Best Investment Tech Companies in New Jersey, United States
The 134 best Investment Tech companies in New Jersey, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: DriveWealth.
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 New Jersey
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | DriveWealth 🦄 Online platform offering cloud-based API embedded investing solutions | $542M | 58 mo ago | 28 | 2012 | Naureen Hassan Chief Executive Officer | — | 1 partnership · 1 award |
| 2 | Burgiss Integrated intelligence for private markets, driving informed investment decisions | $190M | 76 mo ago | 99 | 1987 | — | — | — |
| 3 | GAIN Capital White-label front-end trading solutions for capital markets | $176M | 106 mo ago | 252 | 1999 | Philip Smith CEO | — | — |
| 4 | Quadriserv Financial services provider and electronic trading platform | $64M | 157 mo ago | 15 | 2001 | — | — | — |
| 5 | Scivantage Provider of software for online brokerage, tax and portfolio reporting and wealth management applications. | $35M | 143 mo ago | 167 | 2000 | — | — | — |
| 6 | OpenDoor Trading Bond trading platform | $32M | 100 mo ago | 10 | 2015 | — | — | — |
| 7 | CircleBlack Wealth management software empowering RIAs with holistic, client-focused solutions | $21M | 36 mo ago | 47 | 2013 | John Michel Founder & Co-CEO | — | — |
| 8 | Saphyre Pre-trade and post-trade analytics and onboarding solutions | $19M | 10 mo ago | 57 | 2017 | Stephen Roche President & Co-Founder | 32 patents Network file sharing protocols and distributed data transfer mechanisms | 1 job opening · 1 launch |
| 9 | Sweet Social analytics and loyalty API provider | $15M | 55 mo ago | 181 | 2012 | Nathan Elliott Co-Founder/EVP of Engineering | — | — |
| 10 | Interactive Advisory Software Wealth management software | $14M | 191 mo ago | 44 | 2001 | David Grace Ex-Founder and Managing Director | — | — |
| 11 | Markerr SaaS-driven research management solutions for real estate data | $12M | 38 mo ago | 22 | 2010 | Brian Lichtenberger Founder & CEO | — | — |
| 12 | Lightspeed Stocks & options trading platform | $12M | 164 mo ago | 65 | 2006 | Farid Naib CEO | 36 patents Network proxy infrastructure and web filtering technologies for enterprise and data collection | 2 job openings · 1 launch |
| 13 | Transcend Provider of inventory management, risk, regulatory support and liquidity analytics services | $10M | 31 mo ago | 73 73 → 159 (+118%) | 2013 | Manish Sharma Co-Founder | 2 patents Policy-layer enforcement for neural network training and deployment | 1 launch · 1 award |
| 14 | DataroomHQ AI-based platform for operational metrics and a new standard for analyzing companies | $7M | 28 mo ago | 8 | 2021 | Jeff Schwartz Founder and CEO | — | — |
| 15 | Income Discovery Retirement income planning software for financial advisors | $4M | 44 mo ago | 29 | 2010 | Manish Malhotra Founder & CEO | — | — |
| 16 | SlyceData Online investment research platform for investment management companies | $2M | 55 mo ago | 19 | 2021 | Bill Budinger Co-Founder | — | — |
| 17 | AdvisorCheck Online financial database platform providing information about financial advisors | $2M | 35 mo ago | 14 | 2020 | Lawrence Bates Co-Founder | — | — |
| 18 | SoundMint NFT-based trading platform for music | $2M | 50 mo ago | 10 | 2022 | Paris Blohm Co-Founder | — | — |
| 19 | Investview Online financial management training platform | $2M | 73 mo ago | 33 | 2005 | — | — | — |
| 20 | NettyWorth Platform to research, manage and borrow digital assets | $1M | 29 mo ago | 9 | 2021 | — | — | — |
| 21 | Healthcare Shares Crowdfunding platform for healthcare sectors | $798K | 42 mo ago | 5 | 2020 | Laurence Girard Founder | — | — |
| 22 | EventVestor Event-driven quantified data platform for researchers, traders, and investors | $753K | 41 mo ago | 2 | 2007 | Anjaneyulu (Anju) Marempudi Founder & CEO | — | — |
