About Agentic AI in Financial Services
There are 98 companies in the Agentic AI in Financial Services sector across the world, with 66 funded companies having collectively raised $1.21B in venture capital money and private equity. Overall 27 of these are Series A+ funded and the sector has seen the creation of 3 Unicorns.
Agentic AI in Financial Services sector has seen 2 acquisitions.
This sector includes companies that leverage agentic AI to autonomously perform or assist with complex financial tasks, decision-making, or workflows with minimal human oversight across financial domains like banking, investing, accounting, etc. These systems are context-aware, capable of multi-step reasoning, and often operate across dynamic regulatory, risk, or market environments. Their purpose is to support or replace human effort in domains such as financial analysis, compliance, operations, client interaction, and decision support by acting with autonomy and intent.
Companies included in Agentic AI in Financial Services sector
This includes agents that automate and adapt financial decision-making, analysis, or risk assessment, AI agents for finance teams that can handle workflows like reconciliations, compliance tracking, or financial reporting, autonomous systems for regulatory analysis, anti-money laundering (AML), or fraud detection that act on insights, not just flag anomalies, multi-agent systems that gather and interpret financial, economic, or geopolitical data for investment or credit decisions and AI-driven customer-facing finance agents (e.g., for onboarding, support, advisory) with contextual task executionCompanies excluded in Agentic AI in Financial Services sector
Excluded are static analytics or dashboarding tools without autonomous or goal-driven functionality, rule-based RPA platforms focused on finance back-office automation without intelligent task handling, financial data providers or aggregators that don’t embed agentic reasoning or workflow execution, general AI assistants where finance is one of many surface-level applications. Also excluded are services or consulting firms using third-party AI tools without proprietary agentic products tailored to financeTop Companies in Agentic AI in Financial Services
There are more than 98 companies in Agentic AI in Financial Services. PayU is the top Agentic AI in Financial Services company globally, ranked using Tracxn Score (what's this?).
Here are 5 of the top Agentic AI in Financial Services companies globally:
Company | Description | Location | Founded | Current Stage | Private Funding Raised |
|---|---|---|---|---|---|
Provider of payment solutions and credit products for online merchants | Amsterdam (Netherlands) | 2002 | Series C | $35.1M | |
Provider of payment solutions for e-commerce companies and individuals | Istanbul (Turkey) | 2012 | Acquired | $28M | |
AI agents for automating accounting workflows and engagements | New York City (United States) | 2023 | Series B | $138M | |
Provider of AI-powered compliance management system for financial services sector | Bengaluru (India) | 2023 | Seed | $5.25M | |
Developer of AI based cyber threats and operational risk detection platforms | Hod Hasharon (Israel) | 2013 | Series D | $133M |
Companies founded year-on-year in the Agentic AI in Financial Services sector
17 Agentic AI in Financial Services startups were founded in 2024 - this is the most number of startups founded in any year in the last 10 years.
- Total Number of Companies
Year | No. of companies |
|---|---|
2026 | - |
2025 | 14 |
2024 | 17 |
2023 | 14 |
2022 | 13 |
2021 | 4 |
2020 | 5 |
2019 | 2 |
2018 | 8 |
2017 | 6 |
Companies founded across countries in the Agentic AI in Financial Services sector
United States has 46 Agentic AI in Financial Services startups, the most by any country, followed by India which has 9 startups and United Kingdom which has 8.
- Total Number of Companies
Country | No. of companies |
|---|---|
United States | 46 |
India | 9 |
United Kingdom | 8 |
Netherlands | 4 |
Turkey | 4 |
Switzerland | 4 |
Canada | 3 |
China | 2 |
France | 2 |
Germany | 2 |
Stage-wise distribution of the Agentic AI in Financial Services sector
Out of the total 98 Agentic AI in Financial Services companies, 66 have secured funding. Among them, 27 have reached Series A or higher, and 13 to Series B or beyond.
Founded - 98
Funded - 66
Series A+ - 27
Series B+ - 13
Series C+ - 6
Company Stage | No. of companies |
|---|---|
Founded | 98 |
Funded | 66 |
Series A+ | 27 |
Series B+ | 13 |
Series C+ | 6 |
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- 95+ Total Companies
- $1.21B+ Total Funding
- 65+ Funded Companies
Funding Trends in the Agentic AI in Financial Services sector
Total funding year-on-year in the Agentic AI in Financial Services sector
The Agentic AI in Financial Services sector saw a total funding of more than $1.17B in the last 10 years. The most amount of funding was in 2025 at more than $343M. There has been a total funding of $126M in 2026 till date.
- Total Funding
Year | Total Funding |
|---|---|
2026 | $126M |
2025 | $343M |
2024 | $196M |
2023 | $108M |
2022 | $107M |
2021 | $176M |
2020 | $35.1M |
2019 | $13M |
2018 | $48.4M |
2017 | $16.5M |
Total funding across countries in the Agentic AI in Financial Services sector
In the last 10 years, Agentic AI in Financial Services startups in United States have recieved the highest funding among all countries - $762M. Israel follows with $118M and Germany with $84.3M.
