FinTech Capital Raises and Investors in the U.S. – October 16th – November 15th, 2025, 2025

Several interesting transactions closed in the FinTech sector over the past month. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.

Buyout/LBO

  1. Apiture, digital banking software that empowers financial institutions, was acquired by Computer Services through an LBO.
  2. Empaxis Data Management, artificial Intelligence-driven investment operations and data management that drive operational transformation for wealth and asset managers, was acquired by Communify Fincentric, via its financial sponsor Stellex Capital Management through an LBO.
  3. MBS Source, a web-based data trading platform that offers mortgage-backed and asset-backed securities, was acquired by Solve Advisors, via its financial sponsors NEXT Investors and Charlesbank Capital Partners, through an LBO.

Early Stage VC

  1. Piere, a personal finance automation platform that optimizes cash flow and account management across financial institutions, raised $2.1 million of venture funding in a deal led by Grand Ventures.
  2. Clerq, a bank payment platform that facilitates direct payments from customer bank accounts, raised $21 million through a combination of Series A venture funding and debt in a deal led by 645 Ventures.
  3. Brico, a stop licensing platform that helps companies acquire new financial licenses and maintain their ongoing licensing requirements, raised $13.5 million of Series A venture funding in a deal led by Flourish Ventures.

Accelerator/Incubator

  1. Alisio, a supply chain finance and payment management platform that streamlines early payment access for businesses, joined LvlUp Ventures.
  2. Bump, a financial platform that eliminates creators’ hassles while providing access to their money, joined 500 Global and Creators Ventures as part of its inaugural cohort of its Creators Ventures Accelerator.
  3. Capnote, a financial data management platform that automates and streamlines financial workflows, joined LvlUp Ventures.

#castleplacement #capitalraising #privateequity #venturecapital #investment #financialtechnology #fintech

Rashidah Billups

Managing Director

Please contact me if you have any questions or would like to discuss your capital raise:

Email: rbillups@castleplacement.com

(C) (917) 475-6679

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Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement® does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.

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Thanks, Ken

Ken Margolis | Managing Partner Castle Placement
1460 Broadway Street
New York, New York 10036
(212) 418-1180
kmargolis@castleplacement.com

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