Best Investment Tech Companies in Palo Alto, United States
The 52 best Investment Tech companies in Palo Alto, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mega Matrix Corp.
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 Palo Alto
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Mega Matrix Corp Provider of a game-based investment platform for NFTs 55Funding top 22%Talent top 38%Global bottom 37% All 3 signals ▾Fundingtop 22% Talenttop 38% Globalbottom 37% Funding: Raised $364M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 55/100 | $364M | 43 mo ago | Public | — | 1997 | Yucheng Hu CEO & Chairman | — | — |
| 2 | Wealthfront Robo advisor and financial planning platform | $205M | 102 mo ago | Public | 200 200 → 444 (+122%) | 2008 | Daniel Carroll Founder & Chief Strategy Officer | 10 patents Distributed database synchronization and record update mechanisms for financial account data | 1 launch |
| 3 | Amberdata Provider of data, analytics, and tools for digital asset management | $47M | 50 mo ago | Series B | 45 | 2017 | Tongtong Gong Co-Founder & COO | — | — |
| 4 | Stockpile Fractional investing platform for stocks | $45M | 106 mo ago | Series B | 43 43 → 95 (+121%) | 2010 | Sanj Kulkarni Co-Founder | 15 patents Digital platform for issuing and managing stock‑based gift certificates and loyalty awards | — |
| 5 | Integral Cloud-based trading software for financial institutions to trade in capital markets | $41M | 29 mo ago | Series B | 298 | 1993 | — | 130 patents Moldable polymer capsules and multilayer electronic substrate interconnect manufacturing | 1 partnership |
| 6 | The Coterie Diversified wealth management solutions | $40M | 45 mo ago | Series A | 18 | 2021 | Ethan Agarwal Co-Founder & CEO | — | — |
| 7 | InvestorFlow Software suite for private market fund | $30M | 51 mo ago | Series A | 9 | 2009 | Todd Glasson Founder & CEO | — | — |
| 8 | GLMX Electronic trading platform for securities financing, optimizing workflow and data analysis | $25M | 102 mo ago | Series B | 44 | 2010 | — | — | — |
| 9 | SignalRank AI based platform offering credit risk assessment solutions | $13M | 40 mo ago | Series B | 9 | 2021 | Kayvan Baroumand Founder and President/ Board of Directors | — | — |
| 10 | Pando Group saving platform | $11M | 73 mo ago | Series A | 10 | 2017 | Eric Lax Co-Founder | 2 patents Coordination training devices for sports, therapy, and exercise | — |
| 11 | Streetbeat Systems Online trading and research platform for individuals 55Growth top 28%Tech top 39%Funding top 42%AI top 45% All 11 signals ▾Growthtop 28% Techtop 39% Fundingtop 42% AItop 45% Moattop 48% Newstop 49% Customersbottom 49% Talentbottom 49% Productbottom 48% Globalbottom 36% Marketbottom 35% Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo Tech: 29 technologies across 4/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 55/100 | $10M | 17 mo ago | Series A | 26 | 2021 | Damian Scavo Co-Founder & CEO & CIO | — | — |
| 12 | Martini.ai AI-based platform for real-time price movements of bonds | $6M | 51 mo ago | Seed | 5 | 2019 | Rajiv Bhat Co-Founder & CEO | — | — |
| 13 | Jarsy Platform providing access to pre-IPO investment opportunities via tokenized assets 53Talent top 23%Funding top 43%Tech top 45%Global bottom 33% All 4 signals ▾Talenttop 23% Fundingtop 43% Techtop 45% Globalbottom 33% Talent: 5 named leaders on record · 5 C-suite/founder profiles curated Funding: Raised $5.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 53/100 | $5M | 13 mo ago | Seed | — | 2024 | Chunyang S Co-Founder & CTO | — | 1 launch |
| 14 | Propy SaaS-driven and blockchain-enabled real estate transaction management software 67News top 19%Growth top 24%Global top 25%Funding top 42% All 7 signals ▾Newstop 19% Growthtop 24% Globaltop 25% Fundingtop 42% Markettop 46% Moattop 48% Techbottom 45% News: 7 BI events in 12 mo (of 9 tracked, 3 types) · 6 high-value events (IPO/M&A/funding/contracts) in 12 mo Growth: 4 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 67/100 | $3M | 5 mo ago | Series A | 59 | 2015 | — | — | 2 partnerships |
| 15 | 9th Gear B2B marketplace for forex transactions | $2M | 84 mo ago | Deadpooled | 32 | 2018 | — | 6 patents Accelerating blockchain-based transaction processing for e‑commerce and financial services | — |
| 16 | RealCrowd Online investment marketplace for real estate properties | $2M | 148 mo ago | Seed | 2 | 2013 | — | — | — |
| 17 | Halfmore Fintech platform enabling users to save money and letting their children earn | $1M | 28 mo ago | Seed | — | 2023 | Jaebum Lee Co-Founder | — | — |
| 18 | iPAR Analysis of impact investing | $812K | 83 mo ago | Seed | 2 | 2015 | — | 74 patents Patents concentrated in computing, sensing & instrumentation | — |
| 19 | Bumper App-based platform for investments in stock markets | $500K | 56 mo ago | Deadpooled | 6 | 2020 | Luke Moberly CEO | — | — |
| 20 | SmartOrg Portfolio management software for businesses | $203K | 75 mo ago | Funding Raised | 7 | 2000 | David Matheson CEO & President | 13 patents Animated graphical user interfaces for financial/spreadsheet display and management | — |
Top 12 Investment Tech companies in Palo Alto
#1
Series A · Palo Alto, California · founded 2015 · 59 employees$2.7Mraised▾
SaaS-driven and blockchain-enabled real estate transaction management software. Its features include offer management, automated notifications, lead generation, transaction management, document management, and more. It also offers all the features on a monthly subscription-based plan.
