Best Digital Transaction Management Companies in New York City, United States
The 48 best Digital Transaction Management companies in New York City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Eigen Technologies.
Ranked: Best Digital Transaction Management companies in New York City
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Eigen Technologies AI based solutions to extract data from documents | $60M | 77 mo ago | 143 | — | — | — | 43 patents Patents concentrated in health & consumer products | — |
| 2 | fileAI Developer of an AI-native platform for unstructured data workflow automation | $26M | 18 mo ago | — | Clare Leighton Co-Founder & COO | TurbopackFirebaseSentry+25 | Top 5M | — | — |
| 3 | Lua Online platform for document management | $25M | 110 mo ago | 89 | — | PHPChart.jsLaravel+16 | Top 50M | — | — |
| 4 | TextIQ Provider of artificial intelligence software for legal e-discovery and analysis | $16M | 85 mo ago | 90 | Omar Haroun Co-Founder | — | — | — | — |
| 5 | Clause Contract management solutions | $11M | 85 mo ago | 21 | — | — | — | 262 patents Develops hybrid vegetable and pepper seed varieties for improved agricultural traits. | — |
| 6 | Seek Cloud based knowledge management and business intelligence software for enterprises | $10M | 38 mo ago | 26 | Sarah Nagy Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+19 | Top 5M | 48 patents Rapid nucleic‑acid molecular diagnostics and CRISPR‑based treatments for animal diseases | — |
| 7 | Ayfie Cloud based text analytics and enterprise search platform | $10M | 83 mo ago | 30 | — | HubSpot CMS HubApple iCloud MailMicrosoft 365+18 | Top 10M | — | — |
| 8 | Redactable Provider of document redaction software to manage sensitive data | $7M | 31 mo ago | 4 | — | WebflowYouTubeHubSpot+13 | Top 5M | 7 patents Cloud-based automated OCR and document redaction integration | — |
| 9 | Visor Cloud-based platform for enterprise data integration and collaboration | $5M | 58 mo ago | 20 | — | WordPress Block EditorWordPressApple iCloud Mail+33 | Top 10M | — | — |
| 10 | Taskade Provider of unified AI workspace for app creation, automation, and collaboration | $5M | 73 mo ago | 5 | Stan Chang Co-Founder & CEO | Node.jsTypeScriptGraphQL+26 | Top 100k | — | 2 launchs |
| 11 | BackboneAI AI-based intercompany data automation platform | $5M | 77 mo ago | 7 | Rob Bailey Founder & CEO | — | — | — | — |
| 12 | Shake Legally Binding Agreement App | $4M | 152 mo ago | 11 | — | — | — | — | — |
| 13 | PLIA Web-based process management software | $4M | 124 mo ago | — | Bill Stephenson Chairman/CEO | — | — | — | — |
| 14 | Cassidy Provider of AI-powered automation platform integrating company data and workflows | $4M | 11 mo ago | 2 | Justin Fineberg Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+31 | Top 5M | 3 patents Mechanisms for ball‑tossing recreational toys, including finned‑tail designs. | 2 launchs |
| 15 | Ontotext Semantic graph database | $2M | 42 mo ago | 89 | Atanas Kiryakov Founder & CEO | WordPress Block EditorWordPressMySQL+41 | Top 5M | — | — |
| 16 | Jumptuit Provider of an enterprise document search solution | $650K | 122 mo ago | 8 | Donald Leka Founder & CEO | — | — | 11 patents AI-driven contextual search and data fusion for event- and location-based information retrieval | — |
| 17 | CaseRails Legal Documents automation | $370K | 155 mo ago | — | Erik Dykema Co-Founder | — | — | — | — |
| 18 | truePTS Post-trade workflow automation | $310K | 100 mo ago | — | Zohar Hod Founder & CEO | — | — | — | — |
| 19 | Pigeon Cloud-based platform for document management | $125K | 37 mo ago | 5 | Adam Sharf Co-Founder & COO | — | — | — | — |
Top 12 Digital Transaction Management companies in New York City
#1
Series A · New York City, New York · founded 2021$26Mraised▾
Developer of an AI-native platform for unstructured data workflow automation. The platform automates manual business processes across various industries. It leverages AI to automate data extraction, organization, and enrichment across diverse file types. The platform supports multiple languages, transforming knowledge-intensive processes into automated workflows.
- Feb 2025Series A$14M
- Jan 2024Series A$6.5M
- May 2022Series A$4M
- Sep 2021Seed$1.5M
#2
Series A · New York City, New York · founded 2021 · 2 employees$3.7Mraised▾
Provider of AI-powered automation platform integrating company data and workflows. The platform connects to CRMs, support tools, internal knowledge bases, and APIs to build custom assistants and multi-step automations for sales, marketing, operations, and customer support teams. Key features include contextual AI assistants, automated RFP responses, lead enrichment, internal search, ticket triage, and workflow analytics. The system enhances team productivity by reducing manual effort, improving speed and consistency, and supporting enterprise requirements like secure access controls and compliance.
