Best Investment Tech Companies in Boston, United States
The 148 best Investment Tech companies in Boston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Coin Metrics.
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 Boston
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Coin Metrics Crypto asset market and network data provider | $65M | 32 mo ago | Acquired | 103 | 2017 | WordPressApple iCloud MailGoogle Workspace+28 | 3 patents Blockchain data modeling and risk analytics infrastructure for distributed ledger networks | — |
| 2 | Quantopian Algorithmic trading platform & crowd-sourced hedge fund | $49M | 115 mo ago | Series C | 33 | 2011 | — | — | — |
| 3 | quantopian Quantopian inspires talented people to write investment algos. | $49M | 115 mo ago | Series C | 48 | 2011 | Cart FunctionalityRubyTrix+25 | — | — |
| 4 | Groma Provider of a blockchain-based investment platform for virtual real estate | $49M | 37 mo ago | Series A | 42 | 2020 | Apple iCloud MailGoogle WorkspaceVarnish+17 | 3 patents Blockchain-enabled real estate tokenization and geospatial data polling platforms | — |
| 5 | CCBN.com Web-based investor communications solutions | $36M | 310 mo ago | Acqui-Hired | — | 1997 | — | — | — |
| 6 | Potamus Trading Iran travel guide, tours, historical sites, culture, and tourism | $35M | 97 mo ago | Deadpooled | 11 | 2012 | — | — | — |
| 7 | BondLink Investment management platform for muncipalities | $35M | 61 mo ago | Series B | 34 34 → 26 (-24%) | 2015 | PlasmicSentryNode.js+18 | — | — |
| 8 | LearnLux Personal finance skills through online learning tools | $25M | 29 mo ago | Series A | 16 | 2014 | SentryTypeScriptFirebase+25 | — | 1 award |
| 9 | Upshot Online platform for deep insight into NFT markets | $23M | 51 mo ago | Series A | 29 | 2019 | — | — | 1 launch · 1 partnership |
| 10 | Midaxo Cloud-based M&A deal management platform | $23M | 98 mo ago | Series B | 23 23 → 31 (+35%) | 2011 | — | — | — |
| 11 | Currensee Social trading platform for forex assets | $23M | 173 mo ago | Acquired | 38 | 2008 | — | — | — |
| 12 | 55ip White-label robo advisors for advisors & wealth management | $17M | 89 mo ago | Acquired | 104 | 2015 | — | — | 1 launch · 1 award |
| 13 | Portrait Analytics Provider of an AI-powered platform for equity analysts to accelerate and deepen investment research and… | $10M | 35 mo ago | Series A | 9 | 2021 | — | — | 1 job opening · 2 launchs |
| 14 | Bison Portfolio management software for private equity and venture capital firms | $9M | 101 mo ago | Series A | 32 | 2011 | — | — | — |
| 15 | FINTRX Cloud-based data research and data integration management solutions | $9M | 54 mo ago | Series A | 114 | 2014 | HubSpot CMS HubVimeoAnimate.css+27 | — | 1 internship |
| 16 | Zingeroo Online platform trading in stocks, ETFs, and options | $8M | 54 mo ago | Series A | 11 | 2018 | — | — | — |
| 17 | OnCorps Developer of AI platform for fund operations and reporting reviews 74Growth top 20%AI top 20%Funding top 37%Tech top 47% All 8 signals ▾Growthtop 20% AItop 20% Fundingtop 37% Techtop 47% Moattop 48% Marketbottom 44% Globalbottom 43% Newsbottom 22% Growth: Headcount 28 → 46 (+64%) across vintages · Fresh capital in last 24 mo AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 74/100 | $6M | 6 mo ago | Series C | 46 46 → 63 (+37%) | 2011 | WebflowSalesforceAmazon Web Services+25 | — | 1 job opening |
| 18 | Endstate NFT-based trading platform for sneakers | $4M | 51 mo ago | Series A | 16 | 2021 | Webflow EcommerceCart FunctionalityWebflow+18 | — | — |
| 19 | Trefis Investment insights platform providing analysis and portfolio management tools | $4M | 165 mo ago | Series A | 26 | 2007 | ZohoBootstrapAmazon ALB+26 | — | — |
| 20 | Sleepagotchi Online platform that rewards users with NFTs | $4M | 41 mo ago | Seed | 17 | 2022 | StoryblokChakra UIReact+10 | — | — |
| 21 | Stackwell App-based platform for automated tools and investments in stocks | $4M | 46 mo ago | Seed | 6 | 2021 | Cart FunctionalitySquarespace CommerceSquarespace+24 | — | — |
