Zilo Raises $20M Series A2 to Accelerate Transfer Agency Fintech Growth

Transfer-agency fintech Zilo secures $20 million in Series A2 funding to scale its platform, expand globally, and launch AI-powered tools for asset and wealth management.

Highlights:

  1. Zilo raises $20M in Series A2 to drive expansion, scaling its core platform for global transfer agency operations.

  2. The funding will be used to deploy new AI-powered features, expand into target markets, and deepen institutional partnerships.

  3. Backed by both existing and new investors, this round underscores strong market confidence in Zilo’s technology and long-term vision.

Summary:

Zilo, a pioneering fintech in the transfer agency space, has secured $20 million in its Series A2 funding round, reaffirming investor confidence in its mission to modernize asset and wealth management infrastructure. The fresh capital is earmarked for expanding its platform’s capabilities, launching AI tools for enhanced efficiency, and accelerating geographical growth in key markets.

With this funding, Zilo aims to partner more closely with institutional clients, streamline transfer agency workflows, and scale rapidly in the competitive wealth-tech fintech landscape.

Laura M
Laura M
Laura is a financial reporter, editor, and researcher with a particular interest in fintech innovation, capital markets, and the evolving global banking landscape.

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