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Streetbeat Raises $15 Million to Scale AI Trading Platform for Wealth Managers

Streetbeat scaled

Streetbeat, the AI-powered financial intelligence platform for advisors and investors, has secured $15 million in Series A funding to accelerate the global adoption of agentic AI for trading, portfolio management, and risk analysis. The round was led by CDP Venture Capital through its AI Fund, with participation from TTV Capital, Monte Carlo Capital, and 3Lines VC, bringing Streetbeat’s total funding to $25 million.

The new funding will drive international expansion and further development of StreetbeatPRO, the company’s flagship platform for wealth managers, which enables financial professionals to deploy AI agents for investing, risk management, and client portfolio analysis. Currently, 4,000 advisors in 15 countries use StreetbeatPRO, including one of Europe’s top brokerage banks with over $120 (AUM).

ā€œFrom the beginning, our mission has been to make the best financial intelligence available to everyone – both financial professionals and consumers,ā€ said DamiĆ”n Scavo, CEO of Streetbeat. ā€œThis new funding will accelerate the next phase of our growth as we scale internationally and further advance our AI capabilities.ā€

Takeaway

Streetbeat’s $15 million Series A will expand its AI-powered wealth management platform globally, giving advisors scalable AI tools that boost client capacity and AUM growth.

AI Agents Transforming Wealth Management

Streetbeat’s proprietary multi-agent AI system automates key financial workflows — from client onboarding to portfolio construction — enabling advisors to service five times more clients and grow AUM by up to 15% annually. The system draws on 170+ real-time data sources to generate insights and execute with precision.

Streetbeat’s AI completed benchmark tasks with 94.78% accuracy, outperforming other AI models by 30% while maintaining cost efficiency of just $0.10–$0.15 per task. Its performance was evaluated using simulated customer service and trading tasks involving complex reasoning, data retrieval, and policy adherence.

ā€œWe invested in Streetbeat because it combines vision with substance — a cutting-edge AI multi-agent architecture and tangible adoption among advisors and institutions,ā€ said Vincenzo Di Nicola, Head of the AI Fund at CDP Venture Capital. ā€œThe team’s vision and traction position them to define the future standard for fintech AI.ā€

Takeaway

Streetbeat’s agentic AI framework lets financial advisors automate workflows and investment strategies, achieving scalability once only possible for large institutions.

Bridging Institutional and Retail Investing with AI

Streetbeat’s dual offering includes StreetbeatPRO for professionals and an AI-powered investing app for retail users. Retail investors in the U.S. can converse directly with an AI advisor to create diversified portfolios based on goals, risk tolerance, and time horizons — achieving average annual returns of +8% compared to manual trading.

The company plans to launch its AI advisor in Europe in 2026, with several financial partners already integrating the technology. The retail platform complements StreetbeatPRO’s institutional-grade tools, making professional-level AI investing accessible to individuals while maintaining regulatory .

ā€œStreetbeatPRO has generated impressive traction in Europe, and it’s clear they’re building a critical answer at the right time,ā€ said Neil Kapur, Partner at TTV Capital. ā€œWe are proud to back Streetbeat as they continue to scale AI products that generate real value for financial professionals and retail investors.ā€

Takeaway

Streetbeat bridges institutional and retail investing through AI—enabling wealth managers and individual investors to benefit from automated, data-driven financial intelligence.

Expanding Global Footprint

Streetbeat will use the new capital to expand its core technical teams in the U.S. and Europe, enhance its AI architecture, and accelerate market entry in key regions. The company is a registered investment adviser with the SEC and maintains SOC 2 Type I and Type II compliance to ensure robust data .

The company will also participate at Money20/20 in Las Vegas (October 26–29, 2025), where executives will meet partners and clients to discuss the future of .

Takeaway

With backing from major venture investors, Streetbeat is set to expand its AI capabilities and global presence, positioning itself as a leader in agentic AI for finance.

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