Streetbeat Raises $15 Million to Scale AI-Powered Wealth Management Platform

Streetbeat, the Palo Alto-based AI wealth management startup, has closed a $15 million Series A funding round led by CDP Venture Capital through the AI Fund. This fresh capital accelerates Streetbeat’s mission to transform financial advising and retail investing with advanced agentic AI.

The investment comes at a time when the finance sector has been historically slow in embracing radical innovation. Yet, Streetbeat's rapid growth and adoption show that AI-driven wealth management is no longer futuristic, it’s in the present. With $25 million in total funding to date, Streetbeat is positioned to disrupt an industry that serves trillions in assets but faces increasing pressures around efficiency, scalability, and performance.

Streetbeat’s flagship platform, StreetbeatPRO, directly addresses these challenges for advisors and institutions. It leverages AI agents designed to automate wealth management workflows including investing strategies, risk assessment, portfolio analysis, and client communication. The company reports that advisors using StreetbeatPRO have quintupled their client load capacity while driving Asset Under Management (AUM) growth of up to 15% annually.

Currently utilized by 4,000 advisors across 15 countries, Streetbeat has recently expanded into Germany, Italy, and South Korea, reflecting a clear global demand. The company's client list includes a major European brokerage bank managing over $120 billion in assets, which deploys Streetbeat technology to enhance its advisory capabilities.