Radar · Investment Tech in California
Best Investment Tech Companies in California, United States
The 1362 best Investment Tech companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Robinhood.
By Riya SenguptaFinancials
1362companies tracked
$21.4Bdisclosed funding
18unicorns
525have raised
FLIAR INTELLIGENCE · INVESTMENT TECH × CALIFORNIA
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.
122companies analysed
93%cloud-native stacks
2025funding peak (by rounds)
18unicorns
2019median founding year
1Mcombined LinkedIn audience
54%of audience held by top 3
8companies hiring publicly (12 mo)
Ranked: Best Investment Tech companies in California
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Robinhood 🦄 Broker-based online trading and investment platform 94Market top 10%Fin. health top 15%Tech top 20%Moat top 20% All 10 signals ▾Markettop 10% Fin. healthtop 15% Techtop 20% Moattop 20% Producttop 22% Fundingtop 23% Customerstop 24% Growthtop 31% Talenttop 38% Globalbottom 46% Market: 2,200 employees (top 1% of Investment Tech) · Revenue ~$4.5B Fin. health: Revenue ~$4.5B (FY2021) · Net margin 77.6% rank vs industry peers · Fliar Intelligence Index 94/100 | $5.7B | 49 mo ago | 2,200 2,200 → 4,955 (+125%) | 2013 | Baiju Bhatt Co-Founder & Board Director | — | 1 internship · 1 launch |
| 2 | Human Interest 🦄 Employer-enabled retirement planning 80Funding top 14%Tech top 17%Moat top 26%Market top 34% All 9 signals ▾Fundingtop 14% Techtop 17% Moattop 26% Markettop 34% Growthtop 34% Producttop 36% Talentbottom 49% Globalbottom 39% Newsbottom 24% Funding: Raised $664M across 12 rounds · 12 rounds over 11 yrs (1.1/yr) Tech: 48 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 80/100 | $664M | 7 mo ago | 577 577 → 851 (+47%) | 2015 | Roger Lee Co-Founder | — | — |
| 3 | Addepar 🦄 Wealth management solutions for advisors 78Funding top 18%News top 22%Moat top 25%Growth top 28% All 12 signals ▾Fundingtop 18% Newstop 22% Moattop 25% Growthtop 28% Markettop 29% Producttop 29% Talenttop 34% Partnerstop 38% Innovationtop 41% Patentstop 45% Globaltop 50% Techbottom 45% Funding: Raised $529M across 7 rounds · 7 rounds over 15 yrs (0.5/yr) News: 16 BI events in 12 mo (of 54 tracked, 8 types) · +33% YoY rank vs industry peers · Fliar Intelligence Index 78/100 | $529M | 13 mo ago | 560 | 2009 | Joe Lonsdale Founder and Chairman | 49 patents Dynamic financial data tables and reporting interfaces for wealth management analytics | 2 partnerships |
| 4 | Altruist 🦄 Portfolio management software for financial advisors 82Tech top 13%Funding top 16%Growth top 17%Customers top 28% All 13 signals ▾Techtop 13% Fundingtop 16% Growthtop 17% Customerstop 28% Producttop 32% Moattop 32% Markettop 35% AItop 45% Talentbottom 49% Patentsbottom 39% Globalbottom 39% Innovationbottom 34% Newsbottom 21% Tech: 70 technologies across 7/8 capability areas · Cloud: Amazon Alb, Amazon Web Services Funding: Raised $450M across 6 rounds · 6 rounds over 7 yrs (0.9/yr) rank vs industry peers · Fliar Intelligence Index 82/100 | $450M | 13 mo ago | 169 | 2018 | Jason Wenk Founder / CEO | 2 patents Optimizing user interfaces for faster app execution and automating payment authorization processes. | 2 launchs · 1 award |
| 5 | Pipe 🦄 Online revenue-based financing marketplace for SaaS businesses 76Funding top 16%Moat top 19%Innovation top 32%Talent top 33% All 10 signals ▾Fundingtop 16% Moattop 19% Innovationtop 32% Talenttop 33% Techtop 34% Growthtop 35% Producttop 36% Newstop 41% Globaltop 45% Markettop 47% Funding: Raised $316M across 7 rounds · 7 rounds over 6 yrs (1.2/yr) Moat: Editorial + unicorn rating 9/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 76/100 | $316M | 5 mo ago | 70 | 2019 | Josh Mangel Co-Founder | — | — |
| 6 | Juniper Square 🦄 Platform for real estate investment management 76Funding top 17%Moat top 26%Growth top 27%News top 28% All 10 signals ▾Fundingtop 17% Moattop 26% Growthtop 27% Newstop 28% Producttop 34% Markettop 36% Innovationtop 39% Talenttop 39% Techtop 44% Globalbottom 37% Funding: Raised $239M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) Moat: Editorial + unicorn rating 8/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 76/100 | $239M | 9 mo ago | 367 | 2014 | Yonas Fisseha Co-Founder & CTO | — | 2 launchs |
| 7 | Linqto Provider of investment platform for private market investors 55Funding top 19%Tech top 30%Talent top 38%Product top 39% All 12 signals ▾Fundingtop 19% Techtop 30% Talenttop 38% Producttop 39% Growthtop 40% Customerstop 41% Newstop 48% Moattop 50% Marketbottom 42% Innovationbottom 37% Globalbottom 37% Patentsbottom 29% Funding: Raised $187M across 31 rounds · 31 rounds over 6 yrs (5.2/yr) Tech: 46 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 55/100 | $187M | 22 mo ago | 32 32 → 36 (+12%) | 2005 | Vicki Lawrence COO & Co-Founder | 2 patents Device-specific UI and software integration for network management and configuration | — |
| 8 | beatBread Online music funding platform 69Funding top 18%News top 28%Growth top 30%Tech top 32% All 8 signals ▾Fundingtop 18% Newstop 28% Growthtop 30% Techtop 32% Talenttop 32% Moattop 39% Marketbottom 45% Globalbottom 37% Funding: Raised $134M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) News: 8 BI events in 12 mo (of 16 tracked, 3 types) · +100% YoY rank vs industry peers · Fliar Intelligence Index 69/100 | $134M | 10 mo ago | 43 | 2020 | John Haller Co-Founder | — | — |
