Top 10 FinTech Capital Raises in the U.S. – June 16th-30th, 2025

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

PE Growth/Expansion

    1. Carefull, a financial safety platform that protects users from financial threats and errors, received development capital from Canadian Imperial Bank of Commerce.
    2. Miami International, a fully electronic trading platform that caters to the needs of the customers and trading community, received $40 million of development capital from Warburg Pincus.

Merger/Acquisition

    1. Wallstreet Stats, a financial analytics platform that analyzes social sentiment, market trends, and trading signals in real-time, was acquired by GreetEat, a subsidiary of GreetEat (Asset Management).
    2. Zeta, a financial money management platform that helps families manage their finances together, was acquired by Acorns.

Later Stage VC

    1. Kalshi, an online financial platform that facilitates trading based on event outcomes, raised $185 million of Series C venture funding in a deal led by Paradigm (Crypto Fund).
    2. Conquest Planning, a financial planning platform that democratizes access to personalized financial advice across all levels of wealth, raised $80 million of Series B venture funding in a deal led by Goldman Sachs Growth Equity.

Early Stage VC 

    1. Warp, a payroll and compliance platform for startups to optimize financial operations, raised $18 million of Series A venture funding in a deal led by Sound Ventures.
    2. Campfire, a revenue management software that automates revenue recognition and reporting for accounting and finance teams, raised $35 million of Series A venture funding in a deal led by Accel.

Seed

    1. Quorus, the financing platform that simplifies the process of personalized investing, raised $4.62 million of Seed-1 funding from Connecticut Innovations and other investors.
    2. Hyve, an AI financial planning platform for personalized wealth advice at scale, raised $11 million of seed funding in a deal led by Viola FinTech.

#castleplacement #capitalraising #privateequity #venturecapital #investment #FinTech

Rashidah Billups

Managing Director

Seasoned financial professional with over 20 years of experience in technology, investment banking, commercial banking, credit, and asset management. Diverse background and executive presence with unique perspectives. Managed relationships at Bank of America Merrill Lynch as an AVP and served as NJ State Co-Chair for the company's Corporate Philanthropic networks. Developed investment client relationships at Morgan Stanley and founded an independent financial advisory firm. CFO at RMCG, a leading firm in tokenization of real-world assets on-chain and played a pivotal role in raising capital for multi-million-dollar projects in real estate and technology, launching the FraXion Token and FraXion Marketplace. Bachelor of Science in Finance from William Paterson University, studied Intellectual Property Law at Cambridge University, and holds technology certifications in network cabling and fiber optics. FINRA Series 7 and 66 licensed.

Rashidah Billups

Rashidah Billups

Managing Director

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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