FundedIQ

Recently Funded Financial Services Startups in Palo Alto

Updated Aug 2026

FundedIQ holds 25 funded Financial Services startups in Palo Alto and keeps their funding rounds, amounts, investors, industries, locations and company details up to date. This page provides an overview of the Financial Services startup funding landscape in Palo Alto, along with the 25 most recently funded Financial Services startups in Palo Alto.

The median disclosed round is $36M, with the middle half of rounds falling between $10M and $85M. Financial Services startups in Palo Alto closed 10 funding rounds over the last 24 months, 3 of them in the last 12 months, and raised $894M in disclosed capital.

Palo Alto financial services firms lean toward early growth stages. Small teams dominate the region, though a few larger organizations create a stark contrast in scale. This split means a mix of seed stage agility and established corporate structure. Sourcing efforts find a heavy concentration of lean startups alongside rare, scaled enterprises.

Financial Services funded startup statistics in Palo Alto

Funded Financial Services startups in Palo Alto
25
tracked in the database
Funding rounds, last 12 months
3
10 over 24 months
Disclosed capital raised, 24 months
$894M
10 of 10 rounds disclosed an amount
Median round size
$36M
middle half $10M to $85M

Most recent funding round on record: Feb 2026.

25 most recently funded Financial Services startups in Palo Alto

25 shown

Ordered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.

V
Palo Alto, United States · Financial Services
VaultPay integrates social connections with financial transactions, fostering seamless money transfers and…
Pre-Seed ·
$20k
P
Palo Alto, United States · Financial Services
Point is a home equity platform that helps homeowners access equity financing in exchange for a fractional…
Series Unknown ·
$390M
T
Palo Alto, United States · Financial Services
Established in 2023, Tensec is a worldwide fintech company that assists small and medium-sized businesses in…
Series Unknown ·
$60M
B
Palo Alto, United States · Financial Services
Boba Network is an EVM-equivalent hybrid computing platform built on an optimistic rollup architecture,…
Series Unknown ·
$70M
D
Palo Alto, United States · Financial Services
Dinari provides worldwide employee stock options and incentive management services, covering various aspects…
Series A ·
$13M
I
Palo Alto, United States · Financial Services
ItsWare is a SaaS company that helps companies manage and track physical assets and tools.
Seed ·
$860k
D
Palo Alto, United States · Financial Services
Drip Capital specializes in providing trade financing services for small and medium-sized enterprises (SMEs)…
Series Unknown ·
$90M
C
Palo Alto, United States · Financial Services
Coris is a modern risk infrastructure for vertical Software-a-as-Service companies and payment processors.…
Seed ·
$3.7M
M
Martis Capital
Palo Alto, United States · Financial Services
Martis Capital is an investment fund specializing in the healthcare industry in North America, catering to…
Series Unknown ·
Undisclosed
E
Escalon Services
Palo Alto, United States · Financial Services
Private Equity ·
Undisclosed
T
Palo Alto, United States · Financial Services
TripActions is the modern business travel platform that combines the latest AI-driven personalization with…
Series G ·
$154M
S
Palo Alto, United States · Financial Services
Step is a financial services company that builds mobile-based banking for teenagers. It helps teens and young…
Debt Financing ·
$300M
N
Palo Alto, United States · Financial Services
Nibiru is a new crypto derivatives protocol.
Seed ·
$7.5M
H
Palo Alto, United States · Financial Services
Higlobe is an international payment platform for overseas freelancers, contractors, and independent workers…
Series A ·
$14M
A
Palo Alto, United States · Financial Services
Aptos is a web3 startup that forms a versatile Layer 1 blockchain. The organization was established in 2021…
Venture - Series Unknown ·
Undisclosed
W
Palo Alto, United States · Financial Services
Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long…
Convertible Note ·
$70M
A
Palo Alto, United States · Financial Services
Amberdata is defining the Cryptoeconomics data provider category. By combining validated blockchain and…
Series B ·
$30M
A
Palo Alto, United States · Financial Services
Ascend is a modern, all-in-one payments solution purpose-built for insurance. We automate insurance payments…
Debt Financing ·
$250M
P
Palo Alto, United States · Financial Services
PNDORAS BOX was started as a result of being a kid I used games as an outlet to escape reality. It helped me…
Pre-Seed ·
$100k
L
Palo Alto, United States · Financial Services
Ladder is a digital life insurance company that offers flexible term coverage in minutes saving policyholders…
Series D ·
$100M
N
Palo Alto, United States · Financial Services
Non-fungible Technologies, Inc. is at the forefront of decentralized financial services and technologies…
·
$2.8M
N
Palo Alto, United States · Financial Services
Next Insurance is an online-based insurance company for entrepreneurs and small businesses. The company's…
Series E ·
$250M
E
Palo Alto, United States · Financial Services
EquityBee helps startup employees get the money they need to exercise their stock options before they expire.…
Series A ·
$20M
H
Palo Alto, United States · Financial Services
Hippo automates the process and modernized coverage for homeowners to change the way people safeguard their…
·
$350M
P
Palo Alto, United States · Financial Services
Pando has created a new financial tool for people in high volatility careers. We connect individuals with…
·
$8.5M

Funding stages of funded Financial Services startups in Palo Alto

How the last 24 months of funding rounds for funded Financial Services startups in Palo Alto break down by stage.

Stage
Rounds, last 24 months

A further 6 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in Palo Alto

FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.

Figures on this page cover the 25 funded Financial Services startups in Palo Alto currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (0 of 10 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in Palo Alto is dated Feb 2026.

The table above shows the 25 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.

Frequently asked questions

How many funded Financial Services startups are there in Palo Alto?

FundedIQ tracks 25 funded Financial Services startups in Palo Alto. This page lists the 25 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.

How much funding have Financial Services startups in Palo Alto raised?

Financial Services startups in Palo Alto tracked by FundedIQ have raised $894M in disclosed capital across 10 funding rounds over the last 24 months, including 3 rounds in the last 12 months. 10 of those 10 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

What is a typical funding round size for Financial Services startups in Palo Alto?

The median disclosed round over the last 24 months is $36M, and the middle half of rounds fall between $10M and $85M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

What is the most common funding stage for Financial Services startups in Palo Alto?

Seed is the most common labelled stage, with 2 rounds in the last 24 months, ahead of Pre-Seed (1) and Series A (1). A further 6 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in Palo Alto updated?

The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in Palo Alto is dated Feb 2026. Counts and totals on this page are recomputed on every refresh.

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