Best Investment Tech Companies in Massachusetts, United States
The 246 best Investment Tech companies in Massachusetts, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Kensho.
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 Massachusetts
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Kensho Provider of AI-based software solutions for law enforcement and businesses | $123M | 111 mo ago | Acquired | 98 98 → 189 (+93%) | 2010 | SentryApple iCloud MailGoogle Workspace+24 | 7 patents Financial data analytics and predictive modeling for investment decision support | 2 launchs · 2 partnerships · 1 award |
| 2 | Coin Metrics Crypto asset market and network data provider | $65M | 32 mo ago | Acquired | 103 | 2017 | WordPressApple iCloud MailGoogle Workspace+28 | 3 patents Blockchain data modeling and risk analytics infrastructure for distributed ledger networks | — |
| 3 | Vestmark Trade management solutions for capital market brokers | $64M | 104 mo ago | Series C | 390 390 → 435 (+12%) | 2001 | Craft CMSApple iCloud MailPHP+31 | 3 patents Automated trade processing and financial record reconciliation for securities transactions | 1 expansion |
| 4 | Acadia Provider of risk management services | $58M | 95 mo ago | Acquired | 170 | 2005 | Webflow EcommerceWebflowSalesforce+25 | — | — |
| 5 | Quantopian Algorithmic trading platform & crowd-sourced hedge fund | $49M | 115 mo ago | Series C | 33 | 2011 | — | — | — |
| 6 | quantopian Quantopian inspires talented people to write investment algos. | $49M | 115 mo ago | Series C | 48 | 2011 | Cart FunctionalityRubyTrix+25 | — | — |
| 7 | Groma Provider of a blockchain-based investment platform for virtual real estate | $49M | 37 mo ago | Series A | 42 | 2020 | Apple iCloud MailGoogle WorkspaceVarnish+17 | 3 patents Blockchain-enabled real estate tokenization and geospatial data polling platforms | — |
| 8 | CCBN.com Web-based investor communications solutions | $36M | 310 mo ago | Acqui-Hired | — | 1997 | — | — | — |
| 9 | Potamus Trading Iran travel guide, tours, historical sites, culture, and tourism | $35M | 97 mo ago | Deadpooled | 11 | 2012 | — | — | — |
| 10 | BondLink Investment management platform for muncipalities | $35M | 61 mo ago | Series B | 34 34 → 26 (-24%) | 2015 | PlasmicSentryNode.js+18 | — | — |
| 11 | LearnLux Personal finance skills through online learning tools | $25M | 28 mo ago | Series A | 16 | 2014 | SentryTypeScriptFirebase+25 | — | 1 award |
| 12 | SYSO Technologies Provider of renewable energy storage and management solutions 35Funding top 36%Talent top 38%Moat top 39%Market bottom 40% All 5 signals ▾Fundingtop 36% Talenttop 38% Moattop 39% Marketbottom 40% Globalbottom 29% Funding: Raised $24.5M across 5 rounds · 5 rounds over 5 yrs (1.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 35/100 | $24M | 5 mo ago | Series B | 22 22 → 44 (+100%) | 2019 | — | — | — |
| 13 | Upshot Online platform for deep insight into NFT markets | $23M | 50 mo ago | Series A | 29 | 2019 | — | — | 1 launch · 1 partnership |
| 14 | Midaxo Cloud-based M&A deal management platform | $23M | 98 mo ago | Series B | 23 23 → 31 (+35%) | 2011 | — | — | — |
| 15 | Currensee Social trading platform for forex assets | $23M | 173 mo ago | Acquired | 38 | 2008 | — | — | — |
| 16 | VIA Developer of Web3 solutions that protect data against theft, misuse | $20M | 16 mo ago | Series B | 50 | 2016 | WordPressApple iCloud MailGoogle Workspace+40 | — | 2 job openings · 1 partnership |
| 17 | 55ip White-label robo advisors for advisors & wealth management | $17M | 89 mo ago | Acquired | 104 | 2015 | — | — | 1 launch · 1 award |
