Key global WealthTech investment stats in H1 2025:
- Global WealthTech deal activity plummeted by 68% YoY in H1 2025
- US WealthTech companies secured half of all deals as the country cemented its position as global market leader
- Altruist, a US-based WealthTech platform catering to independent registered investment advisors (RIAs), closed one of the largest global WealthTech deals of H1 2025 with a $152m Series F funding round
Global WealthTech deal activity plummeted by 68% YoY in H1 2025
In H1 2025, the global WealthTech sector experienced a significant contraction, with deal volume falling to 252 transactions—down 68% from the 778 deals recorded in H1 2024.
This sharp decline was mirrored in funding levels, which dropped by 63% YoY to $5bn from $13.3bn in H1 2024.
The steep downturn in both capital invested and deal count indicates a widespread pullback in investor appetite for WealthTech, likely driven by persistent macroeconomic pressures and a more selective approach to capital allocation within the broader FinTech landscape.
US WealthTech companies secured half of all deals as the country cemented its position as global market leader
Geographically, the top 10 deals in H1 2025 remained dominated by the United States, which increased its share to five deals, up from two in the previous year.
The United Kingdom, which had led H1 2024 with three of the top deals, saw its presence reduced to a single deal.
Notably, Mexico, Australia, Canada, and Singapore each secured one top deal in H1 2025, signalling a modest degree of geographical diversification.
By contrast, H1 2024’s top 10 deals were more widely distributed, featuring one deal each from China, Jersey, Spain, and the Philippines—markets absent from the 2025 list.
While H1 2025’s cohort is less diverse overall, it still reflects a global spread, albeit with a more concentrated focus on established financial centres.
The evolving mix suggests a recalibration of global WealthTech priorities, with funding consolidating in a smaller number of mature or emerging hubs.
Altruist, a US-based WealthTech platform catering to independent registered investment advisors (RIAs), closed one of the largest global WealthTech deals of H1 2025 with a $152m Series F funding round
The funding round was led by Singapore’s GIC.
Valued at approximately $1.9bn, Altruist offers a vertically integrated, self-clearing brokerage and custodial solution, enabling advisors to efficiently manage client portfolios through features like fractional share trading, tax tools, fixed income trading, and high-yield cash accounts.
With over 4,700 advisors on its platform and assets under management tripling for two consecutive years, the company has emerged as a critical player in reshaping the infrastructure layer of wealth management.
The capital will be used to deepen product innovation and scale operations as Altruist continues to modernise advisor workflows and expand access to institutional-grade financial advice through its digital-first ecosystem.
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