Citi Ventures

Activity from announced rounds

Activity in this selectionSeries B
Rounds participated in
3
Confirmed lead rounds
0
2 roles undisclosed
New companies
3
First participation on record · 0 follow-on
Funding in participating rounds
$175M
3 disclosed · full round size, not this investor’s share

By stage

Series B3

By primary sector

Fintech2
AI1

By country

United States3

Rounds

3 in this selection
Vesta

A mortgage loan-origination system with AI agents that work on applications, underwriting and closing documents.

$30MSeries B
Participant
Wealth.com

Provides AI-powered estate and tax planning platform for wealth management firms

$65MSeries B
Role not disclosed
Jump

Provides AI-powered features to reduce busywork for financial advisors and surface growth insights

$80MSeries B
Role not disclosed