Radar · Investment Tech in New York City
Best Investment Tech Companies in New York City, United States
The 1043 best Investment Tech companies in New York City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Trumid.
By Rohit KhannaTrends & Stories
1043companies tracked
$15.6Bdisclosed funding
17unicorns
465have raised
FLIAR INTELLIGENCE · INVESTMENT TECH × NEW YORK CITY
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.
122companies analysed
93%cloud-native stacks
2025funding peak (by rounds)
18unicorns
2019median founding year
771kcombined LinkedIn audience
35%of audience held by top 3
5companies hiring publicly (12 mo)
Ranked: Best Investment Tech companies in New York City
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Clean Capital Online platform for funding solar projects 60Funding top 18%Talent top 28%Growth top 29%Moat top 31% All 10 signals ▾Fundingtop 18% Talenttop 28% Growthtop 29% Moattop 31% Producttop 40% Innovationtop 43% Techtop 44% Newstop 46% Globalbottom 39% Marketbottom 30% Funding: Raised $504M across 5 rounds · 5 rounds over 11 yrs (0.5/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 60/100 | $504M | 5 mo ago | Series B | 30 | Jon Powers Co Founder | — | — |
| 2 | YipitData 🦄 Provider of data and analysis on company performance and consumer behavior 62Funding top 23%Moat top 26%Tech top 34%Market top 40% All 8 signals ▾Fundingtop 23% Moattop 26% Techtop 34% Markettop 40% Growthtop 45% Talentbottom 48% Newsbottom 42% Globalbottom 37% Funding: Raised $491M across 5 rounds · 5 rounds over 16 yrs (0.3/yr) Moat: Editorial + unicorn rating 9/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 62/100 | $491M | 24 mo ago | Series E | 161 | Jim Moran Co-Founder | — | — |
| 3 | Stash 🦄 Automated investment and robo-advisory platform 83News top 14%Funding top 17%Tech top 18%Moat top 26% All 10 signals ▾Newstop 14% Fundingtop 17% Techtop 18% Moattop 26% Markettop 27% Talenttop 27% Customerstop 33% Growthtop 45% Producttop 47% Globalbottom 48% News: 10 BI events in 12 mo (of 39 tracked, 6 types) · +150% YoY Funding: Raised $448M across 14 rounds · 14 rounds over 11 yrs (1.3/yr) rank vs industry peers · Fliar Intelligence Index 83/100 | $448M | 13 mo ago | Acquired | 457 | Ed Robinson Co-Founder & Co-CEO | — | — |
| 4 | Public 🦄 Multi-asset investment platform for individuals 76Funding top 17%Moat top 26%Customers top 27%Talent top 28% All 9 signals ▾Fundingtop 17% Moattop 26% Customerstop 27% Talenttop 28% Markettop 30% Producttop 30% Techtop 41% Globaltop 48% Growthtop 49% Funding: Raised $300M across 7 rounds · 7 rounds over 7 yrs (1.0/yr) Moat: Editorial + unicorn rating 9/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 76/100 | $300M | 18 mo ago | Series D | 197 | Matt Kennedy Co-Founder & Brokerage at Public | — | 1 launch |
| 5 | Vestwell 🦄 Provider of digital workplace savings and retirement plan administration solutions 72Funding top 17%News top 18%Moat top 26%Growth top 29% All 12 signals ▾Fundingtop 17% Newstop 18% Moattop 26% Growthtop 29% Techtop 29% Talenttop 38% Innovationtop 41% Partnerstop 41% Producttop 43% Markettop 46% Globalbottom 39% Customersbottom 31% Funding: Raised $289M across 7 rounds · 7 rounds over 10 yrs (0.7/yr) News: 7 BI events in 12 mo (of 41 tracked, 6 types) · +133% YoY rank vs industry peers · Fliar Intelligence Index 72/100 | $289M | 3 mo ago | Series E | 72 | Aaron Schumm Founder | — | — |
| 6 | Capitolis 🦄 Offers trade management solutions for investors 76Funding top 14%News top 24%Talent top 24%Growth top 25% All 11 signals ▾Fundingtop 14% Newstop 24% Talenttop 24% Growthtop 25% Moattop 26% Markettop 40% Producttop 41% Innovationtop 44% Partnerstop 45% Globaltop 48% Techtop 50% Funding: Raised $282M across 10 rounds · 10 rounds over 10 yrs (1.0/yr) News: 18 BI events in 12 mo (of 101 tracked, 7 types) · +125% YoY rank vs industry peers · Fliar Intelligence Index 76/100 | $282M | 10 mo ago | Series D | 62 | Igor Teleshevsky Co Founder and VP R&D | — | 1 award |
| 7 | Republic Online alternative fundraising platform to invest in startups, real estate, crypto, and video games 62Tech top 12%Funding top 18%Patents top 25%Innovation top 28% All 12 signals ▾Techtop 12% Fundingtop 18% Patentstop 25% Innovationtop 28% Producttop 39% Growthtop 45% Moattop 46% Talentbottom 49% Marketbottom 44% Newsbottom 44% Globalbottom 42% Fin. healthbottom 30% Tech: 59 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services Funding: Raised $214M across 8 rounds · 8 rounds over 6 yrs (1.3/yr) rank vs industry peers · Fliar Intelligence Index 62/100 | $214M | 6 mo ago | Public | 100 | Peter Green Co-Founder | 33 patents Advanced sorting and recycling of mixed plastics, including polyolefin/polyester streams and PFAS removal | — |
| 8 | Earned Wealth Financial advisory and wealth management solution for healthcare professionals 42Funding top 23%Partners top 45%Growth bottom 48%Talent bottom 45% All 7 signals ▾Fundingtop 23% Partnerstop 45% Growthbottom 48% Talentbottom 45% Marketbottom 36% Globalbottom 36% Newsbottom 21% Funding: Raised $212M · 2 rounds over 3 yrs (0.7/yr) Partners: 0 partnership announcements in 12 mo (1 in 24 mo) rank vs industry peers · Fliar Intelligence Index 42/100 | $212M | 23 mo ago | Series B | 22 | John Clendening Founder & CEO | — | — |
| 9 | YieldStreet Online investment platform for asset-backed loans and private equity fund focused on art and multiple sectors 64Funding top 20%Tech top 29%Moat top 31%Market top 40% All 9 signals ▾Fundingtop 20% Techtop 29% Moattop 31% Markettop 40% Producttop 43% Customersbottom 49% Talentbottom 49% Globalbottom 39% Newsbottom 35% Funding: Raised $163M across 5 rounds · 5 rounds over 8 yrs (0.6/yr) Tech: 36 technologies across 6/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 64/100 | $163M | 12 mo ago | Series D | 246 | Milind Mehere Founder & CEO | — | — |
