Best Banking Tech Companies in New York, United States
The 317 best Banking Tech companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Socure.
Our analysis of 50 Banking Tech companies
$7.7b in tracked funding; 98% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Banking Tech companies in New York
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | App-install YoY | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Socure 🦄 Provider of AI based platform offering identity verification | $650M | 39 mo ago | 88 | Johnny Ayers Co-Founder & CEO | TypeScriptGraphQLNode.js+29 | — | 41 patents AI-driven identity verification and watchlist screening using synthetic data and vector embeddings | 1 award |
| 2 | Stash 🦄 Automated investment and robo-advisory platform 83News top 14%Funding top 17%Tech top 18%Moat top 26% All 10 signals ▾Newstop 14% Fundingtop 17% Techtop 18% Moattop 26% Markettop 27% Talenttop 27% Customerstop 33% Growthtop 45% Producttop 47% Globalbottom 48% News: 10 BI events in 12 mo (of 39 tracked, 6 types) · +150% YoY Funding: Raised $448M across 14 rounds · 14 rounds over 11 yrs (1.3/yr) rank vs industry peers · Fliar Intelligence Index 83/100 | $448M | 13 mo ago | 457 | Ed Robinson Co-Founder & Co-CEO | WordPressApple iCloud MailGoogle Workspace+33 | +6% | — | — |
| 3 | Current 🦄 Provider of banking services, paycheck advances, credit building, and crypto trades 69Funding top 17%Customers top 20%Moat top 28%Growth top 30% All 12 signals ▾Fundingtop 17% Customerstop 20% Moattop 28% Growthtop 30% Newstop 30% Techtop 33% Producttop 37% Partnerstop 40% Innovationtop 46% Marketbottom 47% Globalbottom 39% Patentsbottom 33% Funding: Raised $400M across 8 rounds · 8 rounds over 9 yrs (0.9/yr) Customers: Play-Store rating 4.46★ across 177,842 ratings (1 apps) · Review volume +3% in 6 mo rank vs industry peers · Fliar Intelligence Index 69/100 | $400M | 18 mo ago | 11 | — | Apple iCloud MailGoogle WorkspaceSalesforce+15 | — | 6 patents Patents concentrated in construction | — |
| 4 | ION Group Treasury management solutions for financial institutions and banks | $400M | 83 mo ago | 653 | Andrea Pignataro Founder & CEO | Cart FunctionalityWordPressApple iCloud Mail+28 | — | — | — |
| 5 | RapidRatings 🦄 Cloud-based solution for vendor risk management | $255M | 52 mo ago | 177 | Patrick Caragata Founder | WebflowApple iCloud MailMicrosoft 365+29 | — | — | 3 awards |
| 6 | Rho Business Banking Developer of a digital bank for businesses | $235M | 54 mo ago | 12 | Everett Cook CEO & Cofounder | SentryZendeskReact+30 | — | — | 4 launchs · 1 partnership |
| 7 | Valon Mortgage Cloud-native marketplace for mortgage loans | $230M | 22 mo ago | 285 285 → 592 (+108%) | — | WordPressApple iCloud MailGoogle Workspace+27 | — | — | 1 internship · 1 partnership |
| 8 | Alloy 🦄 Identity decisioning platform for banks and fintech firms | $208M | 45 mo ago | 216 216 → 418 (+94%) | Tommy Nicholas Co-Founder & CEO | Craft CMSApple iCloud MailGoogle Workspace+33 | — | 19 patents Wear‑resistant, acid‑corrosion‑resistant austenitic iron alloys for engine valve seat inserts | 1 partnership |
| 9 | Applied Data Finance Fair and responsible consumer lending solutions using data science and technology | $202M | 44 mo ago | 321 | Joseph Toms Chief Executive Officer | Cart FunctionalitySquarespace CommerceSquarespace+13 | — | — | 1 job opening |
| 10 | Personetics Inc AI based personalized customer engagement platform for financial services | $178M | 52 mo ago | 7 | Avi Zeevi Co-Founder | WordPressApple iCloud MailMicrosoft 365+37 | — | — | 1 partnership |
| 11 | Step Digital bank for consumers | $176M | 44 mo ago | 116 116 → 280 (+141%) | Alexey Kalinichenko Co-Founder & CTO | ContentfulTurbopackSentry+22 | +16% | — | — |