| 9 | Securitize Blockchain-based asset tokenization platform 69Funding top 21%News top 22%Growth top 26%Tech top 28% All 10 signals ▾Fundingtop 21% Newstop 22% Growthtop 26% Techtop 28% Producttop 30% Moattop 31% Innovationtop 32% Globaltop 48% Talentbottom 48% Marketbottom 37% Funding: Raised $122M across 5 rounds · 5 rounds over 8 yrs (0.6/yr) News: 16 BI events in 12 mo (of 39 tracked, 8 types) · +700% YoY rank vs industry peers · Fliar Intelligence Index 69/100 | $122M | 8 mo ago | 15 | 2017 | Carlos Domingo Co-Founder & CEO | — | — |
| 10 | Alpaca Securities 🦄 Internet-first stock broker 90Funding top 12%Tech top 21%Talent top 22%Growth top 24% All 10 signals ▾Fundingtop 12% Techtop 21% Talenttop 22% Growthtop 24% Newstop 26% Moattop 26% Markettop 31% Partnerstop 31% Producttop 43% Globalbottom 45% Funding: Raised $120M across 12 rounds · 12 rounds over 9 yrs (1.3/yr) Tech: 61 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses rank vs industry peers · Fliar Intelligence Index 90/100 | $120M | 5 mo ago | 207 | 2015 | Yoshi Yokokawa Co-Founder & Co-CEO | — | — |
| 11 | Jiko Platform enabling T-bill investing for businesses 40Funding top 20%Growth top 35%Product top 46%Moat top 47% All 12 signals ▾Fundingtop 20% Growthtop 35% Producttop 46% Moattop 47% Techbottom 49% Talentbottom 49% Innovationbottom 37% Marketbottom 36% Globalbottom 36% Patentsbottom 31% Newsbottom 24% Customersbottom 20% Funding: Raised $91.0M across 6 rounds · 6 rounds over 10 yrs (0.6/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 40/100 | $91M | 8 mo ago | — | 2016 | Stephane Lintner Founder & CEO | 7 patents Privacy-preserving node-level data computation and reconciliation for financial analytics | — |
| 12 | Arta Finance Online platform for financial strategies for public and private market investments 76Tech top 15%Talent top 23%Innovation top 25%Funding top 30% All 12 signals ▾Techtop 15% Talenttop 23% Innovationtop 25% Fundingtop 30% Moattop 31% Producttop 41% AItop 45% Markettop 49% Growthbottom 47% Globalbottom 43% Newsbottom 23% Customersbottom 21% Tech: 56 technologies across 7/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Talent: 5 named leaders on record · 5 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 76/100 | $90M | 21 mo ago | 93 | 2021 | Edward Chiang Co-Founder | — | 1 partnership · 1 award |
| 13 | StartEngine 🦄 Platform that enables users to create, manage, and invest in innovative companies and technologies 83Fin. health top 21%Funding top 22%Tech top 22%Moat top 26% All 11 signals ▾Fin. healthtop 21% Fundingtop 22% Techtop 22% Moattop 26% Talenttop 28% Customerstop 31% Markettop 37% Growthtop 38% Productbottom 48% Globalbottom 37% Newsbottom 27% Fin. health: Revenue ~$110M (FY2024) · Net margin 1.3% Funding: Raised $72.6M across 59 rounds · 59 rounds over 11 yrs (5.4/yr) rank vs industry peers · Fliar Intelligence Index 83/100 | $73M | 2 mo ago | 89 89 → 179 (+101%) | 2011 | Jad Shraim Co-Founder & CFO | — | 1 partnership |
| 14 | Atomic Wealth management solutions for financial institutions 40Growth top 28%Patents top 30%Funding top 31%Innovation top 34% All 10 signals ▾Growthtop 28% Patentstop 30% Fundingtop 31% Innovationtop 34% Talenttop 38% Techtop 45% Moatbottom 48% Globalbottom 39% Marketbottom 22% Fin. healthbottom 10% Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Patents: 15 patents matched (strict assignee match) · 12 filings since 2022 vs 3 in 2017-21 rank vs industry peers · Fliar Intelligence Index 40/100 | $65M | 9 mo ago | 47 | 2020 | David Dindi Co-Founder & CEO | 15 patents Patents concentrated in electrical & electronics | — |
| 15 | CIRE Equity Real Estate Investment platform 50Talent top 15%Product top 35%Innovation top 38%Funding top 43% All 7 signals ▾Talenttop 15% Producttop 35% Innovationtop 38% Fundingtop 43% Markettop 50% Globalbottom 36% Techbottom 21% Talent: Analyst team rating 5/5 Product: 3 distinct product lines · Company stage: Series B rank vs industry peers · Fliar Intelligence Index 50/100 | $64M | 14 mo ago | 43 | 2010 | — | — | 3 job openings · 1 award |
| 16 | BrightPlan Goal-based robo advisoy platform 50Funding top 34%Growth top 35%Moat top 37%Tech top 41% All 12 signals ▾Fundingtop 34% Growthtop 35% Moattop 37% Techtop 41% Patentstop 44% Producttop 49% Talentbottom 49% Customersbottom 48% Innovationbottom 46% Marketbottom 45% Newsbottom 45% Globalbottom 35% Funding: Raised $44.1M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 50/100 | $44M | 5 mo ago | 60 | 2016 | Marthin De Beer Founder & CEO | 19 patents Patents concentrated in computing, sensing & instrumentation | 2 awards |
| 17 | Samaya AI Developer of AI agents for financial workflows and investment insights 40Funding top 21%Growth top 35%Moat top 42%Tech top 44% All 7 signals ▾Fundingtop 21% Growthtop 35% Moattop 42% Techtop 44% Talentbottom 49% Globalbottom 37% Marketbottom 21% Funding: Raised $43.5M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 40/100 | $44M | 4 mo ago | 2 | 2022 | Maithra Raghu Co-Founder & CEO | — | 3 launchs · 1 partnership · 1 award |
| 18 | FarmTogether Equity crowdfunding platform and infrastructure fund focused on sustainable investments 45Funding top 23%Tech top 39%Moat top 39%Product top 46% All 10 signals ▾Fundingtop 23% Techtop 39% Moattop 39% Producttop 46% Growthtop 48% Talentbottom 49% Innovationbottom 46% Marketbottom 41% Globalbottom 36% Newsbottom 20% Funding: Raised $40.4M across 9 rounds · 9 rounds over 7 yrs (1.3/yr) Tech: 27 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 45/100 | $40M | 4 mo ago | 34 | 2018 | David Gould Chief Executive Officer | — | 1 partnership · 1 expansion |
