The Venture Codex Logo

The Venture Codex

InvestStream

Level 21, 60 Margaret Street, Sydney, NSW, 2000, Australia

Overview

InvestStream develops an artificial-intelligence platform that delivers institutional-grade cash-flow modelling, paraplanning and data-driven decision tools to superannuation funds, financial advisers and other financial institutions. Its proprietary modelling engine and intelligence architecture translate complex financial concepts into clear, actionable insights without sacrificing data integrity or regulatory alignment. The company was founded to overcome long-standing structural challenges in financial services by making sophisticated financial intelligence broadly accessible instead of limiting it to specialist users. Early commercial traction and an experienced leadership team underpin investor confidence. Following its recent capital raise, InvestStream plans to accelerate product development, scale its infrastructure for more institutional deployments and broaden access to its technology. The oversubscribed seed financing placed the firm at a post-money valuation of US$22 million, providing resources to deepen AI capabilities and expand market reach.

Total raised
$22M
Funding rounds
1
Latest round
Seed
Latest activity
Feb 2026

Industries

  • Artificial Intelligence (AI)
  • Cloud Computing
  • Enterprise Software
  • Financial Services
  • FinTech
  • Risk Management
  • Software
  • Trading Platform
Visit website

Recent funding

  1. Seed

    Feb 2026

    $22M

Team