Streetbeat, an AI-based intelligence platform for financial professionals and retail investors, has raised $15 million in Series A funding to accelerate the rollout of agentic AI for trading, risk management, and portfolio analysis. The funding round was led by CDP Venture Capital through the AI Fund, with participation from TTV Capital, Monte Carlo Capital, and 3Lines VC. The new financing brings Streetbeat’s total funding to $25 million.
Streetbeat’s enterprise platform, StreetbeatPRO, gives wealth managers, financial institutions, and brokerages access to off-the-shelf AI agents to automate workflows, or the option to deploy customized agents tailored to firm-specific needs. According to the company, advisors using StreetbeatPRO have increased their client capacity by 5x and grown assets under management (AUM) by up to 15% annually.
Adoption has reached 4,000 advisors across 15 countries, with recent international expansion into Germany, Italy, and South Korea. FinecoBank, an online brokerage with more than $120 billion in AUM, is among the institutions using the platform to enhance advisory solutions.
Under the hood, Streetbeat says its proprietary AI has been in production for three years and is powered by real-time intelligence spanning more than 170 datasets. In benchmarking, the company reports its system completed tasks with 94.78% accuracy on the benchmark test suite, which has been described as a simulation of realistic customer interactions that require API tool use and adherence to complex policy rules, while delivering roughly 30% higher accuracy than other agents at an estimated $0.10–$0.15 per task.
Beyond advisors, Streetbeat also offers a U.S. retail product that generates diversified portfolios based on a user’s time horizon, risk tolerance, and prevailing market conditions. The company asserts that manual trading typically results in losses for 80% of traders, while portfolios created by Streetbeat’s AI have averaged an annual return of +8% compared to manual approaches. A European launch of the AI advisor is planned for 2026, with integration partners already in motion.
How the funding will be used: The proceeds from the Series A will be used to expand core technical teams in the U.S. and Europe, advance product development, and speed international expansion.
KEY QUOTES:
“From the beginning, our mission has been to make the best financial intelligence available to everyone – both financial professionals and consumers. From an AI advisor that creates tailored portfolios for retail investors to customized AI agents that automate workflows for wealth managers and advisors, Streetbeat’s proven solutions are delivering strong ROI for our customers. This new funding will accelerate the next phase of our growth as we scale internationally and further advance our AI capabilities.”
Damián Scavo, CEO of Streetbeat
“We invested in Streetbeat because it combines vision with substance: a cutting-edge AI multi-agent architecture and concrete adoption among advisors and institutions that are augmenting professional-level capabilities. We strongly believe in the team’s vision and its potential for global expansion, which could establish a new standard for the fintech industry.”
Vincenzo Di Nicola, Head of the AI Fund at CDP Venture Capital
“Damián saw the massive potential for AI in financial services early on, and since then, the Streetbeat team has worked relentlessly to align their capabilities with market needs. StreetbeatPRO has generated impressive traction in Europe, and it’s clear they are building a critical solution at the right time. We are proud to back Streetbeat as they continue to scale AI products that generate real value for financial professionals and retail investors.”
Neil Kapur, Partner at TTV Capital