- Total Funding
Country | Total Funding |
|---|---|
United States | $762M |
Israel | $118M |
Germany | $84.3M |
Canada | $68M |
United Kingdom | $48.3M |
Netherlands | $41.1M |
India | $5.55M |
Turkey | $4.02M |
China | $3.38M |
France | $3M |
Total funding amount raised by stage in the Agentic AI in Financial Services sector
Over the last 10 years, the Agentic AI in Financial Services sector have seen $180M into Seed Stage funding rounds, $721M into Early Stage funding rounds and $182M go into Late Stage funding rounds.
Funding Stage | Total Funding |
|---|---|
Early Stage | $721M |
Late Stage | $182M |
Seed Stage | $180M |
Grant | $60.3M |
Debt | $10.2M |
Recent Funding Rounds in Agentic AI in Financial Services
In the year 2026, till March 2026, Agentic AI in Financial Services companies have raised $126M in equity funding across 4 rounds.
In the same period last year (i.e. till March 2025), Agentic AI in Financial Services companies had raised $90.2M across 7 rounds.
So, 2026 has seen a 39.65% rise in funding in Agentic AI in Financial Services companies as compared to 2025.
Here are some recent, important funding rounds in Agentic AI in Financial Services:
Company | Round Raised | Amount Raised | Funding Date | Investors |
|---|---|---|---|---|
Seed | 9544 | Mar 26, 2026 | and 3 more | |
Series B | 9737 | Feb 24, 2026 | ||
Series B | 4067 | Feb 12, 2026 | ||
Series A | 1858 | Jan 08, 2026 | ||
Seed | 2100 | Dec 12, 2025 |
Top Investors in Agentic AI in Financial Services
Y Combinator is the top investor in Agentic AI in Financial Services companies based on number of companies invested.
Here are some top investors in Agentic AI in Financial Services:
Investor | Location | Top Portfolio Companies |
|---|---|---|
Mountain View (United States) | ||
Jerusalem (Israel) | ||
Boston (United States) | ||
Montreal (Canada) | ||
Norwalk (United States) |
M&A activity in Agentic AI in Financial Services
In the year 2025, till July 2025, 1 acquisition happened in Agentic AI in Financial Services sector.
Here are some recent, important acquisitions in Agentic AI in Financial Services:
Company | Acquisition Type | Acquisition Date | Acquirers |
|---|---|---|---|
Business Acquisition | Jul 23, 2025 | ||
Business Acquisition | Jun 11, 2019 |
Acquisition trends in Agentic AI in Financial Services
Here are the acquisition trends in Agentic AI in Financial Services:
- Total Number of Acquisitions
Year | No. of companies |
|---|---|
2026 | - |
2025 | 1 |
2024 | - |
2023 | - |
2022 | - |
2021 | - |
2020 | - |
2019 | 1 |
2018 | - |
2017 | - |
Colleges which produce the most Agentic AI in Financial Services companies
Companies founded by alumni from top colleges in the Agentic AI in Financial Services sector
Most number of Agentic AI in Financial Services startups have been founded by alumni from Stanford University, Carnegie Mellon University and Stanford Business School.
College | No. of companies |
|---|---|
Stanford University | 5 |
Carnegie Mellon University | 4 |
Stanford Business School | 4 |
Cornell University | 3 |
Harvard University | 3 |
University of Pennsylvania | 3 |
Harvard Business School | 2 |
IIT Bombay | 2 |
IIT Delhi | 2 |
McGill University | 2 |
Total funding in companies founded by alumni from top colleges in the the Agentic AI in Financial Services sector
In the last 10 years, Harvard University graduates' Agentic AI in Financial Services companies have raised the most funding among top colleges. Harvard Business School alumni are second, and Tel Aviv University alumni are third.
College | Total Funding |
|---|---|
Harvard University | $216M |
Harvard Business School | $193M |
Tel Aviv University | $133M |
Carnegie Mellon University | $127M |
IIT Delhi | $81.8M |
Universidad Politécnica de Madrid | $78.8M |
Stanford Business School | $65.4M |
Stanford University | $65.4M |
Maastricht University | $60.3M |
NYU Stern School of Business | $57M |
Top News in Agentic AI in Financial Services
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ERM and Auquan Partner to Bring Agentic AI to Sustainability Advisory for Institutional InvestorsGlobal Fintech Series•Jan 29, 2026•ERM Group, Auquan
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Theoriq Launches Community Sale on Kaito Capital, Unveils THQ TokenomicsBeInCrypto•Jul 25, 2025•Theoriq, Kaito
•
Liberate & Zywave Partner for Voice AI Comparative Quoting IntegrationGlobal Fintech Series•Jul 10, 2025•Liberate, Zywave
•
Ory and Skyfire Partner for Standards-Based Identity, Payments for Autonomous AI AgentsGlobal Fintech Series•Jun 19, 2025•ORY, Skyfire
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Inveniam Appoints Paul Soanes as Chief Commercial OfficerGlobal Fintech Series•Jun 17, 2025•Inveniam IO
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ThetaRay and Spayce Partner to Combat Financial Crime and Secure Global Payments with Cognitive AIGlobal Fintech Series•Jun 03, 2025•ThetaRay,
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Roots appoints Robin Spaulding as Head of InsuranceReinsurance News•May 21, 2025•Roots, CLARA analytics
•
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Inveniam Appoints Mike Lempres as Chief Risk and Trust OfficerGlobal Fintech Series•Apr 25, 2025•Inveniam IO
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