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

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 Streetbeatās total funding to $25 million.
The new funding will drive international expansion and further development of StreetbeatPRO, the companyās 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 Europeās top brokerage banks with over $120 (AUM).
āFrom the beginning, our mission has been to make the best financial intelligence available to everyone ā both financial professionals and consumers,ā said DamiĆ”n Scavo, CEO of Streetbeat. āThis new funding will accelerate the next phase of our growth as we scale internationally and further advance our AI capabilities.ā
Takeaway
AI Agents Transforming Wealth Management
Streetbeatās proprietary multi-agent AI system automates key financial workflows ā from client onboarding to portfolio construction ā 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.
Streetbeatās AI completed benchmark tasks with 94.78% accuracy, outperforming other AI models by 30% while maintaining cost efficiency of just $0.10ā$0.15 per task. Its performance was evaluated using simulated customer service and trading tasks involving complex reasoning, data retrieval, and policy adherence.
āWe invested in Streetbeat because it combines vision with substance ā 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. āThe teamās vision and traction position them to define the future standard for fintech AI.ā
Takeaway
Bridging Institutional and Retail Investing with AI
Streetbeatās 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 ā 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 StreetbeatPROās institutional-grade tools, making professional-level AI investing accessible to individuals while maintaining regulatory .
āStreetbeatPRO has generated impressive traction in Europe, and itās clear theyāre building a critical answer at the right time,ā said Neil Kapur, Partner at TTV Capital. āWe are proud to back Streetbeat as they continue to scale AI products that generate real value for financial professionals and retail investors.ā
Takeaway
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 26ā29, 2025), where executives will meet partners and clients to discuss the future of .