| 23 | Fi-Tek Fintech solutions provider for wealth management and alternative investments | $588K | 76 mo ago | 152 152 → 248 (+63%) | 1998 | — | 60 patents Hydraulic actuators with integrated torque-turn monitoring for drilling and tubular handling | 1 partnership |
| 24 | IRIS Financial Services Online platform for wealth management solutions | $400K | 25 mo ago | — | 2011 | Thomas Foy Founder | — | — |
| 25 | Vichara Portfolio management platform | $377K | 74 mo ago | 10 | 2001 | Atul Jain Founder & CEO | — | — |
| 26 | Access Wealth Wealth management firm offering customized financial and investment plans | $244K | 73 mo ago | 13 13 → 16 (+23%) | 1987 | — | — | — |
| 27 | Verinvest Platform offering solutions to manage credentials for investing | $220K | 145 mo ago | — | 2013 | David Benway Founder & CEO | — | — |
| 28 | Community Informatics Big data (government) & software | $125K | 158 mo ago | — | 2012 | Mark Magyar Co-Founder | — | — |
Top 12 Investment Tech companies in New Jersey
#1
Series B · Hoboken, New Jersey · founded 2017 · 57 employees$18.7Mraised▾
Pre-trade and post-trade analytics and onboarding solutions. It is a blockchain-based pre-trade onboarding platform for the exchange of data between asset managers, brokers, custodians, third-party administrators, and clients. Features include corporate onboarding, fund onboarding, reporting, client confirmation, custody workflow management, credit risk workflow management, and document management. Utilizes AI to track legal entities, funds, products & investors associated with documents.
- Jul 2025Series B$70M
- Mar 2022Series A$18.7M
#2
Series D · Chatham, New Jersey · founded 2012 · 28 employees$541.7Mraised▾
Online platform offering cloud-based API-embedded investing solutions. It offers solutions for fractional equities trading, autopilot portfolio management tool, robo-advisory managed with AI, HSA, spare change products, and alternative investment products. It enables wealth managers to offer a suite of digital investment services. It also offers educational content for investors to understand finance and investing basics and client onboarding solution for brokers.
- Aug 2021Series D$450M
- Oct 2020Series C$56.7M
- Nov 2017Series B$21.1M
- May 2015Series A$5.6M
#3
Seed · New Jersey · founded 2021 · 8 employees$7.5Mraised▾
AI-based platform for operational metrics and a new standard for analyzing companies. The company offers automated reports, risk scores, board and fundraising decks, real-time board metrics tracking, and more.
- Feb 2024Seed$3.5M
- Apr 2023Seed$4M
#4
Series B · Jersey City, New Jersey · founded 2013 · 47 employees$20.8Mraised▾
Wealth management software empowering RIAs with holistic, client-focused solutions. This all-in-one cloud-based platform aggregates data and centralizes workflows, providing advisors with a comprehensive view of their business. The platform offers an advisor dashboard with an intuitive user interface, a client portal and mobile app for an enhanced client experience, and core capabilities including performance reporting, trading and rebalancing, billing, and document vault. It integrates with wealth-tech vendors in CRM, planning, and risk, and offers direct data connections to custodians and financial institutions. The software caters to established RIAs, breakaway RIAs, and enterprises, offering custom solutions and white-glove support. Prospects can easily connect accounts through a branded firm app. The platform simplifies daily tasks and client interactions by providing a central hub for advisors and clients to access systems, accounts, and files. Features include streamlined reporting and simplified billing capabilities. Book a demo today to experience the platform.
