Best Investment Tech Companies in Chicago, United States
The 210 best Investment Tech companies in Chicago, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: M1.
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 Chicago
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | M1 🦄 Provider of an investment and lending platform for securities | $333M | 59 mo ago | 448 | 2015 | Ohad Dell Co-Founder & Co-CEO | WordPress Block EditorWordPressApple iCloud Mail+37 | — | — |
| 2 | Enfusion Trade management and risk assessment solutions for capital markets | $150M | 65 mo ago | 1,102 1,102 → 756 (-31%) | 1997 | — | WordPressCart FunctionalitySentry+28 | — | — |
| 3 | Halo Investing Software suite for investment professionals | $120M | 61 mo ago | 47 | 2015 | Jason Barsema Co-Founder | WordPress Block EditorElementorWordPress+39 | — | 1 partnership · 1 award |
| 4 | Tegus Intelligence solution platform for institutional investors and companies | $111M | 44 mo ago | 381 | 2017 | Thomas Elnick Co-Founder & Co-CEO | ContentfulSentryZendesk+33 | — | — |
| 5 | Morningstar Provider of investment research, market data, portfolio tools, and investor education | $91M | 53 mo ago | 9,161 9,161 → 12,030 (+31%) | 1984 | Anthony Lucero Founder & Managing Director | ContentstackSkolengoApple iCloud Mail+29 | 31 patents Patents concentrated in computing, sensing & instrumentation | — |
| 6 | Tastytrade Online platform publishing content focusing on investment | $60M | 95 mo ago | 156 156 → 204 (+31%) | 2011 | Tom Sosnoff Co-Founder & CEO | ContentstackSentrySalesforce+37 | 10 patents Mobile securities trading and real-time aggregated market/educational data platform | 1 launch |
| 7 | Architect Online platform offering forex trading 40Funding top 23%Moat top 40%Growth top 45%Talent bottom 49% All 7 signals ▾Fundingtop 23% Moattop 40% Growthtop 45% Talentbottom 49% Techbottom 48% Marketbottom 35% Globalbottom 33% Funding: Raised $52.5M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Moat: Soonicorn · 10 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 40/100 | $53M | 6 mo ago | — | 2023 | Brett Harrison Founder & CEO | Webflow EcommerceWebflowVercel+17 | — | — |
| 8 | Architect Provider of perpetual futures contracts trading platform for various asset classes 40Funding top 26%Talent bottom 49%Global bottom 33% All 3 signals ▾Fundingtop 26% Talentbottom 49% Globalbottom 33% Funding: Raised $52.0M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 40/100 | $52M | 5 mo ago | — | 2023 | Brett Harrison Co-Founder & CEO | — | — | — |
| 9 | Metaplex Online platform for developing NFTs marketplaces | $46M | 53 mo ago | 61 | 2021 | — | TurbopackNode.jsRadix UI+17 | — | — |
| 10 | Dough Empowering investors with accessible financial tools and brokerage services | $45M | 82 mo ago | 15 | 2011 | — | Prismicstyled-componentsReact+15 | — | — |
| 11 | GeoWealth Advisory & Wealth management solutions 67Funding top 23%Product top 25%Talent top 28%Growth top 33% All 10 signals ▾Fundingtop 23% Producttop 25% Talenttop 28% Growthtop 33% Innovationtop 34% Newstop 34% Moattop 39% Techtop 48% Marketbottom 48% Globalbottom 29% Funding: Raised $37.0M across 4 rounds · 4 rounds over 8 yrs (0.5/yr) Product: 10 distinct product lines · 4 published apps (139 installs) rank vs industry peers · Fliar Intelligence Index 67/100 | $37M | 3 mo ago | 90 | 2010 | Michael Shaughnessy Co-Founder | WordPressMySQLPHP+23 | — | 2 job openings · 1 launch |
| 12 | CMG Platform offering asset management solutions 45Funding top 24%Tech bottom 49%Growth bottom 48%Market bottom 47% All 6 signals ▾Fundingtop 24% Techbottom 49% Growthbottom 48% Marketbottom 47% Globalbottom 39% Newsbottom 27% Funding: Raised $32.5M across 3 rounds · 3 rounds over 7 yrs (0.4/yr) Tech: 31 technologies across 3/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $32M | 1 mo ago | 110 | 2015 | — | WordPressApple iCloud MailMicrosoft 365+28 | — | — |
| 13 | Business Logic Online Investment Solutions | $27M | 314 mo ago | 3 | 1996 | John Patterson CEO | — | — | — |
