FundedIQ

Recently Funded Series B Financial Services Startups

Updated Aug 2026

FundedIQ tracks 431 funded Series B Financial Services startups, with their funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Series B Financial Services startup funding landscape, along with the 100 most recently funded Series B Financial Services startups.

Series B Financial Services startups closed 128 funding rounds over the last 24 months, 51 of them in the last 12 months, and raised $4.2B in disclosed capital. The median disclosed round is $30M, with the middle half of rounds falling between $20M and $42M. San Francisco and New York hold the deepest concentrations of these companies.

These firms have scaled past initial product tests into established organizations. San Francisco and New York lead as primary centers for this growth. With backing from Portage Ventures and Tiger Global Management, these entities possess the infrastructure for enterprise contracts. They represent mature targets for high ticket sales and institutional partnerships across the United States and United Kingdom.

Series B Financial Services funded startup statistics

Funded Series B Financial Services startups
431
tracked in the database
Funding rounds, last 12 months
51
128 over 24 months
Disclosed capital raised, 24 months
$4.2B
119 of 128 rounds disclosed an amount
Median round size
$30M
middle half $20M to $42M

Most recent funding round on record: Aug 2026. Investors appearing most often across Financial Services funding rounds: 8VC, Andreessen Horowitz, FJ Labs, Portage Ventures, Tiger Global Management.