| 19 | Trust and Will Cloud based platform offering legal will planning solutions 82Patents top 12%Tech top 16%Innovation top 20%Funding top 24% All 13 signals ▾Patentstop 12% Techtop 16% Innovationtop 20% Fundingtop 24% Moattop 26% Talenttop 28% Growthtop 35% Producttop 40% AItop 45% Marketbottom 45% Globalbottom 42% Customersbottom 36% Newsbottom 18% Patents: 263 patents matched (strict assignee match) · 175 filings since 2022 vs 81 in 2017-21 Tech: 81 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 82/100 | $40M | 13 mo ago | 24 | 2017 | Daniel Goldstein Co-Founder & COO | 263 patents Biotech patents covering viral diagnostics, stem-cell organoids, gene‑RNA therapies, and cellular immunotherapy. | 1 partnership |
| 20 | MerQube Index provider solutions for financial and insurance industries 48Funding top 23%Talent top 33%Growth top 35%News top 37% All 10 signals ▾Fundingtop 23% Talenttop 33% Growthtop 35% Newstop 37% Moattop 41% Techtop 48% Patentstop 49% Innovationbottom 48% Globalbottom 39% Marketbottom 29% Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Talent: 3 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $35M | 2 mo ago | 9 | 2019 | Keith Loggie Co-Founder and COO | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 21 | Wefunder Fundraising platform for start-ups 69Tech top 24%Funding top 26%Talent top 35%Market top 38% All 9 signals ▾Techtop 24% Fundingtop 26% Talenttop 35% Markettop 38% Producttop 40% Growthbottom 44% Globalbottom 42% Newsbottom 22% Customersbottom 22% Tech: 61 technologies across 5/8 capability areas · Cloud: Cloudflare, Heroku Funding: Raised $32.8M across 16 rounds · 16 rounds over 14 yrs (1.1/yr) rank vs industry peers · Fliar Intelligence Index 69/100 | $33M | 19 mo ago | 152 | 2011 | — | — | — |
| 22 | Hamsa Asset tokenization platform 29Funding top 33%Talent bottom 49%Tech bottom 44%Market bottom 39% All 5 signals ▾Fundingtop 33% Talentbottom 49% Techbottom 44% Marketbottom 39% Globalbottom 32% Funding: Raised $27.3M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 29/100 | $27M | 19 mo ago | 42 | 2020 | Adam Zbar CEO | — | 1 job opening |
| 23 | CNote Online investment platform for fixed income-focused community development 50Funding top 24%Tech top 26%Moat top 29%Talent top 38% All 9 signals ▾Fundingtop 24% Techtop 26% Moattop 29% Talenttop 38% Growthtop 45% Producttop 49% Globalbottom 37% Marketbottom 28% Newsbottom 27% Funding: Raised $27.2M across 17 rounds · 17 rounds over 10 yrs (1.7/yr) Tech: 51 technologies across 6/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 50/100 | $27M | 2 mo ago | 14 14 → 29 (+107%) | 2016 | Catherine Berman Co-Founder & CEO | — | — |
| 24 | BondBloxx Provider of precision fixed income exchange-traded funds (ETFs) 45Talent top 28%Growth top 35%Funding top 44%Tech top 45% All 7 signals ▾Talenttop 28% Growthtop 35% Fundingtop 44% Techtop 45% Moatbottom 38% Globalbottom 32% Marketbottom 31% Talent: 4 named leaders on record · 4 C-suite/founder profiles curated Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 45/100 | $27M | 19 mo ago | 14 | 2021 | Joanna Gallegos Co-Founder | — | 2 awards |
| 25 | Upland Virtual property game built on the EOS blockchain 64Growth top 25%Tech top 27%News top 28%Funding top 33% All 9 signals ▾Growthtop 25% Techtop 27% Newstop 28% Fundingtop 33% Customerstop 45% Producttop 50% Talentbottom 49% Marketbottom 47% Globalbottom 39% Growth: Fresh capital in last 24 mo Tech: 48 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 64/100 | $27M | 22 mo ago | 28 | 2018 | Mani Honigstein Founder | — | — |
| 26 | Vested Finance 🦄 Online trading and investment platform 60Tech top 27%Customers top 27%Funding top 34%Growth top 41% All 11 signals ▾Techtop 27% Customerstop 27% Fundingtop 34% Growthtop 41% Talentbottom 49% Marketbottom 48% Productbottom 48% Moatbottom 48% Globalbottom 47% Fin. healthbottom 47% Newsbottom 27% Tech: 49 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services Customers: Play-Store rating 4.33★ across 9,510 ratings (1 apps) rank vs industry peers · Fliar Intelligence Index 60/100 | $24M | 11 mo ago | 52 52 → 101 (+94%) | 2015 | Viram Shah Co-Founder and CEO | — | — |
| 27 | Atlas Provider of financial advisory services 45Funding top 28%Growth top 35%Tech top 46%Patents top 48% All 9 signals ▾Fundingtop 28% Growthtop 35% Techtop 46% Patentstop 48% Innovationbottom 49% Moatbottom 49% Talentbottom 49% Globalbottom 31% Marketbottom 23% Funding: Raised $21.6M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 45/100 | $22M | 8 mo ago | 16 | 2020 | Kelly Lyons Co-Founder & CFO | 11 patents Economic development analytics, forecasting platforms, and talent competency assessment software | — |
| 28 | Monarch Online platform for expense management for couples, advisors, and employers 64Tech top 12%Customers top 15%Talent top 28%Moat top 32% All 13 signals ▾Techtop 12% Customerstop 15% Talenttop 28% Moattop 32% Patentstop 34% Fundingtop 41% Innovationtop 42% Producttop 43% AItop 45% Newsbottom 44% Growthbottom 42% Marketbottom 41% Globalbottom 37% Tech: 55 technologies across 7/8 capability areas · Cloud: Amazon S3, Amazon Web Services Customers: Play-Store rating 4.75★ across 22,143 ratings (1 apps) · Review volume +278% in 6 mo rank vs industry peers · Fliar Intelligence Index 64/100 | $20M | 12 mo ago | 18 | 2018 | Jon Sutherland Co-founder & Head of Design | 21 patents Medical blood collection devices and related sampling apparatus | 2 job openings · 1 launch |
| 29 | Inference Research Provider of AI-native quantitative trading strategies across digital and traditional markets 45Funding top 38%AI top 45%Talent bottom 45%Global bottom 25% All 4 signals ▾Fundingtop 38% AItop 45% Talentbottom 45% Globalbottom 25% Funding: Raised $20.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) AI: Product described with: ai-native rank vs industry peers · Fliar Intelligence Index 45/100 | $20M | 4 mo ago | — | 2026 | Luke Li Founder & CEO | — | — |