| 22 | Ark Online platform for private capital fund administration | $3M | 62 mo ago | Series A | 23 | 2017 | — | — | — |
| 23 | Beanstox Online Robo advisory wealth management platform | $3M | 50 mo ago | Seed | 11 | 2017 | Framer SitesReactAmazon Web Services+17 | — | — |
| 24 | Elsen High performance platform for financial institutions | $3M | 78 mo ago | Deadpooled | 3 | 2014 | — | — | — |
| 25 | Trio Investment platform for ETFs | $3M | 75 mo ago | Seed | — | 2012 | — | 63 patents Advanced micro‑scale additive manufacturing with dynamic density and in‑situ material infusion | — |
| 26 | Hyannis Port Research Capital markets infrastructure solutions provider enabling fast, safe, and reliable trading | $2M | 179 mo ago | Seed | 66 66 → 135 (+105%) | 2011 | WordPressMySQLPHP+28 | — | 1 launch · 3 awards |
| 27 | Ghostwarp Online platform for creating, buying and selling digital art as collectible NFTs | $2M | 20 mo ago | Seed | — | 2020 | — | 17 patents Authentication and marketplace platforms linking physical assets with digital twin tokens | — |
| 28 | FutureMoney Goal-based savings platform focused on child future | $2M | 4 mo ago | Series A | — | 2020 | WebflowChart.jsGSAP+17 | — | — |
| 29 | Finch Micro investing & savings platform | $2M | 69 mo ago | Seed | 19 | 2019 | — | — | — |
| 30 | AIExchange Investment advisory platform for alternative investments. (Deadpooled) | $2M | 176 mo ago | Seed | — | 2011 | — | — | — |
| 31 | BlueBean A procurement management solution that offers a browser extension to manage business expenses | $1M | 27 mo ago | Seed | — | 2023 | — | — | 1 award |
| 32 | risQ Online platform to manage financial risk during climate change | $1M | 98 mo ago | Funding Raised | 15 | 2016 | — | — | — |
| 33 | Boston Technologies Forex Technology Provider | $725K | 180 mo ago | Acqui-Hired | 89 | 2007 | — | — | — |
| 34 | Volos Software Systematic options investing: software and indexes for strategy professionals | $679K | 114 mo ago | Seed | 15 | 2014 | — | — | — |
| 35 | Rivet SaaS-based fan engagement platform | $520K | 39 mo ago | Seed | 7 | 2020 | WebflowjQueryHSTS+6 | — | — |
| 36 | Scroobious Online community-based crowdfunding platform for startups | $500K | 22 mo ago | Seed | 8 | 2020 | Cart FunctionalitySquarespace CommerceSquarespace+15 | — | — |
| 37 | Adaptive Investment Trade management solutions for investors and advisors | $475K | 44 mo ago | Seed | 19 | 2020 | — | — | — |
| 38 | BEASY Diversified asset management services | $472K | 51 mo ago | Seed | 10 | 2017 | — | — | — |
| 39 | Code Red Financial data management and analytics | $388K | 229 mo ago | Acqui-Hired | 32 | 2004 | — | — | — |
| 40 | Cabot Portfolio management solutions for asset managers | $275K | 165 mo ago | Seed | 5 | 2004 | — | 2,966 patents Patents concentrated in chemistry & materials | — |
| 41 | FiSpoke Provider of liquidity and lending solutions tailored for financial advisors and businesses | $250K | 10 mo ago | Series A | — | 2023 | — | — | 2 partnerships · 1 award |
| 42 | MergerWare Cloud-based deal management solutions for mergers & acquisitions | $210K | 91 mo ago | Seed | 16 | 2016 | WordPressMySQLPHP+36 | — | 1 launch |
| 43 | Finnest Expense management app and debit card for kids | $195K | 94 mo ago | Deadpooled | 6 | 2016 | — | — | — |
| 44 | Charles Sterling Group Provider of insurance consulting services | $118K | 73 mo ago | Funding Raised | 5 | 2003 | — | — | — |
Top 12 Investment Tech companies in Boston
#1
Series C · Boston, Massachusetts · founded 2011 · 46 employees$5.8Mraised▾
Developer of AI platform for fund operations and reporting reviews. The platform offers specialized agents focused on financial transactions, indexing data from various sources. It provides tools for accounting oversight and reporting review systems. The platform also tracks agent and algorithm performance, ensuring data integrity.
