InvestStream Secures Oversubscribed Seed Round at USD 22M Post Money Valuation to Accelerate Financial Intelligence Infrastructure

Strategic backing accelerates InvestStream’s next phase of growth.

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InvestStream has successfully completed its Seed Round, attracting strong demand from sophisticated investors, family offices, high net worth individuals and a cornerstone strategic partner.

The round was oversubscribed, reflecting strong conviction in InvestStream’s intelligence-led technology platform, early commercial traction and a proven, experienced leadership team.

The capital will accelerate InvestStream’s strategy to build the AI financial cashflow modelling-centric infrastructure that applies advanced technology to fundamentally improve how financial institutions operate across superannuation, advice, and data-driven decision-making.

InvestStream will continue investing in its proprietary modelling engine and intelligence architecture, enabling more institutions to deploy these capabilities at scale and extend access to clearer financial understanding.

“Closing this round efficiently with strong investor demand is a significant validation of what we are building,” said Jason Hoang, Founder and CEO of InvestStream.

“For decades, financial technology has prioritised professional users, powerful but often complex and inaccessible to many. We are building something fundamentally different. InvestStream places sophisticated financial intelligence into the hands for all to access, without the traditional complexity, enabling efficiency gains for all. Imagine having institutional grade paraplanning capabilities in your pocket, on demand. The industry shift is happening right now.”

Founded to address long-standing structural challenges in financial services, InvestStream develops AI-powered platforms that simplify complex financial concepts without compromising robust modelling, data integrity and regulatory alignment.

About InvestStream

InvestStream provides AI-powered solutions across superannuation, wealth, trading, and data operations to empower financial institutions to move smarter and faster. The company's flagship product, SuperAnne™, reimagines member engagement in the superannuation industry through conversational interfaces supported by structured calculation engines and personalised scenario planning.

With teams across Sydney, Melbourne, and Singapore, InvestStream combines deep industry expertise with cutting-edge technology to help funds, platforms, advisers, and brokers operate faster, smarter, and more transparently in an increasingly complex regulatory environment.

Learn more at investstream.io