| 30 | Arena Club Online platform for buying selling and trading tokens 62Tech top 24%Growth top 28%Customers top 32%Funding top 36% All 8 signals ▾Techtop 24% Growthtop 28% Customerstop 32% Fundingtop 36% Talenttop 38% Productbottom 48% Marketbottom 39% Globalbottom 29% Tech: 50 technologies across 5/8 capability areas · Cloud: Cloudflare Growth: Web rank 500,000 → 100,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $20M | 16 mo ago | 15 | 2021 | Jesse Glass Co-Founder | — | 10 job openings |
| 31 | Dinari Decentralized stock trading platform 21Funding top 34%Moat top 39%Tech bottom 49%Talent bottom 49% All 6 signals ▾Fundingtop 34% Moattop 39% Techbottom 49% Talentbottom 49% Globalbottom 37% Marketbottom 22% Funding: Raised $19.7M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) Moat: Editorial + unicorn rating 6/10 · 9 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 21/100 | $20M | 13 mo ago | — | 2021 | Gabriel Otte Co-Founder & CEO | — | 3 launchs |
| 32 | Sydecar Online deal execution platform for venture investors 55Growth top 35%Tech top 37%Talent top 38%Funding top 39% All 8 signals ▾Growthtop 35% Techtop 37% Talenttop 38% Fundingtop 39% Marketbottom 43% Moatbottom 38% Globalbottom 37% Newsbottom 31% Growth: Fresh capital in last 24 mo Tech: 33 technologies across 5/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 55/100 | $16M | 19 mo ago | 38 | 2021 | Nik Talreja Co-Founder & CEO | — | 2 job openings |
| 33 | Numerai Provider of an AI-run, crowd-sourced hedge fund and capital allocation platform 60AI top 22%News top 23%Growth top 25%Product top 25% All 12 signals ▾AItop 22% Newstop 23% Growthtop 25% Producttop 25% Techtop 27% Fundingtop 32% Moattop 41% Talentbottom 49% Innovationbottom 47% Globalbottom 39% Patentsbottom 35% Marketbottom 27% AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) News: 6 BI events in 12 mo (of 7 tracked, 3 types) · 2 high-value events (IPO/M&A/funding/contracts) in 12 mo rank vs industry peers · Fliar Intelligence Index 60/100 | $13M | 6 mo ago | 6 | 2015 | Richard Craib Founder & CEO | 2 patents Crypto‑token incentivized evaluation of AI predictive models (decentralized ML benchmarking). | — |
| 34 | Atomic Insights Provider of payment workflow automation software for registered investment advisors 48Funding top 37%Talent bottom 45%Global bottom 33% All 3 signals ▾Fundingtop 37% Talentbottom 45% Globalbottom 33% Funding: Raised $10.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 48/100 | $10M | 5 mo ago | — | 2023 | Lucas Babbitt Co-Founder & CEO | — | 3 launchs |
| 35 | Fiscal.ai Provider of an AI-powered platform for financial data and investment research 74Tech top 33%Talent top 35%Funding top 42%AI top 45% All 5 signals ▾Techtop 33% Talenttop 35% Fundingtop 42% AItop 45% Globalbottom 48% Tech: 35 technologies across 5/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Talent: 3 named leaders on record rank vs industry peers · Fliar Intelligence Index 74/100 | $10M | 12 mo ago | — | 2021 | Kevin Bojan Co-Founder & Chief Product Officer | — | — |
| 36 | Streetbeat Systems Online trading and research platform for individuals 55Growth top 28%Tech top 39%Funding top 42%AI top 45% All 11 signals ▾Growthtop 28% Techtop 39% Fundingtop 42% AItop 45% Moattop 48% Newstop 49% Customersbottom 49% Talentbottom 49% Productbottom 48% Globalbottom 36% Marketbottom 35% Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo Tech: 29 technologies across 4/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 55/100 | $10M | 16 mo ago | 26 | 2021 | Damian Scavo Co-Founder & CEO & CIO | — | — |
| 37 | Cache Brokerage that allows users to achieve a diversified portfolio without selling stock and incurring capital… 53Fin. health top 19%Funding top 33%Growth top 35%Tech top 39% All 10 signals ▾Fin. healthtop 19% Fundingtop 33% Growthtop 35% Techtop 39% Talentbottom 49% Marketbottom 48% Moatbottom 37% Globalbottom 31% Patentsbottom 27% Innovationbottom 22% Fin. health: Revenue ~$46.1M (FY2013) · Net margin 6.1% Funding: Raised $8.5M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 53/100 | $8M | 10 mo ago | — | 2021 | Srikanth Narayan Founder | 3 patents Patents concentrated in transport & manufacturing processes | 1 job opening |
| 38 | Courtyard NFT-based trading platform for physical collectibles 82Tech top 20%Growth top 22%Customers top 30%Funding top 35% All 9 signals ▾Techtop 20% Growthtop 22% Customerstop 30% Fundingtop 35% Markettop 37% Talenttop 38% Productbottom 48% Moatbottom 38% Globalbottom 36% Tech: 45 technologies across 6/8 capability areas · Cloud: Cloudflare, Google Cloud Growth: App-install growth +500% YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 82/100 | $7M | 10 mo ago | 93 | 2018 | Paulin A. Co-Founder & CTO | — | 1 launch |
| 39 | Trove Developer of an AI platform for private equity firms 65Talent top 25%Funding top 39%Global bottom 33% All 3 signals ▾Talenttop 25% Fundingtop 39% Globalbottom 33% Talent: 6 named leaders on record Funding: Raised $7.1M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 65/100 | $7M | 8 mo ago | — | 2023 | Shivaal R Co-Founder & CTO | — | — |
| 40 | SUMA App-based platform for financial planning & advisory for individuals 14Funding top 40%Product bottom 48%Tech bottom 37%Market bottom 32% All 6 signals ▾Fundingtop 40% Productbottom 48% Techbottom 37% Marketbottom 32% Newsbottom 32% Globalbottom 29% Funding: Raised $6.5M across 4 rounds · 4 rounds over 6 yrs (0.7/yr) Product: 1 published app (58 installs) · Company stage: Series A rank vs industry peers · Fliar Intelligence Index 14/100 | $7M | 7 mo ago | 29 | 2020 | — | — | 1 award |