| 10 | Farther App-based financial planning and management platform for individuals 60Funding top 18%Tech top 31%Talent top 34%Product top 36% All 11 signals ▾Fundingtop 18% Techtop 31% Talenttop 34% Producttop 36% Moattop 39% Growthtop 42% Newstop 44% Partnerstop 45% Marketbottom 46% Globalbottom 36% Customersbottom 30% Funding: Raised $118M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) Tech: 45 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 60/100 | $118M | 0 mo ago | Series D | 133 | Taylor Matthews Co-Founder & CEO | — | — |
| 11 | Masterworks 🦄 Online platform for investment in the artwork 82Growth top 26%Moat top 26%Talent top 28%Funding top 30% All 8 signals ▾Growthtop 26% Moattop 26% Talenttop 28% Fundingtop 30% Techtop 31% Markettop 35% Newsbottom 45% Globalbottom 44% Growth: Headcount 107 → 200 (+87%) across vintages · Fresh capital in last 24 mo Moat: Editorial + unicorn rating 9/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 82/100 | $111M | 22 mo ago | Series A | 200 200 → 215 (+8%) | Josh Goldstein Co-Founder | — | — |
| 12 | Cherre Provider of a platform for real estate data management and insights 74AI top 15%Funding top 23%Moat top 26%Innovation top 35% All 11 signals ▾AItop 15% Fundingtop 23% Moattop 26% Innovationtop 35% Talenttop 35% Patentstop 36% Producttop 36% Techtop 48% Markettop 50% Globalbottom 39% Newsbottom 21% AI: Holds AI/ML patents (G06N-family CPC) Funding: Raised $105M across 4 rounds · 4 rounds over 8 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 74/100 | $105M | 20 mo ago | Series C | 120 | L Salmanson Co-Founder & CEO | 17 patents Entity resolution and knowledge‑graph data cleaning for financial/real‑estate databases | — |
| 13 | Clarity AI Provider of AI-powered sustainability data and solutions 74Funding top 19%AI top 24%Moat top 26%Tech top 28% All 12 signals ▾Fundingtop 19% AItop 24% Moattop 26% Techtop 28% Patentstop 33% Growthtop 37% Markettop 42% Producttop 49% Talentbottom 49% Innovationbottom 47% Globalbottom 44% Newsbottom 38% Funding: Raised $105M across 7 rounds · 7 rounds over 9 yrs (0.8/yr) AI: Holds AI/ML patents (G06N-family CPC) · Product described with: ai-powered, machine learning rank vs industry peers · Fliar Intelligence Index 74/100 | $105M | 9 mo ago | Series B | 319 | Rebeca Minguela Founder & CEO | 104 patents Disposable beverage containers with integrated lids, living hinges, and thermal insulation features. | 1 award |
| 14 | Nasdaq Private Market White-labelled private market investment software for organizations 60Funding top 15%Product top 28%Moat top 32%Innovation top 39% All 11 signals ▾Fundingtop 15% Producttop 28% Moattop 32% Innovationtop 39% Talenttop 42% Techtop 45% Markettop 47% Patentsbottom 49% Growthbottom 47% Newsbottom 45% Globalbottom 42% Funding: Raised $83.8M across 4 rounds · 4 rounds over 3 yrs (1.3/yr) Product: 1 product launch event in 12 mo, 2 the year before · Company stage: Series C rank vs industry peers · Fliar Intelligence Index 60/100 | $84M | 5 mo ago | Series C | 78 | Barry Silbert Co-Founder | 29 patents Electronic trading systems for derivative securitization and auction-based security valuation. | 1 internship · 2 partnerships |
| 15 | PrivCo Private Company Financial Intelligence 45Funding top 26%Growth top 35%Tech top 38%Talent top 38% All 8 signals ▾Fundingtop 26% Growthtop 35% Techtop 38% Talenttop 38% Moattop 48% Newsbottom 44% Globalbottom 32% Marketbottom 22% Funding: Raised $83.5M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 45/100 | $83M | 13 mo ago | Funding Raised | 1 | Sam Hamadeh Co-Founder & Co-CEO | — | — |
| 16 | Maybern Portfolio management solution for private funds 40Funding top 22%News top 37%Talent top 38%Market bottom 38% All 6 signals ▾Fundingtop 22% Newstop 37% Talenttop 38% Marketbottom 38% Moatbottom 38% Globalbottom 29% Funding: Raised $75.9M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) News: 3 BI events in 12 mo (of 3 tracked, 1 types) · Top themes: Funding rank vs industry peers · Fliar Intelligence Index 40/100 | $76M | 7 mo ago | Series B | 19 | Ross Mechanic Co-Founder & CEO | — | 2 job openings |
| 17 | ARQ Provider of digital accounts, currency conversion, payments, and investment services 89Growth top 14%Customers top 19%Funding top 21%Tech top 34% All 8 signals ▾Growthtop 14% Customerstop 19% Fundingtop 21% Techtop 34% Talenttop 35% Globaltop 45% Producttop 46% Markettop 47% Growth: App-install growth +153% YoY · Fresh capital in last 24 mo Customers: Play-Store rating 4.58★ across 23,113 ratings (1 apps) rank vs industry peers · Fliar Intelligence Index 89/100 | $75M | 3 mo ago | Series B | — | Zach Garman Co-Founder & CPO | — | — |
| 18 | Stavtar Solutions Provider of software automating business spend and expense allocation for firms 50Funding top 25%Tech top 40%News top 44%Growth top 45% All 9 signals ▾Fundingtop 25% Techtop 40% Newstop 44% Growthtop 45% Moattop 48% Talentbottom 49% Productbottom 48% Marketbottom 43% Globalbottom 36% Funding: Raised $60.3M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Tech: 39 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 50/100 | $60M | 10 mo ago | Series A | 72 | Steven Petersen Co-Founder | — | — |
| 19 | OneChronos Smart market ATS using AI for institutional trading optimization 37Funding top 27%Moat top 39%AI top 45%Talent bottom 48% All 8 signals ▾Fundingtop 27% Moattop 39% AItop 45% Talentbottom 48% Techbottom 46% Marketbottom 32% Globalbottom 29% Newsbottom 17% Funding: Raised $49.4M across 4 rounds · 4 rounds over 10 yrs (0.4/yr) Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 37/100 | $49M | 18 mo ago | Series B | 17 | Kelly Littlepage Co-Founder & Co-CEO | — | 1 expansion |
