Best Investment Tech Companies in Connecticut, United States
The 89 best Investment Tech companies in Connecticut, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Greenworks Lending.
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 Connecticut
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Greenworks Lending Lending platform for commercial buildings | $190M | 74 mo ago | 89 | 2015 | Jessica Bailey CEO | — | — | — |
| 2 | One River Asset Management Diversified investment management firm 55Funding top 21%Product top 26%Innovation top 34%Talent bottom 49% All 8 signals ▾Fundingtop 21% Producttop 26% Innovationtop 34% Talentbottom 49% Marketbottom 48% Globalbottom 37% Techbottom 29% Newsbottom 22% Funding: Raised $56.0M across 3 rounds · 3 rounds over 6 yrs (0.5/yr) Product: 4 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 55/100 | $56M | 3 mo ago | 38 | 2013 | Eric Peters Founder & CEO | — | — | — |
| 3 | Triple Point Technology Online platform for trading and risk management solution | $38M | 238 mo ago | 130 | 1993 | — | — | — | — |
| 4 | JKBX Music investment platform that democratizes ownership of music royalties using blockchain | $16M | 36 mo ago | 34 | 2022 | Scott Cohen Founder & CEO | Apple iCloud MailGoogle WorkspaceNode.js+11 | — | — |
| 5 | BestEx Research Provider of high-performance execution algorithms for equities, futures, and FX trading | $15M | 39 mo ago | 24 | 2017 | Hitesh Mittal Founder & CEO | Webflow EcommerceWebflowMemberStack+23 | — | 1 launch |
| 6 | Adroit Trading Technologies Trade management solutions for multiple assets | $15M | 28 mo ago | 9 | 2014 | Anil Jaglan Founder | WordPressMySQLPHP+11 | — | — |
| 7 | Imperative Execution Alternative trading system for institutional investors | $14M | 90 mo ago | 32 | 2016 | — | — | 10 patents Algorithmic trade execution optimization for electronic securities trading platforms | — |
| 8 | FinTron Digital wealth management solution | $12M | 31 mo ago | 22 | 2018 | Wilder Rumpf Co-Founder & President | Apple iCloud MailGoogle WorkspaceMUI+15 | — | — |
| 9 | Center Pixel Online marketplace for non-fungible tokens | $11M | 46 mo ago | 8 | 2019 | Omar Bohsali Founder & CEO | — | — | — |
| 10 | PCR Provider of financial data aggregation and reporting solutions for investments | $10M | 99 mo ago | 177 | 2000 | — | HubSpot CMS HubEnvoyHubSpot+17 | 17 patents Antioxidant topical skin formulations protecting against oxidative stress and inflammation | — |
| 11 | Cicada White-label trading platforms for trading in multiple assets | $9M | 6 mo ago | 21 | 2021 | Javier Rivero Co-Founder & Co-CEO | Apple iCloud MailGoogle WorkspaceNode.js+7 | 3 patents Foldable portable beds and protective sprinkler enclosure hardware for fire safety systems. | — |
| 12 | Symbridge Blockchain-based trading platform for forex, cryptocurrency, and asset-backed tokens | $9M | 53 mo ago | 20 | 2019 | Alexander Kravets Co-Founder & CEO | — | — | — |
| 13 | KurateDAO NFT-based platform to curate the information | $7M | 51 mo ago | — | 2022 | Michael Fischer CEO | — | — | — |
| 14 | Lumesis Software for fixed income players | $7M | 144 mo ago | 24 | 2010 | — | — | 7 patents Financial analytics platforms for underwriting, municipal bond pricing, and disclosure transparency | — |
| 15 | Fennel Online platform for ESG-driven investments | $5M | 43 mo ago | 24 | 2021 | Daniel Naim Founder & CEO | Apple iCloud MailGoogle WorkspaceGSAP+24 | — | — |
| 16 | Copatient Provides health care expense management including medical bill review and negotiation services | $5M | 141 mo ago | 18 | 2011 | Rebecca Palm Co-Founder | Apache HTTP ServerGoogle Font APIGoogle Workspace+1 | — | — |
| 17 | RightCapital Financial planning software empowering advisors to simplify, engage clients, and scale | $3M | 94 mo ago | 35 | 2012 | — | StoryblokHeadless UITailwind CSS+23 | — | 1 launch |
| 18 | 8vdX Provider of AI models automating workflows for credit and hedge funds | $3M | 48 mo ago | 8 | 2021 | Vijay Lavhale Co-Founder | — | — | — |
| 19 | Raise Green Developer of a crowdfunding platform for renewable energy and climate solution projects | $2M | 36 mo ago | 9 | 2011 | Jackie Logan CoFounder | — | — | — |
| 20 | Quorus Online investment platform focused on democratize access to personalized investing | $1M | 3 mo ago | 6 | 2022 | Scott Shumway Co-Founder & CTO | — | — | — |
| 21 | Bento Engine Provider of technology and content for financial advisors to advise clients | $1M | 48 mo ago | 10 | 2021 | Philipp Hecker Co-Founder & CEO | WordPressMySQLPHP+32 | — | — |
| 22 | Nucleus195 Global research distribution platform | $565K | 76 mo ago | 8 | 2017 | — | — | — | — |
| 23 | FactSet Financial data marketplace and analytics solution for investment professionals | $491K | 53 mo ago | 12,237 12,237 → 15,329 (+25%) | 1978 | Howard Wille Co-Founder | DrupalContentfulApple iCloud Mail+36 | — | 1 launch · 1 award |
| 24 | Cashpath Personal Financial Management Savings App with Account Aggregation | $150K | 147 mo ago | 11 | 2011 | John Ventura Founder & CEO | — | — | — |
Top 12 Investment Tech companies in Connecticut
#1
Acquired · Greenwich, Connecticut · founded 2013 · 38 employees$56Mraised▾
Diversified investment management firm
- Feb 2026Series A$73.1K
- Sep 2021Series A$41M
- Oct 2020Seed$15M
#2
Series A · Greenwich, Connecticut · founded 2021 · 21 employees$9.1Mraised▾
White-label trading platforms for trading in multiple assets. It provides a trading platform for global emerging markets. Its features include building financial infrastructure for capital markets.
