Industry
Investment Consultants & Financial Advisors companies
VCMC tracks 65,331 companies in Investment Consultants & Financial Advisors. 447 of them have raised a venture or growth round, $32.15B in total, with a median round of $10M; 198 raised since 2024. 437 of the 447 have a VCMC valuation; the median is $64.8M.
65,331
companies tracked
447
venture-backed
1% of those tracked
$32.15B
raised in total
by 419 companies
$10M
median round
of 628 rounds with an amount
$64.8M
median valuation
of 437 companies valued
Values cover private companies only; public companies are not included.
By their latest round, most are at Seed (153 of 447).
- Pre-seed 38
- Seed 153
- Series A 101
- Series B 44
- Series C and later 111
The companies
Investment Consultants & Financial Advisors companies
The 50 venture-backed companies below are this page's list; FNZ has raised the most ($2.50B).
| # | Last round | History | Range | Trend | Grade | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FNZ Edinburgh, United Kingdom | Growth Equity Sep 2026 $450M | $4.7B | $3.0B – $7.7B | $5.0B (+8%) | $495M | 0% | 6,299 | flat | B | |
| 2 | iCapital New York, United States | Growth Equity Jul 2025 $820M | $8.7B | $6.0B – $10.1B | $8.7B (0%) | $787M | 0% | 2,418 | up | A | |
| 3 | Wealthsimple Toronto, Canada | Growth Equity Oct 2025 $540M | $8.5B | $6.2B – $9.8B | $8.5B (0%) | $763M | 0% | 2,493 | growing | A | |
| 4 | Boman Group Melbourne, Australia | Growth Equity Nov 2024 $1.00B | $11.3B | $5.0B – $17.3B | $11.3B (0%) | $1.2B | 0% | 67 | up | C | |
| 5 | Vestwell New York, United States | Series E Feb 2026 $385M | $2.4B | $1.7B – $3.0B | $2.6B (+8%) | $293M | 7% | 609 | growing | A | |
| 6 | Stash New York, United States | Series H May 2025 $146M | $2.1B | $924M – $3.4B | $1.9B (-9%) | $259M | 30% | 240 | flat | C | |
| 7 | Amber Group Singapore, Singapore | Series C Dec 2022 $300M | $3.1B | $395M – $4.3B | $2.9B (-7%) | $500M | 0% | 614 | flat | D | |
| 8 | Altruist Culver City, United States | Series F Apr 2025 $152M | $1.4B | $1.1B – $2.0B | $813M (-42%) | $225M | 97% | 327 | shrinking | A | |
| 9 | Acorns Irvine, United States | Series F Mar 2022 $300M | $2.0B | $178M – $2.7B | $1.9B (-7%) | $288M | 1% | 599 | flat | D | |
| 10 | CAIS New York, United States | Series D Jul 2026 $170M | $2.1B | $1.7B – $2.9B | $2.5B (+18%) | $285M | 11% | 544 | flat | A | |
| 11 | Sweden | Growth Equity Jul 2024 $285M | $3.5B | $1.2B – $5.4B | $1.8B (-49%) | $346M | 0% | 25 | up | C | |
| 12 | Berlin, Germany | Series E Mar 2023 $65M | $814M | $91.5M – $1.4B | $756M (-7%) | $116M | 0% | 753 | flat | D | |
| 13 | Switzerland | Growth Equity Nov 2025 $216M | $2.4B | $1.4B – $3.7B | $2.4B (+1%) | $238M | 0% | 1 | unknown | B | |
| 14 | Singapore, Singapore | Growth Equity Oct 2025 $70M | $688M | $440M – $976M | $688M (0%) | $71.2M | 0% | 192 | up | B | |
| 15 | Netherlands | Growth Equity Sep 2025 $147M | $1.6B | $906M – $2.5B | $1.6B (0%) | $162M | 0% | 12 | flat | B | |
| 16 | Paris, France | Series B Oct 2026 $90M | $817M | $695M – $1.4B | $1.2B (+50%) | $147M | 0% | 65 | growing | B | |
| 17 | Singapore | Series B Mar 2022 $88M | $123M | $24.6M – $466M | $117M (-5%) | $57.6M | 67% | 115 | down | D | |
| 18 | Berlin, Germany | Series D Jul 2021 $104M | $915M | $61.4M – $1.9B | $882M (-4%) | $186M | 4% | 144 | flat | D | |
| 19 | Singapore, Singapore | Growth Equity Jun 2022 $100M | $785M | $76.9M – $1.6B | $773M (-2%) | $117M | 9% | 223 | flat | D | |
