AI Tax, Wealth Infra & Credit Risk Control
This week’s fintech funding wave spanned AI-powered tax research, institutional wealth platforms, and credit risk automation — with Blue J’s nine-figure raise leading the way. From late-stage expansion in Canada to early-stage momentum in the U.S. and India, the deals reflect a steady appetite for AI-driven infrastructure and lending solutions.
Key Highlights:
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Blue J’s $122M Series D underscores investor confidence in AI-led transformation of highly specialized financial research.
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GeoWealth’s funding signals continued demand for integrated advisor and asset management platforms.
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DPDzero’s cross-border backing shows global interest in digital credit and collections platforms.
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Blue J – Canada
AI-powered tax research and predictive analytics platform for legal and financial professionals
Amount Raised: $122 million
Round Type: Series D
Lead Investors: Oak HC/FT, Sapphire Ventures -
GeoWealth – USA
Advisor and asset management technology platform serving RIAs and institutions
Amount Raised: $38 million
Round Type: Series C
Lead Investor: Apollo Global Management -
Pantomath – USA
AI-driven data operations and orchestration platform for financial services
Amount Raised: $30 million
Round Type: Series B
Lead Investor: General Catalyst -
Translucent AI – USA
Fintech platform optimizing healthcare operator payment flows and revenue cycles
Amount Raised: $7 million
Round Type: Seed
Lead Investors: NEA (with Virtue, FPV, Redesign Health) -
DPDzero – India
Digital lending and collections platform for banks and NBFCs
Amount Raised: $7 million
Round Type: Funding round
Lead Investors: GMO Venture Partners, SMBC Asia, Blume Ventures
