Series Unknown Funded Financial Services Startups
Across the 50 most recent “Series Unknown” financial services rounds, one disclosed deal stands out: Kiavi raised $400M on 2025-08-26, which dwarfs the res…
Across the 50 most recent “Series Unknown” financial services rounds, one disclosed deal stands out: Kiavi raised $400M on 2025-08-26, which dwarfs the rest of the disclosed amounts (e.g., $157M on 2025-07-23 for American Equity and $170M on 2025-08-06 for IQHQ, versus a cluster that is often below $100M). The disclosed floor is Slingshot Insights at $710K on 2025-08-06, highlighting a wide spread between the largest and smallest disclosed rounds.
Several clusters appear in both time and geography. Most rounds cluster tightly in late July through late August 2025 (with the newest on 2025-08-28: Turnkey Lender) and many are US-based, with New York appearing repeatedly (e.g., Knock on 2025-08-26 for $100M; NewtekOne on 2025-08-25 for $48M; Paramount Group on 2025-08-06 for $900M; plus multiple other NY entries). Amounts are frequently undisclosed: 11 of 50 rows list “undisclosed,” including Kiavi’s same-date peers like Atomic ($30M) and Dynaresource ($3M) but also undisclosed entries such as Turnkey Lender (2025-08-28).
Most recent rounds
50 shownRelated listings
Frequently asked
What’s the largest disclosed round in this Series Unknown financial services set, and how extreme is it versus the rest?
Kiavi’s $400M round on 2025-08-26 is the largest disclosed amount in the 50-row window and materially exceeds the next-highest disclosed levels shown, such as Paramount Group’s $900M on 2025-08-06 and IntraFi’s $2.0B on 2025-08-11. At the low end, Slingshot Insights’ $710K on 2025-08-06 sits far below most other disclosed amounts.
Do rounds cluster by date, especially near the top of the list?
Yes. The newest entry is Turnkey Lender on 2025-08-28 (undisclosed), and a dense concentration of rounds falls between 2025-08-25 and 2025-08-06, including multiple large disclosed deals like Knock ($100M on 2025-08-26) and Lafayette Square ($65M on 2025-08-21). The earliest date shown is 2025-07-17 (e.g., Algoquant Fintech $33M, Paddle $25M, Yetipay $2M).
Which locations are over-represented, and is there a clear geography pattern?
New York appears frequently across the window: Knock ($100M) and NewtekOne ($48M) in 2025-08-26 and 2025-08-25, respectively, plus Paramount Group ($900M) on 2025-08-06 and other NY-based entries like Dealops ($7M on 2025-08-12). Outside the US, London (e.g., GC Partners $14M on 2025-08-20; Paddle $25M on 2025-07-17; Archax undisclosed on 2025-08-18) also repeats.
How often are amounts undisclosed in this segment, and what does that imply for sizing comparisons?
Undisclosed amounts appear in 11 of 50 rows (e.g., Turnkey Lender on 2025-08-28; Catherine Avery Investment Management on 2025-08-19; Archax on 2025-08-18; Lido Advisors on 2025-08-07). Because 11 rows provide no dollar figure, any “largest vs typical” assessment is necessarily based on the remaining disclosed subset.
Are there notable outliers besides the very largest disclosed rounds?
Yes. IntraFi’s $2.0B on 2025-08-11 is a pronounced high outlier relative to most other disclosed entries such as Ledn ($50M on 2025-08-27) and Send Payments ($5M on 2025-08-25). On the opposite end, Slingshot Insights’ $710K (2025-08-06) is the smallest disclosed amount shown, sitting well below other lower-single-digit million rounds like FinLocker ($1M on 2025-08-08) and Roadzen ($2M on 2025-07-24).
Know which startups just got funded. Every week.
Fresh funding rounds, new companies, and the sectors moving fastest — in your inbox every Monday morning.
Free. Sent every Monday. Unsubscribe anytime.