Best Investment Tech Companies in Indiana, United States
The 36 best Investment Tech companies in Indiana, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Credent Wealth Management.
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 Indiana
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Credent Wealth Management Provider of asset management and financial & retirement planning services | $50M | 25 mo ago | Funding Raised | — | 2018 | WordPressMySQLPHP+19 | — | 1 award |
| 2 | Proteus Real estate firm focused on multiple properties | $10M | 74 mo ago | Series B | Jason Brown Founder | 2014 | WordPressPleskMySQL+37 | 256 patents Advanced fluid control and cooling technologies for resistance welding and lean protein processing | — |
| 3 | Your Money Line Employer enables finance management service | $7M | 25 mo ago | Series A | Peter Dunn Founder & CEO | 2017 | WebflowSentryanime.js+31 | — | 1 job opening |
| 4 | Bidpal Online fundraising platform for startups and campaigns | $3M | 56 mo ago | Seed | Steve Johns CEO | 2009 | — | — | — |
| 5 | vigtec Technical analysis platform for stocks, ETFs, and options | $3M | 62 mo ago | Deadpooled | Jonathan Gibbons Founder | 2018 | — | — | — |
| 6 | Holdfolio Invest in high-yield, private real estate investments alongside experienced partners | $1M | 118 mo ago | Seed | Jacob Blackett CEO & Co-Founder | 2014 | — | — | — |
| 7 | Localstake Strategic business growth partners offering consulting, due diligence, and automation solutions | $774K | 132 mo ago | Seed | Brandon Smith Co-Founder | 2011 | — | — | — |
| 8 | DAS Direct access trading solutions provider for brokers and trading community | $239K | 76 mo ago | Funding Raised | Karen N Gentile CEO | 2007 | WordPress Block EditorElementorWordPress+34 | — | — |
| 9 | Q7 AXIA INVESTMENT Online platform for trading in capital markets | $232K | 46 mo ago | Seed | — | — | — | — | — |
Top 9 Investment Tech companies in Indiana
#1
Funding Raised · Auburn, Indiana · founded 2018 · 92 employees$50Mraised▾
Provider of asset management and financial & retirement planning services
- Jul 2024Conventional Debt$50M
#2
Series A · Indianapolis, Indiana · founded 2017 · 12 employees$7.3Mraised▾
Your Money Line is financial wellness finally made simple. We help employers help their employees with personal finance questions answered in real-time, by real experts.
- Aug 2024Series A$4.5M
- Oct 2022Seed—
- Sep 2022Seed$2.8M
#3
Seed · Indianapolis, Indiana · founded 2009$3Mraised▾
Online fundraising platform for startups and campaigns
- Dec 2021Seed$3M
#4
Series B · Indianapolis, Indiana · founded 2014 · 17 employees$10.5Mraised▾
Real estate firm focused on multiple properties
- Jul 2020Series B$10.5M
#5
Deadpooled · Indianapolis, Indiana · founded 2018$3Mraised▾
Technical analysis platform for stocks, ETFs, and options. It provides fundamental and technical insights for trading stocks, ETFs, mutual funds, and options. It features tools and algorithms for creating watchlists, identifying and comparing capital market asset investments, assessing portfolios, and filtering and positioning investments. It also offers alerts and notifications as a reference for brokers. The application can be accessed on iOS devices.
- Jun 2021Seed$1.5M
- Jan 2021Seed$350K
#6
Seed · Westfield, Indiana$232.5Kraised▾
Online platform for trading in capital markets
#7
Seed · Indianapolis, Indiana · founded 2014$1Mraised▾
Invest in high-yield, private real estate investments alongside experienced partners. This platform offers accredited investors access to exclusive real estate investment opportunities, emphasizing diversification across various asset types and geographies. The company aligns its interests with investors by investing its own capital in the deals. They provide a completely passive investment experience with potential tax benefits. The platform focuses on quality over quantity, carefully selecting investment opportunities. Features include investor resources, testimonials, and a blog. Users can login or sign up to view the portfolio and track record. The site offers a return on investment calculator and encourages users to email or call for more information. It is a real estate investing platform, private equity, investment management, portfolio management, real estate syndication, passive income, alternative investments, and financial planning.
- Oct 2016Seed$365K
- Aug 2016Seed$140K
- Jun 2016Seed$385K
- Apr 2016Seed$115K
#8
Seed · Indianapolis, Indiana · founded 2011 · 11 employees$774Kraised▾
Strategic business growth partners offering consulting, due diligence, and automation solutions. We provide expert consulting services to drive business growth, refine strategies, and improve operations. Our meticulous due diligence protects your interests in partnerships and acquisitions through financial and market analysis. We maximize efficiency by automating back-office operations, marketing, and sales processes with tailored automation solutions. We also provide training to ensure sustainable improvements. We focus on delivering measurable growth and sustainable success through tailored strategies. Our services are ideal for businesses seeking to thrive and gain a competitive edge.
- Sep 2015Seed$350K
- Sep 2014Seed$210K
- Nov 2012Seed$213.5K
- Jan 2012Conventional Debt$75K
#9
Funding Raised · Carmel, Indiana · founded 2007 · 2 employees$238.7Kraised▾
Direct access trading solutions provider for brokers and trading community. It delivers end-to-end electronic trading solutions, including direct access trading applications, browser-based platforms, and back-office order management systems. It offers market data feeds, historical data, service bureau connectivity, and FIX/API execution services. The company provides low latency connectivity and order routing to various exchanges and market centers. Its product suite includes trading platforms for desktop, web, and mobile, catering to equities, options, and futures trading. It also offers risk management tools, trade reporting tools, and collocation services. The company serves broker-dealers, clearing firms, online brokers, institutional trading desks, and traders worldwide, providing efficient execution and real-time market data solutions.
- May 2020Conventional Debt$124.9K
- Apr 2020Conventional Debt—
- Apr 2020Conventional Debt$113.8K
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.