Global WealthTech investments fell 62% QoQ as deals over $100m dry up in Q2 2026

global WealthTech investment Q2 2026

Key global WealthTech investments stats in Q2 2026:

  • Global WealthTech investments fell 62% QoQ in Q2
  • Deals over $100m dropped 87% as investors prioritised smaller deals
  • Festina Finance, a WealthTech operating cloud-based platforms for advisory, pension policy management and capital administration, secured a funding round of $28.8m, making it one of the biggest global WealthTech deals of the quarter

Global WealthTech investments fell 62% QoQ in Q2

Global WealthTech raised $932.2m across 151 deals in Q2 2026, down 62% in funding from the $2.5bn recorded across 161 deals in Q1 2026, with deal volume also 6% lower.

Against the same quarter a year earlier, funding fell 67% from the $2.8bn raised across 137 deals in Q2 2025, whilst deal volume was 10% higher.

The pattern of declining funding set against relatively resilient deal counts points to a market where activity is being sustained by smaller transactions rather than large-scale deployments of capital.

Average deal size was $20.5m in Q2 2025, falling to $15.4m in Q1 2026 and further to $6.2m in Q2 2026, a sharp compression that underscores how dramatically the character of investment in the sector has shifted over the period.

Deals over $100m dropped 87% as investors prioritised smaller deals

The breakdown by deal size tells a consistent story across both categories.

Funding from transactions under $100m reached $782.2m in Q2 2026, down 44% from the $1.4bn recorded in Q2 2025 and down 42% from the $1.3bn seen in Q1 2026.

Larger deals of $100m or more came in at $150m in Q2 2026, down 89% from the $1.4bn recorded in Q2 2025 and down 87% from the $1.1bn seen in Q1 2026.

The collapse in high-value transactions is the defining feature of Q2 2026 and accounts for the bulk of the overall funding decline.

With larger deals now representing just 16% of total funding compared to 50% in Q2 2025, the market has undergone a significant structural shift, at least for now, towards smaller and more cautious investment activity.

Festina Finance, a WealthTech operating cloud-based platforms for advisory, pension policy management and capital administration, secured a funding round of $28.8m, making it one of the biggest global WealthTech deals of the quarter

The investment was made by Birchway Capital, with existing shareholder Netcompany, the IT consulting and software provider, also increasing its stake from 20% to 22% following the transaction.

From a WealthTech perspective, Festina Finance occupies an increasingly important position in the digital pension and financial planning infrastructure stack, offering two distinct but complementary platforms: Festina Advisor, which equips financial planning businesses with advisory and planning tools, and Festina Life and Pensions, a cloud-native platform handling the full lifecycle of pension policy administration.

Netcompany’s deepened involvement also points to tighter product integration, with Festina Finance’s core pension capabilities being embedded into Netcompany’s AMPLIO Life and Pension platform and further collaboration delivered through Netcompany Banking Services via Festina Advisor.

Founded in 2007, the company has built a durable and scalable model across one of WealthTech’s most complex and regulated product categories.

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