2026-09-15
$115M of new funding is targeting wealth and asset management operations
2 funded companies building into wealth and asset management operations. The work in scope is what the Head of Investment Operations owns today.
The funding
Wealth management platform for independent financial advisors. Full operations, compliance, tech & marketing support. $8B+ assets. Join 150+ advisors.
Savvy Wealth Raises $100 Million Series C As AUM Reaches $9 Billion And ARR Nears $100 Million →Wealth management firms own the software that delivers personalized portfolios at scale, under their own brand and their own strategy, without outsourced fees.
Pave Finance Secures $15M Series A to Scale AI-Powered Wealth Management Platform →What it means
Capital arriving in a function is a reliable leading indicator. It does not mean the incumbents are wrong, and it does not mean these companies will succeed. It means that within the next few quarters the people who run this work will be asked what their function is doing about it, and the honest answer has to start with where that function actually stands.
So we built the assessment for it. Not a purchase decision, a structured set of questions to take to your own team.