| 18 | CARV Provider of an online gaming platform for PC and console games | $14M | 23 mo ago | Series A | 13 | 2018 | SentryThree.jsMUI+15 | — | — |
| 19 | CoreStreet Provider of insider trading data for major stock markets | $12M | 218 mo ago | Acquired | 5 | 2001 | UbuntuTailwind CSSNginx+3 | 79 patents Patents concentrated in electrical & electronics | — |
| 20 | Redline Trading Order execution systems for equities, options and future markets. | $12M | 143 mo ago | Acquired | 53 | 2008 | — | — | — |
| 21 | Sunwealth Clean energy investment and crowdfunding platform | $10M | 17 mo ago | Series A | 34 34 → 28 (-18%) | 2015 | Squarespace CommerceSquarespaceTypeScript+14 | — | 1 job opening · 1 award |
| 22 | Portrait Analytics Provider of an AI-powered platform for equity analysts to accelerate and deepen investment research and… | $10M | 35 mo ago | Series A | 9 | 2021 | — | — | 1 job opening · 2 launchs |
| 23 | ByAllAccounts Data aggregation solution for wealth managers and financial advisors | $10M | 189 mo ago | Acquired | 61 | 1999 | — | 5 patents Automated financial portfolio management software and analytics platforms | — |
| 24 | Bison Portfolio management software for private equity and venture capital firms | $9M | 101 mo ago | Series A | 32 | 2011 | — | — | — |
| 25 | FINTRX Cloud-based data research and data integration management solutions | $9M | 54 mo ago | Series A | 114 | 2014 | HubSpot CMS HubVimeoAnimate.css+27 | — | 1 internship |
| 26 | Zingeroo Online platform trading in stocks, ETFs, and options | $8M | 54 mo ago | Series A | 11 | 2018 | — | — | — |
| 27 | OnCorps Developer of AI platform for fund operations and reporting reviews 74Growth top 20%AI top 20%Funding top 37%Tech top 47% All 8 signals ▾Growthtop 20% AItop 20% Fundingtop 37% Techtop 47% Moattop 48% Marketbottom 44% Globalbottom 43% Newsbottom 22% Growth: Headcount 28 → 46 (+64%) across vintages · Fresh capital in last 24 mo AI: Classified as an AI company rank vs industry peers · Fliar Intelligence Index 74/100 | $6M | 6 mo ago | Series C | 46 46 → 63 (+37%) | 2011 | WebflowSalesforceAmazon Web Services+25 | — | 1 job opening |
| 28 | Cake Online platform that provides end of life planning | $5M | 58 mo ago | Seed | 10 | 2013 | AzureMicrosoft Application InsightsFont Awesome+9 | 5 patents Enabling and tracking online-to-offline commerce platforms and transactions | — |
| 29 | Pebble Finance Provider of investment solutions for index funds | $5M | 48 mo ago | Seed | 9 | 2020 | Cart FunctionalitySquarespace CommerceSquarespace+19 | — | 1 partnership |
| 30 | Endstate NFT-based trading platform for sneakers | $4M | 51 mo ago | Series A | 16 | 2021 | Webflow EcommerceCart FunctionalityWebflow+18 | — | — |
| 31 | Datalign Advisory Platform matching individuals with financial advisors based on specific criteria | $4M | 9 mo ago | Series A | 13 | 2021 | WordPressMySQLPHP+21 | — | — |
| 32 | MainVest Online platform enabling users to invest in startups | $4M | 44 mo ago | Seed | 24 | 2018 | Cart FunctionalitySquarespace CommerceSquarespace+9 | — | — |
| 33 | Trefis Investment insights platform providing analysis and portfolio management tools | $4M | 165 mo ago | Series A | 26 | 2007 | ZohoBootstrapAmazon ALB+26 | — | — |
| 34 | Sleepagotchi Online platform that rewards users with NFTs | $4M | 41 mo ago | Seed | 17 | 2022 | StoryblokChakra UIReact+10 | — | — |
| 35 | Stackwell App-based platform for automated tools and investments in stocks | $4M | 46 mo ago | Seed | 6 | 2021 | Cart FunctionalitySquarespace CommerceSquarespace+24 | — | — |
