Best Investment Tech Companies in Atlanta, United States
The 72 best Investment Tech companies in Atlanta, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Greenlight.
Our analysis of 122 Investment Tech companies
$16.8b in tracked funding; 93% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Investment Tech companies in Atlanta
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Greenlight 🦄 App-based investment platform for kids and teens | $556M | 32 mo ago | Series D | Timothy Sheehan Co-Founder & CEO | 2014 | ContentfulNode.jsEnvoy+41 | 17 patents Energy-aware on-demand GPU cloud computing and market participant networking platforms | 1 partnership |
| 2 | MAX Exchange Online platform to buy and sell mortgage loans | $72M | 35 mo ago | Series D | Thomas Pearce Co-Founder / Chairman & CEO | 2009 | WordPressMySQLMariaDB+36 | — | 1 launch |
| 3 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | Series B | Brian Dally Co-Founder & CEO | 2013 | WordPressMySQLPHP+34 | — | 1 partnership |
| 4 | PlanGap Provider of retirement services | $9M | 54 mo ago | Series A | David Duley Founder & CEO | 2017 | — | — | — |
| 5 | Gridline Online platform for investments in alternative assets | $9M | 6 mo ago | Series A | Logan Henderson Founder & CEO | 2020 | WordPressMySQLPHP+30 | — | — |
| 6 | Homegrown Fundraising platform for businesses | $8M | 6 mo ago | Seed | Michael Davis Co-Founder & CEO | 2023 | — | — | 1 partnership |
| 7 | Polygon Provider of real-time and historical financial market data via APIs | $6M | 68 mo ago | Series A | Quinton Pike Founder & CEO | 2016 | SanityApple iCloud MailGoogle Workspace+27 | 27 patents Monitoring and control of industrial sterilization, drying, and moisture/position sensing systems. | — |
| 8 | FX Bridge White Label Forex options trading platform | $4M | 175 mo ago | Early Stage | Joseph Cunningham Founder & Chairman | 1999 | — | — | — |
| 9 | DoubleNet Pay Employer-enables savings management platform | $4M | 107 mo ago | Acqui-Hired | — | 2013 | — | — | — |
| 10 | Infinite Giving Non-profit organization focused on providing investment advisory and fiduciary services | $3M | 21 mo ago | Seed | Karen Houghton CEO and Founder | 2021 | Webflow EcommerceWebflowApple iCloud Mail+23 | — | 1 partnership |
| 11 | Dori Stealth mode, venture backed startup. | $2M | 48 mo ago | Seed | Ivan Soban Co-Founder & CTO | 2021 | — | — | — |
| 12 | BasisCode Compliance Compliance management software solutions provider | $1M | 139 mo ago | Acquired | — | 2011 | — | — | 1 award |
| 13 | Nectar Online platform for real estate entrepreneurs | $580K | 31 mo ago | Seed | Derrick Barker CEO | 2021 | Webflowcore-jsTippy.js+26 | 81 patents Smart sensor systems for container fill measurement, fouling mitigation, and data analytics | — |
| 14 | Intercontinental Exchange Provider of digital exchange, market data, and commodity price solutions | $65K | 48 mo ago | Public | Brandon Proctor CEO | 1999 | Apple iCloud MailTypeScriptJava+21 | 260 patents Electronic trading platforms, order processing, market data aggregation, and messaging compliance systems. | — |
Top 12 Investment Tech companies in Atlanta
#1
Series B · Atlanta, Georgia · founded 2013 · 70 employees$34.1Mraised▾
Fractional real estate investment platform for individuals. Allows individual investors to invest in fractional basis, investments are automatically diversified across a wide array of available cash flowing real estate based investments, aimed at controlling risk while optimizing investment for maximum returns within a short time period, investments balanced across a variety of return profiles, maturities, and geographies. Application is made available on Android and iOS platforms.
- Jan 2026Series B$1M
- Aug 2023Series B$3.9M
- Feb 2022Conventional Debt$100M
- Feb 2022Series B$18M
#2
Seed · Atlanta, Georgia · founded 2023$8.3Mraised▾
Fundraising platform for businesses. Investment platform that connects local investors with neighborhood businesses that are ready to expand. Provides solution to pay back a small percentage of sales once per month for a set period of time, pay back every month for investors, downturn-protected, non-dilutive funds that leave businesses with all of ownership intact, and more.
