Global VC, PE, and M&A investment activity in wealthtech 2019-2023

Published by Statista Research Department, Feb 19, 2024

In 2023, the total value of venture capital, private equity, and M&A investments in the wealthtech sector worldwide decreased significantly compared to 2022. The value of investment amounted to roughly 0.2 billion U.S. dollars in 2023, down from 0.8 billion U.S. dollars in 2022. The number of deals dropped notably as well.

What is wealthtech?
Wealthtech is part of the fintech industry. It is a concept that covers all digital solutions designed to facilitate the processes of wealth management. These processes include, for example, tax planning, wealth protection, estate planning and succession planning.

Value and volume of venture capital (VC), private equity (PE), and mergers and acquisitions (M&A) investment deals in wealthtech worldwide from 2019 to 2023

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Release date

February 2024

Region

Worldwide

Survey time period

2019 to 2023

Supplementary notes

Figures prior to 2020 were collected from previous reports. 

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