FundedIQ

Funded Financial Services Startups in Boston

The largest disclosed round in this Boston financial-services set is MassDevelopment’s $337M (2025-01-17), which dwarfs the rest of the disclosed amounts;…

The largest disclosed round in this Boston financial-services set is MassDevelopment’s $337M (2025-01-17), which dwarfs the rest of the disclosed amounts; the next-largest disclosed figures in the visible list are in the tens to low hundreds (e.g., Hometap at $278M on 2024-10-03 and Circle at $400M on 2022-04-12). Two distinct funding-size tails appear alongside that top end: multiple “undisclosed” entries (10 of 42) and several very small disclosed rounds (e.g., Pebble Finance at $100K on 2022-03-11 and Veson Nautical at $100K on 2022-03-17).

Timing clusters show a dense run in 2024: from 2024-08-12 (Conduit, $6M) through 2024-10-16 (Herald, $12M), several rounds are disclosed in a narrow window. Stage mix is also skewed toward categories without a standard label: “Series Unknown” appears 11 times, while “undisclosed” appears 10 times. Rounds span 2020-05-10 (Hemista, $300K) through the most recent 2025-11-13 entry, Almond FinTech (undisclosed), for 42 rows total.

Most recent rounds

42 shown
A
Almond FinTech
Boston, United States · Financial Services
Venture - Series Unknown · Nov 2025
Undisclosed
L
Ledgebrook
Boston, United States · Financial Services
Series C · Jun 2025
$65M
N
Netcapital
Boston, United States · Financial Services
Series Unknown · Jun 2025
$480k
W
Wunderite
Boston, United States · Financial Services
Series Unknown · May 2025
$1.4M
L
Lightkeeper
Boston, United States · Financial Services
Series Unknown · Mar 2025
Undisclosed
M
MassDevelopment
Boston, United States · Financial Services
Series Unknown · Jan 2025
$337M
H
Herald
Boston, United States · Financial Services
Series A · Oct 2024
$12M
F
FutureMoney
Boston, United States · Financial Services
Pre-Seed · Oct 2024
$2.5M
H
Hometap
Boston, United States · Financial Services
Series Unknown · Oct 2024
$278M
C
Conduit
Boston, United States · Financial Services
Seed · Aug 2024
$6.0M
T
Truvius
Boston, United States · Financial Services
Pre-Seed · Jul 2024
$3.2M
N
Numerated
Boston, United States · Financial Services
Series Unknown · Jun 2024
Undisclosed
K
Kappa Pay
Boston, United States · Financial Services
Seed · Apr 2024
$5.0M
F
fama PR
Boston, United States · Financial Services
Series Unknown · Nov 2023
Undisclosed
C
Cicada
Boston, United States · Financial Services
Pre-Seed · Oct 2023
$9.7M
O
Openly
Boston, United States · Financial Services
Series D · Sep 2023
$100M
X
XDimensional Technologies
Boston, United States · Financial Services
Series Unknown · Aug 2023
Undisclosed
B
Breach Insurance
Boston, United States · Financial Services
Series Unknown · Jun 2023
Undisclosed
P
Physis Investment
Boston, United States · Financial Services
Series Unknown · Jun 2023
Undisclosed
C
Congress Wealth Management
Boston, United States · Financial Services
Series Unknown · Apr 2023
Undisclosed
G
Geode Capital Management
Boston, United States · Financial Services
Series Unknown · Apr 2023
$2.9M
P
Pathstone Federal Street
Boston, United States · Financial Services
Series Unknown · Mar 2023
Undisclosed
B
BitOoda
Boston, United States · Financial Services
Series A · Jan 2023
Undisclosed
F
Foundation
Boston, United States · Financial Services
Seed · Dec 2022
$7.0M
S
Stavvy
Boston, United States · Financial Services
Series Unknown · Dec 2022
$10M
P
PeopleHedge
Boston, United States · Financial Services
Seed · Sep 2022
$1.4M
F
Fiduciary Trust Company
Boston, United States · Financial Services
Venture - Series Unknown · Aug 2022
$6.0M
B
Bento
Boston, United States · Financial Services
Series A · Jul 2022
$8.1M
G
Gordon Brothers
Boston, United States · Financial Services
Debt Financing · Apr 2022
$300M
C
Circle
Boston, United States · Financial Services
Private Equity · Apr 2022
$400M
I
IndexZoo
Boston, United States · Financial Services
Seed · Apr 2022
$2.0M
F
Fishtail
Boston, United States · Financial Services
Seed · Mar 2022
$4.5M
V
Veson Nautical
Boston, United States · Financial Services
Private Equity · Mar 2022
$100k
P
Pebble Finance
Boston, United States · Financial Services
Seed · Mar 2022
$100k
A
Actium Liquidity Partners
Boston, United States · Financial Services
Debt Financing · Mar 2022
$4.6M
S
Sayata
Boston, United States · Financial Services
Series A · Jan 2022
$35M
T
Transmit Security
Boston, United States · Financial Services
· Jun 2021
$543M
K
Knox Financial
Boston, United States · Financial Services
Series A · Apr 2021
$10M
E
Esprezzo
Boston, United States · Financial Services
Seed · Mar 2021
$2.0M
O
Own Up
Boston, United States · Financial Services
Series B · Jan 2021
$12M
F
Finch
Boston, United States · Financial Services
· Sep 2020
$1.8M
H
Hemista
Boston, United States · Financial Services
· May 2020
$300k

Related listings

Frequently asked

What are the largest and smallest disclosed rounds in this Boston financial-services list, and how extreme are they?

The largest disclosed amount is Circle’s $400M (2022-04-12), far above the next-largest disclosed rounds such as MassDevelopment’s $337M (2025-01-17) and Hometap’s $278M (2024-10-03). The smallest disclosed amounts are $100K, appearing for Veson Nautical (2022-03-17) and Pebble Finance (2022-03-11).

How concentrated are rounds in the most recent period shown?

Within the last 90 days of the visible window, disclosed rounds include Ledgebrook’s $65M (2025-06-20), Netcapital’s $480K (2025-06-12), and Wunderite’s $1M (2025-05-14), while some later entries in that period remain undisclosed (e.g., Almond FinTech on 2025-11-13).

Is there a strong date cluster in 2024 rather than a smooth distribution?

Yes. Several financings cluster between 2024-10-03 and 2024-10-16, including Hometap at $278M (2024-10-03), Herald at $12M (2024-10-16), and FutureMoney at $3M (2024-10-09), indicating repeated deal flow in mid-October 2024.

Which stage or reporting labels dominate, based on what’s visible here?

The listings are heavily non-specific: “Series Unknown” occurs 11 times and “undisclosed” occurs 10 times across the 42 rows. By contrast, fully specified labeled rounds include examples like Openly’s Series D $100M (2023-09-21) and Ledgebrook’s Series C $65M (2025-06-20).

Are any rounds clear outliers compared to the rest of the disclosed amounts?

Circle’s $400M (2022-04-12) is an outlier at the top end, especially relative to many mid-single-digit and low-double-digit rounds such as Conduit $6M (2024-08-12), Kappa Pay $5M (2024-04-08), and Sayata $35M (2022-01-24). At the low end, $100K rounds for Veson Nautical (2022-03-17) and Pebble Finance (2022-03-11) sit far below most other disclosed figures.

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