| 41 | Coresky Online community-based NFT marketplace 35Market top 48%Talent bottom 49%Tech bottom 47%Funding bottom 43% All 5 signals ▾Markettop 48% Talentbottom 49% Techbottom 47% Fundingbottom 43% Globalbottom 36% Market: Top-100,000 web property Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 35/100 | $6M | 14 mo ago | — | 2022 | Steven Wong Co-Founder | — | — |
| 42 | Astor Provider of AI investment advisory services for busy professionals 60Funding top 38%Talent top 38%AI top 45%Global top 45% All 5 signals ▾Fundingtop 38% Talenttop 38% AItop 45% Globaltop 45% Techbottom 40% Funding: Raised $5.5M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 60/100 | $6M | 1 mo ago | — | 2023 | Daniel Hochstetler Co-Founder & CTO | — | — |
| 43 | Menos AI Provider of AI-driven solutions for optimizing asset management and automating workflows for hedge funds… 64Growth top 28%Tech top 38%AI top 45%Funding top 50% All 6 signals ▾Growthtop 28% Techtop 38% AItop 45% Fundingtop 50% Talentbottom 45% Globalbottom 25% Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo Tech: 25 technologies across 6/8 capability areas · Cloud: Amazon Web Services, Google Cloud rank vs industry peers · Fliar Intelligence Index 64/100 | $5M | 10 mo ago | — | 2024 | Baojiang Yang Co-Founder | — | 1 launch |
| 44 | Focal AI meeting assistant that automates agenda preparation, note-taking, task assignments, and follow-ups 27Talent top 38%Patents top 48%Funding bottom 48%Innovation bottom 46% All 8 signals ▾Talenttop 38% Patentstop 48% Fundingbottom 48% Innovationbottom 46% Globalbottom 42% Techbottom 40% Productbottom 40% Marketbottom 31% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Patents: 13 patents matched (strict assignee match) · Latest publication 2018 rank vs industry peers · Fliar Intelligence Index 27/100 | $5M | 8 mo ago | — | 2024 | Jerry Bai Co-Founder | 13 patents Patents concentrated in electrical & electronics | — |
| 45 | Jarsy Platform providing access to pre-IPO investment opportunities via tokenized assets 53Talent top 23%Funding top 43%Tech top 45%Global bottom 33% All 4 signals ▾Talenttop 23% Fundingtop 43% Techtop 45% Globalbottom 33% Talent: 5 named leaders on record · 5 C-suite/founder profiles curated Funding: Raised $5.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 53/100 | $5M | 11 mo ago | — | 2024 | Chunyang S Co-Founder & CTO | — | 1 launch |
| 46 | Sherpas Developer of AI platform automating financial data extraction, planning, and analysis 29AI top 20%Talent top 28%Funding bottom 48%Tech bottom 42% All 6 signals ▾AItop 20% Talenttop 28% Fundingbottom 48% Techbottom 42% Globalbottom 36% Marketbottom 16% AI: Classified as an AI company Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 29/100 | $3M | 3 mo ago | — | 2022 | Sergio Albert Co-Founder & CTO | — | 1 partnership |
| 47 | Propy SaaS-driven and blockchain-enabled real estate transaction management software 67News top 19%Growth top 24%Global top 25%Funding top 42% All 7 signals ▾Newstop 19% Growthtop 24% Globaltop 25% Fundingtop 42% Markettop 46% Moattop 48% Techbottom 45% News: 7 BI events in 12 mo (of 9 tracked, 3 types) · 6 high-value events (IPO/M&A/funding/contracts) in 12 mo Growth: 4 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 67/100 | $3M | 4 mo ago | 59 | 2015 | — | — | 2 partnerships |
| 48 | Hadrius Provider of an AI-native compliance platform for financial service firms 35Talent top 28%AI top 35%Funding top 44%Tech top 47% All 10 signals ▾Talenttop 28% AItop 35% Fundingtop 44% Techtop 47% Moattop 48% Productbottom 45% Innovationbottom 37% Globalbottom 32% Marketbottom 26% Newsbottom 18% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated AI: Product described with: ai-native, artificial intelligence rank vs industry peers · Fliar Intelligence Index 35/100 | $2M | 9 mo ago | 5 | 2020 | Som Mohapatra Founder / COO | — | 1 job opening |
| 49 | Forum Operator of a regulated exchange for trading assets linked to engagement 69Patents top 27%Innovation top 36%Funding top 45%Talent top 45% All 5 signals ▾Patentstop 27% Innovationtop 36% Fundingtop 45% Talenttop 45% Globalbottom 47% Patents: 660 patents matched (strict assignee match) · 174 filings since 2022 vs 417 in 2017-21 Innovation: 660 patents (top 3% of patent-holders) · 174 filings since 2022 vs 417 in 2017-21 rank vs industry peers · Fliar Intelligence Index 69/100 | $500K | 5 mo ago | — | 2026 | Joseph Thomas Co-Founder | 660 patents Oilfield wellbore pumping, hydraulic spider, valve actuation, and flexible hose systems | — |
| 50 | Model ML AI-powered research and due diligence tool for businesses 55News top 20%AI top 25%Growth top 29%Talent top 38% All 11 signals ▾Newstop 20% AItop 25% Growthtop 29% Talenttop 38% Fundingtop 42% Moattop 43% Techtop 48% Innovationbottom 47% Patentsbottom 46% Globalbottom 36% Marketbottom 32% News: 7 BI events in 12 mo (of 9 tracked, 3 types) · +250% YoY AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) rank vs industry peers · Fliar Intelligence Index 55/100 | $500K | 6 mo ago | — | 2023 | Chaz Englander Co-Founder | 21 patents Patents concentrated in computing, sensing & instrumentation | — |
Top 12 Investment Tech companies in California
#1
Series E · San Francisco, California · founded 2015 · 577 employees$664Mraised▾
Series E · San Francisco, California · founded 2015 · 577 employees
Employer-enabled retirement planning platform. Offers tools to assist in developing retirement plans, recording, accounting, and compliance management solutions. Features a dashboard for syncing payroll, administrative, and compliance testing solutions for users.
