Model ML Raises $75M Series A to Scale AI Workflow Automation for Financial Services

Model ML, a rapidly growing AI workflow automation company focused on the financial services sector, has closed a $75 million Series A funding round, one of the largest such rounds in the fintech space, as it scales its platform to meet growing global demand. The financing, announced in November 2025, comes just six months after the startup’s initial seed round and positions Model ML to expand its global footprint, deepen its AI capabilities, and broaden enterprise adoption among the world’s largest banks, asset managers, and consultancies.

The Series A was led by FT Partners, the global investment banking firm focused exclusively on financial technology, bringing strategic capital and deep industry expertise to Model ML’s mission of transforming how financial institutions leverage AI to automate complex, high‑stakes workflows. Participation in the round also came from Y Combinator, QED, 13Books, Latitude, and LocalGlobe, reflecting confidence from both early‑stage and sector‑specialized investors in the company’s vision and execution.

Model ML was founded in 2023 by brothers Chaz and Arnie Englander, serial entrepreneurs with a track record of building successful technology businesses. The company’s platform helps financial teams build AI workflows that automate client‑ready Word, PowerPoint, and Excel outputs directly from trusted data, replicating exact prior formats while significantly reducing manual labor. These AI modules are designed to turn repetitive, time‑consuming tasks — such as preparing pitch decks, investment memos, and diligence reports — into automated processes that free up professionals to focus on higher‑value decision‑making.

In its short time on the market, Model ML has seen strong early adoption by large financial institutions, including multiple global banks, private equity firms, and consulting practices. The platform’s ability to integrate with existing enterprise workflows and deliver polished documents with built-in quality checks has resonated with customers seeking to improve efficiency, reduce error rates, and accelerate business cycles in highly competitive environments.

“We’re thrilled to announce this round with such an exceptional group of investors as we continue our mission to transform how financial institutions work,” said CEO Chaz Englander. “This financing enables us to accelerate global expansion and advance our AI capabilities across key financial hubs as we scale to meet rapidly growing enterprise demand.”

Model ML plans to use the Series A proceeds to expand its presence in major financial centers, including San Francisco, New York, London, and Hong Kong, by building out dedicated onboarding, customer success, and engineering teams. A significant portion of the funding will also support the advancement of the company’s proprietary AI systems and workflow automation modules, ensuring seamless deployment and scaling for enterprise customers.

The platform’s AI‑driven automation has the potential to reshape how financial professionals approach knowledge work by dramatically reducing the time and effort required for document creation and data analysis. In sectors such as investment banking, asset management, and private equity, where precision and speed are essential, Model ML’s technology offers a compelling solution to long‑standing pain points.

Investor enthusiasm for Model ML reflects broader trends in the fintech and AI markets, where solutions that combine domain‑specific AI with workflow automation are gaining traction. Backers such as FT Partners — which has a deep history of advising and investing in transformative fintech ventures — bring both capital and strategic support to help Model ML navigate its next stage of growth. Participation from Y Combinator and other venture firms further underscores confidence in the startup’s market potential and the accelerating demand for AI tools that add measurable value to complex enterprise operations.

As Model ML moves into 2026 with substantial new funding, the company is well positioned to continue expanding its global customer base, deepen its AI engineering capabilities, and explore strategic partnerships that leverage its workflow automation platform across a wider range of use cases within financial services and beyond. With one of the largest fintech Series A rounds in recent memory behind it, Model ML is poised to play a significant role in shaping the future of AI‑powered productivity in knowledge‑intensive industries.