Best Investment Tech Companies in Delaware, United States
The 98 best Investment Tech companies in Delaware, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Cleo.
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 Delaware
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Web popularity | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Cleo Provider of cloud and AI-based chatbots for personal finance | $175M | 50 mo ago | Series C | 74 | Chitra Akileswaran Co-Founder | Top 500k | — | — |
| 2 | Tellus Provider of a mobile app for property management and cash wallet services | $28M | 44 mo ago | Seed | 40 | Rocky Lee Co-Founder | Top 10M | 6 patents Recycling rubber waste into pyrolyzed oil and pelletized solid fuels | — |
| 3 | Ternary Provider of cost management services | $20M | 31 mo ago | Series A | 30 | — | Top 50M | — | — |
| 4 | Rarible Online marketplace offering blockchain based digital art | $16M | 59 mo ago | Series A | 120 | Ilya Komolkin Co-Founder | Top 500k | — | — |
| 5 | Passthrough Fund closing and automated subscription solutions for private funds | $15M | 42 mo ago | Acquired | 32 | Alex Laplante Founder | — | — | — |
| 6 | PUDGY PENGUINS Provider of gaming services | $9M | 37 mo ago | Seed | 26 | Luca Schnetzler CEO | Top 5M | — | — |
| 7 | SuperRare Online marketplace to sell and collect digital art | $9M | 62 mo ago | Series A | 71 | John Crain Founder & CEO | Top 5M | — | — |
| 8 | Morpher Trading platform for multiple assets | $7M | 52 mo ago | Series A | 11 | Denis Bykov Co-Founder | Top 1M | — | — |
| 9 | Pixels Play-to-earn NFT gaming platform | $7M | 28 mo ago | Series A | 23 | Luke Barwikowski Founder | Top 100k | 6 patents Advanced multi‑antenna beamforming and high‑efficiency power‑amplifier arrays for RF communications | — |
| 10 | TakeProfit Community-driven trading platform | $7M | 33 mo ago | Series A | 31 | Alexey Shulzhenko Founder & CEO | Top 5M | — | — |
| 11 | Zoth Blockchain-based platform for tokenized art and real estate assets | $6M | 4 mo ago | Series A | 15 | Pritam Dutta Co-Founder & CEO | Top 50M | — | — |
| 12 | FIVVY Developer of a marketing and customer engagement platform for banks | $6M | 38 mo ago | Seed | — | Lucas Werthein Co-Founder | — | — | — |
| 13 | Revere Provider of real estate investment data solutions | $5M | 52 mo ago | Acquired | 8 | — | — | — | — |
| 14 | Silvur App-based retirement planning platform | $4M | 6 mo ago | Series A | 10 | — | Top 50M | — | — |
| 15 | Deferred A technology company providing investment data processing solutions and agreements | $4M | 13 mo ago | Seed | — | Aaron LaRue Co-Founder | Top 5M | — | 1 partnership |
| 16 | GIX Equity exchange focused on companies committed to sustainability and environmental progress | $3M | 40 mo ago | Seed | 10 | Charles Dolan Co-Founder & COO | Top 10M | — | — |
| 17 | Velvet Alternative investment platform for investors in private markets | $3M | 54 mo ago | Seed | — | Carlos E Naupari Founder | — | — | — |
| 18 | Pinegap AI-powered equity research platform revolutionizing insights for analysts | $2M | 26 mo ago | Seed | — | Deepak Sharma Co-Founder & CEO | Top 10M | — | — |
| 19 | Hot Drops Online marketplace for non-fungible tokens | $2M | 50 mo ago | Seed | — | Ashley Youdan Founder & CEO | — | — | — |
| 20 | WebStreet Alternative investment platform that matches operators of online businesses with accredited investors | $2M | 36 mo ago | Seed | — | Mike Vranjkovic Co-Founder | Top 50M | — | — |
| 21 | CogniCor Provider of AI-powered solutions for wealth management firms | $2M | 56 mo ago | Seed | 59 | Sindhu Joseph Co-Founder & CEO | Top 10M | — | 1 award |
| 22 | Mili AI-powered meeting assistant for wealth advisors | $2M | 18 mo ago | Series A | — | Chirag Gandhi Co-Founder & CEO | Top 50M | — | 1 partnership · 1 award |
| 23 | SkillWallet Blockchain-based non-transferable NFT IDs for individuals | $2M | 52 mo ago | Seed | — | Alessandro Perico CEO | — | — | — |
| 24 | Accrue App-based investment platform for stocks and crypto | $2M | 16 mo ago | Seed | 8 | Clinton Mbah Co-Founder | Top 5M | — | — |
| 25 | EXIP Decentralized internet governed by the community | $1M | 54 mo ago | Deadpooled | 17 | — | — | — | — |
| 26 | Resilience360 Provider of AI-powered climate risk management solutions | $1M | 18 mo ago | Seed | — | Sundeep Mallu Co-Founder & CRO | Top 10M | — | — |
| 27 | UPYO Online marketplace for buying and selling of NFTs | $1M | 47 mo ago | Seed | 20 | — | Top 50M | — | — |
| 28 | Echofin Communication solutions for financial advisors & traders | $930K | 66 mo ago | Seed | 5 | George Lipordezis Founder | — | — | — |
| 29 | Forever Today Online platform offering NFT collection | $500K | 46 mo ago | Seed | 6 | Piotr Motykiewicz Co-Founder & CEO | — | — | — |
| 30 | Globevestor Equity-based crowdfunding platform for startups | $349K | 131 mo ago | Seed | — | — | — | — | — |
| 31 | MoneyStack Financial counseling platform for mental health therapy | $270K | 19 mo ago | Seed | 2 | Alex Marco Founder & CEO | Top 50M | — | — |
| 32 | InCadense Wealth management solution provider | $250K | 22 mo ago | Seed | — | Stephen Hagan Co-Founder | — | — | — |
| 33 | SimBull Online investment platform for sports teams | $120K | 48 mo ago | Seed | — | — | Top 50M | — | — |
| 34 | Pieslice Equity tokenization & management solutions | $120K | 89 mo ago | Early Stage | 1 | — | — | — | — |
Top 12 Investment Tech companies in Delaware
#1
Series A · Dover, Delaware · founded 2022 · 15 employees$6.5Mraised▾
Blockchain-based platform for tokenized art and real estate assets. It provides users with a platform to invest in real estate and art assets. It enhances diversity, ease of access, and immediate liquidity through tokenization powered by blockchain technology
- Feb 2026Series A—
- Aug 2024Series A$4M
- Apr 2024Seed$2.5M
- Jun 2023Seed—
#2
Series A · Claymont, Delaware · founded 2016 · 10 employees$3.7Mraised▾
App-based retirement planning platform. It features multiple tools such as a financial calculator, education & guiding tool, tax calculator, social security planner, healthcare planner, estate planner, and more. The app is available for IOS devices.
