Key Global WealthTech investment stats in Q1 2025:
- Global WealthTech funding dropped by 75% YoY in Q1
- Indian companies secured a third of the top 10 deals to emerge as global WealthTech market leaders for the quarter
- Zolve, a neobank focused on providing seamless financial access to high-skilled global citizens relocating to the US, secured the biggest Indian WealthTech deal of the quarter with a $51m Series B funding round
Global WealthTech funding dropped by 75% YoY in Q1
In 2025, the global WealthTech sector experienced a sharp contraction in both deal volume and capital raised.
The total number of transactions dropped to 112, representing an 81% fall from the 605 deals recorded in 2024.
Funding followed a similar trend, with total capital raised plunging to $2.3bn in 2025 — down 75% from the $9.4bn raised the previous year.
This dramatic decline points to a significant cooling of investor sentiment within the WealthTech space, likely influenced by shifting capital deployment priorities, tighter funding environments, and broader economic headwinds.
Indian companies secured a third of the top 10 deals to emerge as global WealthTech market leaders for the quarter
Despite the downturn, the geographical mix of top 10 deals in 2025 highlighted notable diversity.
India led with three top deals, followed by France and the United Kingdom with two each, while the United States also secured two and Canada claimed one.
This marks a change from Q1 2024, where the United Kingdom led with three top deals, while the United States secured two and five other countries — China, Singapore, Jersey, Spain, and the Philippines — each featured once.
Notably, France and Canada entered the top ranks for the first time in 2025, while China and several Asia-Pacific nations dropped off the list.
The spread of top deals in 2025 reflects an increasingly multi-regional interest in WealthTech innovation, even amidst declining capital flows.
Zolve, a neobank focused on providing seamless financial access to high-skilled global citizens relocating to the US, secured one of the biggest Indian WealthTech deals of the quarter with a $51m Series B funding round
The round was led by Creaegis, alongside participation from HSBC, SBI, GMO, DG Daiwa, and existing investors such as Accel and Lightspeed Venture Partners.
Positioned at the intersection of cross-border finance and wealth management, Zolve leverages users’ home-country credit data to offer credit cards and checking accounts from day one in the US, bypassing traditional barriers like the absence of local credit history.
With 750,000 customers and over$1.2bn in transactions processed to date, the startup is expanding its WealthTech capabilities by introducing tailored loan products—starting with auto loans—and enabling equitable asset acquisition for expats.
This equity injection will power Zolve’s ambitions to extend its wealth-building platform into Canada this year, followed by entry into the UK and Australia, as it scales its connected global financial infrastructure for internationally mobile professionals.
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