Best Investment Tech Companies in Ohio, United States
The 70 best Investment Tech companies in Ohio, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Smart.
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 Ohio
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Smart Financial planning solutions for retirement | $225M | 53 mo ago | Series D | Duane Bernt CEO | 2020 | — | — |
| 2 | Upright An end-to-end real estate investment platform | $33M | 55 mo ago | Series B | Matt Rodak Founder & CEO | 2014 | WebflowApple iCloud MailGoogle Workspace+25 | — |
| 3 | Bannockburn Global Stock brokerage firm | $28M | 142 mo ago | Acquired | — | 2009 | RubyChart.jsRuby on Rails+8 | — |
| 4 | Luma Financial Technologies Order management solutions for brokers & dealers | $7M | 14 mo ago | Series C | Timothy Bonacci President & CEO | 2018 | WordPressMySQLPHP+35 | 1 launch · 1 partnership |
| 5 | TribeVest Online platform for group savings | $5M | 24 mo ago | Seed | Travis Smith Founder & CEO | 2017 | SentryTypeScriptQuill+32 | — |
| 6 | AKRU Online investment platform for commercial real estate | $2M | 57 mo ago | Seed | — | 2018 | SentryNode.jsGoogle Maps+39 | — |
| 7 | Hapi Online trading platform for stocks and ETF's | $2M | 45 mo ago | Seed | Billy Caballero Founder & CTO | 2020 | TypeScriptGraphQLNode.js+21 | — |
| 8 | Wizest Online copy trading platform for the financial market | $2M | 48 mo ago | Seed | Axel Thibon Founder & CEO | 2019 | Node.jsTailwind CSSReact+8 | — |
| 9 | Navian Capital Marketing solutions for structured financial products | $882K | 77 mo ago | Seed | Timothy Bonacci President & CEO - Founder | 2005 | — | — |
| 10 | New Resource Solutions Online platform to connect investors with solar energy projects | $710K | 46 mo ago | Seed | Geoff Greenfield Co-Founder | 2016 | — | 1 launch |
| 11 | Tracour Stock market analytics tool. | $335K | 145 mo ago | Deadpooled | Brad Sams CEO | 2013 | — | — |
Top 12 Investment Tech companies in Ohio
#1
Series C · Cincinnati, Ohio · founded 2018 · 127 employees$7Mraised▾
Luma Financial Tech offers order management solutions for brokers, dealers, and annuity advisors. Provides comparison tools for tracking, accessing, exporting, reporting, and managing overall order systems. Also, monitors the performance of structured products and annuities.
- Apr 2025Series C$63M
- May 2020Series A$7M
#2
Seed · Columbus, Ohio · founded 2017 · 18 employees$4.9Mraised▾
Online platform for group savings. It allows users to build their own group. The group takes the TribeAlign survey to determine the rules and a saving goal. Members of the group contribute monthly to the savings account. The platform provides an anonymous voting system and dashboard to make the group decisions more efficient.
- Jun 2024Seed$200K
- May 2023Seed$247K
- Oct 2022Seed$894K
- Jan 2022Seed$3M
#3
Series D · Delaware, Ohio · founded 2020$225.4Mraised▾
Financial planning solutions for retirement. It provides a platform for employers, advisors, and retirement plan participants to use retirement savings options by providing self-service retirement income solutions to customized platform options. It also provides a recordkeeping solution for PEPs to facilitate retirement income solutions.
- Jan 2022Series D$225.4M
#4
Series B · Cleveland, Ohio · founded 2014$33.3Mraised▾
An end-to-end real estate investment platform. It allows users to invest in specific properties with borrower-dependent notes, invest in a diverse pool of loans & fractional mortgages, and more.
- Nov 2021Series B$20M
- Aug 2019Series A$11M
- Sep 2016Conventional Debt$100K
- May 2016Seed$2M
#5
Acquired · Cincinnati, Ohio · founded 2009 · 20 employees$28Mraised▾
Stock brokerage firm
- Aug 2014Series B$17M
- Jan 2013Series A$7.4M
- Dec 2012Seed$547.2K
- May 2012Seed$1.5M
#6
Seed · Delaware, Ohio · founded 2020 · 27 employees$1.7Mraised▾
Online trading platform for stocks and ETF's
- Sep 2022Seed$1.6M
- 2021Seed$125K
#7
Seed · Cleveland, Ohio · founded 2019 · 9 employees$1.7Mraised▾
Online copy trading platform for the financial market. It allows users to draft a team of advisors to provide virtual portfolio, investment strategies, learning, and more through the game-based platform. It allows investors to copy the portfolios of financial experts.
- Jun 2022Seed$1.7M
#8
Seed · Cincinnati, Ohio · founded 2018 · 31 employees$2Mraised▾
Online investment platform for commercial real estate. It enables users to invest in premium fractionalized assets. It offers an AI-based portfolio management platform for investors and asset owners. It also offers an online marketplace and blockchain-based technology platform for real estate tokenization.
- Sep 2021Seed$2M
- Apr 2021Angel—
#9
Seed · Columbus, Ohio · founded 2016$710Kraised▾
New Resource Solutions is an online platform to connect investors with solar energy projects. Enables project developers and investors to connect with each other through the platform and get the financing for the project. Caters to multiple industries including solar energy, wind energy, and others.
- Aug 2022Seed$310K
- Mar 2017Conventional Debt$400K
#10
Seed · Cincinnati, Ohio · founded 2005 · 79 employees$882Kraised▾
Navian Capital provides marketing solutions for proprietary & nationally-issued structured investments and annuities. It offers financial professionals access to a diverse range of investment opportunities including market-linked CDs, structured notes, proprietary structured investments, as well as fixed, indexed, and variable annuities. Its clients include banks, credit unions, independent broker-dealers, and RIAs.
- Jan 2020Conventional Debt$1.7M
- Mar 2013Seed$882K
- Mar 2013Conventional Debt$100K
#11
Deadpooled · Cincinnati, Ohio · founded 2013 · 3 employees$335Kraised▾
Developer of stock market analysis tool designed to provide valuable insights and current status of various public companies. The company's stock market analysis tool does research about various companies and provides valuable data which assists in investment decision making, enabling users to take investment decision on the basis of real-time data research.
#12
Deadpooled · Cleveland, Ohio · founded 2013 · 2 employees$20Kraised▾
Smooth is a prescriptive dashboard of financial life on a lifetime scale. The platform integrates financial planning with data aggregation technology and bank-level security. It claims to link users’ real-time account information from over 19,000 financial institutions onto their proprietary platform and provide users with live projections of their financial life.
- Seed$20K
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.