Fliar Intelligence Index™ 80how this company ranks against its industry peers
Funding
top 14%Tech
top 17%Moat
top 26%Market
top 34%Growth
top 34%Product
top 36%Funding: Raised $664M across 12 rounds · 12 rounds over 11 yrs (1.1/yr) · Last round Series E (Nov 2025)
Tech: 48 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Observability: Datadog
Moat: Editorial + unicorn rating 9/10 · Unicorn · 9 curated direct competitors tracked
Audience (LinkedIn): 30k LinkedIn followers — 2.9% of this cohort's audience
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Nov 2025Series E$100M
- Aug 2025Series E$50M
- Jul 2024Conventional Debt$25M
- Mar 2024Series E$242M
Founders & team
Investors
Wing Venture Capital, Y Combinator, Uncork Capital, SV Angel, Tuesday Capital, Slow Ventures
Tech stack
Amazon S3Amazon Web ServicesAmplitudeApolloApple Icloud MailAuth0
#2
Pipe 🦄Series C · Los Angeles, California · founded 2019 · 70 employees$316Mraised▾
Pipe 🦄
Series C · Los Angeles, California · founded 2019 · 70 employees
Online revenue-based financing marketplace for SaaS businesses. It offers a solution that connects businesses with investors for revenue-based financing. Businesses can integrate the accounting and ERP systems to the platform using APIs. The loan amount is based on the business data obtained from the system. It features integrations with existing payment tools and automated monthly statements.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 16%Moat
top 19%Innovation
top 32%Talent
top 33%Tech
top 34%Growth
top 35%Funding: Raised $316M across 7 rounds · 7 rounds over 6 yrs (1.2/yr) · Last round Series C (Jan 2026)
Moat: Editorial + unicorn rating 9/10 · Unicorn · 1 curated direct competitors tracked
Innovation: 4 new-product events in 24 mo
Audience (LinkedIn): 38k LinkedIn followers — 3.8% of this cohort's audience
Funding rounds
- Jan 2026Series C$16M
- Jun 2024Venture Debt$100M
- Sep 2022Conventional Debt$7.1M
- Aug 2021Series C—
Founders & team
Investors
Craft Ventures, Fika Ventures, MaC Venture Capital, Worklife, Liquid 2 Ventures, Weekend Fund
Tech stack
Apple Icloud MailChakra UiCloudflareCloudflare Bot ManagementCookiebotCore-Js
#3
Series A · Burbank, California · founded 2011 · 89 employees$72.6Mraised▾
Series A · Burbank, California · founded 2011 · 89 employees
Platform that enables users to create, manage, and invest in innovative companies and technologies. It connects investors with startups and growth-stage companies across multiple industries, including technology, energy, healthcare, and space. It provides access to pre-IPO investment opportunities, allowing users to explore offerings, evaluate startups, and invest in early-stage businesses through regulated crowdfunding and private market deals. It simplifies the investment process by centralizing deal discovery, due diligence information, and participation tools in one place, while also offering educational resources and updates on emerging companies. It is designed for individuals interested in private markets who want to diversify their portfolio and participate in early-stage innovation.
Fliar Intelligence Index™ 83how this company ranks against its industry peers
Fin. health
top 21%Funding
top 22%Tech
top 22%Moat
top 26%Talent
top 28%Customers
top 31%Fin. health: Revenue ~$110M (FY2024) · Net margin 1.3% · Revenue +125% YoY
Funding: Raised $72.6M across 59 rounds · 59 rounds over 11 yrs (5.4/yr) · Last round Series A (Apr 2026)
Tech: 57 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Envoy
Audience (LinkedIn): 22k LinkedIn followers — 2.2% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. Microsoft) announced in 12 mo
Funding rounds
- Apr 2026Series A$503.6K
- Apr 2026Series A$377.6K
- Apr 2026Series A$303.6K
- Apr 2026Series A$1.2M
Founders & team
Investors
SE Agoura Investment, Cacao Capital, Daniel Gutenberg, Ossian Capital, BAM Ventures, Opus Hospitality Ventures
Tech stack
Adobe Audience ManagerAmazon CloudfrontAmazon ElbAmazon Web ServicesApplovinAppsflyer
#4
Series D · San Mateo, California · founded 2015 · 207 employees$120Mraised▾
Series D · San Mateo, California · founded 2015 · 207 employees
Alpaca is a commission-free stock trading platform. It provides a platform for algorithmic trading and portfolio management. It provides Trading API for buying and selling stocks, Broker API for a suite of APIs for opening customer accounts, and more.
Fliar Intelligence Index™ 90how this company ranks against its industry peers
Funding
top 12%Tech
top 21%Talent
top 22%Growth
top 24%News
top 26%Moat
top 26%Funding: Raised $120M across 12 rounds · 12 rounds over 9 yrs (1.3/yr) · Last round Series D (Jan 2026)
Tech: 61 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses · Devops: Nginx
Talent: Analyst team rating 5/5 · 3 named leaders on record · 3 C-suite/founder profiles curated
Funding rounds
- Jan 2026Series D$150M
- Jan 2026Conventional Debt$40M
- Apr 2025Series C$52M
- Oct 2023Series B$15M
Founders & team
Investors
Tribe Capital, Spark Capital, Social Leverage, Horizons Ventures, Eldridge Industries, Positive Sum
Tech stack
Amazon CloudfrontAmazon SesAmazon Web ServicesAmplitudeAtlassian StatuspageBabel
#5
Series B · Oakland, California · founded 2016 · 14 employees$27.2Mraised▾
Series B · Oakland, California · founded 2016 · 14 employees
Online investment platform for fixed income-focused community development. It enables all the money saved through the platform to be lent to drive social impact. It is a medium-term savings alternative with quarterly liquidity.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Funding
top 24%Tech
top 26%Moat
top 29%Talent
top 38%Growth
top 45%Product
top 49%Funding: Raised $27.2M across 17 rounds · 17 rounds over 10 yrs (1.7/yr) · Last round Series B (Apr 2026)
Tech: 51 technologies across 6/8 capability areas · Cloud: Amazon Web Services, Cloudflare · Devops: Nginx
Moat: Editorial + unicorn rating 7/10 · 1 curated direct competitors tracked
Audience (LinkedIn): 7k LinkedIn followers
Funding rounds
- Apr 2026Series B$8M
- Aug 2024Series B$500K
- Aug 2024Conventional Debt$100K
- Jul 2024Conventional Debt$77.2K
Founders & team
Investors
ManchesterStory Group, SixThirty, H/L Ventures, Lateral Capital, The Artemis Fund, Clearstone
Tech stack
Amazon Web ServicesAnimate.CssApple Icloud MailBootstrapCdnjsCloudflare
#6
Series C · San Francisco, California · founded 2019 · 9 employees$35Mraised▾
Series C · San Francisco, California · founded 2019 · 9 employees
Index provider solutions for financial and insurance industries. It provides services like designing and calculating wide varieties of indices ranging from thematic to ESG, factor, and retirement while covering multi-asset, equities, and futures as well as options. It also has a comprehensive governance framework regarding the design, calculation, maintenance, and dissemination of its indices.
