2025-11-30
Axios
2 related
Range, which uses AI to offer flat-fee financial planning services to mass affluent households, raised a $60M Series C led by Scale Venture Partners
Ryan Lawler / Axios :
2025-10-16
CNBC
3 related
Upgrade, which offers financial services like online loans, raised $165M led by Neuberger Berman at a $7.3B valuation and is “12 to 18 months away from an IPO”
and just raised $165 million en route to an IPO Ryan Lawler / Axios : Upgrade raises $165M at $7.3B valuation
2025-07-23
Axios
8 related
Xelix, which uses AI to automate businesses' accounts payable workflows by connecting with ERP systems, raised a $160M Series B led by Insight Partners
Ryan Lawler / Axios :
2025-07-20
Axios
7 related
Austin-based CertifID, which develops tech to prevent wire fraud in real estate transactions, raised a $47.5M Series C led by Centana Growth Partners
Ryan Lawler / Axios :
Axios
6 related
North Carolina-based Eton Solutions, which offers wealth management ERP tools for single- and multifamily offices, raised a $58M Series C led by Navis Capital
Ryan Lawler / Axios :
2025-06-30
Axios
Spinwheel, which helps fintech companies and banks authenticate users, automate data retrieval, and facilitate payments, raised a $30M Series A led by F-Prime
Ryan Lawler / Axios :
2025-06-29
Axios
5 related
Niural, whose AI agents help companies automate payroll, benefits, vendor payments, and compliance, raised a $31M Series A led by Marathon Management Partners
Ryan Lawler / Axios :
2025-06-20
Axios
6 related
Miami-based Payabli, which offers vertical software companies an embedded payments platform, raised a $28M Series B led by Fika Ventures and QED Investors
Ryan Lawler / Axios :
2025-06-05
Axios
8 related
OatFi, whose APIs handle underwriting, origination, and capital deployment for B2B payment providers, raised a $24M Series A led by White Star Capital
Ryan Lawler / Axios :
2025-04-27
Axios
7 related
Salsa, which provides APIs and UI components that let vertical SaaS platforms offer payroll as a feature to their customers, raised a $20M Series A led by Altos
Ryan Lawler / Axios :
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