FinanceBot Pro Raises $520M Series D to

FinanceBot Pro

AI-powered personal finance platform providing automated investment management, tax optimization, and financial planning for high-net-worth individuals.

$520M

Series D

Valuation

$7.2B

Headquarters

Singapore

Employees

450

Sector

Financial Services

About the Funding

FinanceBot Pro has successfully raised $520M in a Series D funding round, bringing their total valuation to $7.2B. This significant investment will fuel the company's mission to expand to global markets, enhance ai investment algorithms, and develop institutional wealth management solutions.

Use of Funds

Expand to global markets, enhance AI investment algorithms, and develop institutional wealth management solutions

Company Overview

AI-powered personal finance platform providing automated investment management, tax optimization, and financial planning for high-net-worth individuals.

Market Opportunity

The fintech market is experiencing unprecedented growth in 2025, with increasing demand for innovative solutions that ai-powered personal finance platform providing automated investment management, tax optimization, and financial planning for high-net-worth individuals.. FinanceBot Pro is positioned to capture significant market share through their differentiated technology platform and strategic partnerships.

Key Investors

• Goldman Sachs
• JPMorgan Chase
• Sequoia Capital
• Temasek Holdings

Founders

• Finance AI Expert
• Dr. Wealth Management

Previous Rounds

Series C

$290M

2024-07-08

Series B

$140M

2024-01-20

Series A

$65M

2023-06-10

Investment Highlights

Technology Innovation

FinanceBot Pro has developed breakthrough technology that addresses key market challenges and provides significant competitive advantages in the fintech space.

Market Traction

Strong customer adoption and revenue growth demonstrate market validation and scalability potential for FinanceBot Pro's innovative solutions.

Team Excellence

Led by experienced founders with deep domain expertise, FinanceBot Pro has assembled a world-class team capable of executing on ambitious growth plans.

Strategic Partnerships

Strong investor syndicate and strategic partnerships provide FinanceBot Pro with the resources and market access needed for global expansion.

Looking Forward

With this $520M investment, FinanceBot Pro is well-positioned to accelerate growth, expand market presence, and continue innovation in the fintech sector. The funding will enable the company to achieve key milestones and establish market leadership while delivering exceptional value to customers and stakeholders.

FinanceBot Pro