Best Investment Tech Companies in Mexico
The 67 best Investment Tech companies in Mexico in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: InverCap.
- IDC Financial Insights
- HTF MI
Our analysis of 229 Investment Tech companies
$28.6b in tracked funding; 94% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Investment Tech companies in Mexico
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | InverCap Savings and retirement planning platform | $328M | 162 mo ago | Late Stage | Cesar Montemayor CEO | 1997 | WordPressMySQLPHP+27 | — |
| 2 | Clara 🦄 An end-to-end corporate payment solution for companies | $164M | 6 mo ago | Series B | Diego Escobedo Co-Founder | 2014 | HubSpot CMS HubEnvoyLazySizes+22 | — |
| 3 | DD360 Provider of a platform for real estate development project management | $116M | 45 mo ago | Series C | Martin Werner Co-Founder | 2021 | Node.jsThree.jsGoogle Maps+13 | — |
| 4 | Flink Fractional investment platform for individuals | $70M | 58 mo ago | Acquired | — | 2015 | Node.jsReactNext.js App Router+13 | — |
| 5 | DolarApp Internet-first currency exchange platform | $5M | 45 mo ago | Seed | — | 2021 | SentryGoogle MapsRadix UI+12 | — |
| 6 | Syscap Provider of a technology platform for private credit management | $2M | 33 mo ago | Seed | Alejandro O'farrill Co-Founder & Coo | 2016 | — | — |
| 7 | MoneyMenttor Provider of online personal finance advice and resources | $300K | 180 mo ago | Seed | — | 2010 | — | — |
| 8 | Levo Online group savings platform for individuals | $125K | 57 mo ago | Deadpooled | Max Mergenthaler Canseco Co-Founder | 2020 | — | — |
Top 12 Investment Tech companies in Mexico
#1
Clara 🦄Series B · Cuauhtemoc, Colima · founded 2014 · 370 employees$163.5Mraised▾
An end-to-end corporate payment solution for companies. The solution includes locally-issued corporate cards, bill pay, cross-border payments, and a software platform used by multiple companies across the region.
- Dec 2025Conventional Debt$70M
- Apr 2025Conventional Debt$40M
- Apr 2025Series B$40M
- Apr 2023Series B$60M
#2
Series C · Mexico City, Mexico City · founded 2021 · 73 employees$116Mraised▾
Provider of a platform for real estate development project management. It offers tools for monitoring, controlling, and projecting real estate developments. The platform unifies sales, construction, and financing information. It facilitates team collaboration and provides access to market data.
- Sep 2022Series C$91M
- Aug 2022Series B$25M
#3
Late Stage · Monterrey, Nuevo Leon · founded 1997 · 2546 employees$328Mraised▾
Provider of mutual fund management, consumer lending and insurance distribution services intended to improve the quality of life and contribute to a prosperous retirement. The company owns and operates private and public pension fund managers and also offers retirement plans, savings funds, risk management services and other related services, thereby offering good investment performance to its investors.
#4
Acquired · Xalapa, Veracruz · founded 2015 · 85 employees$70Mraised▾
Fractional investment platform for individuals. It allows users to buy and sell fractional shares of NYSE-listed stocks, without commissions with as little as 30 pesos
- Aug 2021Series B$57M
- Feb 2021Series A$12M
- Dec 2019Seed$1M
- Oct 2017Seed—
#5
Seed · San Pedro Garza Garcia, Nuevo Leon · founded 2016 · 43 employees$2.3Mraised▾
Provider of a technology platform for private credit management. This platform facilitates the administration of financial institutions, enabling efficient management of private debt. Features include debt registration and management, payment processing, report generation, and control over funder balances and payments. The platform offers a portal for funder access, providing transparency through balance and transaction reports. It also includes tools for generating digital documentation, electronic signatures, and a debt amortization calculator. The system aims to streamline operations and strengthen relationships between financial institutions and their funders.
- Sep 2023Seed$2.3M
#6
Seed · Mexico City, Mexico City · founded 2021$5Mraised▾
Developer of a financial application intended to provide access to USD for people in Latin America. The company's application lets users create an account for buying digital dollars from smartphones and grow savings in dollars every day and convert them back to pesos, along with makes a user to check their transactions in real-time, enabling individuals to activate investment function and review their transactions and returns whenever they want.
#7
Deadpooled · Mexico City, Mexico City · founded 2020 · 3 employees$125Kraised▾
Online group savings platform for individuals. It enables users to make a group and facilitate savings for a cause or future expenses. It enables users to buy and contract promissory notes without changing banks.
- Sep 2021Seed$125K
#8
Seed · Mexico City, Mexico City · founded 2022 · 7 employees$20Kraised▾
Operator of a savings and investment platform intended to teach how and where to invest. The company's platform provides a space to connect with people and to follow, receive and share savings and investment tips, enabling users to invest safely and easily.
- 2023Seed$20K
#9
Seed · Campeche, Campeche · founded 2010 · 3 employees$300Kraised▾
Provider of online personal finance advice and resources. It offers practical tips and strategies for effective money management, covering topics such as saving, budgeting, and investing. The platform features articles, guides, and potentially other resources designed to help individuals improve their financial well-being. Content focuses on actionable steps for managing personal finances more effectively.
- Jun 2011Angel$300K
#10
Seed · Campeche, Campeche · founded 2016 · 37 employees$50Kraised▾
Online financial and investment advisory platform for individuals. The platform assigns personal financial advisors to users based on the plan they choose. The platform also provides advisors by analyzing users' goals and financial situations to determine the investment plan.
- Sep 2020Seed$50K
#11
Funding Raised · Mexico City, Mexico City · founded 2017 · 20 employees$30Kraised▾
Axend provides an online marketplace for investment in P2P, SMEs, factoring, equities, real estate, and more. Users can discover, compare and invest based on the investment goals. It enables investors to diversify portfolio with alternative investment opportunities. Also offers collective and crowdfunding platform for investors.
- Dec 2017Grant (prize money)$30K
#12
Seed · Mexico City, Mexico City · founded 2013$20.2Kraised▾
The company provides an online piggy bank that allows users to connect a card and choose a goal to start saving It either automatically saves the change from users' sendings or can be manually sent without costs or hidden fees.
- 2016Grant (prize money)—
- Sep 2014Seed$20.2K
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 Mexico
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 23 Mexico-affiliated papers.
- Northeastern University4
- Universidad del Noreste3
- Tecnológico de Monterrey3
- Universidad de León2
- Instituto Tecnologico de Veracruz2
- Financial services4
- Payment3
- Key (lock)3
- Financial system2
- Financial inclusion2
- Financial services2
- General partnership1
- Financial transaction1
- Data breach1
- Financial sector1
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.