- Sep 2025Series A$10M
- Aug 2024Seed$3.7M
#3
Seed · New York City, New York · founded 2018 · 4 employees$6.8Mraised▾
Provider of document redaction software to manage sensitive data. It employs artificial intelligence and includes features such as redaction, organization, collaboration, error identification, content searching, document cleansing, editing, and time tracking, and more. It provides tools to help users navigate the redaction process, collaboration redaction with peers, logs, comments, and tasks. It can be integrated with platforms like Box, Dropbox, and others. It serves the legal, banking, real estate, healthcare, and insurance industries. It is a tool available on the subscription based pricing model.
- Dec 2023Seed$5.5M
- Aug 2022Seed—
- Jul 2022Seed$1.3M
- Jun 2020Seed—
#4
Acquired · New York City, New York · founded 2021 · 26 employees$10.5Mraised▾
Cloud-based knowledge management and business intelligence software for enterprises. It offers semantic software that automates data analytics using artificial intelligence and offers a natural language user interface that enables users to ask questions and the AI generates data responses based on user queries. It provides data teams with a platform to automatically create and maintain code for solving ad-hoc problems as well as create and manage semantic models.
- Jun 2023Seed$3M
- Jan 2023Seed$7.5M
- Jan 2022Seed$10K
#5
Acquired · New York City, New York · founded 2015 · 143 employees$60Mraised▾
AI based solutions to extract data from documents. It provides document capture software that can be integrated with email systems and document repositories to automatically detect and ingest new documents. Features of the platform include document preprocessing, extraction of structured and unstructured data, data validation, and more. It provides solutions for industries such as insurance, banking, supply chain, and more.
- Mar 2020Series B$5M
- Nov 2019Series B$37M
- Jun 2018Series A$17.4M
- Dec 2016Seed$69.8K
#6
Acquired · New York City, New York · founded 2010 · 89 employees$24.5Mraised▾
Online platform for document management. It provides a solution for teams to communicate, coordinate, and stay accountable. In the office or on the go, They also offer organizations access to people, reliable communication, and file distribution, and more.
- Jun 2017Series A$200K
- Aug 2016Series A$1.4M
- Sep 2015Series A$1.5M
- Mar 2015Series A$6.8M
#7
Acquired · New York City, New York · founded 2000 · 89 employees$1.6Mraised▾
Ontotext is a provider of Graph database called GraphDB which is a semantic repository having diverse databases, text mining algorithms. The company provides professional services for text mining, linked data, enterprise search and semantic data integration with major enterprises such as BBC, Euromoney and AstraZeneca and others in Europe and the United States. Ontotext was founded in 2000 in Sofia, Bulgaria, as a semantic research lab within the Sirma Group and has an office in Fairfield, US.
- Jan 2023Conventional Debt$7.6M
- Jan 2019Grant (prize money)$1.1M
- Dec 2018Grant (prize money)$471.4K
- Nov 2018Seed$1.6M
#8
Acqui-Hired · New York City, New York · founded 2014 · 90 employees$16Mraised▾
Provider of artificial intelligence software for legal e-discovery and analysis. The software transforms complex data into insights, offering proactive security features. It supports legal hold, early case assessment, investigations, and contract review. The platform provides capabilities such as A/V transcription and conversational AI collection. It also offers tools for data breach response and case strategy.
- Jun 2019Series A$12.7M
- May 2017Series A—
- 2016Series A$3M
- May 2015Seed$300K
#9
Acqui-Hired · New York City, New York · founded 2015 · 21 employees$10.5Mraised▾
Clause provides a technology platform to manage business agreements and contracts. Businesses can connect the contracts in real-time to tools such as Stripe, email, and DocuSign. They can add Smart Clause templates to the contract to automate operations like payments, invoices, and notifications. Businesses can calculate and perform payments directly from contracts by adding a payments Smart Clause for deposits, escrow and subscriptions.
- Jun 2019Series A$5.5M
- Dec 2018Series A$4.2M
- Apr 2017Seed$793.2K
- Oct 2016Seed—
#10
Seed · New York City, New York · founded 2016 · 20 employees$5Mraised▾
Cloud-based platform for enterprise data integration and collaboration. It enables enterprise teams to collaborate across multiple apps at once and its spreadsheet-like interface allows integration with live-syncing data from various data sources. It is a tool available at subscription-based pricing model.
- Sep 2021Seed$5M
#11
Series A · New York City, New York · founded 2016 · 30 employees$10Mraised▾
Ayfie offers a platform to enterprises that provide text analytics, data visualization, and search solutions for finance, and healthcare. Its product Ayfie Inspector is a text analytics engine that extracts and indexes unstructured data. It offers connectors that allow to extract and connect data across repositories from both structured and unstructured data.
- Aug 2019Series A$10M
- Jun 2017Seed—
#12
Seed · New York City, New York · founded 2017 · 5 employees$5Mraised▾
Provider of unified AI workspace for app creation, automation, and collaboration. The platform enables users to instantly build AI-powered applications, dashboards, websites, and workflows with a single prompt, supporting project management, task tracking, and real-time collaboration. Core features include a no-code app builder, custom AI agents, workflow automation, and seamless integrations with over a hundred services. Users can switch between multiple project views, collaborate with teams, and automate repetitive business processes. The system is designed for individuals and organizations seeking to streamline productivity, accelerate digital operations, and manage projects with intelligent, connected workspaces.
- 2020Seed—
- Oct 2019Seed$5M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Digital Transaction Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.