Best Investment Tech Companies in Dallas, United States
The 49 best Investment Tech companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: The Beneficient Company Group.
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 Dallas
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | The Beneficient Company Group Platform providing suite of liquidity solutions and other financial and fiduciary services 57Product top 14%Funding top 23%Growth top 25%Innovation top 34% All 8 signals ▾Producttop 14% Fundingtop 23% Growthtop 25% Innovationtop 34% Techtop 43% Moatbottom 43% Globalbottom 30% Marketbottom 28% Product: 5 distinct product lines · Company stage: Public Funding: Raised $105M across 10 rounds · 10 rounds over 3 yrs (3.3/yr) rank vs industry peers · Fliar Intelligence Index 57/100 | $105M | 4 mo ago | Public | — | 2003 | WordPress Block EditorwpBakeryWordPress+24 | — |
| 2 | HundredX AI-driven financial databases and decision support software for wealth managers | $80M | 51 mo ago | Series D | Rob Pace Founder & CEO | 2012 | DudaApple iCloud MailMicrosoft 365+21 | 1 award |
| 3 | Siepe Data driven financial and IT solutions for asset managers 42Product top 30%Innovation top 34%Funding top 38%Moat top 39% All 10 signals ▾Producttop 30% Innovationtop 34% Fundingtop 38% Moattop 39% Talenttop 46% Growthbottom 47% Techbottom 42% Marketbottom 39% Newsbottom 37% Globalbottom 32% Product: 12 distinct product lines · Company stage: Series B Innovation: 12 product lines rank vs industry peers · Fliar Intelligence Index 42/100 | $33M | 23 mo ago | Series B | Michael Pusateri Founder & CEO | 2012 | WordPressApple iCloud MailMicrosoft 365+28 | 3 job openings |
| 4 | VRGL Provider of a platform for wealth management firms to grow 24Funding top 34%Moat top 39%Talent bottom 49%Product bottom 45% All 7 signals ▾Fundingtop 34% Moattop 39% Talentbottom 49% Productbottom 45% Globalbottom 37% Marketbottom 34% Newsbottom 21% Funding: Raised $21.7M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 24/100 | $22M | 9 mo ago | Series A | Josh Smith Co-founder & CEO | 2021 | — | 1 launch |
| 5 | Solovis Global technology company serving capital markets and beyond with diverse solutions | $21M | 98 mo ago | Acquired | — | 2013 | — | — |
| 6 | Nada Online investment platform for real estate 40Talent top 28%Tech top 32%Funding top 43%Growth top 46% All 10 signals ▾Talenttop 28% Techtop 32% Fundingtop 43% Growthtop 46% Productbottom 48% Fin. healthbottom 35% Newsbottom 34% Moatbottom 34% Marketbottom 32% Globalbottom 32% Talent: 4 named leaders on record · 4 C-suite/founder profiles curated Tech: 38 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel rank vs industry peers · Fliar Intelligence Index 40/100 | $8M | 14 mo ago | Series A | John Green Founder & COO | 2019 | SanityNode.jsTailwind CSS+25 | — |
| 7 | ATA RiskStation Platform that offers portfolio risk analytics solution | $7M | 82 mo ago | Series B | — | 2006 | — | — |
| 8 | Metiscan Online platform for stock market insights and analysis | $7M | 200 mo ago | Series A | Bryan Scott CEO & President | 2001 | — | — |
| 9 | Black Box Stocks Algorithmic-based trading tips provider | $5M | 18 mo ago | Public | — | 2011 | WordPressMySQLPHP+33 | — |
| 10 | Quiltt Wealth data aggregation platform | $4M | 49 mo ago | Seed | Mark Bechhofer Cofounder and COO | 2017 | WebflowRiveAmazon Web Services+24 | — |
| 11 | Indyfin Matching investors with vetted financial advisors for personalized financial guidance | $2M | 59 mo ago | Acquired | Akshay Singh Co-Founder & CEO | 2017 | WordPressMySQLPHP+28 | — |
| 12 | TickerTags Investment oriented listing platform | $2M | 135 mo ago | Acquired | — | 2015 | — | — |
Top 12 Investment Tech companies in Dallas
#1
Public · Dallas, Texas · founded 2003$105.4Mraised▾
Platform providing suite of liquidity solutions and other financial and fiduciary services. Its liquidity solutions are available for most types of professionally managed alternative asset investments and can be customized to suit individual circumstances.
- Apr 2026Post IPO$8.8M
- Jan 2026Post IPO$3M
- Jun 2025Post IPO$1.9M
- Apr 2025Post IPO$233.3K
#2
Series A · Dallas, Texas · founded 2021 · 30 employees$21.7Mraised▾
Provider of a platform for wealth management firms to grow. The platform helps standardize advice preparation and delivery across teams and offices. It enables advisors to move faster and scale operations. The platform helps firms run the work behind their advice.
