Tag: portage ventures

Feathery, an AI operating and decisioning platform for financial services firms, has secured $30m in funding as it expands its technology across the insurance...

Flex, the AI-native private banking platform for high-net-worth business owners in the middle market, has secured a $70m Series B1 round to power the...

Key US WealthTech investment stats in Q3 2025: US WealthTech deal activity grew by 39% YoY in Q3 New York emerged as the main...

Agio Ratings, a digital asset risk intelligence firm founded in 2022, has raised $6m in fresh funding to accelerate its expansion in risk management for the digital asset sector.

Retirable, a retirement platform tailored for middle-income Americans, has secured $10m in a Series A funding round to expand its reach and enhance its smart retirement planning tools.

Conduit, a FinTech company specialising in stablecoin-powered cross-border payments, has raised $36m in a Series A funding round.

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

Alpaca, a US-based self-clearing broker-dealer and provider of brokerage infrastructure APIs, has raised $52m in a Series C funding round, reinforcing its position as a key player in the FinTech infrastructure space.

Boosted.ai, a generative AI company serving investment managers globally, has closed a $15m financing round.

Faye, the trailblazing travel platform, has successfully secured $31m in Series B funding, escalating its total capital to $49m.