100 most recently funded Series B Financial Services startups

100 of 431

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
London, United Kingdom · Financial Services
TRIVER offers immediate funding to small businesses with just a single click. By utilizing Open Banking data…
Series B ·
$11M
S
San Francisco, United States · Financial Services
Standard Metrics is a financial platform for startups and investors.
Series B ·
$21M
C
Sydney, Australia · Financial Services
Constantinople offers a software platform for banks that covers customer experience, banking products,…
Series B ·
$44M
Y
Bogotá, Colombia · Financial Services
Yuno facilitates the acceptance of various payment methods and fraud management through a single integration,…
Series B ·
$45M
P
New York, United States · Financial Services
Provable Markets is a financial services firm that provides market participants with a secure, centralized…
Series B ·
Undisclosed
F
Miami, United States · Financial Services
Flex is an all-inclusive financial application that consolidates all the back-end finance services into a…
Series B ·
$70M
B
Edinburgh, United Kingdom · Financial Services
BR-DGE provides a payment orchestration service for eCommerce enterprises that want to exploit the potential…
Series B ·
$13M
M
Bangalore, India · Financial Services
Mitigata is a cybersecurity and cyber insurance technology company that provides an integrated cyber…
Series B ·
$15M
F
San Francisco, United States · Financial Services
Forage is a third-party payment processor (TPP) and a pin provider that authenticates and processes EBT…
Series B ·
$40M
B
Berlin, Germany · Financial Services
Bunch is an operating system designed for private market investment, streamlining the process of creating…
Series B ·
$35M
E
Madrid, Spain · Financial Services
Embat aims to transform the way small and medium-sized enterprises (SMEs) monitor and organize their…
Series B ·
$35M
N
Netbank
Romblon, Philippines · Financial Services
Series B ·
Undisclosed
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
D
San Francisco, United States · Financial Services
Doss offers an adaptive resource platform that combines key business functions like inventory management,…
Series B ·
$55M
S
San Francisco, United States · Financial Services
Shepherd is an Insurtech that offers tech-enabled insurance for commercial construction.
Series B ·
$42M
C
Milan, Italy · Financial Services
Our company assists banks and financial institutions in expanding their efforts to combat online fraud.…
Series B ·
$14M
S
La Bourse, France · Financial Services
Santexpat is a health insurance platform for French expatriates in more than 200 countries. It allows users…
Series B ·
$30M
S
Amsterdam, Netherlands · Financial Services
Silverflow offers a cutting-edge payment processing platform that operates on the cloud, allowing…
Series B ·
$40M
O
Austin, United States · Financial Services
Ownwell is an online solution that helps people reduce the cost of owning real estate.
Series B ·
$30M
S
Dubai, United Arab Emirates · Financial Services
Stake is a digital real estate investment platform providing the easiest and most transparent way to invest…
Series B ·
$31M
U
Plano, United States · Financial Services
UPTIQ links financial advisors and their clients with a range of financial products, enabling a complete…
Series B ·
$25M
P
New York, United States · Financial Services
Pay with Spire provides a mobile commerce platform that verifies and authenticates consumers and…
Series B ·
$10M
T
New York, United States · Financial Services
Talos Trading is an institutional technology infrastructure provider that connects all crypto ecosystem…
Series B ·
$45M
A
Chennai, India · Financial Services
AssetPlus is a digital wealth-tech platform that provides tools and software for mutual fund distributors,…
Series B ·
$19M
G
New York, United States · Financial Services
GovDash is a company that creates AI-driven software for generating data visualizations. Their software uses…
Series B ·
$30M
W
Nasik, India · Financial Services
Wint Wealth offers high net-worth individuals and retail investors, asset-backed fixed income products that…
Series B ·
$28M
W
New York, United States · Financial Services
WithCoverage operates as a modern risk management and insurance broking platform targeting ambitious,…
Series B ·
$42M
D
Washington, United States · Financial Services
The services provided by Digital Health Strategies encompass digital fundraising, communication between…
Series B ·
$5.3M
4
West Jordan, United States · Financial Services
401GO manages 401(k) plans for businesses of various sizes, assisting them in operating efficiently. This…
Series B ·
$33M
P
Tel Aviv, Israel · Financial Services
Parametrix Insurance provides insurance policies covering third-party IT downtime events such as cloud…
Series B ·
$27M
A
San Francisco, United States · Financial Services
startup health insurance
Series B ·
$134M
S
London, United Kingdom · Financial Services
Sokin is a worldwide financial service provider that allows individuals and businesses to make international…
Series B ·
$50M
S
Paris, France · Financial Services
Sundayapp is a fully integrated solution built for restaurants, bars, pubs, cafés, and hotels customers to…
Series B ·
$21M
D
São Paulo, Brazil · Financial Services
Darwin Seguros is a protection innovation organization.
Series B ·
$19M
U
San Francisco, United States · Financial Services
UnifyApps streamlines processes and seamlessly integrates different applications, eliminating the need for…
Series B ·
$50M
S
San Francisco, United States · Financial Services
Stand simulates real-world risk using physics and AI.
Series B ·
$35M
K
KOR Financial
Chicago, United States · Financial Services
KOR is rethinking administrative revealing with a fanatical spotlight on client experience, quick and…
Series B ·
Undisclosed
M
Greenwood Village, United States · Financial Services
MGT Insurance provides insurance experience for the sales partners and policyholders.
Series B ·
$22M
C
San Francisco, United States · Financial Services
Campfire provides accounting software for startups and midsize businesses. It automates tedious procedures…
Series B ·
$65M
L
Buenos Aires, Argentina · Financial Services
Lemon Cash is digital wallet with FIAT and crypto capabilities. End to end digital ecosystem for Latin…
Series B ·
$20M
Y
Dallas, United States · Financial Services
Yendo is a credit option that is backed by a vehicle and utilizes advanced technology such as machine…
Series B ·
$50M
A
salona beach, United States · Financial Services
Alvys is a cloud-based transportation management system with high-tech automation. Specializing in workflow…
Series B ·
$40M
K
Uberlândia, Brazil · Financial Services
Kanastra serves as the digital backbone for alternative investments by leveraging technology to provide…
Series B ·
$30M
I
Amsterdam, Netherlands · Financial Services
Insify is an insurance company that offers digital insurance solutions to freelancers and small businesses.…
Series B ·
$19M
F
Paris, France · Financial Services
Finary is a platform that allows everybody to better track and manage their wealth.
Series B ·
$30M
A
New York, United States · Financial Services
Aleph offers real-time assistance to finance teams, enabling them to effectively manage their data. This…
Series B ·
$29M
H
Riyadh, Saudi Arabia · Financial Services
Hala offers a payment and wallet solution for individuals and point-of-sale (PoS) services that enable…
Series B ·
$157M
N
San Francisco, United States · Financial Services
Numeral aims to simplify the process of managing sales tax for e-commerce business owners.
Series B ·
$35M
R
New York, United States · Financial Services
Reserv utilizes contemporary technologies and creates innovative approaches to enhance efficiency in handling…
Series B ·
$16M
P
Miami Beach, United States · Financial Services
The company Palm Tree Crew Holdings is responsible for managing the Palm Tree Crew brand, with interests in…