- Dec 2025Series C$55M
- Mar 2022Series B—
- Oct 2019Series A$2.3M
- Apr 2018Conventional Debt$232K
#2
Series A · Boston, Massachusetts · founded 2020$2.1Mraised▾
Goal-based savings platform focused on child future. Committed to fostering financial inclusion for lower and middle-income families. Allows money to grow tax-free which can be used for wide range of educational expenses like K-12 tuition, new school laptop, study abroad program, and more.
- Feb 2026Series A$2.1M
- Nov 2023Seed—
#3
Acquired · Boston, Massachusetts · founded 2017 · 103 employees$64.6Mraised▾
Crypto asset market and network data provider. It provides a crypto asset market and network data for institutions. It delivers data and analytics to industry stakeholders including crypto and traditional funds, asset managers, research desks, exchanges, and global investment banks. It also enables the users to understand, value, and invest in crypto assets.
- Oct 2023Series C$6.7M
- Apr 2022Series C$35M
- May 2021Series B$15M
- Nov 2019Series A$6M
#4
Series A · Boston, Massachusetts · founded 2014 · 16 employees$24.5Mraised▾
Personal finance skills through online learning tools. Is a financial training provider that teaches users personal finance skills through online, interactive, and learning tools. It also awards users monetary amounts as they progress through the training module. Users can claim this reward once they take the services of one of their financial partners. It also works with financial companies to connect them with users that are undergoing training.
- Jan 2024Series A$7.1M
- Oct 2022Series A$10M
- May 2020Series A$4.7M
- Nov 2018Seed$2M
#5
Series A · Boston, Massachusetts · founded 2023$250Kraised▾
Provider of liquidity and lending solutions tailored for financial advisors and businesses.
- Jul 2025Series A$3.7M
- Nov 2024Seed$1.5M
- Sep 2024Seed$250K
- Jun 2024Seed—
#6
Seed · Boston, Massachusetts · founded 2020$2.1Mraised▾
Online platform for creating, buying and selling digital art as collectible NFTs
#7
Series A · Boston, Massachusetts · founded 2020 · 42 employees$49.3Mraised▾
Provider of a blockchain-based investment platform for virtual real estate. It provides users with a platform for investing in virtual geolocations. Its features include a tenant portal, investor information, and investor communities.
- Apr 2023Series A$29.3M
- Jan 2023Series A$20M
#8
Series A · Boston, Massachusetts · founded 2021 · 9 employees$10Mraised▾
Portrait Analytics is an AI-powered platform providing research tools for equity analysts to accelerate and deepen investment research. The company utilizes generative AI to assist analysts in developing high-conviction investment theses in a timely manner. Its platform combines data analytics and expert insights to enhance investment decision-making. By leveraging AI technology, Portrait Analytics aims to transform the investment research process.
- Jul 2023Series A$7M
- Apr 2023Seed$3M
#9
Series B · Boston, Massachusetts · founded 2015 · 34 employees$34.9Mraised▾
Investment management platform for muncipalities. It offers a platform that enables users to manage municipal bond issues. It offers investor relations and disclosure platforms for municipal bond issuers facilitating regulatory compliance and communication with investors.
- May 2021Series B$18M
- Mar 2020Series A$4M
- Jan 2018Series A$12.1M
- Jan 2016Conventional Debt$775K
#10
Seed · Boston, Massachusetts · founded 2020 · 8 employees$500Kraised▾
Online community-based crowdfunding platform for startups
- Aug 2024Seed$500K
#11
Series A · Boston, Massachusetts · founded 2019 · 29 employees$23.3Mraised▾
Online platform for deep insight into NFT markets. It uses artificial intelligence technology for data analytics. It also offers for NFT appraisals platform. It allows users to discover top NFT collections, spot emerging trends, and dive deeper into the price history of individual NFTs.
- Mar 2022Series A$23.3M
- May 2021Series A$7.5M
#12
Series C · Boston, Massachusetts · founded 2011 · 33 employees$49.5Mraised▾
Quantopian provides the cloud-based algorithmic trading platform. The platform can be used to write an algorithm using the Interactive Development Environment (IDE). User can clone an algorithm from the community to get an idea or write a customized algorithm. The platform also allows backtesting the strategy and paper trading it against live market data. The strategy can be traded live via an existing brokerage account.
- Nov 2016Series C$25.6M
- Oct 2014Series B$15M
- Nov 2013Series A$6.7M
- Jan 2012Seed$2.1M
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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.