| 14 | Trading Technologies Trade management software for future and options | $20M | 11 mo ago | 96 | 1994 | — | WordPressApple iCloud MailGoogle Workspace+14 | 7 patents Modular construction toy components and hand tools for wire looping/manipulation | 1 launch · 1 award |
| 15 | Backstop Solutions Portfolio management solutions for asset managers | $20M | 91 mo ago | 210 210 → 106 (-50%) | 2003 | — | — | — | — |
| 16 | Investor Cash Management Provider of cash management services for asset manager, non-profits and wealth managers | $15M | 62 mo ago | 12 | 1984 | Fred Phillips Iv CEO | — | — | — |
| 17 | YCharts Investment research platform for fixed income investors | $13M | 133 mo ago | 83 83 → 198 (+139%) | 2009 | — | WordPress Block EditorWordPressApple iCloud Mail+33 | — | — |
| 18 | BLOCKS Platform providing tools to make custom Metaverse environments for their users | $12M | 47 mo ago | — | 2018 | Juan Hernandez CEO | — | 2 patents Dynamic visual composition tools for assembling running software applications | — |
| 19 | Neurensic Regulatory compliance using Artificial Intelligence | $9M | 111 mo ago | 186 | 2015 | — | — | — | — |
| 20 | Harvest Exchange Investor network and research platform | $8M | 132 mo ago | 17 | 2012 | — | UnbounceUbuntuGoogle Sign-in+37 | — | — |
| 21 | Alphathena Financial advisory and investment management firm | $8M | 27 mo ago | 6 | 2020 | Tushad Driver Co-Founder | — | — | — |
| 22 | GigaStar Online platform for creators to create and sell content as collectible NFTs to their fans | $8M | 28 mo ago | 12 | 2022 | Mohammed Asfour Co-Founder & COO | HubSpot CMS HubAmazon Web ServicesFancyBox+21 | — | 1 job opening · 3 launchs |
| 23 | Dash Financial Trading Technology and Services | $8M | 138 mo ago | 106 106 → 157 (+48%) | 2009 | — | WordPressMySQLPHP+24 | — | — |
| 24 | FranShares Online Platform for investment in franchises | $7M | 38 mo ago | 9 | 2020 | — | WordPress Block EditorUnbounceElementor+29 | — | — |
| 25 | Infinium AI-based trading platform for global markets and multiple assets | $5M | 54 mo ago | 56 | 2015 | — | — | 254 patents Carbon capture‑utilization and renewable hydrogen synthesis for low‑carbon synthetic fuels | — |
| 26 | Bridge Cloud-based API-infrastructure for financial data, advanced analytics, and investment management solutions | $5M | 22 mo ago | 46 | 2015 | — | — | — | — |
| 27 | Stage 5 Trading Online platform for trading in forex, futures, and options | $4M | 11 mo ago | — | 2012 | Anthony Giacomin Co-Founder & Managing Partner | Cart FunctionalityWordPressZoho+33 | — | — |
| 28 | Ostium Asset tokenization platform for real world assets | $4M | 32 mo ago | — | 2022 | Marco Antonio Ribiero Co-Founder | WebflowThree.jsAmazon Web Services+16 | — | — |
| 29 | GroundBreaker White-label crowdfunding solutions | $3M | 77 mo ago | 16 | 2014 | — | — | — | — |
| 30 | Sarna Finance Online trading platform focused on multiple markets | $2M | 38 mo ago | 4 | 2020 | Dominik Sarna Co-Founder & CEO | — | — | — |
| 31 | 4Degrees Provider of relationship intelligence and deal flow software for private markets | $2M | 60 mo ago | 15 | 2017 | Ablorde Ashigbi Founder & CEO | WebflowKnockout.jscore-js+17 | — | — |
| 32 | InfoReach Multi-asset trading technology solutions for buy and sell-side institutions | $2M | 165 mo ago | 51 | 1995 | — | WordPressMySQLPHP+21 | — | — |
| 33 | Wavvest Provider of AI-driven wealth management platform for RIAs | $1M | 17 mo ago | — | 2024 | Sinon Bennett Co-Founder and CIO | — | — | — |
| 34 | EQDerivatives News and research platform for investors | $1M | 85 mo ago | 19 | 2014 | Rob Mcglinchey Managing Director & Co-Founder | WordPress Block EditorWordPressApple iCloud Mail+17 | — | — |
| 35 | CF Innovations Technology solution for securities market and exchanges | $925K | 135 mo ago | — | 2014 | — | — | 493 patents Infant health monitoring and UV‑C disinfection devices for medical and consumer safety | — |
