Best Investment Tech Companies in Houston, United States
The 58 best Investment Tech companies in Houston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: TXSE.
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 Houston
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 401harmony Retirement planning services for individuals with 401k & IRA Plan. | — | — | Deadpooled | — | Moazzam Khoja Founder | — | — | — |
| 2 | Advisor Energy Financial database for private companies | — | — | Deadpooled | 11 | — | — | — | — |
| 3 | Alliance Benefit Group Provider of retirement plan administration, recordkeeping, design, and compliance services | — | — | Unfunded | 53 | — | WordPressMySQLPHP+21 | — | — |
| 4 | Amphora Software solutions for commodity trading and risk management | — | — | Unfunded | 75 | Chris Mudry CEO | WordPressMySQLPHP+20 | 3 patents Natural topical formulations for bruise and hematoma healing on skin | — |
| 5 | Aqumin Medical Provider of a research discovery platform with data blending technology | — | — | Funding Raised | 4 | Michael J Zeitlin CEO | — | — | — |
| 6 | Best4FX Social trading platform for multiple assets | — | — | Deadpooled | — | Mark Founder & CEO | — | — | — |
| 7 | Card Stock Exchange Online platform focused on sports memorabilia investments | — | — | Unfunded | — | Zachary Lynch Co-Founder | Cart FunctionalityPHPChart.js+20 | — | — |
| 8 | Cloud X Portfolio management software for private market investors | — | — | Unfunded | — | Brandon Bruce Founder & CEO | — | 85 patents Digital health monitoring and medical data transmission technologies | — |
Top 12 Investment Tech companies in Houston
#1
Series E · Houston, Texas · founded 2023$133.3Mraised▾
Texas stock exchange. It provides U.S. and global companies access to U.S. equity capital markets and provide provide a venue to trade and list public companies and the growing universe of exchange-traded products.
- Jul 2025Series E$112.7M
- Sep 2024Series D$28.8M
- Mar 2024Series D$132.5M
#2
Series A · Houston, Texas · founded 2018$10.3Mraised▾
Provider of a platform uniting digital and traditional finance. This platform offers users two methods for buying and selling digital assets, integrating them seamlessly with traditional financial systems. The platform is designed to provide a user-friendly experience tailored to individual customer needs. Future product releases are planned.
- Sep 2025Series A$200K
- Jul 2022Series A$2.9M
- Feb 2022Series A$513.8K
- Jan 2022Series A$8M
#3
Series B · Houston, Texas · founded 2012 · 24 employees$14.3Mraised▾
Molecule provides a SaaS-based platform for commodity trading. It calculates position and risk for companies that trade commodity futures, forwards, options, and swaps. It supports electricity, natural gas, crude oil, NGLs, and many other commodities worldwide. Molecule downloads trades from exchanges, automatically brings in market data from Morningstar, and computes companies' daily or real-time analyses instantly.
- Jul 2025Series B$11.9M
- May 2021Series A$12M
- Nov 2014Seed$1.1M
- Dec 2013Seed$775K
#4
Series B · Houston, Texas · founded 2017 · 33 employees$16Mraised▾
iownit provides blockchain-based deal discovery platform for private market investors. It enables users to review investment opportunities and select investment based on interest & risk. It offers multiple opportunities including equity, debt & funds. Also offers identity verification, portfolio management, and performance tracking solutions for investors, entrepreneurs & intermediaries.
- Jul 2024Series B$11.5M
- Jun 2019Series A$4.5M
#5
Acquired · Houston, Texas · founded 2007 · 183 employees$55Mraised▾
Largest independent OTC commodity brokerage, offering end-to-end trading solutions. It is a prominent independent broker of commodities, covering financial and physical instruments globally. Focused on global commodity markets, it offers high-quality execution, customer service, and innovative technology. The company provides access to liquidity pools across global markets, coupled with expertise in physical assets, freight logistics, and financial hedges. It offers brokerage services, technology solutions, market data, logistics, and shipping. The technology platform empowers brokers, providing real-time market views for execution and precision. It is a convergence of traditional prowess and technological finesse, crafting success in a complex landscape.
- Nov 2022Conventional Debt$55M
#6
Acquired · Houston, Texas · founded 2021 · 21 employees$12Mraised▾
API infrastructure for private securities and alternative investments. Provides solutions tailored to clients' strategic goals. Features SEC-registered transfer agent for embedded investments, custodian services for holding multi currencies, escrow transactions, and more.
- Apr 2023Seed$8M
#7
Acqui-Hired · Houston, Texas · founded 1995 · 119 employees$25Mraised▾
Project management experts ensuring contract compliance and cost savings. They offer specialized project management services tailored to owner-specific construction standards and project-specific general conditions. Their expertise includes efficient contract compliance management with auditable documentation and effective management of design professionals throughout the project lifecycle, from proposal to construction administration. They specialize in construction document approvals using critical path method scheduling and manage general and trade contractors, ensuring adherence to public works requirements. Services include GC RFQ/RFP, subcontractor bidding, contract administration, prevailing wage labor rate review, certified payroll report monitoring, and detailed change order request reviews. They provide hourly project manager rates with monthly invoicing, offering significant cost savings for their customers.
- Nov 2003Series A$25M
#8
Seed · Houston, Texas · founded 2023$1.2Mraised▾
Provider of software development and consulting services
- Mar 2023Seed$1.2M
#9
Series A · Houston, Texas · founded 2003 · 7 employees$3.4Mraised▾
Financial database for public companies. It provides a search engine to browse stocks and AI-driven algorithms, financial data, valuation metrics, ratios, ownership details, stock recommendations, company filings, and curated news to analyze investments. It is a tool available on the subscription based pricing model.
- Feb 2021Series A$3.4M
#10
Acquired · Houston, Texas · founded 2013 · 10 employees$1.3Mraised▾
Crowdfunding platform for oil and gas projects. It offers a crowd-funding platform to finance single or multi-well wellbore-only drilling projects and royalty interests.
- Apr 2019Seed$50K
- Sep 2017Seed$988K
- Aug 2016Seed$265K
#11
Seed · Houston, Texas · founded 2013$1.2Mraised▾
Domain registration, web hosting, and website builder services provider, offering a comprehensive suite of online solutions. They provide domain name registration services, enabling individuals and businesses to establish their online presence. Their web hosting services offer fast and unlimited resources for websites. They also provide a website builder platform, empowering users to create unique websites easily. Services include DNS management, allowing users to manage their nameservers. They cater to individuals and businesses seeking to establish and manage their online presence with user-friendly tools and reliable infrastructure. This is a B2B and B2C service provider.
- Jan 2014Seed$1.2M
#12
Seed · Houston, Texas · founded 2021 · 5 employees$125Kraised▾
NFT-based ticketing solutions for individuals and businesses. Users can connect their wallets, and select the NFTs collection(s) that the user wants to set different levels of access based on NFT properties. Users can set a date, time, and location, and make their event official with graphics and social links.
- 2022Seed$500K
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.