Motive Ventures

?? Our Newsletter is Coming Soon with Exciting Updates! ?? Tomorrow, our very own Motive Ventures newsletter will be ready to reach your inbox! Sign up today and stay updated with the latest portfolio news, industry insights, and exclusive events from our team: https://lnkd.in/enr9sHD4 ?? Spoiler Alert: In our first edition, we’re announcing a significant follow-on round for one of our portfolio companies. We'll share the story behind this latest support, including our reasons for backing their growth and the founder's fresh perspective on the market landscape. Don’t miss it! Curious to find out more? Then sign up now! #MotiveVentures #Newsletter #FintechNewsletter #VentureCapital

Big news: Quantexa has raised $175 million in a Series F funding round!??? ? Quantexa, a global leader in?Decision Intelligence, is transforming how organizations connect and analyze data to uncover risks and opportunities. By leveraging advanced AI and data analytics, Quantexa enables financial institutions, government agencies, and enterprises to make smarter, context-driven decisions. ? With this latest investment, led by?Teachers’ Venture Growth (TVG), Quantexa now holds a?$2.6 billion valuation, reinforcing its position as a frontrunner in the Decision Intelligence space. This funding?is expected to?accelerate?product innovation, expansion in North America, and strategic acquisitions, further enhancing its impact across industries. ? As?Vishal Marria, CEO and Founder of Quantexa, puts it: "We’re on a mission to help organizations turn data into a strategic advantage. With this investment, we’ll scale our AI capabilities, expand globally, and continue driving innovation in Decision Intelligence." ? At?Motive Ventures, we are proud to?have?backed?visionary companies like Quantexa that are revolutionizing financial technology and beyond.? ? Here’s to Quantexa’s continued success in setting new standards for AI-driven decision-making! ? ???Read the full press release in the comments. ? #MotiveVentures #Quantexa #DecisionIntelligence #AI #DataAnalytics #Fintech #MotivePartners

??? Zocks | AI for Advisors Secures $13.8 Million to Transform AI-Driven Wealth Management ?? At Motive, we are dedicated to shaping the future of financial technology and wealth management. Through Motive Ventures, our early-stage investment platform, we continue to back category-defining companies that are driving innovation in AI-powered financial services. That’s why we’re excited to lead the $13.8 Million Series A in Zocks,?alongside Lightspeed, Entrée Capital, 14Peaks Capital, and Expanse Venture Partners. ???Why this matters Financial advisors handle vast amounts of unstructured client data—from emails to meetings?and more. Zocks transforms these interactions into real-time insights, automating workflows, eliminating manual data entry, and allowing advisors to scale their businesses efficiently. With 1,000+ advisory firms onboarded including enterprise customers, integrations with Wealthbox, Redtail, Zocks is redefining client intelligence in wealth management. ???Why Motive? At Motive, we don’t just invest in trends—we help shape the future of wealthtech.??Motive’s portfolio companies support an estimated 100,000 advisors, 100M+ end client accounts, and have approximately $22Tn of associated end client assets - Zocks | AI for Advisors is a perfect match for our ecosystem. ???What’s next? This funding will fuel Zocks’ AI-driven analytics, automation, and?deep?integrations, setting a new industry standard for wealthtech. ? Congratulations to Mark Gilbert and the entire Zocks team! We’re proud to back you in transforming wealth management with AI. Read more in the press release (linked in the comments). #MotiveVentures #Zocks #AI #WealthTech #Fintech #WealthManagement #FinancialAdvisors

???Our New York Event Series Continues! Join us for an exclusive deep dive into the future of quantitative finance presented by our portfolio company Synthera AI and Motive Partners. This event will explore how synthetic data and generative AI can revolutionize hedging strategies and risk modeling in Fixed Income—going beyond the limitations of traditional models. What we’ll cover: ???Improving hedging accuracy by modeling cross-curve dependencies more effectively. ???Stress testing & backtesting beyond historical scenarios with realistic, unseen market conditions. Speakers: ???Professor Rama CONT (University of Oxford) – A globally recognized expert in machine learning for quantitative finance. ???Lukas Schreiner – CTO & Co-Founder of Synthera AI, a quant specialized in AI for finance, with three master’s degrees and five years of experience. If you’re a quant, investor, or fintech innovator, this is an event you don’t want to miss. Spots are limited—register now! Just follow the link in the comments ?? #Fintech #AI #SyntheticData #Investing #MotiveVentures #MotivePartners