| 12 | Grasshopper Bank Provider of online internet first business bank 67Tech top 21%Funding top 22%Moat top 31%Product top 36% All 9 signals ▾Techtop 21% Fundingtop 22% Moattop 31% Producttop 36% Growthtop 37% Customerstop 50% Marketbottom 49% Globalbottom 36% Newsbottom 35% Tech: 62 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services Funding: Raised $172M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $172M | 10 mo ago | 117 | — | WordPressApple iCloud MailMySQL+31 | — | — | 1 launch · 1 partnership |
| 13 | SmartAsset 🦄 Online comparison platform for financial products | $161M | 59 mo ago | 8 | Michael Carvin Founder & CEO | JavaAmazon Web ServicesGoogle Ads+39 | — | — | — |
| 14 | Glia 🦄 Developer of an AI contact center platform for financial institutions | $152M | 50 mo ago | 130 | Justin Dipietro Co-Founder & Chief Strategy Officer | WebflowMarkerAtlassian Statuspage+30 | — | 68 patents Dermal nerve‑activation therapies and hormone/cannabinoid formulations for neurodegenerative and cognitive disorders | 1 award |
| 15 | Esusu 🦄 Online platform offering credit-building solutions through rent payment reporting 76Funding top 18%Tech top 24%Moat top 26%News top 33% All 10 signals ▾Fundingtop 18% Techtop 24% Moattop 26% Newstop 33% Growthtop 35% Talenttop 38% Markettop 40% Producttop 40% Customerstop 45% Globalbottom 36% Funding: Raised $145M across 9 rounds · 9 rounds over 8 yrs (1.1/yr) Tech: 56 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 76/100 | $145M | 6 mo ago | 179 | Samir Goel Co-Founder | WordPress Block EditorWordPressSentry+22 | — | — | 1 launch |
| 16 | Kasisto Tech Provider of an AI based conversational banking solution | $91M | 25 mo ago | 73 | Ruth Brown Chief Operating Officer and Co-Founder | WordPressApple iCloud MailGoogle Workspace+30 | — | — | — |
| 17 | Propel A mobile banking and EBT (Electronic Benefits Transfer) app that provides financial assistance and support | $72M | 21 mo ago | — | Ram Mehta Co-Founder & CPO | SanityTailwind CSSGSAP+20 | +17% | 16 patents Patents concentrated in health & consumer products | — |
| 18 | Tassat Blockchain-based solutions for the financial solutions sector | $69M | 33 mo ago | 46 46 → 53 (+15%) | — | WordPressApple iCloud MailMicrosoft Word+21 | — | 49 patents Blockchain infrastructure enabling token orchestration, multi-chain interoperability, and network compatibility | — |
| 19 | Versana Provider of real-time syndicated loan data and processing platform 29Funding top 21%Product top 41%Tech top 47%Talent bottom 49% All 8 signals ▾Fundingtop 21% Producttop 41% Techtop 47% Talentbottom 49% Growthbottom 42% Newsbottom 40% Globalbottom 39% Marketbottom 26% Funding: Raised $66.0M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Product: 0 product launch events in 12 mo · Company stage: Series D rank vs industry peers · Fliar Intelligence Index 29/100 | $66M | 1 mo ago | 22 | Cynthia Sachs Founder & CEO | WordPressMySQLPHP+35 | — | — | 1 internship · 1 launch |
| 20 | Ready Capital Provider of commercial real estate and small business financial solutions | $65M | 28 mo ago | 374 | Thomas Capasse Co-Founder & CEO | WordPressMySQLPHP+33 | — | — | — |
| 21 | Extend Provider of virtual credit cards and spend management platform for businesses 67Talent top 22%Funding top 25%Tech top 30%Growth top 31% All 11 signals ▾Talenttop 22% Fundingtop 25% Techtop 30% Growthtop 31% Moattop 31% Producttop 36% Innovationtop 40% Patentstop 45% Marketbottom 44% Customersbottom 41% Globalbottom 33% Talent: Analyst team rating 5/5 · 3 named leaders on record Funding: Raised $55.0M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $55M | 9 mo ago | 43 43 → 70 (+63%) | Andrew Jamison CEO and Co-Founder | WebflowApple iCloud MailGoogle Workspace+25 | — | 8 patents Patents concentrated in computing, sensing & instrumentation | 1 partnership |
