Best Investment Tech Companies in Georgia, United States
The 100 best Investment Tech companies in Georgia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Greenlight.
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 Georgia
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Stage | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Greenlight 🦄 App-based investment platform for kids and teens | $556M | 32 mo ago | 210 | Timothy Sheehan Co-Founder & CEO | ContentfulNode.jsEnvoy+41 | Series D | 17 patents Energy-aware on-demand GPU cloud computing and market participant networking platforms | 1 partnership |
| 2 | eVestment Institutional investment data intelligence and analytic solutions | $82M | 187 mo ago | 350 | Karen Minnick Co-Founder | — | Acquired | — | — |
| 3 | MAX Exchange Online platform to buy and sell mortgage loans | $72M | 35 mo ago | 94 | Thomas Pearce Co-Founder / Chairman & CEO | WordPressMySQLMariaDB+36 | Series D | — | 1 launch |
| 4 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | 70 | Brian Dally Co-Founder & CEO | WordPressMySQLPHP+34 | Series B | — | 1 partnership |
| 5 | Delta Data Mutual fund data and practice management solution | $13M | 117 mo ago | 62 | Whitfield Athey CEO | — | Acquired | — | — |
| 6 | PlanGap Provider of retirement services | $9M | 54 mo ago | 6 | David Duley Founder & CEO | — | Series A | — | — |
| 7 | Gridline Online platform for investments in alternative assets | $9M | 5 mo ago | 44 | Logan Henderson Founder & CEO | WordPressMySQLPHP+30 | Series A | — | — |
| 8 | Homegrown Fundraising platform for businesses | $8M | 6 mo ago | — | Michael Davis Co-Founder & CEO | — | Seed | — | 1 partnership |
| 9 | Polygon Provider of real-time and historical financial market data via APIs | $6M | 68 mo ago | 36 | Quinton Pike Founder & CEO | SanityApple iCloud MailGoogle Workspace+27 | Series A | 27 patents Monitoring and control of industrial sterilization, drying, and moisture/position sensing systems. | — |
| 10 | FX Bridge White Label Forex options trading platform | $4M | 175 mo ago | 5 | Joseph Cunningham Founder & Chairman | — | Early Stage | — | — |
| 11 | DoubleNet Pay Employer-enables savings management platform | $4M | 107 mo ago | 12 | — | — | Acqui-Hired | — | — |
| 12 | Coinfantasy Decentralized investment gaming platform | $3M | 55 mo ago | 6 | Ganeshram Gunalan Co-Founder | TypeScriptGraphQLGoogle Sign-in+19 | Seed | — | — |
| 13 | Infinite Giving Non-profit organization focused on providing investment advisory and fiduciary services | $3M | 21 mo ago | 9 | Karen Houghton CEO and Founder | Webflow EcommerceWebflowApple iCloud Mail+23 | Seed | — | 1 partnership |
| 14 | Dori Cloud-based platform offering AI-powered tools for finance, legal, and operations | $2M | 48 mo ago | — | Ivan Soban Co-Founder & CTO | — | Seed | — | — |
| 15 | BasisCode Compliance Compliance management software solutions provider | $1M | 139 mo ago | 8 | — | — | Acquired | — | 1 award |
| 16 | Nectar Online platform for real estate entrepreneurs | $580K | 31 mo ago | 10 | Derrick Barker CEO | Webflowcore-jsTippy.js+26 | Seed | 81 patents Smart sensor systems for container fill measurement, fouling mitigation, and data analytics | — |
| 17 | FiPath Retirement Planning Portal | $505K | 191 mo ago | — | Mike Rowan Co-Founder | — | Deadpooled | — | — |
| 18 | Aithentic SaaS platform allowing SMBs & enterprises to forecast technology spending | $376K | 11 mo ago | — | Kamran Ata Founder & CEO | — | Seed | — | — |
| 19 | First Financial Security National brokerage agency | $81K | 3 mo ago | 732 | — | WordPress Block EditorwpBakeryWordPress+27 | Seed | — | — |
| 20 | Intercontinental Exchange Provider of digital exchange, market data, and commodity price solutions | $65K | 48 mo ago | 13,222 | Brandon Proctor CEO | Apple iCloud MailTypeScriptJava+21 | Public | 260 patents Electronic trading platforms, order processing, market data aggregation, and messaging compliance systems. | — |
Top 12 Investment Tech companies in Georgia
#1
Series B · Atlanta, Georgia · founded 2013 · 70 employees$34.1Mraised▾
Fractional real estate investment platform for individuals. Allows individual investors to invest in fractional basis, investments are automatically diversified across a wide array of available cash flowing real estate based investments, aimed at controlling risk while optimizing investment for maximum returns within a short time period, investments balanced across a variety of return profiles, maturities, and geographies. Application is made available on Android and iOS platforms.
