Deal volume, by contrast, rose by 10% over the same period, creating a striking divergence between transaction activity and capital deployed.
The average deal value fell sharply to $6.2m in Q2 2026, down from $20.5m in Q2 2025, indicating that while more deals were completed, they were considerably smaller in scale.
The pattern suggests a meaningful shift in investor behaviour, with capital being spread more broadly across earlier-stage or smaller opportunities rather than concentrated into the kind of large-ticket transactions that characterised the same period a year prior.
US companies secured half of the top 10 deals to cement the country’s position as the global WealthTech hub
The country-level breakdown of the top 10 deals in Q2 2026 points to a modest broadening of geographic representation compared to Q2 2025, even as the US retained its position at the top of the table.
The US accounted for five of the top 10 deals in Q2 2026, down from six in Q2 2025, reflecting a slight easing of its dominance at the larger end of the market.
India, UK and Australia all featured in both periods, providing a thread of consistency across the two comparable quarters.
Germany and Denmark were new entrants in Q2 2026, each securing one top deal, suggesting that continental European WealthTech is beginning to produce transactions of greater scale.
Singapore, which contributed one top deal in Q2 2025, did not appear in Q2 2026, marking the only departure from the prior period’s country mix and hinting at some softening in the volume of significant deals emerging from South-East Asia.
Moment, an AI operating system purpose-built for investment management, raised $78m in a Series C round, making it one of the top WealthTech deals of the second quarter
The round was led by Index Ventures, with additional participation from Andreessen Horowitz, Avra and other existing investors, arriving less than ten months after the company’s $36m Series B, which was also led by Index Ventures.
The platform is now used by firms collectively overseeing more than $10tn in client assets, up from $300bn less than 18 months ago, with major institutions including Edward Jones, LPL Financial and Hightower Advisors among those building on the platform.
Moment replaces the fragmented patchwork of legacy investment management software with a single operating system that unifies trading, portfolio management and compliance across asset classes and currencies, enabling AI agents to operate end to end within a regulated environment.
Firms are deploying the platform to build custom portfolios from natural-language instructions, run multi-asset optimisation across entire account books, automate order and execution management and monitor accounts in real time against bespoke compliance rule sets.
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