- Jun 2023Series B$8.2M
- Jul 2020Series B$12.5M
#5
Series A · Piscataway, New Jersey · founded 2013 · 73 employees$10Mraised▾
Offers innovative collateral management solutions for financial markets. It helps financial institutions optimize collateral allocation, improve liquidity, and enhance funding decisions. The company provides a comprehensive platform integrating various data sources to offer real-time insights into collateral inventory, cash, and counterparty information. This enables smarter decision-making and increased operational efficiency. Its solutions automate complex collateral movements and trades, streamlining processes and reducing risk. The platform connects with CCPs, tri-party agents, and other industry utilities, ensuring seamless integration with existing infrastructure. The offered analytics illuminate inefficiencies and opportunities for optimization across multiple dimensions, including liquidity and financing.
- Nov 2023Series A—
- Oct 2020Series A$10M
#6
Acquired · Bedminster, New Jersey · founded 1999 · 252 employees$175.5Mraised▾
Gain capital provides white-label front-end trading solutions for capital markets. It features tools for trading in forex and CFDs market. It offers partnership programs for introducing brokers and affiliates.
- Aug 2017Post IPO$92M
- Nov 2013Post IPO$70M
- Apr 2013Post IPO$210M
- Jan 2008Series D$117M
#7
Acquired · Hoboken, New Jersey · founded 1987 · 99 employees$190Mraised▾
Integrated intelligence for private markets, driving informed investment decisions. The company redefines possibilities with research-quality data, industry-leading analytics, and purpose-built infrastructure. It empowers users to measure, manage, and invest confidently in private markets. The firm offers solutions for asset allocation, manager monitoring, benchmarking, climate assessment, AI-powered due diligence, and total portfolio integration. It provides objective insights as an independent partner, serving stakeholders across the private market ecosystem. The company leverages cross-validated data, AI-powered analytics, and domain expertise to drive transparency, comparability, and actionable insights. It connects public and private market data and analytics to enable holistic benchmarking, risk assessment, and portfolio construction. The firm offers data, indexes, and specialist solutions designed to support unique portfolio needs. It provides platforms, indexes, and solutions for private assets, private credit, portfolio management, private capital transparency, GP solutions, and real estate solutions. The company delivers up-to-date insights into private assets performance
- Jan 2020Series D$190M
#8
Series B · Hoboken, New Jersey · founded 2010 · 22 employees$11.6Mraised▾
SaaS-driven research management solutions for real estate data. Provides real-time data regarding measures of demand and supply. Users can view dashboards, data feeds, and reports to get insights into various demographics and housing sectors. The platform offers insights around demand drivers, identifies submarkets, and streamlines the deal evaluation process with granular insights.
- Mar 2023Series B$6.6M
- Nov 2021Series A—
- Jun 2021Series A$5M
#9
Series B · Morristown, New Jersey · founded 2012 · 181 employees$15.1Mraised▾
Sweet.io provides businesses with a platform to track customer engagement through social media. Customers can be ranked based on customized parameters that the business defines. This could include actions like tweeting about the brand, referring friends, checking in at stores, etc. Businesses have the option of communicating with top-ranked customers through rewards and customized promotional campaigns. Pricing is subscription-based starting from $299/month for small brands and varying with the number of customers or fans the business has.
- Nov 2021Series B$6.8M
- Aug 2021Series A—
- Jan 2021Series A$1.2M
- Dec 2019Series A$6.6M
#10
Funding Raised · Rutherford, New Jersey · founded 2021 · 9 employees$1.3Mraised▾
Platform to research, manage and borrow digital assets
- Jan 2024ICO$1.3M
#11
Series B · Jersey City, New Jersey · founded 2001 · 15 employees$64.4Mraised▾
Financial services provider and electronic trading platform
- Apr 2013Series B$3.4M
- Mar 2009Series B$34M
- Sep 2005Series A$10M
- 2004Series A$17M
#12
Series A · Basking Ridge, New Jersey · founded 2010 · 29 employees$3.8Mraised▾
Income Discovery is an online investment advice software offered by Fiducioso Advisors, a SEC Registered Investment Advisor. The software is offered to Financial Advisors to enable them to build retirement income plans for their clients. It claims key capabilities of Income Discovery, such as optimization and constant cash flow bond ladder construction.
- Sep 2022Series A$1.2M
- Jan 2021Angel—
- Nov 2020Seed$1.3M
- Aug 2020Seed$550K
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
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.