?? Flanks Raises €14 Million to Automate Wealth Management for Next-Gen Advisory! ? At Motive, we believe in the power of wealthtech to transform the future of finance. That’s why we’re thrilled to lead this investment in Flanks, reinforcing our commitment to the sector and adding another outstanding company to our portfolio. ? Flanks has successfully raised €14 million, with participation from Battery Ventures, and existing investors Earlybird Venture Capital, JME Ventures, and 4Founders Capital . This funding will accelerate Flanks’ expansion across Europe, particularly in the UK, and enhance its end-to-end wealth management solution. ? ??Why this matters: Flanks is redefining wealth management by eliminating manual processes, allowing advisors to scale efficiently and making high-quality financial advisory services accessible beyond ultra-high-net-worth clients. With over 100 wealth management firms relying on its data aggregation, reconciliation, and automation technology, Flanks is well-positioned to lead the transformation of digital wealth advisory services – a space we at Motive Ventures are deeply invested in. ? Flanks was also recently recognized by Sifted Magazine as one of the 14 wealthtech companies to watch – a testament to its impact in the industry. This is the power of the Motive Partners IOI model – we continue to back innovators shaping the future of wealthtech and financial infrastructure. Our approach is more than just capital; we offer deep industry expertise, strategic insights, and hands-on operational support to help our companies scale with purpose. Our ecosystem includes Xaver, Titanbay, bunch, MYNE, Vega, Novata, DoorFeed, Corastone and getquin, further proving our deep focus on next-generation wealth solutions. ? ?? Congratulations to Joaquim De la Cruz, Alvaro Morales, Sergi Lao, and the entire Flanks team! We’re proud to support you in shaping the future of automated wealth management. ? ???Read more about this milestone in Flanks’ press release (linked in the comments). ? If you want to learn more about how Motive is masterminding the transformation of the wealth industry, read our latest thought piece under the link in the comments. ? #MotiveVentures #Flanks #WealthTech #Fintech #WealthManagement

?? Rethinking Go-to-Market in Financial Services |?A Motive NY Event The go-to-market (G2M) landscape in financial services is evolving fast. How do top executives seize opportunities, tackle emerging challenges, and stay ahead in an increasingly competitive market? Tomorrow in New York City, Motive Ventures and Arch are bringing together founders, operators, and investors for an exclusive panel discussion and networking event to explore these pressing questions. ??What to Expect: →?Go-to-Market Panel – Insights from industry leaders on AI-driven commercialization strategies, distribution challenges, and scaling effectively in 2025. → Networking & Refreshments – Connect with key players in fintech, venture capital, and financial services over drinks and light bites. ??Featured Speakers: → Erica Dorfman – EVP, Global Financial Products at Brex ($12.3B valuation). Brex powers startups and enterprises like Datadog & Coinbase, backed by top investors like TCV, Greenoaks, and Kleiner Perkins. → Angad Singh – Partner at Long Ridge Equity Partners, a private equity firm focused on high-growth financial services and technology investments. → Matt Webb – Head of Innovation at Apollo Global Management, Inc.,?leading a team to?help drive the growth and efficiency of Apollo using technology. ?? Moderated by Harsh G. from Motive Ventures. ? A few spots are still available! If you're interested in joining us, get in touch with Isabel Holding. ? We are looking forward to great conversations and connecting the dots in NYC’s fintech and innovation ecosystem! #MotiveVentures #Fintech #GoToMarket #FinancialServices #VentureCapital

Last month our portfolio company InvestCloud, Inc. revealed a new era in WealthTech by introducing the Private Markets Account?, or PMA, making InvestCloud the largest wealth management platform to combine public and private assets in one place. Now we’re thrilled to announce InvestCloud’s first partner as we build out the PMA Network: Apollo Global Management, Inc. Global Management. Apollo’s leading private markets model portfolios will be available within the PMA, enabling advisors’ preferred portfolio construction — all on one single platform. The true democratization of private markets has just been accelerated. This exciting news is another proof point of Motive Partners shaping the future of wealth. Visit Motive Insights for more on how Motive Partners is Masterminding the Transformation of Wealth Management: https://lnkd.in/etuhs-pn Congratulations to the InvestCloud and Apollo teams for cracking the code on private markets! It’s another new day in wealth management, and this is only the beginning. #WealthTech #PrivateMarkets #Alternatives #Alts #WealthManagement #PrivateMarketsAccountNetwork #PrivateMarketsAccount #PMA #Fintech #FinancialServices #Innovation #PrivateEquity #IOI #Leadership