| 22 | MoCaFi Credit builder prepaid cards for consumers | $50M | 36 mo ago | 40 | Wole Coaxum Chief Executive Officer | WordPressMySQLPHP+22 | — | — | — |
| 23 | RavenPack International Provider of news analytics, datasets, and technology for data-driven companies | $35M | 23 mo ago | 183 | Armando Gonzalez Co-Founder & CEO | SanityApple iCloud MailGoogle Workspace+24 | — | — | 4 launchs · 1 partnership |
| 24 | Baselane Personal finance management software for landlords 69Tech top 13%Funding top 30%News top 34%Growth top 35% All 11 signals ▾Techtop 13% Fundingtop 30% Newstop 34% Growthtop 35% Talenttop 38% AItop 45% Producttop 46% Moattop 48% Marketbottom 39% Globalbottom 36% Customersbottom 36% Tech: 63 technologies across 8/8 capability areas · Cloud: Amazon Alb, Amazon Cloudfront Funding: Raised $34.4M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 69/100 | $34M | 8 mo ago | 29 | Mathias Fort Co-Founder | SentryZendeskTypeScript+32 | — | — | 1 job opening |
| 25 | Modern Finance Online deposit marketplace for banks and financial institutions | $28M | 11 mo ago | 13 | Paolo Bertolotti Co-Founder & CEO | WebflowAmazon Web ServicesGSAP+10 | — | — | 1 award |
| 26 | Alkymi Developer of enterprise data digitization and analytics solutions 57Talent top 22%News top 28%Product top 30%Funding top 32% All 9 signals ▾Talenttop 22% Newstop 28% Producttop 30% Fundingtop 32% Innovationtop 34% Moattop 39% Marketbottom 44% Techbottom 44% Globalbottom 37% Talent: Analyst team rating 5/5 · 3 named leaders on record News: 4 BI events in 12 mo (of 11 tracked, 3 types) · Top themes: Funding rank vs industry peers · Fliar Intelligence Index 57/100 | $26M | 10 mo ago | 50 | Adam Kleczewski Co-Founder | Craft CMSPHPSalesforce+18 | — | — | 4 awards |
| 27 | Comun Provider of an online platform offering retail banking solutions | $26M | 21 mo ago | 29 | Andres Santos Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+18 | — | — | 1 job opening |
| 28 | PactFi Automated loan transaction management solution for credit institutions 19Funding top 38%Talent top 38%News top 42%Moat top 48% All 6 signals ▾Fundingtop 38% Talenttop 38% Newstop 42% Moattop 48% Globalbottom 36% Marketbottom 21% Funding: Raised $25.0M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 19/100 | $25M | 3 mo ago | 5 | Alexa Burguete Co-Founder & CTO | — | — | — | — |
| 29 | Kredete Provider of digital financial services including money transfer and credit building 50Funding top 29%Growth top 35%Talent top 38%AI top 45% All 7 signals ▾Fundingtop 29% Growthtop 35% Talenttop 38% AItop 45% Globalbottom 48% Techbottom 41% Marketbottom 28% Funding: Raised $24.4M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 50/100 | $24M | 9 mo ago | — | Adeola Adedewe Founder & CEO | ReactReact RouterGSAP+12 | — | — | — |
| 30 | Bloom Credit Provider of tools for credit repair and score management | $24M | 13 mo ago | 28 | Ajay Rajani Co-Founder / Incubator | WordPressApple iCloud MailGoogle Workspace+22 | — | — | — |
| 31 | TidalWave Developer of an AI platform streamlining mortgage origination for financial institutions 57Growth top 20%Talent top 38%Funding top 40%Tech top 41% All 8 signals ▾Growthtop 20% Talenttop 38% Fundingtop 40% Techtop 41% Productbottom 48% Moatbottom 38% Marketbottom 36% Globalbottom 32% Growth: Web rank 50,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 57/100 | $22M | 6 mo ago | — | Cheng Li Co-Founder | Apple iCloud MailGoogle WorkspaceNode.js+16 | — | — | 1 partnership · 1 award |
| 32 | January Provider of AI-driven platform for consumer debt recovery and credit insights | $22M | 30 mo ago | 63 | Kurt Spindler Co-Founder & COO | SentryZendeskApple iCloud Mail+19 | — | 31 patents AI-driven biophysical modeling and meta‑learning for personalized health state prediction and metabolic therapy | — |