| 20 | Daloopa Technologies Provider of AI-driven fundamental data and financial modeling Excel integration 78Funding top 25%Talent top 28%Growth top 32%Moat top 36% All 9 signals ▾Fundingtop 25% Talenttop 28% Growthtop 32% Moattop 36% Markettop 43% Techtop 45% AItop 45% Globalbottom 43% Newsbottom 22% Funding: Raised $41.4M across 4 rounds · 4 rounds over 6 yrs (0.7/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 78/100 | $41M | 11 mo ago | Series B | 275 275 → 521 (+89%) | Jie Huang Co-Founder | — | 5 partnerships |
| 21 | Kalshi 🦄 Online platform offering event outcome-based betting services 69Funding top 21%Tech top 21%News top 24%Growth top 25% All 11 signals ▾Fundingtop 21% Techtop 21% Newstop 24% Growthtop 25% Talenttop 28% Moattop 29% Producttop 30% Innovationbottom 46% Marketbottom 45% Globalbottom 39% Partnersbottom 35% Funding: Raised $36.1M across 9 rounds · 9 rounds over 6 yrs (1.5/yr) Tech: 71 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 69/100 | $36M | 0 mo ago | Series F | 14 | Tarek Mansour Co-Founder & CEO | — | 1 launch |
| 22 | Diamond Standard Alternative investment platform focused on diamond commodity 57Funding top 32%Innovation top 35%Growth top 35%Tech top 37% All 9 signals ▾Fundingtop 32% Innovationtop 35% Growthtop 35% Techtop 37% Moattop 37% Patentstop 40% Talentbottom 49% Marketbottom 38% Globalbottom 31% Funding: Raised $30.0M across 2 rounds · 2 rounds over 6 yrs (0.3/yr) Innovation: 19 patents (top 52% of patent-holders) · 12 filings since 2022 vs 7 in 2017-21 rank vs industry peers · Fliar Intelligence Index 57/100 | $30M | 13 mo ago | Series A | 39 | Cormac Kinney CEO | 19 patents Blockchain tokenization and secure tracking of physical diamonds for provenance and trading. | — |
| 23 | Templum Blockchain-based platform for tokenized asset offerings and secondary trading 50Funding top 26%Growth top 28%Product top 36%Moat top 37% All 11 signals ▾Fundingtop 26% Growthtop 28% Producttop 36% Moattop 37% Techtop 39% Talenttop 41% Newsbottom 45% Innovationbottom 38% Patentsbottom 38% Globalbottom 37% Marketbottom 35% Funding: Raised $28.7M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 50/100 | $29M | 2 mo ago | Series C | 22 22 → 28 (+27%) | Christopher Pallotta Founder & CEO | 13 patents Blockchain token issuance platforms with regulatory compliance, escrow, and timing features | — |
| 24 | Alkymi Developer of enterprise data digitization and analytics solutions 57Talent top 22%News top 28%Product top 30%Funding top 32% All 9 signals ▾Talenttop 22% Newstop 28% Producttop 30% Fundingtop 32% Innovationtop 34% Moattop 39% Marketbottom 44% Techbottom 44% Globalbottom 37% Talent: Analyst team rating 5/5 · 3 named leaders on record News: 4 BI events in 12 mo (of 11 tracked, 3 types) · Top themes: Funding rank vs industry peers · Fliar Intelligence Index 57/100 | $26M | 10 mo ago | Series B | 50 | Adam Kleczewski Co-Founder | — | 4 awards |
| 25 | Valstro Provider of fintech platform focused on outfitting trading firms 10Funding top 31%Talent bottom 49%Tech bottom 31%Global bottom 29% All 5 signals ▾Fundingtop 31% Talentbottom 49% Techbottom 31% Globalbottom 29% Marketbottom 16% Funding: Raised $23.5M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 10/100 | $24M | 1 mo ago | Series B | — | Mark Ames Chief Executive Officer | — | 1 launch |
| 26 | Finny Platform for financial advisors 32Funding top 26%Tech top 46%Talent bottom 49%Global bottom 33% All 5 signals ▾Fundingtop 26% Techtop 46% Talentbottom 49% Globalbottom 33% Marketbottom 31% Funding: Raised $21.8M across 3 rounds · 3 rounds over 2 yrs (1.5/yr) Tech: 30 technologies across 4/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 32/100 | $22M | 5 mo ago | Series A | — | Finny Mathew Founder & Owner | — | — |
| 27 | Pillar Automated currency, commodity, and freight hedging for SME's 42Talent top 28%Growth top 35%Moat top 38%Funding top 39% All 9 signals ▾Talenttop 28% Growthtop 35% Moattop 38% Fundingtop 39% Patentstop 50% Innovationbottom 47% Techbottom 46% Globalbottom 40% Marketbottom 29% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 42/100 | $20M | 2 mo ago | Seed | — | Chinmay Deshpande Co-Founder | 14 patents Modular wearable hardware with secure, context-aware communication and touch/health interfaces | — |
| 28 | DealMaker Tech facilitating online capital raising and investor management 64Tech top 20%Funding top 34%News top 34%Growth top 35% All 9 signals ▾Techtop 20% Fundingtop 34% Newstop 34% Growthtop 35% Talenttop 38% Moattop 48% Producttop 49% Marketbottom 45% Globalbottom 37% Tech: 58 technologies across 6/8 capability areas · Cloud: Amazon Alb, Amazon S3 Funding: Raised $20.0M across 1 rounds · 1 rounds over 4 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 64/100 | $20M | 7 mo ago | Series B | — | Mat Goldstein Co-Founder | — | — |
| 29 | Arch Digital administration platform for private investments 50Funding top 29%Talent top 45%Growth top 47%Moat top 47% All 8 signals ▾Fundingtop 29% Talenttop 45% Growthtop 47% Moattop 47% Newstop 48% Markettop 49% Techbottom 48% Globalbottom 32% Funding: Raised $20.0M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 50/100 | $20M | 9 mo ago | Series B | 95 | Jason Trigg Co-Founder & Chief Product & Operating Officer | — | — |
| 30 | True Markets Provider of institutional-grade crypto and traditional financial market access 65Funding top 34%Talent top 45%Global bottom 48% All 3 signals ▾Fundingtop 34% Talenttop 45% Globalbottom 48% Funding: Raised $20.0M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Talent: 2 named leaders on record rank vs industry peers · Fliar Intelligence Index 65/100 | $20M | 12 mo ago | Series A | — | Patrick McCreary CTO & Founder | — | 1 launch |
| 31 | Carefull Online platform for expense monitoring platform for individuals 48Tech top 20%Funding top 34%Growth top 35%Moat top 48% All 9 signals ▾Techtop 20% Fundingtop 34% Growthtop 35% Moattop 48% Talentbottom 49% Productbottom 48% Globalbottom 37% Marketbottom 26% Newsbottom 18% Tech: 47 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 Funding: Raised $19.7M across 2 rounds · 2 rounds over 5 yrs (0.4/yr) rank vs industry peers · Fliar Intelligence Index 48/100 | $20M | 12 mo ago | Series A | 9 | Todd Rovak Co-Founder & Co-CEO | — | 1 partnership · 1 award |
