FundedIQ

Recently Funded Private Equity Financial Services Startups

Updated Aug 2026

There are 88 funded Private Equity Financial Services startups in the FundedIQ database, each with its funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Private Equity Financial Services startup funding landscape, along with the 88 most recently funded Private Equity Financial Services startups.

The median disclosed round is $115M, with the middle half of rounds falling between $25M and $160M. New York and London hold the deepest concentrations of these companies. Private Equity Financial Services startups closed 9 funding rounds over the last 24 months, 9 of them in the last 12 months, and raised $545M in disclosed capital.

Institutional backing dominates this sector, with capital concentrated in New York and London. The presence of established private equity firms indicates a preference for scalable infrastructure over experimental prototypes. These companies possess significant staff levels, which implies a move toward operational maturity. Engagement here means dealing with professionalized management teams backed by disciplined capital.

Private Equity Financial Services funded startup statistics

Funded Private Equity Financial Services startups
88
tracked in the database
Funding rounds, last 12 months
9
9 over 24 months
Disclosed capital raised, 24 months
$545M
5 of 9 rounds disclosed an amount
Median round size
$115M
middle half $25M to $160M

Most recent funding round on record: Aug 2026.

88 most recently funded Private Equity Financial Services startups

88 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.

E
Chicago, United States · Financial Services
Edge Focus develops and operates an advanced fintech platform in the area of investment management.
Private Equity ·
Undisclosed
P
New York, United States · Financial Services
PEX Card is a corporate prepaid card solution provider for small and medium sized companies to control…
Private Equity ·
$160M
L
San Ramon, United States · Financial Services
Lumin Digital provides cloud-based digital banking services to financial institutions.
Private Equity ·
$115M
A
Arqaam Capital
Dubai, United Arab Emirates · Financial Services
Arqaam Capital is an investment bank that brings both regional and international investment options to…
Private Equity ·
Undisclosed
D
Toronto, Canada · Financial Services
DealMaker - Canada’s 3rd Fastest Growing Company 🚀 (Globe & Mail’s Report on Business) DealMaker is…
Private Equity ·
$20M
F
FundApps
London, United Kingdom · Financial Services
FundApps offers automated compliance monitoring services to financial institutions, including some of the…
Private Equity ·
Undisclosed
S
Pleasanton, United States · Financial Services
SavvyMoney is a venture funded, fintech company that provides integrated credit score and personal finance…
Private Equity ·
$225M
B
London, United Kingdom · Financial Services
Bite Investments is a global financial technology company, providing software-as-a-service (SaaS) to…
Private Equity ·
$25M
A
Malvern, United States · Financial Services
AKUVO focuses on the development and delivers necessary technology and services to the credit union industry.…
Private Equity ·
Undisclosed
E
Escalon Services
Palo Alto, United States · Financial Services
Private Equity ·
Undisclosed
S
Akron, United States · Financial Services
Private Equity ·
$200M
R
London, United Kingdom · Financial Services
Private Equity ·
$500M
C
New York, United States · Financial Services
Private Equity ·
$20M
F
Futur Pension
Stockholm, Sweden · Financial Services
Private Equity ·
Undisclosed
J
Jensen Partners
New York, United States · Financial Services
Private Equity ·
Undisclosed
M
Mumbai, India · Financial Services
Private Equity ·
$10M
A
Actinver
Lomas De Chapultepec, Mexico · Financial Services
Actinver specializes in investment management, retirement security, investment banking, digital investments…
Private Equity ·
Undisclosed
R
Kuala Lumpur, Malaysia · Financial Services
Revenue Monster - Empowering businesses to continuously thrive in the ever-changing consumer and digital…
Private Equity ·
$6.6M
P
El Dorado Hills, United States · Financial Services
Patra was founded in 2005 to enable insurance agents and brokers to issue certificates faster and more…
Private Equity ·
$146M
U
Universal Investment
Frankfurt, Germany · Financial Services
Universal-Investment is the largest independent investment company in German-speaking countries with EUR 462…
Private Equity ·
Undisclosed
D
Drawbridge
New York, United States · Financial Services
Drawbridge is a premier cybersecurity software and services firm specializing in the needs of hedge fund and…
Private Equity ·
Undisclosed
E
Escalate Capital Partners
Austin, United States · Financial Services
Escalate Capital Partners is a leading mezzanine firm focused exclusively on providing capital to…
Private Equity ·
Undisclosed
R
RIA Advisory
Coral Gables, United States · Financial Services
RIA Advisory is a financial services company based in United States.
Private Equity ·
Undisclosed
C
ClaimLogiq
Mount Pleasant, United States · Financial Services
ClaimLogiq is a financial services company based in United States.
Private Equity ·
Undisclosed
T
Thompson Street Capital Partners
St Louis, United States · Financial Services
Thompson Street Capital Partners is a private equity firm investing in service, manufacturing and…
Private Equity ·
Undisclosed
S
Moscow, Russia · Financial Services
