Best Investment Tech Companies in Maryland, United States
The 50 best Investment Tech companies in Maryland, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Facet.
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 Maryland
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Facet Online video streaming platform | $210M | 22 mo ago | Late Stage | Cfp Brent Weiss Chfc Co-Founder & Head of Financial Wellness | 1991 | WordPressMySQLPHP+31 | 4 job openings |
| 2 | WealthEngine Wealth intelligence solutions to non-profit and commercial organizations | $13M | 89 mo ago | Acquired | — | 1991 | WordPressSentryMySQL+28 | — |
| 3 | EDGAR Online Public filings data distributor | $12M | 198 mo ago | Acquired | Robert Farrell CEO & President | 1996 | SalesforceChakra UIEnvoy+10 | — |
| 4 | Mercaris Independent market intelligence for energy, commodity, agriculture, and related industries | $7M | 75 mo ago | Acquired | — | 2012 | — | — |
| 5 | Door Portfolio management solutions for wealth managers | $3M | 12 mo ago | Seed | Roland Meerdter Co-Founder & Board Director | 2016 | — | — |
| 6 | Fortigent Outsourced wealth management platform for Advisors targeting High Net Worth families | $1M | 193 mo ago | Acquired | Anuj Gupta Co-Founder | 1994 | — | — |
| 7 | Hive Wealth Wealth planning and advisory solution for individuals | $600K | 48 mo ago | Seed | — | 2017 | — | — |
| 8 | Signals Matter Trading tools for investors | $550K | 110 mo ago | Seed | Thomas Lott Co-Founder | 2017 | WordPressMySQLPHP+33 | — |
| 9 | CR of Maryland Online platform for investing in real estate | $267K | 76 mo ago | Funding Raised | — | 2004 | WordPressMySQLPHP+23 | — |
| 10 | UpSurge Baltimore Sector agnostic accelerators and incubators | $250K | 54 mo ago | Funding Raised | Madeleine Stokes Chief Operating Officer | 2021 | — | — |
Top 10 Investment Tech companies in Maryland
#1
Late Stage · Baltimore, Maryland · founded 1991 · 267 employees$210Mraised▾
Facet is an online platform where users can stream content uploaded by other creators. It enables users to stream travel advice videos.
- Oct 2024Unattributed$10M
- Oct 2024Venture Debt$25M
- Jul 2024Unattributed$28.2M
- Jun 2022Unattributed$507.8K
#2
Seed · Baltimore, Maryland · founded 2016 · 44 employees$3Mraised▾
Door offers portfolio management solutions for asset managers and research analyst. It features data management, due diligence information on investment products and client management solutions. Also, provides client management, communication channels, and access to reports to assist users.
- Jul 2025Seed$600K
- Apr 2023Seed$465.1K
- Sep 2022Seed$1.1M
- Aug 2021Seed$2.5M
#3
Acquired · Bethesda, Maryland · founded 1991 · 45 employees$13.2Mraised▾
WealthEngine is a provider of wealth intelligence and prospect research solutions to non-profit and commercial organizations. WealthEngine offers a SaaS-based platform for predictive marketing analytics, audience development, and wealth intelligence services. Platform's feature includes Search which tells about a prospect or customers’ wealth, capacity to spend, invest or give and affinity; Screen, enriches data records with their wealth scores and ratings and provides contact and demographic information about the contacts; Prospect, to find, understand, and contact wealthy prospects with a high chance of conversion, based on wealth and affinity; Analyze, predictive lead scoring and analytics platform built for consumer marketers, wealth managers and fundraisers; Circle of Friends, database of connections; and Integration with DMS and CRM. The company serves customers in financial services, healthcare, higher education, non-profits, retail, and travel space. Data can also be accessed via API. Subscription based revenue model.
- Mar 2019Conventional Debt$6.5M
- May 2014Series B$7M
- Jul 2012Series A$1.2M
- Jan 2011Conventional Debt$2.5M
#4
Acquired · Silver Spring, Maryland · founded 2012 · 9 employees$6.9Mraised▾
Independent market intelligence for energy, commodity, agriculture, and related industries. This company provides crucial price assessments, news, analysis, and consulting services. It specializes in delivering transparency to opaque markets across energy, chemicals, metals, agriculture and fertilizers. The company offers a range of products including commodity prices, market news, analytics, and forecasting tools. It serves diverse industries such as oil and gas, biofuels, power generation, mining, and industrial manufacturing. The company delivers insights through client portals, data science studios, and spot tickers. It supports informed decision-making, risk management, and competitive advantage for its customers. The company offers subscription-based access to its data and reports.
- Apr 2020Series A$3.9M
- Sep 2016Series A$505.5K
- Sep 2014Series A$2.5M
- Nov 2012Seed—
#5
Acquired · Rockville, Maryland · founded 1996 · 172 employees$12Mraised▾
EDGAR Online offers online access to financial data and public filings for equities, mutual funds, and other publicly traded assets primarily in the United States. Using this platform, one can get data and analytics to all online public filings submitted to the SEC through EDGAR. The company offers data that assists in the analysis of the financial, business, and ownership conditions of a company or investment vehicle. The company was formerly known as Cybernet Data Systems, Inc. and changed its name to EDGAR Online, Inc. in January 1999.
- Jan 2010Post IPO$12M
#6
Seed · Bethesda, Maryland · founded 2017 · 5 employees$600Kraised▾
Wealth planning and advisory solution for individuals. Provides tools, advice, and community to build generational wealth. Includes access to a legacy-based retirement planner, exclusive financial content provided by industry veterans and a step by step wealth journey to help obtain financial legacy.
- Jul 2022Venture Debt—
- Apr 2022Seed$600K
#7
Funding Raised · Baltimore, Maryland · founded 2021$250Kraised▾
Sector agnostic accelerators and incubators. It focuses its investment across multiple industry.
- Feb 2022Grant (prize money)$250K
#8
Acquired · Rockville, Maryland · founded 1994$1.1Mraised▾
Fortigent provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and break-away brokers who require a comprehensive outsourcing solution to meet the demands of their high net worth clients. Services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, custodian-agnostic performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.
- Jun 2010Unattributed$1.1M
#9
Seed · Bethesda, Maryland · founded 2017$550Kraised▾
Provider of portfolio advisory services intended to take the complexity out of investing and makes it simple across numerous deliverables. The company offers trade ideas, long and short, across stocks and ETFs, offers information on current market and market sector conditions across the globe, and advances warning of recessions, helping investors to navigate the field of investing efficiently.
#10
Funding Raised · Timonium, Maryland · founded 2004 · 12 employees$266.7Kraised▾
Online platform for investing in real estate. Users can buy, sell, invest, or rent out the properties.
- Apr 2020Conventional Debt$266.7K
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.