Key global WealthTech investment stats in H1 2026:
- Global WealthTech deal activity grew 21% YoY
- US companies secured over half of all deals in H1 to strengthen the country’s dominance in the global WealthTech market
- Upvest, an API-driven investment infrastructure provider serving banks, brokers and wealth managers across Europe and the UK, raised $90m in a funding round, making it one of the biggest WealthTech deals in the first half of the year
Global WealthTech deal activity grew 21% YoY
Global WealthTech market recorded 443 deals in H1 2026, broadly flat against the 442 transactions completed in H2 2025 and up 21% from 365 deals in H1 2025.
Funding moved in the opposite direction, with $3.4bn raised during the period, down 33% from $4.7bn in H1 2025 and 33% from $5.1bn in H2 2025.
The stability in deal volumes alongside a sharp decline in funding points to a contraction in average deal sizes.
Capital has continued to flow into the sector, but the larger transactions that sustained funding levels in prior periods were less in evidence during H1 2026.
US companies secured over half of all deals in H1 to strengthen the country’s dominance in the global WealthTech market
US retained its position as the most active global WealthTech market in H1 2026, recording 233 deals and a 53% share of total activity.
This compares with 157 deals and a 43% share in H1 2025, a 48% rise in volume that also pushed its proportional standing considerably higher.
India climbed from third place in H1 2025, where it recorded 22 deals and a 6% share, to second in H1 2026 with 32 deals and a 7% share, a 45% increase in volume and a modest gain in its share of overall activity.
UK slipped from second place in H1 2025, where it recorded 38 deals and a 10% share, to third in H1 2026 with 28 deals and a 6% share, a 26% decline in volume and a meaningful narrowing of its proportional standing.
The ranking shift between India and the UK is the most notable development of the period.
India’s rise and the UK’s retreat suggests a gradual rebalancing of global WealthTech deal flow, with the US consolidating its dominance while Asian markets strengthen their position relative to Europe.
Upvest, an API-driven investment infrastructure provider serving banks, brokers and wealth managers across Europe and the UK, raised $90m in a funding round, making it one of the biggest WealthTech deals in the first half of the year
The round was led by Sapphire Ventures and Tencent, with participation from Bessemer Venture Partners and BlackRock.
Berlin-based Upvest provides regulated infrastructure supporting trading, custody and back-office operations, enabling financial institutions to offer investment services without building these systems in-house, and currently processes more than 100 million client orders annually across over 30 institutions including Revolut, N26, DKB and Raisin.
The raise comes just 12 months after the company’s Series C and will be used to enhance local tax handling capabilities, simplify the deployment of pension products across European markets and develop AI-supported investment features leveraging real-time execution APIs.
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