- Oct 2025Series A$3.6M
- Aug 2024Series A$6M
- Aug 2022Series A$15.7M
#3
Series A · Dallas, Texas · founded 2019 · 74 employees$8.1Mraised▾
Online investment platform for real estate. The platform lets users invest in real estate properties. Users can own fractions of real estate properties. The platform also provides a debit card designed to grow the user's real estate wealth.
- May 2025Series A$10M
- Oct 2024Conventional Debt$25M
- Jul 2022Seed$8.1M
- Oct 2020Seed$455K
#4
Series B · Dallas, Texas · founded 2012 · 80 employees$33.2Mraised▾
Data driven financial and IT solutions for asset managers. It helps in portfolio management, risk and performance measurement, and data warehousing for analysis and insights. It enables mid office and back office operations for due diligence and compliance. It also focuses on IT solutions for managing services regarding network and workstation, cloud hosting and backup, software and security, internet management, unified communication, and customer services.
- Aug 2024Series B$30M
- Jul 2020Series A$3.2M
#5
Public · Dallas, Texas · founded 2011 · 14 employees$4.9Mraised▾
Algorithmic-based trading tips provider. It provides a platform for algorithmic trading that utilizes a proprietary trading algorithm. It is a platform that populates symbols of volatile stocks with breakout potential in an alert log.
- Jan 2025Post IPO$2M
- Jul 2024Post IPO$1.2M
- Nov 2016Post IPO$1.5M
- Aug 2016Post IPO$110K
#6
Series D · Dallas, Texas · founded 2012 · 16 employees$80Mraised▾
AI-driven financial databases and decision support software for wealth managers. It offers a platform for wealth managers to analyze the investment market trends and growth parameters. It also helps users to determine the factors of customer satisfaction purchase intentions, investment category, or industry. It provides predictive analytics solutions that analyzes the data to generate reports and insights for decision making.
- Apr 2022Series D—
#7
Acquired · Dallas, Texas · founded 2013 · 102 employees$20.8Mraised▾
Global technology company serving capital markets and beyond with diverse solutions. It advances economic progress by powering stronger economies and creating equitable opportunities. The company provides technology solutions, financial markets, global trading, equities, market technology, market services, fixed income, derivatives, corporate solutions, and global index services. It offers listing services and operates a market site. The company delivers investment intelligence, market and alternative datasets, and index solutions. It provides financial technology, financial crime management technology, and global connectivity services. Governance solutions, sustainability solutions, and investor relations intelligence are also part of its offerings. The company focuses on innovation, regulatory dialogue, and fostering a culture of integrity. It builds markets of tomorrow through strategic partnerships and thought leadership.
- May 2018Series A$8M
- May 2017Series A$8M
- Oct 2016Series A$1.2M
- Jan 2016Series A$3.2M
#8
Seed · Dallas, Texas · founded 2017 · 10 employees$4Mraised▾
Wealth data aggregation platform. It offers solutions for bill tracking, budgeting, alerting, and data aggregation. It also offers tools to automate reporting, goal management, and more.
- Jul 2022Seed$4M
#9
Series B · Dallas, Texas · founded 2006 · 8 employees$7.4Mraised▾
Platform that offers portfolio risk analytics solution. It is a cloud based platform that helps in assessing the portfolio risk. The tool helps with multiple risk scenarios, VaR models, and other types of stress testing. The tool is used by advisors, brokerdealers, wealth managers, investment managers, and institutional investors.
- Sep 2019Series B$2.6M
- Apr 2018Series B$2.6M
- Jul 2017Series A$2.3M
#10
Series A · Dallas, Texas · founded 2001$7.3Mraised▾
Online platform for stock market insights and analysis
- Nov 2009Series A$7.3M
- Jun 2009Seed$25K
#11
Acquired · Dallas, Texas · founded 2017 · 2 employees$2Mraised▾
Matching investors with vetted financial advisors for personalized financial guidance. The platform reinvents how individuals discover, assess, and engage with independent financial advisors. It connects investors with suitable advisors based on various factors, including professional background, risk tolerance, personality, and areas of expertise. The platform gathers client feedback to build robust advisor profiles, offering insights into their unique practices. It aims to facilitate lasting relationships between investors and fiduciaries they can trust, helping individuals achieve their financial objectives. The platform offers advisor resources, a fee calculator, and a knowledge center. It is a tech-enabled platform that redefines the investor experience by providing tools to research, review, and interact with financial advisors. It is a B2C platform that offers a matching service.
- Aug 2021Seed$2M
#12
Acquired · Dallas, Texas · founded 2015 · 11 employees$1.5Mraised▾
Twittertags provides a crowdsourced investment tool to monitor social web. It has built-in tags for about 8,000 publicly traded companies, specifying words or phrases such as the brand name, related topics and regulation, competitors, and associated people. Mentions of those 350,000+ tags are tracked on feeds from Twitter, financial publications, non-financial publications like mainstream media, blogs, and industry-oriented forums. Subscription rates will start at $30/month for 40 tags. In Beta as in July 2015.
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.