Fliar Intelligence Index™ 48how this company ranks against its industry peers
Funding
top 23%Talent
top 33%Growth
top 35%News
top 37%Moat
top 41%Tech
top 48%Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) · Last round Series C (Apr 2026)
Talent: 3 named leaders on record · 2 C-suite/founder profiles curated
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 7k LinkedIn followers
Funding rounds
- Apr 2026Series C$30M
- Jul 2023Series B$22M
- Aug 2022Series A$8M
- Oct 2021Series A$5M
Founders & team
Investors
Intel Capital, Allianz, Citi, J P Morgan, Laurion Capital, UBS
Tech stack
CloudflareCloudflare Bot ManagementCookie ScriptEmotionFirebaseGoogle Analytics
#7
Series A · San Francisco, California · founded 2018 · 34 employees$40.4Mraised▾
Series A · San Francisco, California · founded 2018 · 34 employees
Equity crowdfunding platform and infrastructure fund focused on sustainable investments
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 23%Tech
top 39%Moat
top 39%Product
top 46%Growth
top 48%Talent
bottom 49%Funding: Raised $40.4M across 9 rounds · 9 rounds over 7 yrs (1.3/yr) · Last round Series A (Feb 2026)
Tech: 27 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Nginx
Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked
Audience (LinkedIn): 9k LinkedIn followers
Activity (LinkedIn): 1 partnerships · 1 expansions (incl. Alto) announced in 12 mo
Funding rounds
- Feb 2026Series A$9.4M
- Feb 2025Conventional Debt$3M
- Dec 2024Series A$3.6M
- Jan 2023Series A—
Founders & team
Investors
EvoNexus, VentureSouq, Blue Collective, Pescadero Pacific Ventures, GBS, Natural Bridge Fund
Tech stack
Amazon CloudfrontAmazon Web ServicesEmotionGoogle Tag ManagerGoogle WorkspaceHsts
#8
Series D · San Francisco, California · founded 2014 · 367 employees$239Mraised▾
Series D · San Francisco, California · founded 2014 · 367 employees
Platform for real estate investment management. It features solutions for CRM, tracking customers, portfolio management, back-office accounting, reporting, compliance, and more. Its client includes Greystar, Cortland, Ellis Partners, Encore Capital Management, and various others.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 17%Moat
top 26%Growth
top 27%News
top 28%Product
top 34%Market
top 36%Funding: Raised $239M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) · Last round Series D (Sep 2025)
Moat: Editorial + unicorn rating 8/10 · Unicorn · 9 curated direct competitors tracked
Growth: Headcount 234 → 367 (+57%) across vintages · 4 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo
Audience (LinkedIn): 86k LinkedIn followers — 8.5% of this cohort's audience
Activity (LinkedIn): 2 product launches announced in 12 mo
Funding rounds
- Sep 2025Series D—
- Jun 2025Series D$130M
- Feb 2023Series D$133M
- Nov 2019Series C$75M
Founders & team
Investors
Felicis Ventures, Ribbit Capital, Grace Beauty Capital, Redpoint Ventures, Zigg Capital, Blue Owl
Tech stack
Alpine.JsAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementFlickity
#9
Addepar 🦄Series G · Mountain View, California · founded 2009 · 560 employees$529.1Mraised▾
Addepar 🦄
Series G · Mountain View, California · founded 2009 · 560 employees
Addepar is a wealth management solution for investment advisors. It offers solutions for data aggregation, analytics, and portfolio reporting for investment advisors. The product caters to family offices, RIAs, foundation and endowments, global advisories, banks, financial services firms, and wirehouses.
Fliar Intelligence Index™ 78how this company ranks against its industry peers
Funding
top 18%News
top 22%Moat
top 25%Growth
top 28%Market
top 29%Product
top 29%Funding: Raised $529M across 7 rounds · 7 rounds over 15 yrs (0.5/yr) · Last round Series G (May 2025)
News: 16 BI events in 12 mo (of 54 tracked, 8 types) · +33% YoY · 2 high-value events (IPO/M&A/funding/contracts) in 12 mo
Moat: Editorial + unicorn rating 9/10 · IP moat: 49 patents · Unicorn
Audience (LinkedIn): 119k LinkedIn followers — 11.7% of this cohort's audience
Activity (LinkedIn): 2 partnerships (incl. Westwood Holdings Group, Inc.) announced in 12 mo
Funding rounds
- May 2025Series G$230M
- May 2022Series F—
- Jun 2021Series F$166.3M
- Nov 2020Series E$117M
Founders & team
Investors
WestCap, D1 Capital Partners, Blumberg Capital, Valor Equity Partners, 8VC, Signature Capital
Tech stack
Amazon SesAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementCore-Js
#10
Series B · San Francisco, California · founded 2017 · 15 employees$121.8Mraised▾
Series B · San Francisco, California · founded 2017 · 15 employees
Blockchain-based tokenization platform. It features investor onboarding and management, fund liquidity solution, transfer agent services, and more. Its product includes an investor dashboard for onboarding and management tools, securitize ID for identity verification, DS Protocol for digital security lifecycle management, and more. It also offers a compliance platform and protocol for issuing and managing digital securities on the blockchain, including dividends, distributions, and share buy-backs.