| 20 | Berlin, Germany | Series B May 2026 $35M | $264M | $159M – $480M | $338M (+28%) | $40.6M | 0% | 134 | growing | B | |
| 21 | Paris, France | Series C Mar 2025 $17M | $193M | $90.2M – $293M | $193M (0%) | $23.1M | 0% | 107 | up | B | |
| 22 | Wellington, New Zealand | Series D Oct 2025 $12M | $590M | $375M – $679M | $590M (0%) | $74.7M | 0% | 239 | up | A | |
| 23 | Singapore, Singapore | Series B Oct 2025 $27M | $255M | $111M – $388M | $255M (0%) | $32.2M | 0% | 520 | up | C | |
| 24 | Windsor, United Kingdom | Growth Equity Feb 2025 $45M | $562M | $315M – $856M | $562M (0%) | $55.1M | 0% | 152 | growing | B | |
| 25 | Singapore | Growth Equity May 2024 $40M | $459M | $115M – $699M | $338M (-26%) | $47.5M | 0% | 156 | flat | C | |
| 26 | St. Helier, Jersey | Series B Jun 2023 $29M | $226M | $40.2M – $454M | $219M (-3%) | $40.9M | 0% | 98 | up | D | |
| 27 | Limassol, Cyprus | Series A Apr 2025 $37M | $361M | $143M – $550M | $361M (0%) | $55.1M | 0% | 31 | growing | C | |
| 28 | Hamilton, Bermuda | Growth Equity Jun 2011 $30M | $2.6B | $430M – $15.6B | $2.6B (0%) | – | 0% | 8,637 | flat | D | |
| 29 | Elland, United Kingdom | Series A Nov 2023 $30M | $275M | $30.6M – $419M | $160M (-42%) | $42.0M | 0% | 2 | unknown | D | |
| 30 | Singapore, Singapore | Series C Jul 2020 $16M | $138M | $9.83M – $225M | $138M (0%) | $22.9M | 10% | 207 | flat | D | |
| 31 | Sunderland, United Kingdom | Growth Equity Apr 2016 $25M | $255M | $19.7M – $388M | $255M (0%) | $27.5M | 0% | 728 | up | D | |
| 32 | Thành phố Thanh Hóa, Vietnam | Series B Jun 2022 $25M | $172M | $10.8M – $398M | $171M (-1%) | $33.6M | 3% | 80 | unknown | D | |
| 33 | Paris, France | Series A Oct 2022 $25M | $160M | $10.7M – $350M | $157M (-2%) | $35.9M | 7% | 82 | unknown | D | |
| 34 | Paris, France | Series A Mar 2025 $20M | $207M | $83.3M – $315M | $207M (0%) | $31.6M | 0% | 85 | growing | C | |
| 35 | Paris, France | Series B Sep 2025 $14M | $149M | $63.3M – $214M | $144M (-4%) | $16.4M | 25% | 69 | up | C | |
| 36 | Singapore, Singapore | Series A Jan 2025 $15M | $360M | $159M – $414M | $360M (0%) | $58.0M | 0% | 35 | up | B | |
| 37 | An Narjis, Saudi Arabia | Series A Sep 2024 $17M | $155M | $62.3M – $221M | $128M (-18%) | $26.6M | 0% | 64 | growing | C | |
| 38 | Kuopio, Finland | Series A Feb 2026 $13M | $83.1M | $38.8M – $141M | $99.0M (+19%) | $15.1M | 0% | 74 | growing | C | |
| 39 | Paris, France | Series A Jun 2024 $12M | $125M | $50.4M – $178M | $112M (-11%) | $19.1M | 0% | 81 | growing | C | |
| 40 | Singapore | Series A Jul 2025 $15M | $140M | $53.5M – $214M | $140M (0%) | $22.6M | 0% | 70 | growing | C | |
| 41 | Singapore, Singapore | Series A May 2018 $12M | $17.2M | $3.90M – $115M | $17.1M (0%) | $17.2M | 97% | 26 | down | D | |
| 42 | Paris, France | Series A Feb 2022 $9.0M | $81.0M | $4.78M – $115M | $79.5M (-2%) | $10.4M | 0% | 176 | up | D | |
| 43 | Vincennes, France | Series A Feb 2022 $11M | $45.3M | $3.15M – $133M | $42.4M (-6%) | $16.0M | 22% | 69 | flat | D | |
| 44 | Berlin, Germany | Series A Dec 2021 $11M | $86.9M | $6.70M – $187M | $84.3M (-3%) | $20.8M | 11% | 45 | up | D | |
| 45 | Aarau, Switzerland | Other Jul 2024 $5.6M | $18.5M | $1.25M – $29.5M | $18.4M (0%) | $3.63M | 3% | 18 | up | D | |
| 46 | Paris, France | Series A Feb 2024 $6.5M | $59.6M | $7.72M – $90.7M | $53.7M (-10%) | $9.09M | 0% | 31 | unknown | D | |