| 32 | Mosaic Software solution for private fund professionals 45Patents top 20%Innovation top 29%Moat top 35%Tech top 36% All 8 signals ▾Patentstop 20% Innovationtop 29% Moattop 35% Techtop 36% Fundingtop 42% Talentbottom 49% Globalbottom 43% Marketbottom 25% Patents: 395 patents matched (strict assignee match) · 154 filings since 2022 vs 142 in 2017-21 Innovation: 395 patents (top 6% of patent-holders) · 154 filings since 2022 vs 142 in 2017-21 rank vs industry peers · Fliar Intelligence Index 45/100 | $18M | 6 mo ago | Series A | 6 | Ian Gutwinski Founder & CEO | 395 patents Fertilizer and potash processing technologies, including ammonia synthesis and mining equipment. | 2 launchs |
| 33 | Aboon Provider of retirement plan design, launch, and management for advisors 42Funding top 34%Talent bottom 49%Global bottom 48% All 3 signals ▾Fundingtop 34% Talentbottom 49% Globalbottom 48% Funding: Raised $17.5M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 42/100 | $18M | 8 mo ago | Seed | — | Nick Gavronsky Co-Founder & CEO | — | — |
| 34 | Retirable Online platform for retirement investment advisory 50Tech top 26%Funding top 32%Growth top 35%Moat top 39% All 9 signals ▾Techtop 26% Fundingtop 32% Growthtop 35% Moattop 39% Newstop 43% Talentbottom 49% Productbottom 48% Globalbottom 37% Marketbottom 29% Tech: 33 technologies across 6/8 capability areas · Cloud: Cloudflare, Vercel Funding: Raised $16.2M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $16M | 2 mo ago | Series A | 15 | Tyler CFP CEO | — | — |
| 35 | dub Online platform for portfolio management 53Growth top 29%Tech top 31%Funding top 33%Customers top 35% All 10 signals ▾Growthtop 29% Techtop 31% Fundingtop 33% Customerstop 35% Moattop 48% Productbottom 47% Innovationbottom 46% Globalbottom 36% Marketbottom 34% Newsbottom 18% Growth: Web rank 5,000,000 → 10,000,000 YoY · App-install growth +183% YoY Tech: 36 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel rank vs industry peers · Fliar Intelligence Index 53/100 | $15M | 14 mo ago | Series A | 19 | — | — | 1 launch |
| 36 | IMTC Cloud-based investment management system for fixed income investors 48Funding top 37%AI top 45%Moat top 48%Talent bottom 49% All 6 signals ▾Fundingtop 37% AItop 45% Moattop 48% Talentbottom 49% Marketbottom 46% Globalbottom 29% Funding: Raised $14.6M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) AI: Product described with: ai-driven rank vs industry peers · Fliar Intelligence Index 48/100 | $15M | 6 mo ago | Series A | 33 | Russell Feldman CEO | — | — |
| 37 | SimplyWise Online platform with retirement planning and savings solutions for individuals 48Customers top 15%Growth top 35%Funding top 37%Product top 40% All 9 signals ▾Customerstop 15% Growthtop 35% Fundingtop 37% Producttop 40% Techtop 43% Moattop 44% Talentbottom 49% Marketbottom 31% Globalbottom 29% Customers: Play-Store rating 4.69★ across 23,527 ratings (3 apps) · Review volume +210% in 6 mo Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 48/100 | $12M | 8 mo ago | Series B | 9 | Sam Abbas Founder | — | — |
| 38 | BondCliq Central market system for the corporate bond market 16Moat top 39%Funding top 41%Market bottom 42%Global bottom 29% All 5 signals ▾Moattop 39% Fundingtop 41% Marketbottom 42% Globalbottom 29% Techbottom 21% Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked Funding: Raised $11.6M across 7 rounds · 7 rounds over 9 yrs (0.8/yr) rank vs industry peers · Fliar Intelligence Index 16/100 | $12M | 11 mo ago | Series A | 25 | — | — | 1 partnership |
| 39 | Quinn AI-based financial planner and advisor 29Funding top 38%Talent top 38%AI top 45%Tech bottom 44% All 6 signals ▾Fundingtop 38% Talenttop 38% AItop 45% Techbottom 44% Globalbottom 36% Marketbottom 22% Funding: Raised $11.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 29/100 | $11M | 11 mo ago | Seed | — | Asaf A Co-Founder | — | — |
| 40 | Bayesline Financial analytics platform that provides analytics for asset managers and asset owners 37Funding top 36%Talent top 45%Global bottom 33%Tech bottom 29% All 4 signals ▾Fundingtop 36% Talenttop 45% Globalbottom 33% Techbottom 29% Funding: Raised $6.3M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Talent: 2 named leaders on record rank vs industry peers · Fliar Intelligence Index 37/100 | $6M | 1 mo ago | Series A | — | Sebastian Janisch Co-Founder | — | — |
| 41 | Portfolio BI Portfolio management solutions for private investors & asset managers 40Growth top 45%Tech top 47%Funding top 50%Market bottom 45% All 6 signals ▾Growthtop 45% Techtop 47% Fundingtop 50% Marketbottom 45% Newsbottom 45% Globalbottom 36% Growth: Web rank 10,000,000 → 50,000,000 YoY · Fresh capital in last 24 mo Tech: 35 technologies across 3/8 capability areas · Cloud: Amazon Ses, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 40/100 | $6M | 3 mo ago | Series A | 60 | — | — | — |
| 42 | Alinea App-based platform for technical analysis on stock markets 45Growth top 25%News top 25%Talent top 28%Funding top 37% All 10 signals ▾Growthtop 25% Newstop 25% Talenttop 28% Fundingtop 37% Producttop 46% Moattop 48% Techtop 50% Globalbottom 38% Innovationbottom 37% Marketbottom 28% Growth: Fresh capital in last 24 mo News: 4 BI events in 12 mo (of 11 tracked, 5 types) · +300% YoY rank vs industry peers · Fliar Intelligence Index 45/100 | $6M | 4 mo ago | Series A | 14 | Anam Lakhani Co-Founder & Co-CEO | — | — |