Fliar Intelligence Index™ 69how this company ranks against its industry peers
Funding
top 21%News
top 22%Growth
top 26%Tech
top 28%Product
top 30%Moat
top 31%Funding: Raised $122M across 5 rounds · 5 rounds over 8 yrs (0.6/yr) · Last round Series B (Oct 2025)
News: 16 BI events in 12 mo (of 39 tracked, 8 types) · +700% YoY · 13 high-value events (IPO/M&A/funding/contracts) in 12 mo
Growth: 2 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo
Audience (LinkedIn): 38k LinkedIn followers — 3.7% of this cohort's audience
Funding rounds
- Oct 2025Series B$10M
- May 2024Series B$47M
- Jun 2021Series B$48M
- Feb 2020Series A—
Founders & team
Investors
Sony Financial Holdings, Global Brain, Nomura, Blockchain Capital, Xpring, MUFG
Tech stack
Alpine.JsAmazon AlbAmazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud Mail
#11
Series B · Mountain View, California · founded 2022 · 2 employees$43.5Mraised▾
Series B · Mountain View, California · founded 2022 · 2 employees
Developer of AI agents for financial workflows and investment insights. The agents provide capabilities such as answering questions, delivering insights, and automating workflows. The AI agents continually monitor markets and generate financial models, reports, and presentations. The system unifies quantitative and qualitative data from market insights to broker research, integrating with internal notes. It offers tools for real-time monitoring and alerts.
Fliar Intelligence Index™ 40how this company ranks against its industry peers
Funding
top 21%Growth
top 35%Moat
top 42%Tech
top 44%Talent
bottom 49%Global
bottom 37%Funding: Raised $43.5M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Series B (Feb 2026)
Growth: Fresh capital in last 24 mo
Moat: Editorial + unicorn rating 4/10 · Soonicorn · 10 curated direct competitors tracked
Audience (LinkedIn): 6k LinkedIn followers
Activity (LinkedIn): 3 product launches · 1 partnerships · 1 awards (incl. Microsoft) announced in 12 mo
Funding rounds
- Feb 2026Series B—
- May 2025Series B$43.5M
Founders & team
Investors
New Enterprise Associates, NVentures, Databricks, Air Street Capital
Tech stack
AmplitudeCloudflareCloudflare Bot ManagementCore-JsGoogle AnalyticsGoogle Font Api
#12
Series B · San Jose, California · founded 2016 · 60 employees$44.1Mraised▾
Series B · San Jose, California · founded 2016 · 60 employees
BrightPlan provides a robo-advisory platform. The platform takes users goals as input to help plan for the portfolio. After profiling the user, the system automatically selects a relevant portfolio, invests, and rebalances it to achieve the goals. The company also provides access to advisors to help with financial planning.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Funding
top 34%Growth
top 35%Moat
top 37%Tech
top 41%Patents
top 44%Product
top 49%Funding: Raised $44.1M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) · Last round Series B (Jan 2026)
Growth: Fresh capital in last 24 mo
Moat: Editorial + unicorn rating 7/10 · IP moat: 19 patents · 9 curated direct competitors tracked
Audience (LinkedIn): 3k LinkedIn followers
Activity (LinkedIn): 2 awards announced in 12 mo
Funding rounds
- Jan 2026Series B$4M
- Feb 2024Series B$22.5M
- Mar 2021Series B$9.6M
- May 2019Series B$12M
Founders & team
Investors
Fremont Group, The Cynosure Group, Still Valley Capital Partners SBA Loan Assistance
Tech stack
AmpApple Icloud MailCloudflareCloudflare Bot ManagementCore-JsGlide.Js
Funding & investor landscape
$21.4Btotal disclosed funding
497companies funded
1,250disclosed rounds
5rounds last 90 days
Most active investors
SV Angel13 rounds
Notable founders
Roger Lee
Co-Founder · Human Interest
Josh Mangel
Co-Founder · Pipe
Zain Allarakhia
Co-Founder & CTO · Pipe
Jad Shraim
Co-Founder & CFO · StartEngine
Paul Kessler
Co-Founder · StartEngine
Yoshi Yokokawa
Co-Founder & Co-CEO · Alpaca Securities
Hitoshi Harada
Co-Founder & CPO · Alpaca Securities
Catherine Berman
Co-Founder & CEO · CNote
Yuliya Tarasava
Co-Founder & COO · CNote
Keith Loggie
Co-Founder and COO · MerQube
Vinit Srivastava
Co-Founder & CEO · MerQube
David Gould
Chief Executive Officer · FarmTogether
Prism market signals · United States · country-scoped Prism corpus, 4,096,926 docs
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
RESEARCH FROM California · institutions
What California researches in fintech
Southern California University for Professional Studies, USC, and UC Irvine lead California's fintech research, focusing predominantly on crowdfunding and financial distress prediction, with a cautiously contested tone (mean stance 0.22).
29 papersstance +0.2221% breakthrough46% concern
local research themes
FinTech, Crowdfunding, Digital FinanceFinancial Distress and Bankruptcy PredictionBlockchain Technology Applications and SecurityImbalanced Data Classification TechniquesMicrofinance and Financial InclusionEconomic Growth and Development
top institutions
- Southern California University for Professional Studies7
- University of Southern California7
- University of California, Irvine7
- Lincoln University - California3
- California University of Pennsylvania3
Common questions
How many Investment Tech companies are there in California, United States?
Radar tracks 1362 indexable Investment Tech companies headquartered in California, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Tech companies in California, United States?
The Investment Tech companies in California, United States on this list have raised a combined $21.4B in disclosed equity funding across 497 funded companies.
Which is the highest-funded Investment Tech company in California, United States?
Robinhood is the highest-funded Investment Tech company in California, United States, with $5.7B in disclosed equity funding.
How many Investment Tech companies in California, United States are funded?
497 of the 1362 Investment Tech companies in California, United States on this list have disclosed at least one equity funding round.
How many Investment Tech unicorns are there in California, United States?
18 Investment Tech companies in California, United States on this list are valued at $1B or more.
Who are the top investors in California, United States Investment Tech companies?
The most active investors in California, United States Investment Tech companies on this list include Y Combinator, 500 Global, Soma Capital, Techstars, Plug and Play Tech Center.
Riya SenguptaFinancials
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.