SimpleEstate is a platform for commercial real estate investment that enables any investor to put their money…
Private Equity ·
$490k
G
New York, United States · Financial Services
Grasshopper is a client-first digital bank built for the business and innovation economy. Grasshopper…
Private Equity ·
$30M
B
San Francisco, United States · Financial Services
Edge has been a mission-driven charity that gives close consideration to the twofold primary concern of…
Private Equity ·
$250M
F
Fidelity Payment Services
New York, United States · Financial Services
Devotion is one of the biggest electronic installment suppliers in North America with branches across the US,…
Private Equity ·
Undisclosed
I
Concord, Canada · Financial Services
Protection Supermarket is a monetary administrations firm that offers a scope of customer protection and…
Private Equity ·
$100M
S
London, United Kingdom · Financial Services
Established by experienced money and innovation experts we are remarkably intended to help UK organizations.…
Private Equity ·
$47M
P
New York, United States · Financial Services
Pico is a main supplier of innovation administrations for the monetary business sectors local area. Pico…
Private Equity ·
$200M
O
Optima Partners
New York, United States · Financial Services
Optima Partners is a counseling and monetary specialist co-op organization.
Private Equity ·
Undisclosed
R
Riskpoint
Copenhagen, Denmark · Financial Services
RiskPoint is an endorsing office that conveys esteem adding protection arrangements.
Private Equity ·
Undisclosed
X
San Francisco, United States · Financial Services
Infrastructure for the Market in a Changing World
Private Equity ·
$400M
B
Black Mountain Software
Polson, United States · Financial Services
Dark Mountain Software is a supplier of asset bookkeeping, finance and utility charging arrangements.
Private Equity ·
Undisclosed
C
Cooper Parry
Derby, United Kingdom · Financial Services
PKF Cooper Parry offers a wide range of expert business administrations, regularly updated specialized…
Private Equity ·
Undisclosed
C
New York, United States · Financial Services
CAIS is a monetary innovation stage, giving free monetary guides admittance to top-level supervisors of…
Private Equity ·
Undisclosed
S
SingleTrack
London, United Kingdom · Financial Services
SingleTrack is a capital business sectors CRM and research dissemination stage planned only for Investment…
Private Equity ·
Undisclosed
P
Passport Technology
Las Vegas, United States · Financial Services
Identification Technology is an engineer of innovation based items and administrations for overall…
Private Equity ·
Undisclosed
T
Taronga Group
Sydney, Australia · Financial Services
Taronga Ventures is a trading company that puts resources into arising development, innovation, and business.…
Private Equity ·
Undisclosed
H
Harbourfront Wealth Management
Vancouver, Canada · Financial Services
Harbourfront Wealth Management is an autonomous abundance the executives and monetary arranging warning firm.
Private Equity ·
Undisclosed
I
Miami, United States · Financial Services
Insigneo is a main worldwide abundance the executives firm that enables free venture experts
Private Equity ·
$100M
F
Further Group
Madrid, Spain · Financial Services
Further Group helps insurance agency and businesses to foster medical care arrangements.
Private Equity ·
Undisclosed
S
Suralink
Salt Lake City, United States · Financial Services
Suralink is an internet based stage that joins a powerful PBC list, task work process, and secure document…
Private Equity ·
Undisclosed
F
Alamosa, United States · Financial Services
Friday Health Plans is a healthcare management company purposely built for today’s health insurance…
Private Equity ·
$70M
T
Taxually
Budapest, Hungary · Financial Services
Taxually is an online tax filing platform for online sellers.
Private Equity ·
Undisclosed
G
GLAS
London, United Kingdom · Financial Services
GLAS provides direct lending, liability management, loan administration, and escrow services.
Private Equity ·
Undisclosed
K
Koda Capital
Sydney, Australia · Financial Services
Koda is a wealth management firm providing solutions in structuring & tax, investment strategy, social…
Private Equity ·
Undisclosed
C
London, United Kingdom · Financial Services
Capital on Tap is a fintech company that provides small and medium-sized businesses with credit cards. The…
Private Equity ·
$200M
C
Boston, United States · Financial Services
Circle provides an online platform that enables users to send money quickly and easily. Circle uses…
Private Equity ·
$400M
A
Avolta Partners
Paris, France · Financial Services
Avolta Partners provides independent M&A and corporate finance advice to young, cutting-edge, and leading…
Private Equity ·
Undisclosed
C
Citrin Cooperman
New York, United States · Financial Services
Citrin Cooperman is a US-based accounting, tax and business consulting firm.
Private Equity ·
Undisclosed
N
Plantation, United States · Financial Services
NationsBenefits® is a leading supplemental benefits company that provides managed care organizations…
Private Equity ·
Undisclosed
T
The Mather Group
Chicago, United States · Financial Services
The Mather Group is a fiduciary-only firm serving affluent and ultra-affluent families and individuals.
Private Equity ·
Undisclosed
Q
Stockholm, Sweden · Financial Services
Qred offers fast and safe small business loans. We understand the challenges that small businesses face when…
Private Equity ·
$11M
M
Berlin, Germany · Financial Services
