Best Investment Tech Companies in Mountain View, United States
The 31 best Investment Tech companies in Mountain View, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Addepar.
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 Mountain View
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Addepar 🦄 Wealth management solutions for advisors 78Funding top 18%News top 22%Moat top 25%Growth top 28% All 12 signals ▾Fundingtop 18% Newstop 22% Moattop 25% Growthtop 28% Markettop 29% Producttop 29% Talenttop 34% Partnerstop 38% Innovationtop 41% Patentstop 45% Globaltop 50% Techbottom 45% Funding: Raised $529M across 7 rounds · 7 rounds over 15 yrs (0.5/yr) News: 16 BI events in 12 mo (of 54 tracked, 8 types) · +33% YoY rank vs industry peers · Fliar Intelligence Index 78/100 | $529M | 18 mo ago | Series G | 560 | 2009 | Joe Lonsdale Founder and Chairman | 49 patents Dynamic UI for complex financial data tables and reporting in investment management | — |
| 2 | RealtyShares Crowdfunding for Real Estate | $94M | 109 mo ago | Acquired | 16 | 2013 | — | — | — |
| 3 | Arta Finance Online platform for financial strategies for public and private market investments 76Tech top 15%Talent top 23%Innovation top 25%Funding top 30% All 12 signals ▾Techtop 15% Talenttop 23% Innovationtop 25% Fundingtop 30% Moattop 31% Producttop 41% AItop 45% Markettop 49% Growthbottom 47% Globalbottom 43% Newsbottom 23% Customersbottom 21% Tech: 56 technologies across 7/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Talent: 5 named leaders on record · 5 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 76/100 | $90M | 26 mo ago | Series A | 93 | 2021 | Edward Chiang Co-Founder | — | — |
| 4 | Mint Provider of online personal finance management tools | $78M | 158 mo ago | Acquired | 40 | 2006 | — | 35 patents Advanced diffusion MRI tractography and AI-driven brain imaging analysis tools | — |
| 5 | Horizon Blockchain-enabled developing solutions for NFT-based games 67Moat top 21%Patents top 29%Innovation top 34%Funding top 35% All 7 signals ▾Moattop 21% Patentstop 29% Innovationtop 34% Fundingtop 35% Markettop 44% Talentbottom 45% Globalbottom 38% Moat: Editorial + unicorn rating 8/10 · IP moat: 44 patents Patents: 44 patents matched (strict assignee match) · Lead CPC: G01N1/405 (+2 more areas) rank vs industry peers · Fliar Intelligence Index 67/100 | $53M | 49 mo ago | Series A | 137 | 2015 | Michael Glukhovsky Founder | 44 patents Privacy-preserving hash cracking algorithms and automotive load‑support/engine component technologies | — |
| 6 | Pulley Cap table management solutions for businesses | $50M | 52 mo ago | Series B | 32 | 2019 | Yin Wu Founder | 4 patents Condition monitoring and fault detection for rotating pulley/mechanical systems | — |
| 7 | Samaya AI Developer of AI agents for financial workflows and investment insights 40Funding top 21%Growth top 35%Moat top 42%Tech top 44% All 7 signals ▾Fundingtop 21% Growthtop 35% Moattop 42% Techtop 44% Talentbottom 49% Globalbottom 37% Marketbottom 21% Funding: Raised $43.5M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 40/100 | $44M | 9 mo ago | Series B | 2 | 2022 | Maithra Raghu Co-Founder & CEO | — | — |
| 8 | Zanbato Provides alternative trading systems for fund managers | $38M | 69 mo ago | Series C | 39 | 2010 | Joe Lonsdale Co-Founder | 8 patents Electronic trading platform for firm order execution and management | — |
| 9 | Upland Virtual property game built on the EOS blockchain 64Growth top 25%Tech top 27%News top 28%Funding top 33% All 9 signals ▾Growthtop 25% Techtop 27% Newstop 28% Fundingtop 33% Customerstop 45% Producttop 50% Talentbottom 49% Marketbottom 47% Globalbottom 39% Growth: Fresh capital in last 24 mo Tech: 48 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 64/100 | $27M | 27 mo ago | Series A | 28 | 2018 | Mani Honigstein Founder | — | — |
| 10 | Coresky Online community-based NFT marketplace 35Market top 48%Talent bottom 49%Tech bottom 47%Funding bottom 43% All 5 signals ▾Markettop 48% Talentbottom 49% Techbottom 47% Fundingbottom 43% Globalbottom 36% Market: Top-100,000 web property Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 35/100 | $6M | 19 mo ago | Series A | — | 2022 | Steven Wong Co-Founder | — | — |
| 11 | TradeVibes Database of Private companies | $900K | 223 mo ago | Acquired | — | 2007 | Peter Chun Co-Founder | — | — |
| 12 | Inri Financial services and investment opportunities for global individuals | $500K | 40 mo ago | Seed | 3 | 2023 | Dinesh Reddy Co-Founder | — | — |
| 13 | Glassjar Group payments enabler | $320K | 142 mo ago | Deadpooled | — | 2013 | Matthew Galloway Co-Founder & CTO | — | — |
| 14 | Buxfer Personal finance management platform for individuals | $125K | 232 mo ago | Seed | 1 | 2007 | Shashank Pandit Founder | — | — |
Top 12 Investment Tech companies in Mountain View
#1
Addepar 🦄Series G · Mountain View, California · founded 2009 · 560 employees$529.1Mraised▾
Addepar is a wealth management solution for investment advisors. It offers solutions for data aggregation, analytics, and portfolio reporting for investment advisors. The product caters to family offices, RIAs, foundation and endowments, global advisories, banks, financial services firms, and wirehouses.