Series B ·
$20M
T
New Delhi, India · Financial Services
TransBnk is a platform for transaction banking that allows Corporate, Commercial, and Institutional clients…
Series B ·
$21M
A
Singapore, Singapore · Financial Services
AND Global is a company in the Financial Technology sector that offers a comprehensive range of services for…
Series B ·
$21M
A
Tel Aviv, Israel · Financial Services
Appcharge provides a platform for mobile game publishers to sell virtual items to players directly. It helps…
Series B ·
$58M
B
London, United Kingdom · Financial Services
Bumper is a payment platform specifically designed for car dealerships, aiming to enhance the payment process…
Series B ·
$11M
L
London, United Kingdom · Financial Services
Lightyear is an online investment platform that offers access to worldwide stock markets, ETFs, money market…
Series B ·
$23M
T
San Diego, United States · Financial Services
Trovata simplifies the process for businesses to automate cash reporting, forecasting, and analysis by…
Series B ·
$9.0M
A
New York, United States · Financial Services
April offers embeddable tax solutions for financial services platforms, allowing them to integrate tax…
Series B ·
$38M
C
New York, United States · Financial Services
Our goal is to use data, technology, and industry knowledge to lower insurance expenses and enhance safety…
Series B ·
$40M
Q
Dubai, United Arab Emirates · Financial Services
Qlub specializes in providing digital payment solutions and financial services for businesses and consumers.…
Series B ·
$30M
P
Little Rock, United States · Financial Services
Panacea is a financial services company created for doctors, by doctors that provides tailored product…
Series B ·
$37M
W
London, United Kingdom · Financial Services
Wrisk is an app that combines Insurance and Technology into one convenient platform. Initially focused on…
Series B ·
$16M
A
San Francisco, United States · Financial Services
AirGarage streamlines parking operations by replacing outdated equipment, software, and manual processes with…
Series B ·
$23M
S
New York, United States · Financial Services
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients…
Series B ·
$72M
O
Paris, France · Financial Services
Orus offers uncomplicated and clear insurance options with a focus on providing affordable and personalized…
Series B ·
$29M
P
Miami, United States · Financial Services
Payabli offers a comprehensive payment system through a single API, allowing software platforms to integrate…
Series B ·
$28M
A
New York, United States · Financial Services
Abacum is a software as a service tool designed to assist finance teams in providing valuable business…
Series B ·
$60M
S
Singapore, Singapore · Financial Services
Sleek offers small and medium enterprises services related to company registration, compliance, and finances…
Series B ·
$23M
D
Singapore, Singapore · Financial Services
Decentro is a comprehensive API banking platform that streamlines the integration of financial products…
Series B ·
$3.5M
S
Bogotá, Colombia · Financial Services
Simetrik is a payments infrastructure provider and global payment orchestration platform that enables…
Series B ·
$30M
A
Barcelona, Spain · Financial Services
Aistech is a company that offers intelligence solutions, focusing on remote asset management, aviation…
Series B ·
$9.7M
F
Vancouver, Canada · Financial Services
FISPAN is the top player in ERP-banking, providing banks with an easy-to-use platform to integrate commercial…
Series B ·
$30M
M
Walnut, United States · Financial Services
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.…
Series B ·
$75M
S
Bangalore, India · Financial Services
Not "What are the highest returns I can get" but rather "What is the most significant investing question"…
Series B ·
$20M
S
San Francisco, United States · Financial Services
Supported by Y Combinator, NEA, Stanford University, Menlo Ventures, and the creators of Tinder and Plaid,…
Series B ·
$41M
G
San Jose, United States · Financial Services
Graphiant, a new firm located in Silicon Valley, is currently working on creating modern networking…
Series B ·
$19M
S
Seel
San Francisco, United States · Financial Services
Seel is the top e-commerce insurance provider in the United States, with over 2,000 merchants relying on…
Series B ·
Undisclosed
B
London, United Kingdom · Financial Services
Headquartered in London, BVNK sets the global standards for digital asset financial services. BVNK serves…
Series B ·
Undisclosed
F
Stockholm, Sweden · Financial Services
Froda is a technology company that makes it easier for small businesses to get funding, giving entrepreneurs…
Series B ·
$23M
F
Toronto, Canada · Financial Services
FundThrough provides quick and easy loans to small businesses that supply goods or services to larger…
Series B ·
$25M
S
Cape Town, South Africa · Financial Services
Stitch serves as a payments infrastructure firm that expedites the launch and growth of businesses while…
Series B ·
$55M
M
Stockholm, Sweden · Financial Services
Mynt provides financial assistance to small and medium-sized businesses that are experiencing rapid growth.…
Series B ·
Undisclosed
S
Bangalore, India · Financial Services
Scapia is a business that designs credit card apps to help customers with their travel costs. The company's…
Series B ·
$40M
W
Neuilly-sur-seine, France · Financial Services
WeeFin is an impact Fintech whose goal is to democratize Sustainable Finance. 🌱 We are developing ESG…
Series B ·
$27M
M
Mexico City, Mexico · Financial Services
Series B ·
$35M
N
Abu Dhabi, United Arab Emirates · Financial Services
NymCard is a backer processor installment stage, which is reevaluating installment cards through cutting edge…
Series B ·
$33M
T
Stamford, United States · Financial Services
Series B ·
$20M
S
Skeps
New York, United States · Financial Services
Series B ·
Undisclosed
A
Zürich, Switzerland · Financial Services
The powertool to cut international transaction costs, facilitate team spending, and save time on daily…
Series B ·
$10M
C
New York, United States · Financial Services
Camber is simplifying the healthcare payment process for all by eliminating unnecessary paperwork and steps.
Series B ·
$30M
F
Barcelona, Spain · Financial Services
Flanks is a company that is revolutionizing the wealth management industry by offering a straightforward and…
Series B ·
$15M
A
São Paulo, Brazil · Financial Services
Azos is an insurance technology company specializing in personalized insurance services. It was established…
Series B ·
$30M
I
Detroit, United States · Financial Services
InvestNext was founded in 2016 in Detroit, Michigan with the goal of revolutionizing how investment firms…
Series B ·
$15M
O
Calgary, Canada · Financial Services
OneVest is a fintech company that offers investment opportunities and a wealth management platform for…
Series B ·
$20M
S
Paris, France · Financial Services
Swan, a European leader in innovative financial technology, specializes in embedded finance. Its…
Series B ·
$44M
M
Austin, United States · Financial Services
Method Financial is an API that enables access to consumer credit and liability account information for…
Series B ·
$42M
C
Half Moon Bay, United States · Financial Services
Clutch offers solutions to help Credit Unions transition into modern FinTech institutions, with a focus on…
Series B ·
$65M
H
San Francisco, United States · Financial Services
Highnote is a company that specializes in embedded finance and is creating a virtual payment platform for…
Series B ·
$90M
N
Johannesburg, South Africa · Financial Services
Naked Insurance is the new generation: effortless, transparent and sincere. Naked Insurance offers short-term…
Series B ·
$38M
N
Berlin, Germany · Financial Services
Nelly is a tool to simplify patient onboarding and payments for medical practices.
Series B ·
$52M
L
Toronto, Canada · Financial Services
LemFi offers personal and business banking accounts to users based on their current and native country. The…
Series B ·
$53M