| 43 | Sequence Online platform offering personal money management and visualization solutions 45Tech top 32%Growth top 35%Funding top 37%Moat top 42% All 9 signals ▾Techtop 32% Growthtop 35% Fundingtop 37% Moattop 42% Talentbottom 49% Marketbottom 40% Innovationbottom 37% Globalbottom 37% Patentsbottom 35% Tech: 41 technologies across 6/8 capability areas · Cloud: Amazon Alb, Amazon Web Services Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 45/100 | $6M | 6 mo ago | Series A | 31 | Gilad Uziely CEO | 12 patents Cushioned, traction-enhanced footwear and yoga mats using multi-column layered structures | 2 launchs · 2 partnerships |
| 44 | Moby Investment strategies and investment research platform 42Tech top 17%Growth top 35%Funding top 41%Customers top 46% All 7 signals ▾Techtop 17% Growthtop 35% Fundingtop 41% Customerstop 46% Productbottom 40% Globalbottom 29% Marketbottom 21% Tech: 70 technologies across 6/8 capability areas · Cloud: Cloudflare, Google Cloud Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 42/100 | $5M | 8 mo ago | Seed | 6 | — | — | 1 job opening |
| 45 | Carver Edison Employee benefits solution provider 32Moat top 32%Innovation top 36%Funding top 39%Patents top 40% All 8 signals ▾Moattop 32% Innovationtop 36% Fundingtop 39% Patentstop 40% Techtop 49% Talentbottom 49% Globalbottom 33% Marketbottom 22% Moat: Editorial + unicorn rating 4/10 · IP moat: 24 patents Innovation: 24 patents (top 39% of patent-holders) · 16 filings since 2022 vs 8 in 2017-21 rank vs industry peers · Fliar Intelligence Index 32/100 | $5M | 3 mo ago | Series A | 12 12 → 16 (+33%) | Aaron Shapiro Founder | 24 patents Software optimizing employee stock purchase plan contributions and share acquisition | — |
| 46 | Hello Trade Operator of a platform providing leveraged access to global financial markets 35Talent top 38%Funding bottom 48%Global bottom 48%Tech bottom 40% All 4 signals ▾Talenttop 38% Fundingbottom 48% Globalbottom 48% Techbottom 40% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $4.6M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 35/100 | $5M | 6 mo ago | Seed | — | Wyatt R Co-Founder | — | 1 launch |
| 47 | Asseta Asseta AI - The Intelligent Family Office Suite 42Talent top 38%Funding top 44%Tech top 46%Global bottom 33% All 4 signals ▾Talenttop 38% Fundingtop 44% Techtop 46% Globalbottom 33% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $4.2M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 42/100 | $4M | 6 mo ago | Seed | — | Daniel Kennedy Co-Founder & CTO | — | 2 launchs · 1 partnership |
| 48 | Monark Markets Trading ecosystem that provides access, liquidity, and data transparency to private market secondaries trading 35Funding top 37%Talent top 38%Moat top 48%News bottom 41% All 6 signals ▾Fundingtop 37% Talenttop 38% Moattop 48% Newsbottom 41% Marketbottom 40% Globalbottom 29% Funding: Raised $3.6M across 5 rounds · 5 rounds over 4 yrs (1.2/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 35/100 | $4M | 3 mo ago | Series A | — | Ben Haber Co-Founder & CEO | — | 1 partnership |
| 49 | MarketReader Market analytics platform for investors to understand why the market is moving in real-time 29Growth top 35%Talent top 38%Tech bottom 47%Funding bottom 44% All 6 signals ▾Growthtop 35% Talenttop 38% Techbottom 47% Fundingbottom 44% Globalbottom 25% Marketbottom 23% Growth: Fresh capital in last 24 mo Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 29/100 | $3M | 1 mo ago | Series A | 10 | Evan Schnidman Co-Founder & Advisor | — | — |
| 50 | Mars Markets Provider of fan and artist engagement in the music finance ecosystem 8Funding bottom 48%Talent bottom 45%Product bottom 40%Global bottom 25% All 5 signals ▾Fundingbottom 48% Talentbottom 45% Productbottom 40% Globalbottom 25% Marketbottom 17% Funding: Raised $2.5M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 8/100 | $2M | 1 mo ago | Seed | 6 | Devashish Srivastava Co-Founder | — | — |
Top 12 Investment Tech companies in New York City
#1
Series B · New York City, New York · founded 2015 · 30 employees$503.9Mraised▾
Series B · New York City, New York · founded 2015 · 30 employees
Online platform for funding solar projects. It is financing and investing entity that offers a platform for individual investors as well as institutional investors to invest in clean energy projects. It identifies, screens, and manages clean energy projects for its investors. Additionally, it offers both equity and debt investments in operating clean energy projects.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 18%Talent
top 28%Growth
top 29%Moat
top 31%Product
top 40%Innovation
top 43%Funding: Raised $504M across 5 rounds · 5 rounds over 11 yrs (0.5/yr) · Last round Conventional Debt (Jan 2026)
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Growth: Headcount 15 → 30 (+100%) across vintages · 3 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo
Audience (LinkedIn): 31k LinkedIn followers — 4.0% of this cohort's audience
Funding rounds
- Jan 2026Conventional Debt$300M
- Jun 2023Series B$500M
- May 2022Conventional Debt$200M
- Apr 2019Series A—
Founders & team
Investors
Rabobank, Seedinvest, Manulife, BlackRock, Infranity, Lorentzen Investments
Tech stack
AddtoanyAddtoany Share ButtonsApple Icloud MailCdnjsCloudflareCloudflare Bot Management
#2
Vestwell 🦄Series E · New York City, New York · founded 2016 · 72 employees$288.6Mraised▾
Vestwell 🦄
Series E · New York City, New York · founded 2016 · 72 employees
Provider of digital workplace savings and retirement plan administration solutions. It modernizes workplace savings programs, including retirement plans and related benefits. It enables employers to offer and manage savings plans at scale, integrates with payroll and financial systems, and provides employees with tools to automate contributions and track long-term financial goals. The platform supports advisors and partners with compliance-ready administration, reporting, and end-to-end plan management designed to simplify and expand access to modern savings solutions.