Legacy of Moonfare Investment Digital platform Moonfare is pioneering a new era of private equity investing.…
Private Equity ·
$35M
D
La Défense, France · Financial Services
DiliTrust reinvents secure sharing of confidential information within the context of a B2B transaction.…
Private Equity ·
$143M
C
São Paulo, Brazil · Financial Services
CreditCorp specializes in investment funding, corporate credits, prepayment, trading, and financial services.
Private Equity ·
$100k
B
São Paulo, Brazil · Financial Services
Banco Original is a digital bank with the possibility of opening a fully online checking account with…
Private Equity ·
$99M
V
Boston, United States · Financial Services
Veson Nautical enables commercial maritime companies to make better business decisions and use their…
Private Equity ·
$100k
M
Linköping, Sweden · Financial Services
Medius is a leading global provider of accounts payable (AP) invoice automation solutions in the cloud. Our…
Private Equity ·
$100k
S
West Chester, United States · Financial Services
STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office…
Private Equity ·
$100k
G
New York, United States · Financial Services
Gemini is a next-generation cryptocurrency exchange and custodian that allows customers to buy, sell, and…
Private Equity ·
$100k
E
St. Petersburg, United States · Financial Services
engage fi is a credit union consultant that helps in financial analysis and technology trends solutions.
Private Equity ·
$100k
V
New York, United States · Financial Services
Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and…
Private Equity ·
$100k
A
Boerne, United States · Financial Services
Allcat Claims Services is a total solution provider for all insurance claims needs. Allcat handles all…
Private Equity ·
$100k
M
São Paulo, Brazil · Financial Services
Mercado Bitcoin is a cryptocurrency exchange platform that allows people to trade cryptocurrency, digital…
Private Equity ·
$100k
W
Westlake Village, United States · Financial Services
Warner Pacific provides free pre- and post-sale support to insurance brokers who market health insurance and…
Private Equity ·
$100k
A
Colchester, United Kingdom · Financial Services
Accelerant is an underwriting group specializing in serving a carefully selected and managed network of…
Private Equity ·
$193M
Z
Chicago, United States · Financial Services
Zing Health Holdings, Inc. is a tech-enabled insurance company making Medicare Advantage the best it can be…
Private Equity ·
$25M
N
New York, United States · Financial Services
NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and…
Private Equity ·
$1.0B
P
London, United Kingdom · Financial Services
Pirum Systems was founded in June 2000 with the objective of providing advanced, centralised and secure…
Private Equity ·
$13M
C
London, United Kingdom · Financial Services
Cassini Systems, founded in 2014, is an innovative financial technology company with teams based in both US…
Private Equity ·
$21M
E
Oak Brook, United States · Financial Services
E78 Partners is a professional services firm specializing in accounting, finance and technology services and…
Private Equity ·
$100k
T
Tricor Insurance
Lancaster, United States · Financial Services
Tricor Insurance is an independent insurance agency, ranked among the top 100 independent agencies in the…
Private Equity ·
Undisclosed
E
Coral Springs, United States · Financial Services
Enhance Health is a senior-focused digital insurance agency. founded with a simple premise: empower seniors…
Private Equity ·
$150M
P
Birmingham, United States · Financial Services
Prepaid Technologies combines deep banking relationships and payments system expertise with innovative…
Private Equity ·
$96M
O
Jerusalem, Israel · Financial Services
OurCrowd is a venture investing platform that enables institutions and individuals to invest and engage in…
Private Equity ·
$25M
F
Bratislava, Slovakia · Financial Services
Fingo is a multichannel financial intermediary of financial products and services. Fingo is also a comparator…
Private Equity ·
$22M
G
Douglas, Isle of Man · Financial Services
Global Processing Services is a provider of a platform that processes payments and manages credit, debit, or…
Private Equity ·
$300M
V
London, United Kingdom · Financial Services
Vuealta is a Global Anaplan Partner delivering powerful planning and modeling applications to improve…
Private Equity ·
$100k
G
London, United Kingdom · Financial Services
Genesis Digital Assets is one of the world's largest and most experienced Bitcoin mining companies. Since…
Private Equity ·
$431M
D
Clearwater, United States · Financial Services
Delta Financial Group is an independent equipment finance platform that finances business-critical equipment…
Private Equity ·
$100k
S
Alvaro Obregón, Mexico · Financial Services
Sekura is one of the top Mexican insurance, sureties, and affinity brokers, with over 60 years of experience.…
Private Equity ·
$100k
O
Fort Worth, United States · Financial Services
Recognized by Inc. Magazine as the 37th fastest growing private company in America, OpenRoad Lending is your…
Private Equity ·
$100k
A
Charlotte, United States · Financial Services
The Accurate Group provides national real estate transaction services to the financial services industry with…
Private Equity ·
$100k
S
Las Vegas, United States · Financial Services
Sightline Payments is the way to building a cashless ecosystem for the gaming environment with its flagship…
Private Equity ·
$244M