331 more funded startups

431 startups · 100 visible Unlock with FundedIQ

This page shows the 100 most recent rounds (back to Jan 2025). The full 431-company history for this listing opens on a FundedIQ plan.

Company
Location
Round
Amount

Unlock all 431 companies in this listing: full funding history, investors, and founders.

Start 14-day free trial →

Countries with the most funded Series B Financial Services startups

Where funded Series B Financial Services startups are headquartered, by the country on the company record.

Where are funded Series B Financial Services startups located?

Where funded Series B Financial Services startups are based, by the city on the company record.

Top investors in Series B Financial Services startups

The investors named most often across funded Series B Financial Services startups.

Investor
Companies backed
8VC
2
Andreessen Horowitz
2
FJ Labs
2
Portage Ventures
2
Tiger Global Management
2
Titan Capital
2

Counts companies in this segment that name the firm as a backer. Investor names entered the pipeline in July 2026, so they cover the companies funded since.

About the FundedIQ Series B 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 431 funded Series B 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 (9 of 128 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Series B Financial Services startups is dated Aug 2026.

The table above shows the 100 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 Series B Financial Services startups are there?

FundedIQ tracks 431 funded Series B Financial Services startups. This page lists the 100 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 Series B Financial Services startups raised?

Series B Financial Services startups tracked by FundedIQ have raised $4.2B in disclosed capital across 128 funding rounds over the last 24 months, including 51 rounds in the last 12 months. 119 of those 128 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

Which countries have the most funded Series B Financial Services startups?

United States leads with 201 companies, ahead of United Kingdom (41), India (32) and Singapore (16).

Which cities have the most funded Series B Financial Services startups?

San Francisco leads with 53 companies, then New York (49), London (39) and Singapore (16).

Which investors back the most Series B Financial Services startups?

8VC, Andreessen Horowitz, FJ Labs, Portage Ventures and Tiger Global Management appear most often across funded Series B Financial Services startups in the FundedIQ dataset. The count is the number of tracked companies naming each firm as a backer, so it reflects the companies on record rather than every deal a firm has ever done.

What is a typical funding round size for Series B Financial Services startups?

The median disclosed round over the last 24 months is $30M, and the middle half of rounds fall between $20M and $42M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

How often is the Series B 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 Series B Financial Services startups is dated Aug 2026. Counts and totals on this page are recomputed on every refresh.

Related listings

14-day free trial · Cancel anytime

Know who just raised. Then know who to reach.

Every newly funded startup with its round, its investors and its founders: delivered weekly by email, or searchable in the app.

Alerts from $19/mo · Pro from $99/mo. Card required, nothing charged until day 15, and we email you 3 days before that.