- Jan 2026Series B$1M
- Aug 2023Series B$3.9M
- Feb 2022Conventional Debt$100M
- Feb 2022Series B$18M
#2
Seed · Atlanta, Georgia · founded 2023$8.3Mraised▾
Fundraising platform for businesses. Investment platform that connects local investors with neighborhood businesses that are ready to expand. Provides solution to pay back a small percentage of sales once per month for a set period of time, pay back every month for investors, downturn-protected, non-dilutive funds that leave businesses with all of ownership intact, and more.
- Dec 2025Seed$493.7K
- Nov 2025Seed$900K
- Jul 2025Seed$531.9K
- Jun 2025Seed$212.8K
#3
Series A · Atlanta, Georgia · founded 2020 · 44 employees$9Mraised▾
Online platform for investments in alternative assets. It offers data-driven analysis and thorough diligence to curate products. It also offers liquidity solutions, thematic indexes, and more.
- Dec 2025Series A$18.5M
- Apr 2024Series A$6.7M
- Mar 2022Series A$9M
#4
Series D · Atlanta, Georgia · founded 2014 · 210 employees$556.5Mraised▾
App-based investment platform for kids and teens. The company offers debit cards for kids. It empowers parents to teach trade-off decisions, money management, and the power of saving with an app.
- Oct 2023Series D—
- Apr 2021Series D$260M
- Sep 2020Series C$215M
- Aug 2019Series B$54M
#5
Seed · Johns Creek, Georgia · founded 2006 · 732 employees$81.1Kraised▾
National brokerage agency. They equip, train and support licensed insurance representatives to deliver financial services.
- Mar 2026Seed—
- Mar 2024Seed$81.1K
#6
Series D · Atlanta, Georgia · founded 2009 · 94 employees$72.1Mraised▾
Online platform to buy and sell mortgage loans. The platform enables pricing, selling, sourcing, buying, reviewing, and settling mortgage loans. Its features include access to qualified counterparties, anonymous trading, flexible transaction types, bids and offers, standardized products, centralized approval and monitoring, dispute resolution, and independent loan reviews.
- Jun 2023Series D—
- Jun 2021Series C—
- May 2019Series B$16M
- Sep 2018Series B$38M
#7
Seed · Alpharetta, Georgia · founded 2020$376Kraised▾
SaaS platform allowing SMBs & enterprises to forecast technology spending. It features technology lifecycle management solutions that allow businesses to manage tech assets from acquisition through renewals, refreshes & disposition. It also features management of the inventory of the devices, subscriptions, licenses, and contracts, real-time technology spend forecasting, timely notifications for renewals & end-of-life replacements, and more.
- Jul 2025Seed$100.2K
- Oct 2023Seed$100K
- Jul 2023Seed$276K
#8
Seed · Atlanta, Georgia · founded 2021 · 9 employees$2.6Mraised▾
Non-profit organization focused on providing investment advisory and fiduciary services. It provides individuals with platforms to help save for donating to charities. Its features include Helping nonprofits create and manage endowments and invest reserve funds with software that automates their investment strategy and grows their giving.
- Sep 2024Seed$2M
- 2023Seed$100K
- May 2021Seed$500K
#9
Acquired · Marietta, Georgia · founded 2000 · 350 employees$82Mraised▾
Evestment provides a suite of cloud-based institutional investment data intelligence and analytic solutions. It operates a database across various asset classes. It offers Analytics, a suite of analytical options for research and due diligence, peer-group comparisons, competitive analysis, flexible filtering, and client-ready reporting. It serves asset managers, hedge fund managers, PE fund managers, institutional investors, and investment consultants.
- Nov 2010Conventional Debt$19M
- Jul 2005PE$63M
#10
Series A · Atlanta, Georgia · founded 2017 · 6 employees$9.4Mraised▾
Provider of retirement services
- Dec 2021Series A$9.4M
#11
Seed · Atlanta, Georgia · founded 2021 · 10 employees$580Kraised▾
Online platform for real estate entrepreneurs. It provides users with a platform to invest in real estate properties. Its features include financing for short-term rental owners, advance cash flow for property managers, and helping for growing arbitrage business.
- Oct 2023Conventional Debt$350K
- Sep 2022Conventional Debt$25M
- Aug 2022Seed$60K
- Jan 2022Seed—
#12
Acquired · Columbus, Georgia · founded 1985 · 62 employees$12.9Mraised▾
Delta data provides back-end solution for data and practice management to companies in the mutual fund industry. Offers distribution service which is a solution from source data to client facing analytics, product and data management, trading and reconciliation, and revenue management. Also offers data analysis, compliance management, counterparty management, and data governance.
- Aug 2016Series B$12.9M
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.