Key US WealthTech investment stats in Q1 2026:

• US WealthTech funding surged by 83% YoY in Q1
• Deal activity projected to grow by 27% for 2026 as capital flowed into more diverse range of businesses from investors
• Nasdaq Private Market, a New York-based provider of liquidity and investment solutions for the private market ecosystem, raised $37.6m in a Series C round, marking one of the biggest US WealthTech deals of the quarter

US WealthTech funding surged by 83% YoY in Q1

US WealthTech companies raised $948.9m across 82 deals in Q1 2026, representing an 83% increase in funding and a 95% rise in deal activity compared to the $517.5m raised across 42 deals in Q1 2025.

Compared to 2025, which saw $3.6bn raised by firms across 259 deals, Q1 2026 has already captured 27% of that annual funding total within a single quarter.

The average deal value in Q1 2026 stood at $11.6m, with a modest 6% drop from the $12.3m recorded in Q1 2025 and an even bigger 15% drop from the $13.7m average seen across 2025.

The dip in average deal size, set against a sharp rise in both total funding and transaction volumes, suggests that the growth in Q1 2026 has been driven by a broader spread of investment activity rather than a concentration of large individual deals.

Deal activity projected to grow by 27% for 2026 as capital flowed into more diverse range of businesses from investors

Should the current pace hold across all four quarters of 2026, the sector would be on track to raise $3.8bn across around 328 deals for the year, representing a 7% increase in funding and a 27% rise in deal activity compared to 2025.

That dynamic may reflect a widening of investor appetite within US WealthTech, with capital flowing into a more diverse range of businesses rather than being reserved exclusively for the most established or high-profile names in the sector.

Nasdaq Private Market, a New York-based provider of liquidity and investment solutions for the private market ecosystem, raised $37.6m in a Series C round, marking one of the biggest US WealthTech deals of the quarter

The round was led by Cerity Partners, with participation from Optiver and existing backers including Nasdaq, DRW Venture Capital and HiJoJo Partners.

The company provides a full-service platform for structured liquidity programmes, trading, settlement and data for private companies and their shareholders, and has executed nearly $70bn in transactional volume across more than 900 company-sponsored liquidity programmes for over 200,000 eligible employee shareholders and investors.

The raise follows a 4x valuation increase since its 2024 Series B and proceeds will be used to scale operations, invest in product innovation for secondary transactions, enhance global distribution and integrate AI capabilities.

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