WealthTech is Evolving—And We’re Leading the Charge??? Sifted just spotlighted 14 wealthtech startups shaping the future—and among them are Upvest and Vega, both Motive Ventures portfolio companies.??? ???WealthTech funding has faced headwinds—from $4.5B in 2022 down to $1B in 2023—but the tide is turning. November 2024 saw the strongest month of funding in over a year. And just recently,?Upvest secured a €100M Series C funding round, led by Hedosophia and Sapphire Ventures, with continued support from Motive Ventures—further?showing?that momentum in the space is back. At Motive Ventures, we’re not just following the trends—we’re shaping them. Alongside Upvest, we back?leading?companies like bunch, MYNE, getquin, DoorFeed, Xaver and many more to: ??Democratize access to alternative investments ??Power unified digital wealth ecosystems ??Enable AI-driven, hyper-personalized financial advice ??Advance sustainable and impact-driven investing ? Wealth management is evolving, and we are backing the technology-first solutions shaping its future. ? ???We’re not just investing in this shift—we’re leading it.? ? Read the full article by Maya Dharampal-Hornby: https://lnkd.in/e7BMgvAP & subscribe to our newsletter for news on our upcoming announcements under the link in the comments. ? #WealthTech #Fintech #VentureCapital #MotiveVentures

What a Fantastic VC Gathering in Frankfurt! Alongside Frankfurt Digital Finance, we had the pleasure of welcoming selected VCs and private investors to an exclusive VC Networking Breakfast around the #FDF25 conference. A great way to start the day with meaningful discussions on the future of capital markets in Europe. After our?Partner, Michael Hock,?took the stage for the third time this week—sharing his perspective on what needs to change to attract more capital to Europe—this gathering was the perfect setting to continue the conversation. Looking across the Atlantic to our?headquarters in New York, one thing is clear:?Europe urgently needs to speed up when it comes to capital attraction.?As Michael highlighted, three key drivers are essential: ??Financial education?for the future generations to compete in an evolving financial world. ??Innovation-friendly regulation?to foster growth, not hinder it. ??Better access for private investors?to participate in value creation. Our wish for next year? To see Michael back on stage, not just discussing the challenges, but highlighting the positive changes happening in Europe’s capital markets. A big thank you to everyone who joined us and made the morning so insightful. We hope you enjoyed it as much as we did! #MotiveVentures #VC #CapitalMarkets #Innovation #FDFrankfurt #Networking ?

Where are WealthTech & Ecosystems driving the next wave of innovation??? During the World Economic Forum in Davos, Ramin Niroumand, Head of Motive Ventures, sat down with Max Plank, Venture Partner at Tenity, for a deep dive into the massive shift happening in WealthTech and the power of ecosystems in driving innovation. For Ramin, it’s no longer about giving people access to financial products—it’s about creating?intelligent, personalized solutions?that guide users through their financial journeys: “The future belongs to those who don’t just create products—but create solutions that adapt to people’s financial needs.” At Motive Ventures, we’ve made WealthTech a core focus of our investments—backing next-generation innovators like Vega, bunch, and MYNE, who are transforming how people access, grow, and manage their wealth. ???But innovation in fintech and beyond thrives in?ecosystems. Or as Ramin commented:??“The future of fintech is interconnected. The startups that will lead the next decade of innovation are those who know how to collaborate, embed their solutions into existing networks, and create value beyond their immediate product.” Watch & learn: - Why WealthTech is at a tipping point?and how startups can stay ahead of the curve - Where the next big opportunities lie:?embedded finance, AI-driven personalization, and beyond - How ecosystems and collaboration?are becoming critical to scaling successful fintech ventures - How Motive Ventures is supporting founders?who are building category-defining solutions ???Check out the full episode under the link in the comments?and hear Ramin’s take on the future of wealth, ecosystems, and financial innovation. #WealthTech #VentureCapital #Fintech #MotiveVentures #Innovation