Key US WealthTech investment stats in Q1 2026:
- US WealthTech deal activity jumped 83% YoY in Q1
- Californian and New York firms secured two top deals each as top 10 US WealthTech deals diversified with participation from six other states
- Jump, an AI platform built for financial advisors and financial services professionals, raised $80m in a Series B round, making it one of the biggest US WealthTech deals of the quarter
US WealthTech deal activity jumped 83% YoY in Q1
US WealthTech investment in Q1 2026 reached $948.9m across 82 deals, representing an 83% increase in funding compared to the $517.5m raised across 42 deals in Q1 2025.
Deal volume doubled over the same period, rising by 95%, suggesting that the growth in capital raised was driven by a broad expansion in transaction activity rather than simply a handful of outsized deals.
The average deal value in Q1 2026 stood at $11.6m, broadly in line with the $12.3m recorded in Q1 2025, indicating that deal sizes remained relatively stable even as the overall volume of activity surged.
Taken together, the data points to a sector in robust health, with investor appetite for US WealthTech widening considerably compared to the same period a year prior.
Californian and New York firms secured two top deals each as top 10 US WealthTech deals diversified with participation from six other states
The state-level breakdown of the top 10 deals in Q1 2026 reveals a notable broadening of geographic spread compared to Q1 2025, with capital flowing into a wider range of states than before.
New York and California both featured in the top 10 across both periods, though their combined dominance eased, with New York’s share falling from four deals to two and California’s from three to two, reflecting a more distributed landscape at the larger end of the market.
Illinois and Texas made new appearances in Q1 2026, joining a top 10 that also included Utah, Georgia, Iowa and Nevada, none of which featured in Q1 2025.
In contrast, Massachusetts, New Jersey and Wyoming, each of which secured a top deal in Q1 2025, were absent from the Q1 2026 list.
The overall picture is one of healthy diversification, with WealthTech investment spreading beyond its traditional coastal strongholds and taking root across a broader swathe of the country.
Jump, an AI platform built for financial advisors and financial services professionals, raised $80m in a Series B round, making it one of the biggest US WealthTech deals of the quarter
The round was led by Insight Partners, with new investors F-Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners joining existing backers Battery Ventures, Sorenson Capital, Pelion Venture Partners and Citi Ventures, bringing Jump’s total capital raised to $105m.
The company was founded in 2023 and has scaled to 27,000 advisors in under two years, adding more than 2,000 new advisors per month, with nearly one in ten US financial advisors now using its platform.
Its client base spans independent advisors, enterprise registered investment advisors such as Focus Financial Partners and Merit Financial Advisors, broker-dealers including LPL Financial and Cetera, and financial institutions such as Allianz Life and Manulife.
The platform has processed the equivalent of 183 continuous years of client meetings, supporting firms that collectively manage an estimated $12tn in client assets.
Proceeds will fund product research and development as Jump builds towards an AI-native operating system for advisory firms, expanding beyond its meeting assistant into a broader intelligence and orchestration layer covering compliance, client engagement and agentic, insight-driven capabilities.
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