FundedIQ

Recently Funded Financial Services Startups in Phoenix

Updated Sep 2026

There are 10 funded Financial Services startups in Phoenix in the FundedIQ database, each with its funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Financial Services startup funding landscape in Phoenix, along with the 10 most recently funded Financial Services startups in Phoenix.

The median disclosed round is $125M, with the middle half of rounds falling between $65M and $143M. Financial Services startups in Phoenix closed 5 funding rounds over the last 24 months, 2 of them in the last 12 months, and raised $660M in disclosed capital.

Phoenix financial services firms concentrate in the mid-stage growth phase. This creates a cluster of companies moving past initial seed hurdles into scaled operations. Sales cycles here meet teams with established budgets and professionalized procurement. Sourcing efforts find businesses with proven product-market fit and a need for institutional grade infrastructure.

Financial Services funded startup statistics in Phoenix

Funded Financial Services startups in Phoenix
10
tracked in the database
Funding rounds, last 12 months
2
5 over 24 months
Disclosed capital raised, 24 months
$660M
5 of 5 rounds disclosed an amount
Median round size
$125M
middle half $65M to $143M

Most recent funding round on record: May 2026.

10 most recently funded Financial Services startups in Phoenix

10 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.

T
Phoenix, United States · Financial Services
High-growth venture capital-backed companies turn to Trinity Capital (Trinity) as a preferred option for…
Series Unknown ·
$300M
W
Phoenix, United States · Financial Services
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their…
Series B ·
$65M
R
Phoenix, United States · Financial Services
RRA Capital is an institutional bridge lender and investment firm specializing in customized debt products…
Series Unknown ·
$27M
V
Phoenix, United States · Financial Services
Virtuous Software is a customer relationship management software solution helping charities raise more money.…
Series Unknown ·
$15M
H
Phoenix, United States · Financial Services
Heritage Family Offices specializes in taxation, wealth management, law, and insurance services. The firm…
Series Unknown ·
$8.7M
S
Phoenix, United States · Financial Services
Salucro's digital-first approach to patient billing and payments satisfies the demand for healthcare…
Series Unknown ·
$25M
N
Phoenix, United States · Financial Services
Nikkl provides capital to unicorn employees so that employees can exercise their vested options to purchase…
Seed ·
$5.0M
G
Phoenix, United States · Financial Services
Gravystack provides helps parents raise kids and teens with the skills, mindsets, and resources to build…
Seed ·
$5.2M
A
Atlas Healthcare Partners
Phoenix, United States · Financial Services
Atlas Healthcare Partners is a professional management specialized in deliver exceptional care and…
Corporate Round ·
Undisclosed
D
Phoenix, United States · Financial Services
Dovly is the first fully automated credit repair platform based on a sophisticated algorithm proven to…
Seed ·
$3.0M

About the FundedIQ Financial Services startup funding data in Phoenix

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 10 funded Financial Services startups in Phoenix 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 5 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 Phoenix is dated May 2026.

The table above shows the 10 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 Phoenix?

FundedIQ tracks 10 funded Financial Services startups in Phoenix. This page lists the 10 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 Phoenix raised?

Financial Services startups in Phoenix tracked by FundedIQ have raised $660M in disclosed capital across 5 funding rounds over the last 24 months, including 2 rounds in the last 12 months. 5 of those 5 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

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

The median disclosed round over the last 24 months is $125M, and the middle half of rounds fall between $65M and $143M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

How often is the Financial Services startup funding data in Phoenix 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 Phoenix is dated May 2026. Counts and totals on this page are recomputed on every refresh.

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