Fliar Intelligence Index™ 72how this company ranks against its industry peers
Funding
top 17%News
top 18%Moat
top 26%Growth
top 29%Tech
top 29%Talent
top 38%Funding: Raised $289M across 7 rounds · 7 rounds over 10 yrs (0.7/yr) · Last round Series E (Feb 2026)
News: 7 BI events in 12 mo (of 41 tracked, 6 types) · +133% YoY · 5 high-value events (IPO/M&A/funding/contracts) in 12 mo
Moat: Editorial + unicorn rating 9/10 · Unicorn · 7 curated direct competitors tracked
Audience (LinkedIn): 18k LinkedIn followers — 2.4% of this cohort's audience
Funding rounds
- Feb 2026Series E$385M
- Dec 2023Series D$176.1M
- Jun 2021Series C$70M
- Mar 2019Series B$31.3M
Founders & team
Investors
F-Prime Capital, Primary Venture Partner, FinTech Collective, Commerce Ventures, Lightspeed Venture Partners, Fin Capital
Tech stack
6SenseAmazon SesAmazon Web ServicesApple Icloud MailCdnjsCloudflare
#3
Series D · New York City, New York · founded 2019 · 133 employees$118Mraised▾
Series D · New York City, New York · founded 2019 · 133 employees
App-based financial planning and management platform for individuals. It provides solutions to assist users with financial long-term planning. Its features include access to an extensive selection of public strategies and alternative investments in one place.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 18%Tech
top 31%Talent
top 34%Product
top 36%Moat
top 39%Growth
top 42%Funding: Raised $118M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) · Last round Series D (May 2026)
Tech: 45 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Observability: Datadog
Talent: 3 named leaders on record · 2 C-suite/founder profiles curated · 3 leadership moves in 12 mo
Audience (LinkedIn): 29k LinkedIn followers — 3.8% of this cohort's audience
Funding rounds
- May 2026Series D$150M
- Oct 2024Series C$72M
- Sep 2023Series B$31M
- Aug 2022Series A$15M
Founders & team
Investors
Bessemer Venture Partners, Khosla Ventures, MassMutual Ventures, Moneta, Context Ventures, Cota Capital
Tech stack
AhrefsAmazon CloudfrontAmazon S3Amazon Web ServicesAppcuesApple Icloud Mail
#4
Kalshi 🦄Series F · New York City, New York · founded 2019 · 14 employees$36.1Mraised▾
Kalshi 🦄
Series F · New York City, New York · founded 2019 · 14 employees
Online platform offering event outcome-based betting services. It is a financial exchange that enables users to speculate on the results of events. It is the first exchange of its sort to be officially regulated. It helps people to earn profit from their viewpoints and engage in intellectual commerce. They provide event contracts, a brand-new asset type that is governed by the commodity futures trading commission. The app is available on the Android & iOS platforms.
Fliar Intelligence Index™ 69how this company ranks against its industry peers
Funding
top 21%Tech
top 21%News
top 24%Growth
top 25%Talent
top 28%Moat
top 29%Funding: Raised $36.1M across 9 rounds · 9 rounds over 6 yrs (1.5/yr) · Last round Series F (May 2026)
Tech: 71 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx, Varnish
News: 26 BI events in 12 mo (of 35 tracked, 5 types) · +225% YoY · 21 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 73k LinkedIn followers — 9.4% of this cohort's audience · 144 engagements/post (2.4× cohort median)
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- May 2026Series F$200M
- May 2026Series F$1B
- Apr 2026Series E$4.7M
- Feb 2026Series E—
Founders & team
Investors
Sequoia Capital, Y Combinator, SV Angel, Neo, Paradigm, Multicoin Capital
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApache TomcatApple Icloud MailBeehiiv
#5
Public · New York City, New York · founded 2009 · 100 employees$214Mraised▾
Public · New York City, New York · founded 2009 · 100 employees
Online alternative fundraising platform to invest in startups, real estate, crypto, and video games. It provides a platform where individuals receive equity in return for their investments. Its features include investment-related services in the private markets, which include a retail investment platform, a blockchain advisory service, a private capital division, and more. It also provides fundraising tools, SEC filing, designs campaign pages, marketing, and more. For investors, it offers portfolio management tools to review financials, and valuation, and read reviews from other investors. It is available on the iOS platform.