| 33 | Pinata Provider of a platform that reports rent payments to credit bureaus | $20M | 12 mo ago | 23 | Lily Liu Chief Executive Officer | WordPressApple iCloud MailGoogle Workspace+32 | +22% | 15 patents Inhalable dry‑powder pharmaceutical formulations for cannabinoids and receptor agonists | — |
| 34 | Alaffia Health AI platform for healthcare claims management and automation 48AI top 30%News top 34%Funding top 36%Talent top 38% All 7 signals ▾AItop 30% Newstop 34% Fundingtop 36% Talenttop 38% Moattop 39% Globalbottom 37% Marketbottom 34% AI: Classified as an AI company · Product described with: ai-powered News: 3 BI events in 12 mo (of 10 tracked, 3 types) · Top themes: Funding rank vs industry peers · Fliar Intelligence Index 48/100 | $18M | 4 mo ago | 22 | Adun Akanni Co-Founder & COO | — | — | — | — |
| 35 | Farsight Developer of an AI platform for automating financial workflows | $16M | 13 mo ago | — | Samir Dutta Co-Founder & CEO | — | — | 2 patents Adjustable industrial lighting fixtures and control mechanisms | — |
| 36 | Spade Online platform for data API 42Funding top 29%Growth top 35%News top 36%Talent top 38% All 8 signals ▾Fundingtop 29% Growthtop 35% Newstop 36% Talenttop 38% Moattop 39% Techtop 49% Globalbottom 37% Marketbottom 26% Funding: Raised $15.0M across 5 rounds · 5 rounds over 3 yrs (1.7/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 42/100 | $15M | 2 mo ago | 19 | Cooper Hart Co-Founder | TurbopackApple iCloud MailGoogle Workspace+12 | — | — | 1 job opening · 2 awards |
| 37 | Glide Provider of AI-powered account opening and loan origination platform for financial institutions | $15M | 13 mo ago | 6 | Gautam Ajjarapu Co-Founder & CEO | — | — | 6 patents Remote-control user interfaces for smart electrical appliance operation | — |
| 38 | Heka Global Provider of AI-based software solutions for banking management | $14M | 11 mo ago | — | Ishay Horowitz Co-Founder & Co-CEO | — | — | — | 1 expansion |
| 39 | EMTECH Provider of software for central banks and financial service providers | $14M | 21 mo ago | 1 | Carmelle Cadet Founder & CEO | StoryblokAzure Front DoorAzure+14 | — | 8 patents Patents concentrated in chemistry & materials | 1 partnership |
| 40 | Obin Provider of AI agentic workforce solutions for financial institutions 22Talent top 38%Funding top 41%Tech bottom 38%Global bottom 33% All 5 signals ▾Talenttop 38% Fundingtop 41% Techbottom 38% Globalbottom 33% Marketbottom 31% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $7.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 22/100 | $7M | 3 mo ago | — | Apoorv Saxena Co-Founder & CEO | WebflowGSAPUnpkg+10 | — | — | 5 job openings |
| 41 | Scienaptic Provider of an AI-powered credit decisioning platform for financial institutions | $7M | 21 mo ago | 105 105 → 177 (+69%) | Pankaj Jain Cofounder & President | Wix eCommerceWixSentry+14 | — | — | 2 partnerships |
| 42 | Lorum Provider of infrastructure for multi-currency clearing and virtual IBAN accounts | $7M | 14 mo ago | — | James Smith Co-Founder & CTO | WebflowSalesforce Marketing Cloud Account EngagementHubSpot+13 | — | — | 1 partnership |
| 43 | true AI-powered lending intelligence software | $6M | 18 mo ago | 32 | Ari Gross Co-Founder & CEO | WordPressMySQLPHP+29 | — | — | — |
| 44 | Fuse Loan origination solutions for banks and lenders 62Growth top 28%Tech top 31%Talent top 33%Patents top 36% All 9 signals ▾Growthtop 28% Techtop 31% Talenttop 33% Patentstop 36% Innovationtop 38% Fundingtop 38% Moattop 38% Marketbottom 36% Globalbottom 33% Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Tech: 43 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 62/100 | $6M | 3 mo ago | — | Marc Escapa Co-Founder & CEO | WebflowGSAPTikTok Pixel+22 | — | 48 patents Portable air sanitation, temperature control, and illuminated enclosure systems | 1 partnership |