| 36 | Ark Online platform for private capital fund administration | $3M | 62 mo ago | Series A | 23 | 2017 | — | — | 1 launch |
| 37 | Beanstox Online Robo advisory wealth management platform | $3M | 50 mo ago | Seed | 11 | 2017 | Framer SitesReactAmazon Web Services+17 | — | — |
| 38 | ClubNFT NFT-based platform for the collection of digital art | $3M | 55 mo ago | Seed | 17 | 2017 | — | — | — |
| 39 | Elsen High performance platform for financial institutions | $3M | 78 mo ago | Deadpooled | 3 | 2014 | — | — | — |
| 40 | Trio Investment platform for ETFs | $3M | 75 mo ago | Seed | — | 2012 | — | 63 patents Advanced micro‑scale additive manufacturing with dynamic density and in‑situ material infusion | — |
| 41 | Ghostwarp Online platform for creating, buying and selling digital art as collectible NFTs | $2M | 20 mo ago | Seed | — | 2020 | — | 17 patents Authentication and marketplace platforms linking physical assets with digital twin tokens | — |
| 42 | FutureMoney Goal-based savings platform focused on child future | $2M | 4 mo ago | Series A | — | 2020 | WebflowChart.jsGSAP+17 | — | — |
| 43 | Finch Micro investing & savings platform | $2M | 69 mo ago | Seed | 19 | 2019 | — | — | — |
| 44 | Sandstorm NFT-based platform for branding | $2M | 51 mo ago | Acquired | 10 | 2020 | — | — | — |
| 45 | BlueBean A procurement management solution that offers a browser extension to manage business expenses | $1M | 27 mo ago | Seed | — | 2023 | — | — | 1 award |
| 46 | Wise Responder Provider of tools for measuring and implementing social impact strategies | $595K | 42 mo ago | Seed | — | 2022 | — | — | 1 launch |
| 47 | Rivet SaaS-based fan engagement platform | $520K | 39 mo ago | Seed | 7 | 2020 | WebflowjQueryHSTS+6 | — | — |
| 48 | Scroobious Online community-based crowdfunding platform for startups | $500K | 22 mo ago | Seed | 8 | 2020 | Node.jsNextAuth.jsChakra UI+15 | — | — |
| 49 | Adaptive Investment Trade management solutions for investors and advisors | $475K | 44 mo ago | Seed | 19 | 2020 | — | — | — |
| 50 | FiSpoke Provider of liquidity and lending solutions tailored for financial advisors and businesses | $250K | 10 mo ago | Series A | — | 2023 | — | — | 2 partnerships · 1 award |
Top 12 Investment Tech companies in Massachusetts
#1
Series B · Cambridge, Massachusetts · founded 2019 · 22 employees$24.5Mraised▾
Provider of renewable energy storage and management solutions. It offers the SYSO Technology Platform - which is used to manage equipment, market data & weather data, and SYSO Technology Server - which provides installation and data security solutions.
- Dec 2025Series B$7M
- Jul 2024Series B$14.5M
- Oct 2022Series A$10M
- Apr 2022Seed$2M
#2
Series C · Boston, Massachusetts · founded 2011 · 46 employees$5.8Mraised▾
Developer of AI platform for fund operations and reporting reviews. The platform offers specialized agents focused on financial transactions, indexing data from various sources. It provides tools for accounting oversight and reporting review systems. The platform also tracks agent and algorithm performance, ensuring data integrity.
- Dec 2025Series C$55M
- Mar 2022Series B—
- Oct 2019Series A$2.3M
- Apr 2018Conventional Debt$232K
#3
Series A · Boston, Massachusetts · founded 2020$2.1Mraised▾
Goal-based savings platform focused on child future. Committed to fostering financial inclusion for lower and middle-income families. Allows money to grow tax-free which can be used for wide range of educational expenses like K-12 tuition, new school laptop, study abroad program, and more.