| 47 | Singapore, Singapore | Series A Jan 2020 $6.0M | $44.8M | $1.90M – $92.5M | $43.2M (-4%) | $8.40M | 20% | 171 | flat | D | |
| 48 | Hamilton, Bermuda | Series A Dec 2019 $5.5M | $33.8M | $1.23M – $72.8M | $33.8M (0%) | $7.70M | 0% | 3 | unknown | D | |
| 49 | Berlin, Germany | Seed Oct 2024 $5.1M | $38.9M | $10.9M – $77.5M | $31.2M (-20%) | $11.7M | 42% | 21 | flat | C | |
| 50 | Saudi Arabia | Seed Jan 2022 $5.0M | $3.35M | $1.34M – $11.0M | $3.30M (-1%) | $8.71M | 97% | 8 | shrinking | D |
Showing 50 of 65,331. Load more lists every other company here, 50 at a time.
Valuations
How these companies are valued
437 of the 447 venture-backed companies here have a VCMC valuation; the median is $64.8M. A company acquired after its last round keeps its last value as a private company and is left out of the median. 45 companies have disclosed a valuation; for the rest VCMC's valuation is the only number. Each valuation comes with a range, from a low to a high scenario, and a prediction for a year from now. Values cover private companies only; public companies are not included. How VCMC values companies.
Investors
Who backs them
Firms that backed two or more of these companies. Y Combinator backed 17, Motive Partners 8.
- Y Combinator 17 companies, led 3
- 8 companies, led 6
- 8 companies, led 3
- Franklin Templeton 8 companies, led 1
- Accel 7 companies, led 8
- 7 companies, led 2
- General Catalyst 7 companies, led 2
- UBS 7 companies, led 1
- 500 Global 7 companies
- DST Global 7 companies
- FJ Labs 7 companies
- Gaingels 7 companies
Recent rounds
Latest funding
74 rounds from Oct 2025 to Sep 2026, $6.00B with a disclosed amount.
- Series A $15M 14 Sep 2026
- Series A, led by Arthur Ventures $15M 10 Sep 2026
- Growth, with Riverside Acceleration Capital and CCAP Investments & Advisory $14M 9 Sep 2026
- Series C, led by Halo Fund $100M 9 Sep 2026
- Series C, led by ABS Capital amount not disclosed 8 Sep 2026
- Pre-seed, led by Phoenix Venture Partners $3.5M 7 Sep 2026
- Series A, led by Portage $11M 3 Sep 2026
- FNZ Growth, with La Caisse and Canada Pension Plan Investment Board $450M 1 Sep 2026
- Growth, led by Elah Fund $15M 31 Aug 2026
- Growth $95M 28 Aug 2026
- Series A, led by SMBC Asia Rising Fund $33M 13 Aug 2026
- Growth, with Reverence Capital Partners and Moonfare $2.00B 11 Aug 2026
Browse
Related groups
Investment Consultants & Financial Advisors by city
Investment Consultants & Financial Advisors by country
Other industries
Questions
Frequently asked
How many investment Consultants & Financial Advisors companies does VCMC track?
65,331. 447 of them have raised a venture or growth round.
How much have investment Consultants & Financial Advisors companies raised?
$32.15B in total across the 419 with a known amount; the median round is $10M. 198 raised a round since 2024.
Which investment Consultants & Financial Advisors companies have raised the most?
FNZ ($2.50B), iCapital ($1.46B), Wealthsimple ($1.19B).
Which investors back investment Consultants & Financial Advisors companies most often?
Y Combinator (17 companies), Motive Partners (8 companies), Portage Ventures (8 companies).
What are investment Consultants & Financial Advisors companies worth?
The median VCMC valuation is $64.8M across 437 companies; companies acquired after their last round are left out. Values cover private companies only; public companies are not included.
What was the latest funding round?
Pave Finance raised a Series A round of $15M (Sep 2026).