| 36 | Spline Provider of quantitative municipal bond market data | $775K | 29 mo ago | — | 2022 | Matthew Smith Founder & CEO | — | — | — |
| 37 | FundingHope Equity crowdfunding platform connects investors with entrepreneurs | $745K | 8 mo ago | 2 | 2021 | John Johanson Co-Founder | — | — | — |
| 38 | TopstepFX Forex trading platform | $714K | 74 mo ago | 47 | 2018 | Michael Patak Founder | — | — | — |
| 39 | Medean Personal financial management app | $500K | 111 mo ago | — | 2014 | Matt Karazin CTO & CO-Founder | — | — | — |
| 40 | Fundology M&A software platform streamlining deal lifecycle for corporate development and integration | $500K | 173 mo ago | — | 2012 | Kison Patel Co-Founder | — | — | — |
| 41 | BondHawk Trading platform for fixed income securities | $480K | 135 mo ago | — | 2013 | Steve Auerbach President & CEO | — | — | — |
| 42 | Manifest Provider of robo advisory services | $415K | 48 mo ago | 12 | 2018 | Meenakshi Lakshmanan Co-Founder | — | — | 2 partnerships |
| 43 | WealthBlock AI-powered platform elevating investor experience for private fund managers | $250K | 64 mo ago | 8 | 2018 | Trilliam Jeong Founder & CEO | WebflowTypeScriptZone.js+24 | — | — |
| 44 | Toodalu Turn everyday purchases into donations | $250K | 183 mo ago | — | 2010 | Chris Lubinski Co-Founder | — | — | — |
| 45 | Tradetools FX Software solutions for brokers and traders | $225K | 144 mo ago | — | 2008 | Val Lazovski Founder | JoomlaPHPHelix Ultimate+13 | — | — |
| 46 | Digs Savings management app | $100K | 76 mo ago | 3 | 2018 | — | — | — | — |
| 47 | Traders Highway Futures trading education and real-time analysis for informed trading decisions | $100K | 165 mo ago | — | 2012 | Sandeep Dayal Co-Founder | WordPress Site EditorElementorWordPress+17 | — | — |
Top 12 Investment Tech companies in Chicago
#1
Series C · Chicago, Illinois · founded 2015 · 110 employees$32.5Mraised▾
Platform offering asset management solutions. It offers a platform that connects buy-side and sell side in the capital market. It connects investors and underwriters via a platform that delivers integrated ECM data and analytics, workflow collaboration, and more. It provides a digital system of record for firm wide deal activity and helps clients make informed decisions.
- May 2026Series C—
- Mar 2025Series C$30M
- Jan 2022Series B—
- Jun 2020Series B$25M
#2
Series C · Chicago, Illinois · founded 2010 · 90 employees$37Mraised▾
GeoWealth is an advisory platform, providing integrated wealth management solutions for RIAs, advisors in transition, institutional investors, family offices, and insurance agents. It provides cloud-based advisory solutions on CRM, client prospecting or proposal generation, portfolio construction, portfolio monitoring & reporting, rebalancing, and back office. While its insurance technology serves CRM, prospecting/proposal generation, document vault, and income calculator. It has various portfolio solutions- Geowealth portfolios, Global X portfolios, J.P. Morgan portfolios, and state street global advisors portfolio.
- Mar 2026Series C$42.5M
- Aug 2025Series C$38M
- Jul 2024Series C$18M
- Nov 2021Series B$19M
#3
Series A · Chicago, Illinois · founded 2023$52Mraised▾
Provider of perpetual futures contracts trading platform for various asset classes. The platform offers direct access to leveraged derivatives products through a web-based trading platform and APIs. It supports trading in foreign currencies, single stocks, ETFs, stock indexes, interest rates, metals, and energy. The platform provides real-time visibility into order books, funding rates, and margin calculations. It also offers programmatic access for automated strategies and multi-asset trading capabilities.
- Dec 2025Series A$35M
- 2024Seed$12M
- 2023Seed$5M
#4
Series A · Chicago, Illinois · founded 2023$52.5Mraised▾
Online platform offering forex trading. It provides access to futures, options, and digital assets with institutional-grade order types, analytics, execution algorithms and more on desktop and mobile.
