Best Investment Tech Companies in Brooklyn, United States
The 43 best Investment Tech companies in Brooklyn, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Teamshares.
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 Brooklyn
| # | Company | Last round | Disclosed funding | Stage | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | advisorconnect AdvisorConnect is a sales acceleration platform for financial advisors, insurance agents, and the enterprise. | — | — | Private | 4 | 2013 | — | — | — |
| 2 | Blockshares Real estate crowdfunding platform democratizing access to professionally managed property investments | — | — | Unfunded | — | 2013 | Marc Fishman Co-Founder | — | — |
| 3 | BullsToBears Stock & options picks, trade alerts & signals for investors | — | — | Unfunded | — | 2003 | — | — | — |
| 4 | Carry Provider of tax-advantaged investment and financial planning services | — | — | Unfunded | — | — | Ankur Nagpal Founder | — | — |
| 5 | Clapway Broker-based online trading and investment platform | — | — | Funding Raised | — | 2014 | — | — | — |
| 6 | Clio AI-enabled financial copilot built for brokerages and RIAs | — | — | Funding Raised | — | 2023 | Davis Gaynes Co-Founder & CEO | — | — |
| 7 | Energea Online fundraising platform for renewable energy related projects | — | — | Unfunded | 52 | 2018 | Mike Silvestrini Co-Founder | — | — |
| 8 | Financial Alliance for Women Organization dedicated for female economy | — | — | Unfunded | — | 2000 | Inez Murray CEO | — | — |
Top 12 Investment Tech companies in Brooklyn
#1
Series A · Brooklyn, New York · founded 2023$6.4Mraised▾
Provider of AI-powered software for bond market analysis and trade ideas. The software assists bond market professionals with identifying market trends and potential opportunities. It automates analysis processes, which allows users to focus on strategic decisions. The platform offers tools for pricing, charting, and simplified analysis to streamline bond trading.
- Apr 2025Series A$6.4M
#2
Series D · Brooklyn, New York · founded 2018 · 188 employees$245Mraised▾
Team shares is a platform offering solutions to sell small businesses. It provides details of the business and offers a contract for sale.
- Mar 2024Series D—
- Feb 2024Series D—
- Feb 2024Conventional Debt$75M
- Aug 2023Series D$124M
#3
Seed · Brooklyn, New York · founded 2022 · 5 employees$9Mraised▾
Web3-based NFT development platform intended to boost engagement and retention. The platform develops web3 opportunities such as claims, mints, votes, access, airdrops, and more, helping users discover all the opportunities available to them.
- Sep 2024Seed$6M
- Nov 2022Seed$3M
#4
Acquired · Brooklyn, New York · founded 2019 · 18 employees$13.1Mraised▾
Online platform offering goal-based saving and investment for a child's future. It re-balancing and optimizes the portfolio, and customizes the investment profile as per the goal of the family. It also provides families with a tax-advantaged and flexible custodial investment account, called an UGMA account. In addition to saving for college, funds can be used for anything from a downpayment on a home, seeding business, traveling the world, retirement, and more.
- Nov 2023Seed$4.5M
- Apr 2023Seed$783K
- Nov 2021Seed$4M
- Nov 2020Seed$2.4M
#5
Seed · Brooklyn, New York · founded 2022$3Mraised▾
Decentralized NFT options protocol. It is a peer-to-peer, decentralized covered options protocol to issue and trade option positions as non-fungible tokens.
- Jun 2024Seed$3M
- 2023Seed$250K
#6
Seed · Brooklyn, New York · founded 2020 · 5 employees$3.6Mraised▾
Online goal-based savings platform for home buying. The platform analyses the users' needs and uses its database of home prices across the country to estimate how much should be invested.
- Jan 2024Seed$3.5M
- Mar 2022Seed$500K
#7
Seed · Brooklyn, New York · founded 2021 · 8 employees$415Kraised▾
Data management platform for PE and VCs. It offers a platform that provides actionable signals on private companies for VCs, PEs, and B2B Lenders. It combines traditional data with AI technologies to produce predictive signals. It offers Insights for sourcing, deal origination and due diligence.
- Aug 2024Seed$150K
- Jan 2023Seed$265K
#8
Seed · Brooklyn, New York · founded 2022 · 9 employees$5Mraised▾
Platform for creators to create and sell content as collectible NFTs. The platform allows users to mint, buy, and sell content in a marketplace. It is a platform for musicians, artists, clubs & crews, hobbyists, non-profits, and small businesses.
- May 2023Seed$3.2M
- Aug 2022Seed$1.8M
- Aug 2022Grant (prize money)—
#9
Seed · Brooklyn, New York · founded 2021 · 10 employees$7.9Mraised▾
Developer of a community application designed for shareholders to unite and change companies. The company offers to act as proxy solicitors for institutional activist funds as well as smaller, first-time, or non-professional shareholder activists, and the platform is understood as "shareholder activism in a box", or a starter kit for any shareholders to connect and collectively push for greater shareholder value at companies they've invested in, thereby helping shareholders to influence and change companies, whether it be for societal, environmental, or financial reasons.
#10
Seed · Brooklyn, New York · founded 2021 · 9 employees$8.1Mraised▾
Online platform to connect with founders, investors, and advisors. The company offers a platform for building a network of supporters, investors, and advisors.
- May 2022Seed$8M
- Aug 2021Seed$125K
- 2021Seed—
#11
Seed · Brooklyn, New York · founded 2021$4Mraised▾
NFT marketplace and social networking platform. It offers a platform for live NFT swapping, marketplace aggregation, and portfolio tools on Flow and Ethereum. Users can search for trading partners, swap NFTs, shop across marketplaces, and more. Users can connect with other collectors, chat, and socialize. It also offers in-built wallet solutions.
- May 2022Seed$4M
#12
Seed · Brooklyn, New York · founded 2021 · 6 employees$125Kraised▾
SaaS-based financial planning and advisory solutions for individuals. Offers dedicated personal coach where individuals can message any time, individual coaching calls for more guidance, ongoing support and accountability to make sure that individuals achieve their goals, tools needed to start saving, investing and building wealth, and more.
- Feb 2024Seed—
- Jul 2023Seed$125K
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.