| 45 | Ned Provider of software solutions for banking and lending management | $4M | 20 mo ago | 6 | David Silverstein Co-Founder & CEO | — | — | — | 1 partnership |
| 46 | AnalytixInsight Developer of AI-driven financial analytics and workforce optimization solutions | $4M | 16 mo ago | 14 14 → 7 (-50%) | Natalie Hirsch Cpa Pmp Interim President & CEO | — | — | — | — |
| 47 | SelectFI Developer of predictive lending solutions for automotive dealerships | $2M | 7 mo ago | — | Tommy Vullo Founder & CEO | — | — | — | — |
| 48 | Adro Provider of financial services for international individuals and businesses in the US | $2M | 14 mo ago | — | Sara Schmitt Co-Founder & COO | Webflow EcommerceWebflowJava+15 | — | — | — |
| 49 | Rexi Provider of AI-powered platform automating financial reconciliation for banking and fintech | $1M | 2 mo ago | — | Teo Gahan Co-Founder | GSAPAmazon Web ServicesCloudflare+5 | — | — | 1 launch |
| 50 | Titan OS Developer of an AI platform for banking operations and compliance | $1M | 2 mo ago | — | Arjun Sirrah Founder & CEO | — | — | 59 patents Decentralized data routing, industrial heat‑transfer systems, and modular bag‑adapter components. | 1 job opening · 1 partnership |
Top 12 Banking Tech companies in New York
#1
Series D · New York City, New York · founded 2021 · 22 employees$66Mraised▾
Provider of real-time syndicated loan data and processing platform. It offers a centralized platform digitally capturing administrative agents’ syndicated loan data, providing transparency and accuracy into loan-level details and portfolio positions. The platform streamlines workflows for agent banks, lenders, administrators, trustees, and the broader market, reducing manual processes and operational risks. It facilitates straight-through processing, improving efficiency and reducing costs across the syndicated loan market. The platform's design incorporates input from seasoned loan market professionals to address industry challenges.
- Apr 2026Series D$43M
- Sep 2024Series C$26M
- Mar 2023Series C$40M
#2
Esusu 🦄Series C · New York City, New York · founded 2018 · 179 employees$145.2Mraised▾
Online platform offering credit-building solutions through rent payment reporting. It captures rental payment data and reports it to credit bureaus to boost credit scores. This helps the tenants to build and establish their credit scores and also helps property owners to attract new tenants. It also reports property management analytics and more.
- Dec 2025Series C$50M
- Jan 2022Series B$130M
- Jul 2021Series A$10.6M
- Aug 2020Seed$2.3M
#3
Stash 🦄Acquired · New York City, New York · founded 2015 · 457 employees$447.7Mraised▾
Automated investment and robo-advisory platform for individuals. It offers multiple banking services including savings account, money transfers, personal loans, business loans, NFC-enabled credit, debit cards, payment acceptance, online, offline payments, fractional shares investments, and more. It also offers investment advice and tools for financial management. It features a retirement calculator for managing accounts and maximizing tax benefits. The application is available on Android and iOS platforms.
- May 2025Series H$187.3M
- Oct 2023Conventional Debt$40M
- Sep 2022Conventional Debt$52.6M
- 2022Series G—
#4
Acquired · New York City, New York · founded 2016 · 117 employees$172.2Mraised▾
Provider of online internet first business bank. It is involved in developing an internet-first bank to offer commercial banking services. It delivers cloud-based banking solutions and financial services that enable the leadership of innovative, emerging, and established companies to more efficiently address the day-to-day challenges of their financial operations.