- Dec 2025Seed$493.7K
- Nov 2025Seed$900K
- Jul 2025Seed$531.9K
- Jun 2025Seed$212.8K
#3
Series A · Atlanta, Georgia · founded 2020 · 44 employees$9Mraised▾
Online platform for investments in alternative assets. It offers data-driven analysis and thorough diligence to curate products. It also offers liquidity solutions, thematic indexes, and more.
- Dec 2025Series A$18.5M
- Apr 2024Series A$6.7M
- Mar 2022Series A$9M
#4
Series D · Atlanta, Georgia · founded 2014 · 210 employees$556.5Mraised▾
App-based investment platform for kids and teens. The company offers debit cards for kids. It empowers parents to teach trade-off decisions, money management, and the power of saving with an app.
- Oct 2023Series D—
- Apr 2021Series D$260M
- Sep 2020Series C$215M
- Aug 2019Series B$54M
#5
Series D · Atlanta, Georgia · founded 2009 · 94 employees$72.1Mraised▾
Online platform to buy and sell mortgage loans. The platform enables pricing, selling, sourcing, buying, reviewing, and settling mortgage loans. Its features include access to qualified counterparties, anonymous trading, flexible transaction types, bids and offers, standardized products, centralized approval and monitoring, dispute resolution, and independent loan reviews.
- Jun 2023Series D—
- Jun 2021Series C—
- May 2019Series B$16M
- Sep 2018Series B$38M
#6
Seed · Atlanta, Georgia · founded 2021 · 9 employees$2.6Mraised▾
Non-profit organization focused on providing investment advisory and fiduciary services. It provides individuals with platforms to help save for donating to charities. Its features include Helping nonprofits create and manage endowments and invest reserve funds with software that automates their investment strategy and grows their giving.
- Sep 2024Seed$2M
- 2023Seed$100K
- May 2021Seed$500K
#7
Series A · Atlanta, Georgia · founded 2017 · 6 employees$9.4Mraised▾
Provider of retirement services
- Dec 2021Series A$9.4M
#8
Seed · Atlanta, Georgia · founded 2021 · 10 employees$580Kraised▾
Online platform for real estate entrepreneurs. It provides users with a platform to invest in real estate properties. Its features include financing for short-term rental owners, advance cash flow for property managers, and helping for growing arbitrage business.
- Oct 2023Conventional Debt$350K
- Sep 2022Conventional Debt$25M
- Aug 2022Seed$60K
- Jan 2022Seed—
#9
Series A · Atlanta, Georgia · founded 2016 · 36 employees$6Mraised▾
Provider of real-time and historical financial market data via APIs. The company offers standardized data in JSON and CSV formats. Client libraries, tutorials, and examples are available for developers. The business provides access to stocks, options, indices, currencies, and futures data. It delivers data directly from major exchanges through APIs, flat files, and SQL queries.
- Oct 2020Series A$6M
#10
Seed · Atlanta, Georgia · founded 2021$2Mraised▾
Cloud-based platform offering AI-powered tools for finance, legal, and operations. It is designed to streamline finance, legal, and operations tasks for venture capital teams, providing a comprehensive operations stack for VC operations. Its tools are aimed at optimizing the workflow and efficiency of finance, legal, and operations teams within venture capital firms.
- 2022Seed$2M
#11
Acqui-Hired · Atlanta, Georgia · founded 2013 · 12 employees$4Mraised▾
DoubleNet Pay is an employer-enables savings management platform. It automatically tracks bills and makes payments on payday. It automatically makes progress towards important savings goals such as emergency savings, healthcare, retirement or insurance premiums, every time the user gets paid. It creates a special purpose account for each user with the Central Bank of Kansas City.
- Jul 2017Seed$4M
#12
Early Stage · Atlanta, Georgia · founded 1999 · 5 employees$4.4Mraised▾
Operator of an electronic trading platform intended to serve companies that participate in the foreign exchange marketplace. The company's platform offers real-time spot, contract for differences, and options trading in the same account, enabling dealers, brokers, and traders with the tools to adapt their strategies in dynamic and volatile markets.
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment 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
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.