- Dec 2025Series A$3.7M
#3
Seed · Dover, Delaware · founded 2024$3.6Mraised▾
A technology company providing investment data processing solutions and agreements. It is a technology-focused organization that develops and patents various methods and systems, particularly in the realm of data processing, location services, and deferred actions. Their work involves optimizing processes, minimizing penalties, and user experiences.
- Apr 2025Seed$3.6M
#4
Series C · Wilmington, Delaware · founded 2015 · 74 employees$175.5Mraised▾
Provider of cloud and AI-based chatbots for personal finance. It helps users in expense management. It knows when user's bills need to be paid and how to optimize spending each day. It provides real insights into user's spending. It analyzes spending habits to make smart recommendations of how they can save money. It also provides salary advances to users. It provides an app-based platform that is available on iOS & Android devices.
- Apr 2022Series C$80M
- Dec 2020Series B$44M
- Apr 2020Series B$36.6M
- Jun 2019Venture Debt—
#5
Seed · Dover, Delaware · founded 2021 · 8 employees$1.6Mraised▾
App-based investment platform for stocks and crypto
- Jan 2025Seed$1.6M
#6
Series A · Lewes, Delaware · founded 2024$2Mraised▾
AI-powered meeting assistant for wealth advisors. It provides sidekick for streamlined workflows and personalized client experiences. It acts as a meeting and follow-up assistant for wealth advisors. It eliminates compliance risks at the architectural level while keeping advisor workflows natural.
- Dec 2024Series A$2M
#7
Seed · Lewes, Delaware · founded 2023$1Mraised▾
Provider of AI-powered climate risk management solutions. It offers tools to assess and mitigate climate-related risks across various sectors, including built assets, supply chains, and credit risk. The solutions help organizations understand their climate vulnerability, improve resilience, and meet regulatory disclosure requirements. This includes modeling physical climate risks to built assets, analyzing supply chain exposure, and integrating climate factors into credit risk assessments. The platform supports proactive climate risk management and integration into enterprise risk management frameworks.
- Dec 2024Seed$1M
#8
Series A · Claymont, Delaware · founded 2020 · 30 employees$20.3Mraised▾
Provider of cost management services
- Oct 2023Series A$12M
- Feb 2022Seed$6.7M
- Feb 2021Seed$1.6M
#9
Series A · Middletown, Delaware · founded 2021 · 23 employees$7.2Mraised▾
Play-to-earn NFT gaming platform. It is a platform where users can build games that integrates digital collectibles. It offers an open-ended world of farming and exploration where users can participate and earn.
- Feb 2024Series A$4.8M
- Feb 2022Seed$2.4M
- 2021Seed—
#10
Seed · Newark, Delaware · founded 2016 · 40 employees$27.6Mraised▾
Provider of a mobile app for property management and cash wallet services. The company offers tools for landlords to find tenants, communicate, and collect rent. It also provides cash accounts with rates and rewards, allowing users to build wealth and access their money. The app aims to simplify property management and provide wealth-building opportunities through real estate.
- Oct 2022Seed$27.6M
#11
Acquired · Middletown, Delaware · founded 2002 · 32 employees$15Mraised▾
Fund closing and automated subscription solutions for private funds. It features tools for documentation, execution, regulatory compliance, management of workflows, and validation of accounts to assist attorneys, investors, and general partners. It ensures streamlined communications throughout the network for the submission of subscription contracts.
- Dec 2022Series A$10M
- Feb 2022Series A$5M
#12
Series A · Dover, Delaware · founded 2021 · 31 employees$6.7Mraised▾
Community-driven trading platform. It empowers self-directed investors and traders to make informed decisions. It combines a trading terminal with user-generated content, enabling users to research, trade, and earn in one place.
- Sep 2023Series A$6.7M
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
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.