- Aug 2025Series E$46.6M
- Dec 2023Series D$10.6M
- Aug 2022Series D$30.4M
- May 2019Series D$116.2M
#5
Series B · New York City, New York · founded 2021 · 19 employees$15Mraised▾
Online platform for data API. It provides detailed information about the merchant, category, and geographic location along with real-time information.
- Mar 2026Series B$40M
- Dec 2023Series A$10M
- Feb 2023Seed$5M
- May 2022Seed$6.1M
#6
Series A · New York City, New York · founded 2021 · 5 employees$25Mraised▾
Automated loan transaction management solution for credit institutions. It offers a solution that enables businesses to monitor credit transactions, and automate the data entry process. It features two-factor authentication, integration and communication with multiple parties, and more.
- Mar 2026Series A$25M
- Nov 2021Seed—
#7
Series B · New York City, New York · founded 2020 · 22 employees$17.6Mraised▾
AI platform for healthcare claims management and automation. It offers AI-powered agents designed to enhance clinician productivity and streamline claims processing. It provides tools for pre-processing claims, intelligent routing, and clinical reasoning. The platform integrates with existing technology and adheres to security standards. It serves payment integrity, utilization management, and appeals teams.
- Feb 2026Series B$55M
- Mar 2024Series A$10.9M
- Feb 2022Seed$5M
- Jul 2020Seed$100K
#8
Series B · New York City, New York · founded 2017 · 43 employees$55Mraised▾
Provider of virtual credit cards and spend management platform for businesses. It offers a platform that allows businesses to manage payments and expense processes using their existing company credit cards. The platform provides features such as virtual cards, budgets, bill pay, receipt management, reimbursements, reconciliation, and integrations with participating banks. It caters to various industries, including retail, e-commerce, legal services, construction, manufacturing, media, production agencies, life sciences, and medical sectors. The platform offers vendor payments, employee cards, spend tracking, reconciliation, and integrated payments solutions.
- Sep 2025Venture Debt—
- Sep 2025Series B$20M
- Dec 2024Series B$14.5M
- Oct 2021Series B$40M
#9
Current 🦄Series D · New York City, New York · founded 2015 · 11 employees$400Mraised▾
Provider of banking services, paycheck advances, credit building, and crypto trades. The company offers tools for managing finances, including early access to paychecks and fee-free overdraft options. It provides secured charge cards designed to help users build credit without annual fees. The platform also allows users to trade cryptocurrency without trading fees.
- Dec 2024Series D$200M
- Apr 2021Series D$220M
- Nov 2020Series C$131M
- Oct 2019Series B$20M
#10
Seed · New York City, New York · founded 2025$7Mraised▾
Provider of AI agentic workforce solutions for financial institutions. It builds domain-specific workers trained on institutional operations. The AI agents automate manual tasks, extract data, and pre-populate models. The agents identify patterns, flag risks, and assemble approval packages. The solutions accelerate origination, due diligence, underwriting, and claims processes. The agents codify investment decision-making and normalize portfolio reporting.
- Mar 2026Seed$7M
#11
Series B · New York City, New York · founded 2013 · 29 employees$34.4Mraised▾
Personal finance management software for landlords. It offers solutions for managing banking services, rent collections, expense management, cash flow analytics, and more. It provides a dashboard to monitor properties & leases, cash flows, bank accounts & credit card integrations; scheduling property tags; smart categorization; automated invoicing for rent collection, and more.
- Oct 2025Series B$20M
- 2022Series A$14.4M
#12
Series A · New York City, New York · founded 2011$5.9Mraised▾
Loan origination solutions for banks and lenders. It allows its users to integrate its platform without any coding into their system which helps users in loan origination and lead generation. It also allows users to create or update applications, credit reports, initiate asset valuation, credit decisions, control and audit logs, workflow approval, and more.
- Mar 2026Series A$25M
- Jul 2022Series A$5.9M
- 2021Seed—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Banking Tech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
How research on Fintech is moving in the United States
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Where fintech is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Who's filing fintech patents in the United States
United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1