Israel based financial planning and analytics platform raised $70m in Series C funding led by One Peak.

New York based financial automation platform raised $2.1m in pre Seed funding led by Grand Ventures.

New York based provider of planning and analysis automation for finance teams raised $29m in Series B funding led by Khosla Ventures.

New York based financial planning platform raised $11m in Seed funding led by Viola Fintech.

Winnipeg based financial planning platform raised $80m in Series B funding led by Goldman Sachs. 

Philadelphia based engagement platform for financial advisers raised $1.5m in Seed funding from angel investors.

Brooklyn based family finance app raised $9.6m in Series A funding led by Edward Jones and MassMutual.

Ireland based provider of B2B sales performance and planning software raised $3m in Seed funding led by Elkstone Ventures.

Chicago based revenue enablement company raised $80m in growth funding led by BIP Ventures.

SF based  financial planning app raised $1.4m in pre-seed funding from Contrary Capital, Hustle Fund, and others.

New York based financial planning and analysis startup raised $30m in Series B funding led by Battery Ventures.

Atlanta based debit card and financial platform kids has raised $54m in Series B funding led by Drive Capital with participation from JP...

Toronto based financial planning and analysis software startup has raised $115m from JMI and Centana Growth Partners. 

London based financial management chatbot Cleo has raised £2m in Series Seed funding led by LocalGlobe. Cleo is described as a digital...

Australia based financial planning and advisory app Investfit has received $1.5m in Series A funding led by Sapien Ventures. Investfit...

Financial advisers not only act as an emotional circuit breaker, but also help clients plan effectively. Vanguard have now estimated that...