Countries with the most funded Private Equity Financial Services startups

Where funded Private Equity Financial Services startups are headquartered, by the country on the company record.

Where are funded Private Equity Financial Services startups located?

Where funded Private Equity Financial Services startups are based, by the city on the company record.

About the FundedIQ Private Equity Financial Services startup funding data

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 88 funded Private Equity Financial Services startups currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (4 of 9 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Private Equity Financial Services startups is dated Aug 2026.

The table above shows the 88 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 Private Equity Financial Services startups are there?

FundedIQ tracks 88 funded Private Equity Financial Services startups. This page lists the 88 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 Private Equity Financial Services startups raised?

Private Equity Financial Services startups tracked by FundedIQ have raised $545M in disclosed capital across 9 funding rounds over the last 24 months, including 9 rounds in the last 12 months. 5 of those 9 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

Which countries have the most funded Private Equity Financial Services startups?

United States leads with 48 companies, ahead of United Kingdom (13), Brazil (4) and Canada (3).

Which cities have the most funded Private Equity Financial Services startups?

New York leads with 13 companies, then London (11), Chicago (3) and São Paulo (3).

What is a typical funding round size for Private Equity Financial Services startups?

The median disclosed round over the last 24 months is $115M, and the middle half of rounds fall between $25M and $160M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

How often is the Private Equity Financial Services startup funding data 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 Private Equity Financial Services startups is dated Aug 2026. Counts and totals on this page are recomputed on every refresh.

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