- Dec 2025Series A$13.5M
- Nov 2024Seed$1M
- Apr 2024Seed$1.5M
- May 2022Seed$7.6M
#3
Seed · Fairfield, Connecticut · founded 2022 · 6 employees$1.5Mraised▾
Online investment platform focused on democratize access to personalized investing
- Mar 2026Seed$5M
- Jun 2025Seed$4.6M
- Mar 2023Seed$1.5M
#4
Series A · Stamford, Connecticut · founded 2014 · 9 employees$15Mraised▾
Adroit offers trade management solutions for forex and fixed income assets. It provides tools for automating trade execution, portfolio management, optimization, pre & post-trade, regulatory & compliance, risk assessment, smart-routing, settlement, and reporting processes.
- Feb 2024Series A$15M
#5
Acquired · Westport, Connecticut · founded 2018 · 22 employees$11.8Mraised▾
Digital wealth management solution. The company offers fully comprehensive, cross-functional back-office solutions, digital assets solutions, pre-built, goals-based portfolio recommendation technology, and more.
- Nov 2023Series A$3.3M
- May 2022Series A$6.1M
- Jan 2022Seed$350K
- Oct 2021Seed$850K
#6
Acquired · Darien, Connecticut · founded 2015 · 89 employees$190Mraised▾
Lending platform for commercial buildings. It is an origination and lending platform for money- and energy-saving capital upgrades in commercial buildings.
- Apr 2020Series C$150M
- Dec 2018Series B$40M
#7
Series B · Westport, Connecticut · founded 2022 · 34 employees$16.1Mraised▾
Music investment platform that democratizes ownership of music royalties using blockchain. It allows music lovers to invest in music royalties. The company has partnered with catalogs and creators to unlock access to chart-topping music.
- Jun 2023Series B$16.1M
#8
Series A · Stamford, Connecticut · founded 2017 · 24 employees$15.1Mraised▾
Provider of high-performance execution algorithms for equities, futures, and FX trading. These algorithms are designed to optimize liquidity in fragmented markets and minimize transaction costs. The algorithms are customizable by region, contract, or currency pair, offering clients tailored solutions for their specific trading needs. An algorithm management system provides complete transparency and control over execution, including customization, automation, interactive TCA, and reporting. Quantitative research underpins algorithm design, market structure analysis, and educational resources for clients. The company also offers simulations to demonstrate potential performance improvements.
- Mar 2023Series A$10M
- Dec 2020Series A$5M
- Jan 2020Seed$116.8K
#9
Seed · Connecticut · founded 2019 · 8 employees$11Mraised▾
Online marketplace for non-fungible tokens. It enables users to buy and sell non-fungible tokens including digital arts, games, and more. It also offers minting solutions.
- Jul 2022Seed$11M
#10
Acquired · Westport, Connecticut · founded 1993 · 130 employees$38Mraised▾
Online platform for trading and risk management solution
- Aug 2006Series A$38M
#11
Seed · New Haven, Connecticut · founded 2011 · 9 employees$2.2Mraised▾
Developer of a crowdfunding platform for renewable energy and climate solution projects. It provides equity-based crowdfunding platforms where people can invest in oil-and-gas-related ventures. Its features include a list of projects like electric vehicle infrastructure, diesel generator replacements, microgrids, and solar projects.
- Jun 2023Seed$1M
- Oct 2022Seed$1.2M
- 2021Seed$20K
- Feb 2019Grant (prize money)$10K
#12
Seed · Greenwich, Connecticut · founded 2021 · 24 employees$5Mraised▾
Online platform for ESG-driven investments. It provides a mobile investing app that helps you invest, engage, and make changes. Its features include helping people understand a company’s impact through digestible ESG data, as well as past and upcoming shareholder votes. It also allows users to learn more about how companies operate and how they affect the world.
- Nov 2022Seed$5M
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.