- Dec 2025Series A$35.5M
- 2024Seed$12M
- 2023Seed$5M
#5
Acquired · Chicago, Illinois · founded 1994 · 96 employees$20Mraised▾
Trade management software for future and options. It offers a trading platform for trading tools, server-based execution engines, advanced charting, and analytics capabilities; APIs and tools for risk managers; and more. Clients can deploy the platform through the trading network or can utilize TT's hosting solutions.
- Jul 2025Unattributed—
- Aug 2021Conventional Debt$20M
#6
Acquired · Chicago, Illinois · founded 2012$4.3Mraised▾
Online platform for trading in forex, futures, and options. It offers a trade analyzer which is a trade analysis tool, multiple trading platforms, chatrooms, day trading platforms, and more.
- Jul 2025Conventional Debt$2.2M
- Jul 2025Conventional Debt$2.2M
#7
Seed · Chicago, Illinois · founded 2021 · 2 employees$745Kraised▾
Equity crowdfunding platform connects investors with entrepreneurs. It focused on connecting impact investors to entrepreneurs and small-to-medium-sized enterprises for achieving Sustainable Development Goal (SDG) targets in distressed, at-risk, and rural communities. It reviews the company information and approves the campaign run by entrepreneurs before launching on the platform.
- Oct 2025Conventional Debt$90K
- Jul 2025Seed$30K
- Jul 2025Conventional Debt—
- Jun 2025Seed$10K
#8
M1 🦄Series E · Chicago, Illinois · founded 2015 · 448 employees$332.9Mraised▾
Provider of an investment and lending platform for securities. It enables investors to invest, borrow, and spend on one intuitive platform. Its features include customized strategies, automated investment, digital account checking, and wealth management tools. It offers investment loans based on a line of credit. It is available on iOS and Android platforms.
- Jul 2021Series E$150M
- Mar 2021Series D$75M
- Oct 2020Series C$49.8M
- Jun 2020Series B$33M
#9
Acquired · Chicago, Illinois · founded 2015 · 46 employees$4.6Mraised▾
Cloud-based API infrastructure for financial data, advanced analytics, and investment management solutions. It offers back-office operations, portfolio management, and reporting solution for registered investment advisors. It also offers allows developers to access critical data and create investment-driven solutions. Features include invoices and billing reports, trading tools, a client portal with a file sharing platform, rebalancing, and performance reporting.
- Aug 2024Conventional Debt$2M
- Jan 2024Conventional Debt$1.6M
- Aug 2021Series A$2.5M
- Jan 2019Series A—
#10
Acquired · Chicago, Illinois · founded 2017 · 381 employees$110.6Mraised▾
Intelligence solution platform for institutional investors and companies. It provides solutions for a range of alternative investment funds. Its features include call transcripts across both private and public companies, built-in compliance tools, and a database of primary and market information. It also modernizes and streamlines the way institutional investors and companies do research.
- Sep 2022Series B$20M
- Nov 2021Series B$90.6M
- Jul 2017Series B$1.5M
- 2017Series A—
#11
Seed · Chicago, Illinois · founded 2024$1.1Mraised▾
Provider of AI-driven wealth management platform for RIAs. This platform integrates financial planning, investments, estate planning, insurance, and tax preparation. It offers an intuitive user interface designed to attract and retain younger clients. The platform streamlines back-office tasks, improving efficiency and accuracy through features such as automated portfolio rebalancing and seamless CRM and ERP integration. The company also offers term life insurance policies through affiliated providers.
- Jan 2025Seed$1.1M
#12
Public · Chicago, Illinois · founded 1984 · 9161 employees$91Mraised▾
Provider of investment research, market data, portfolio tools, and investor education. The site offers analysis and insights on markets, funds, exchange-traded funds, stocks, bonds, and alternative investments for individual investors and professionals. It provides tools for portfolio tracking and construction, along with screeners and rankings to compare securities across asset classes. Users can access articles, videos, and podcasts covering investing strategies, personal finance, retirement planning, taxes, and sustainable investing topics. The platform also publishes calendars, news, and indexes that help users monitor economic events and security performance.
- Jan 2022Grant (prize money)$22.6K
- Jan 2020Grant (prize money)$22.4K
- Dec 2018Grant (prize money)$22.8K
- Dec 2016Grant (prize money)$20.9K
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.