Fliar Intelligence Index™ 62how this company ranks against its industry peers
Tech
top 12%Funding
top 18%Patents
top 25%Innovation
top 28%Product
top 39%Growth
top 45%Tech: 59 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Nginx
Funding: Raised $214M across 8 rounds · 8 rounds over 6 yrs (1.3/yr) · Last round Conventional Debt (Nov 2025)
Patents: 33 patents matched (strict assignee match) · 9 filings since 2022 vs 2 in 2017-21 · Latest publication 2025
Audience (LinkedIn): 38k LinkedIn followers — 4.9% of this cohort's audience
Funding rounds
- Nov 2025Conventional Debt$585.2K
- Jan 2025Series B$1.7M
- Nov 2021Series B$5M
- Oct 2021Series B$150M
Founders & team
Investors
Galaxy Interactive, Tribe Capital, Motley Fool Ventures, Broadhaven Ventures, Prosus, Valor Equity Partners
Tech stack
AdrollAmazon CloudfrontAmazon Web ServicesAmplitudeApple Icloud MailBootstrap
#6
Series B · New York City, New York · founded 2021$75Mraised▾
Series B · New York City, New York · founded 2021
Provider of digital accounts, currency conversion, payments, and investment services. It facilitates currency exchange at real market rates without hidden fees. The company offers a card for payments and cashback. It provides account details for receiving and sending payments. Additionally, it allows access to earnings accounts and investment in stocks and ETFs.
Fliar Intelligence Index™ 89how this company ranks against its industry peers
Growth
top 14%Customers
top 19%Funding
top 21%Tech
top 34%Talent
top 35%Global
top 45%Growth: App-install growth +153% YoY · Fresh capital in last 24 mo
Customers: Play-Store rating 4.58★ across 23,113 ratings (1 apps)
Funding: Raised $75.0M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) · Last round Series B (Mar 2026)
Audience (LinkedIn): 19k LinkedIn followers — 2.5% of this cohort's audience
Activity (LinkedIn): 1 product launches · 1 partnerships (incl. Secoia Capital and Founders Fund) announced in 12 mo
Funding rounds
- Mar 2026Series B$70M
- Sep 2022Seed$5M
Founders & team
Investors
Y Combinator, Kaszek, Sequoia Capital, Founders Fund, Borderless Capital, Spectra Investments
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailAstroCloudflare
#7
Series C · New York City, New York · founded 2017 · 22 employees$28.7Mraised▾
Series C · New York City, New York · founded 2017 · 22 employees
Blockchain-based platform for tokenized asset offerings and secondary trading. It provides a blockchain-based platform for tokenized asset offerings (TAOs) and their secondary trading. Its flagship product, Templum Markets is an alternative trading system for private and unregistered digital assets. It offers end-to-end solutions for issuers to raise capital and offer investors a venue for secondary trading.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Funding
top 26%Growth
top 28%Product
top 36%Moat
top 37%Tech
top 39%Talent
top 41%Funding: Raised $28.7M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) · Last round Series C (Apr 2026)
Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo
Product: 1 product launch event in 12 mo · Company stage: Series C
Audience (LinkedIn): 5k LinkedIn followers
Funding rounds
- Apr 2026Series C$13.5M
- May 2023Series B$9M
- Jan 2022Series B$7M
- Jun 2021Series B—
Founders & team
Investors
Raptor Group, Blockchain Capital, Firstminute Capital, SBI Group, WestCap, Tokentech
Tech stack
Apple Icloud MailCloudflareGoogle Font ApiGoogle Hosted LibrariesHstsHttp/3
#8
Series C · New York City, New York · founded 2013 · 78 employees$83.8Mraised▾
Series C · New York City, New York · founded 2013 · 78 employees
White-labelled private market investment software for organizations. Provides a broker-dealer network and partner that connects companies with a global community of investors, and provides an integrated equity solution for managing everything from cap table management to stock plan administration. Whether a company seeks to optimize an eventual IPO or remain private permanently. Also offers private market complete capital market support to meet its needs.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 15%Product
top 28%Moat
top 32%Innovation
top 39%Talent
top 42%Tech
top 45%Funding: Raised $83.8M across 4 rounds · 4 rounds over 3 yrs (1.3/yr) · Last round Series C (Jan 2026)
Product: 1 product launch event in 12 mo, 2 the year before · Company stage: Series C
Moat: Editorial + unicorn rating 6/10 · IP moat: 29 patents · 9 curated direct competitors tracked
Audience (LinkedIn): 19k LinkedIn followers — 2.4% of this cohort's audience
Activity (LinkedIn): 2 partnerships (incl. Polymarket) announced in 12 mo
Funding rounds
- Jan 2026Series C$37.6M
- Nov 2025Series B$22.5M
- Jan 2024Series B$62.4M
- Oct 2023Series A$21.4M
Founders & team
Investors
BNP Paribas, DRW Trading Group, UBS, Allen & Company, Goldman Sachs, Citi
Tech stack
AosComplianzCore-JsD3FastlyFlickity
#9
Series D · New York City, New York · founded 2016 · 62 employees$282.5Mraised▾
Series D · New York City, New York · founded 2016 · 62 employees
Offers trade management solutions for investors. The company provides a SaaS-based trade management solution and addresses capital markets constraints in equities and foreign exchange markets. It offers solutions for portfolio optimization, identifying trades, creating positions, executing trade strategies, and workflow management.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 14%News
top 24%Talent
top 24%Growth
top 25%Moat
top 26%Market
top 40%Funding: Raised $282M across 10 rounds · 10 rounds over 10 yrs (1.0/yr) · Last round Series D (Aug 2025)
News: 18 BI events in 12 mo (of 101 tracked, 7 types) · +125% YoY · 8 high-value events (IPO/M&A/funding/contracts) in 12 mo
Talent: Analyst team rating 5/5 · 2 named leaders on record · 2 C-suite/founder profiles curated
Audience (LinkedIn): 10k LinkedIn followers
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Aug 2025Series D$56M
- Nov 2024Series D$20M
- Mar 2022Series D$110M
- Mar 2021Series C$90M
Founders & team
Investors
Citi, J P Morgan, State Street, Andreessen Horowitz, Index Ventures, Sequoia Capital
Tech stack
Amazon Web ServicesAosApple Icloud MailCloudflareCloudflare Bot ManagementContact Form 7
#10
Stash 🦄Acquired · New York City, New York · founded 2015 · 457 employees$447.7Mraised▾
Stash 🦄
Acquired · New York City, New York · founded 2015 · 457 employees
Automated investment and robo-advisory platform for individuals. It offers multiple banking services including savings account, money transfers, personal loans, business loans, NFC-enabled credit, debit cards, payment acceptance, online, offline payments, fractional shares investments, and more. It also offers investment advice and tools for financial management. It features a retirement calculator for managing accounts and maximizing tax benefits. The application is available on Android and iOS platforms.
