Alinea Invest, the investing app designed specifically for Gen Z, has raised $10.4 million in Series A funding to expand its innovative approach to wealth creation. Founded in 2021 by Anam Lakhani and Eve Halimi—former Goldman Sachs and Citi analysts who met in college—the platform has rapidly grown to serve over 1 million users, with an impressive 92% female user base and 70% Gen Z adoption.
The fresh capital, led by Play Ventures with participation from GFR Fund, Y Combinator, and others, comes as Alinea demonstrates remarkable traction. The lean 10-person team achieved 6x revenue growth last year, reaching a $6 million annual run rate. This success stems from Alinea’s unique positioning in a market traditionally underserved by legacy financial institutions, despite Gen Z standing to inherit trillions in the coming wealth transfer from Baby Boomers.
“We built Alinea to reflect how our generation actually wants to engage with investing,” explained Lakhani. “You want guidance and structure, but also the autonomy to make your own decisions—it’s like ordering both the salad and the fries.” This philosophy has resonated strongly with young investors who often feel alienated by traditional platforms.
The funding will accelerate the launch of AI Allie, Alinea’s proprietary personal finance coach designed to function like a money-savvy best friend. This AI assistant helps users navigate investment decisions, align portfolios with personal values, and create realistic financial plans tailored to individual circumstances. “The right question isn’t whether you can trade,” Lakhani noted, “but how to grow your $5,000 in a way that actually works for your life.”
Alinea’s growth underscores a significant shift in wealth management demographics. As $84 trillion begins transferring to younger generations, the platform’s focus on financial education, accessibility, and values-aligned investing positions it uniquely to capture this market transition. The company’s emphasis on serving women investors—who control an increasing share of household financial decisions but remain underrepresented in traditional investing spaces—further differentiates its offering.
With this injection of capital, Alinea plans to enhance its technology stack, expand its educational resources, and continue building what Lakhani and Halimi describe as “the investing app we wished existed when we were starting out.” The platform’s success suggests that Gen Z investors aren’t just looking for another trading app, but rather a holistic financial companion that understands their unique needs and aspirations in an increasingly complex economic landscape.