- Feb 2026Series A$2.1M
- Nov 2023Seed—
#4
Series B · Somerville, Massachusetts · founded 2016 · 50 employees$20.2Mraised▾
Developer of Web3 solutions that protect data against theft, misuse. The company offers products for revealing intelligence to disrupt criminal networks and security protocols designed for future protection. It provides situational awareness through advanced mapping, a gateway for managing digital assets, and passwordless logins. The company delivers technical guides for implementing its solutions.
- Jan 2025Series B$28.4M
- Jul 2024Grant (prize money)$200K
- Jul 2023Grant (prize money)$200K
- Mar 2021Series A$10.1M
#5
Series A · Cambridge, Massachusetts · founded 2021 · 13 employees$4Mraised▾
Platform matching individuals with financial advisors based on specific criteria. It offers a system that analyzes financial situations and connects individuals with advisory firms. The platform gathers information about income, savings, investment goals, and communication preferences. The system reviews profiles and connects individuals with an advisory firm aligned with their goals and needs.
- Aug 2025Series A$2M
- Dec 2024Series A$5M
- Feb 2024Series A$4M
#6
Series A · Somerville, Massachusetts · founded 2015 · 34 employees$10Mraised▾
Clean energy investment and crowdfunding platform. It is a clean energy investment firm that curates commercial solar projects and offers them for investment. It allows accredited as well as institutional investors to invest on the platform. Investors can make direct investments in bond and tax equity products through the platform.
- Jan 2025Series A$2M
- Oct 2023Series A$10M
- May 2021Conventional Debt$2.9M
- Oct 2018Conventional Debt$3M
#7
Series A · Northampton, Massachusetts · founded 2018 · 13 employees$14Mraised▾
Provider of an online gaming platform for PC and console games. It offers multiple genre games which include adventure, blockchain, action, and others. It offers achievement display, friends, game discovery, and direct monetization. It is a modular data layer for gaming and AI, revolutionizing how data is used and shared, by ensuring privacy, ownership, and control are firmly in the hands of individuals, pioneering a future where data generates value for all.
- Jul 2024ICO$39.3M
- Mar 2024Series A$10M
- Nov 2022Seed$4M
#8
Acquired · Boston, Massachusetts · founded 2017 · 103 employees$64.6Mraised▾
Crypto asset market and network data provider. It provides a crypto asset market and network data for institutions. It delivers data and analytics to industry stakeholders including crypto and traditional funds, asset managers, research desks, exchanges, and global investment banks. It also enables the users to understand, value, and invest in crypto assets.
- Oct 2023Series C$6.7M
- Apr 2022Series C$35M
- May 2021Series B$15M
- Nov 2019Series A$6M
#9
Series A · Boston, Massachusetts · founded 2014 · 16 employees$24.5Mraised▾
Personal finance skills through online learning tools. Is a financial training provider that teaches users personal finance skills through online, interactive, and learning tools. It also awards users monetary amounts as they progress through the training module. Users can claim this reward once they take the services of one of their financial partners. It also works with financial companies to connect them with users that are undergoing training.
- Jan 2024Series A$7.1M
- Oct 2022Series A$10M
- May 2020Series A$4.7M
- Nov 2018Seed$2M
#10
Series A · Boston, Massachusetts · founded 2023$250Kraised▾
Provider of liquidity and lending solutions tailored for financial advisors and businesses.
- Jul 2025Series A$3.7M
- Nov 2024Seed$1.5M
- Sep 2024Seed$250K
- Jun 2024Seed—
#11
Seed · Boston, Massachusetts · founded 2020$2.1Mraised▾
Online platform for creating, buying and selling digital art as collectible NFTs
#12
Series A · Boston, Massachusetts · founded 2020 · 42 employees$49.3Mraised▾
Provider of a blockchain-based investment platform for virtual real estate. It provides users with a platform for investing in virtual geolocations. Its features include a tenant portal, investor information, and investor communities.
- Apr 2023Series A$29.3M
- Jan 2023Series A$20M
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