Fliar Intelligence Index™ 83how this company ranks against its industry peers
News
top 14%Funding
top 17%Tech
top 18%Moat
top 26%Market
top 27%Talent
top 27%News: 10 BI events in 12 mo (of 39 tracked, 6 types) · +150% YoY · 6 high-value events (IPO/M&A/funding/contracts) in 12 mo
Funding: Raised $448M across 14 rounds · 14 rounds over 11 yrs (1.3/yr) · Last round Series H (May 2025)
Tech: 64 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx
Audience (LinkedIn): 37k LinkedIn followers — 4.8% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. Grab (Nasdaq: GRAB)) announced in 12 mo
Funding rounds
- May 2025Series H$187.3M
- Oct 2023Conventional Debt$40M
- Sep 2022Conventional Debt$52.6M
- 2022Series G—
Founders & team
Investors
Eldridge Industries, Owl Ventures, Goodwater Capital, Entree Capital, T. Rowe Price, Union Square Ventures
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailApple Sign-InAtlassian Statuspage
#11
Series B · New York City, New York · founded 2020$23.5Mraised▾
Series B · New York City, New York · founded 2020
Provider of fintech platform focused on outfitting trading firms. It offer turnkey services to trading firms and distraction of maintaining complex technology platforms.
Fliar Intelligence Index™ 10how this company ranks against its industry peers
Funding
top 31%Talent
bottom 49%Tech
bottom 31%Global
bottom 29%Market
bottom 16%Funding: Raised $23.5M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) · Last round PE (Apr 2026)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Tech: 14 technologies across 2/8 capability areas · Devops: Nginx · Security: Hsts
Audience (LinkedIn): 7k LinkedIn followers
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- Apr 2026PE$60M
- Apr 2024Series B$37M
Founders & team
Investors
Motive Partners
Tech stack
DudaGodaddyHstsJqueryJquery MigrateLodash
#12
Series A · New York City, New York · founded 2019 · 15 employees$16.2Mraised▾
Series A · New York City, New York · founded 2019 · 15 employees
Online platform for retirement investment advisory. It uses proprietary technology that combines guided planning tools with access to an expert via chat and text in order to help clients get answers to their queries.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Tech
top 26%Funding
top 32%Growth
top 35%Moat
top 39%News
top 43%Talent
bottom 49%Tech: 33 technologies across 6/8 capability areas · Cloud: Cloudflare, Vercel · Observability: Fullstory, Sentry
Funding: Raised $16.2M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) · Last round Series A (Apr 2026)
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 3k LinkedIn followers
Funding rounds
- Apr 2026Series A$3.8M
- May 2025Series A$10M
- Oct 2023Seed$4M
- Nov 2022Seed$6M
Founders & team
Investors
Vestigo Ventures, Primetime Partners, Diagram Ventures, MassChallenge, Portage Ventures, Primary Venture Partner
Tech stack
ApolloBootstrapCalendlyClickceaseCloudflareCloudflare Bot Management
Funding & investor landscape
$15.6Btotal disclosed funding
446companies funded
976disclosed rounds
9rounds last 90 days
Most active investors
Techstars21 rounds
Goldman Sachs15 rounds
Notable founders
Jon Powers
Co Founder · Clean Capital
Thomas Byrne
Co-Founder · Clean Capital
Aaron Schumm
Founder · Vestwell
Douglas Magnolia
Chief Customer Officer & President · Vestwell
Taylor Matthews
Co-Founder & CEO · Farther
Bradley Genser
Founder & CTO · Farther
Tarek Mansour
Co-Founder & CEO · Kalshi
Luana Lara
Co-Founder · Kalshi
Peter Green
Co-Founder · Republic
Zach Garman
Co-Founder & CPO · ARQ
Alvaro Gallardo
Co-Founder & COO · ARQ
Christopher Pallotta
Founder & CEO · Templum
Prism market signals · United States · country-scoped Prism corpus, 4,096,926 docs
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
RESEARCH SIGNALS · United States
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.
research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲
Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Financial services breakthroughs surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid novel discovery.
rising sub-themes (early→recent)
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆
Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Financial inclusion advancements intensified 37-fold (2→74 papers), reflecting deepening U.S. fintech equity research.
rising sub-themes (early→recent)
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼
Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concern-flagged cryptocurrency papers rose 17-fold (1→17), while Big Data and Financial Market risks newly emerged.
rising sub-themes (early→recent)
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States
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.
New York25 · +0.24
Seattle14 · +0.21
Philadelphia13 · +0.19
Boston12 · +0.34
Los Angeles8 · +0.42
Ann Arbor8 · +0.49
SF Bay Area5 · +0.42
Chicago5 · +0.08
Atlanta5 · +0.36
PATENT SIGNAL · United States
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.
20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
How many Investment Tech companies are there in New York City, United States?
Radar tracks 1043 indexable Investment Tech companies headquartered in New York City, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Tech companies in New York City, United States?
The Investment Tech companies in New York City, United States on this list have raised a combined $15.6B in disclosed equity funding across 446 funded companies.
Which is the highest-funded Investment Tech company in New York City, United States?
Trumid is the highest-funded Investment Tech company in New York City, United States, with $749.8M in disclosed equity funding.
How many Investment Tech companies in New York City, United States are funded?
446 of the 1043 Investment Tech companies in New York City, United States on this list have disclosed at least one equity funding round.
How many Investment Tech unicorns are there in New York City, United States?
17 Investment Tech companies in New York City, United States on this list are valued at $1B or more.
Who are the top investors in New York City, United States Investment Tech companies?
The most active investors in New York City, United States Investment Tech companies on this list include Y Combinator, Techstars, UBS, Citi, Goldman Sachs.
Rohit KhannaTrends & Stories
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.