- May 2025Series G$230M
- May 2022Series F—
- Jun 2021Series F$166.3M
- Nov 2020Series E$117M
#2
Series B · Mountain View, California · founded 2022 · 2 employees$43.5Mraised▾
Developer of AI agents for financial workflows and investment insights. The agents provide capabilities such as answering questions, delivering insights, and automating workflows. The AI agents continually monitor markets and generate financial models, reports, and presentations. The system unifies quantitative and qualitative data from market insights to broker research, integrating with internal notes. It offers tools for real-time monitoring and alerts.
- Feb 2026Series B—
- May 2025Series B$43.5M
#3
Series A · Mountain View, California · founded 2022$6Mraised▾
Online community-based NFT marketplace. It will synergize the interests of NFT traders and token holders to build a new kind of NFT marketplace and a launchpad community through interaction with NFT holders.
- Mar 2025Series A$15M
- Mar 2023Seed$6M
#4
Series A · Mountain View, California · founded 2021 · 93 employees$90Mraised▾
Online platform for financial strategies for public and private market investments. It provides solutions to assist users with financial long-term planning. Its features include a strategy for users' preferences, life situations, goals, and risk appetite. It also offers AI-based portfolio management, liquidity management, and more.
- Sep 2024Series A—
- Nov 2022Series A$90M
- Nov 2021Seed—
#5
Series A · Mountain View, California · founded 2018 · 28 employees$27Mraised▾
Virtual property game built on the EOS blockchain
- Jul 2024ICO$60K
- Oct 2023Series A$7M
- Nov 2021Series A$18M
- Jun 2019Seed$2M
#6
Series B · Mountain View, California · founded 2019 · 32 employees$50.1Mraised▾
Cap table management solutions for businesses. It features solutions for cap table creation, investor and employee shareholding, exit modeling, equity management, ownership record management, fund transactions, and more. Its pricing depends upon the company's stage and growth.
- Jul 2022Series B$40M
- Oct 2020Series A$10M
- Mar 2020Seed$125K
#7
Series A · Mountain View, California · founded 2015 · 137 employees$53.2Mraised▾
Developer of a smart wallet and builder platform designed to make building web3 games and applications easy. The company's platform offers a community-driven eco-system for decentralized games that are free-to-play where players can win, own, trade, and sell their NFT cards, enabling players to enjoy the freedom of true digital ownership, open economies, provable fairness, privacy, and the ability to earn real-world value through play.
#8
Acquired · Mountain View, California · founded 2013 · 16 employees$94.3Mraised▾
RealtyShares.com is an equity as well as debt-based crowdfunding platform for real estate investments. They offer different types of real estate investments to choose from- some of which are intended to be long-term holds and others intended as short-term flips. It uses all-or-nothing funding. One must be an accredited investor in order to use the platform. The minimum investment amount is $5000, but may change depending on the specific investment being offered.
- Sep 2017Series C$28M
- Aug 2017Conventional Debt$8.7M
- Apr 2017Series B$3M
- Mar 2017Conventional Debt—
#9
Series C · Mountain View, California · founded 2010 · 39 employees$37.6Mraised▾
Provides alternative trading systems for fund managers. It offers a platform that facilitates private placement workflows and connectivity in private securities markets. The company's private-label platforms are used by Broker-Dealers, Fund Managers, Private Wealth Managers, and Co-Investment Networks to manage the distribution and placement of private offerings to their clients, who include large institutional allocators such as Sovereign Wealth Funds, Foundation/Endowments, and Pensions, as well as Family Offices and High Net Worth Individuals.
- Feb 2021Series C$20.5M
- May 2015Series B$15.1M
- Apr 2012Seed$200K
- Jan 2011Seed$1.6M
#10
Acquired · Mountain View, California · founded 2006 · 40 employees$78.5Mraised▾
Provider of online personal finance management tools. These tools allow users to track spending, monitor net worth, and manage various financial accounts in one place. The platform facilitates the linking of accounts from numerous financial institutions, providing a consolidated view of financial transactions. Users can analyze spending patterns by category and receive insights to improve their financial habits. The service offers features for tracking monthly spending and managing personal finances effectively.
- Sep 2013Series C$24M
- May 2011Series C$15M
- Dec 2009Series C$6.5M
- Apr 2009Series C$14M
#11
Seed · Mountain View, California · founded 2023 · 3 employees$500Kraised▾
Financial services and investment opportunities for global individuals. It offers tools for managing taxes, documentation, and investments. Its services include tax filing assistance, document procurement, and investment options. It facilitates connections with experts for financial planning and advice. It manage users end-end finances with our AI powered tools to help you make better financial decisions. It offers regular mutual funds to provide you with expert guidance and personalized investment recommendations. Unlike direct funds, where you manage everything independently, investing through iNRI includes ongoing portfolio reviews and professional support to ensure your investments align with your financial goals.
- 2023Seed$500K
#12
Acquired · Mountain View, California · founded 2007$900Kraised▾
TradeVibes is an online database of private companies. Offres features such as sharing data, discussion, and evaluation of company information. Part of Mill River Labs. Mill River Labs is a company founded by four former PayPal employees. Their first product, TradeVibes, was purchased in September 2009 by VentureBeat.
- Mar 2008Angel$900K
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.