- Jan 2026Conventional Debt$100M
- Nov 2022Series A$1.5M
- Sep 2020Angel$1.2M
- Jun 2019Series A—
#2
Seed · Palo Alto, California · founded 2024$5Mraised▾
Platform providing access to pre-IPO investment opportunities via tokenized assets. The platform enables users to invest in private companies before their initial public offering. It offers a system where each token is backed by a corresponding share. The platform handles sourcing, due diligence, and ownership structures.
- Jun 2025Seed$5M
#3
Series A · Palo Alto, California · founded 2021 · 26 employees$10Mraised▾
Online trading and research platform for individuals. The platform enables users to invest in stocks and perform research on the stock market based on real-time market data. It uses machine learning algorithms to analyze multiple sources of anonymous data known as alternative data for investing. The application is available on Android and iOS platforms.
- Feb 2025Series A$23.3M
- Jun 2024Series A—
- Feb 2022Series A$10M
#4
Public · Palo Alto, California · founded 1997$363.7Mraised▾
Provider of a game-based investment platform for NFTs. It uses blockchain technology to invest in NFTs with a play-to-earn business model. The players are rewarded with various NFTs. It is also a marketplace, players can extract and sell their earned NFTs.
- Dec 2022Post IPO—
- Oct 2022Post IPO$4.4M
- Jul 2017Conventional Debt$170M
- Conventional Debt$189.3M
#5
Series B · Palo Alto, California · founded 1993 · 298 employees$41Mraised▾
Integral provides cloud-based trading software for financial institutions to trade in capital markets. It offers solutions for liquidity management, distribution & risk management, and more. It offers a workflow management solution to maintain OCX which is a forex OTC exchange. It provides tools to bring forex market participants into a single integrated network of liquidity.
- Jan 2024Series B$30M
- Nov 2018Conventional Debt$15M
- Jun 2009Series A$11M
#6
Public · Palo Alto, California · founded 2008 · 200 employees$204.7Mraised▾
Wealthfront is a robo advisor and financial planning platform. It allows users to set aside funds as savings, make investments, and develop retirement plans for the future. It also offers tools to assess risks in borrowings and financial planning for education and travel. It also offers a platform for banking and borrowing.
- Jan 2018Series E$75M
- Oct 2014Series D$64.2M
- Apr 2014Series C$35M
- Mar 2013Series B$20M
#7
Series A · Palo Alto, California · founded 2021 · 18 employees$40Mraised▾
Diversified wealth management solutions. The company offers a platform to connect with fund managers, asset and tax optimization management, estate planning solution, and more.
- Oct 2022Series A$40M
#8
Series B · Palo Alto, California · founded 2017 · 45 employees$47.1Mraised▾
Provider of data, analytics, and tools for digital asset management. It delivers infrastructure solutions enabling institutions to research, trade, manage risk, and ensure compliance within digital asset markets. The company offers data, analytics, portfolio and risk management, compliance, and tax management solutions. It aims to provide intelligence needed throughout the trade lifecycle.
- May 2022Series B$30M
- Sep 2021Series A$15M
- Oct 2019Series A—
- Oct 2017Seed$2.1M
#9
Series A · Palo Alto, California · founded 2009 · 9 employees$30Mraised▾
Software suite for private market fund. It provides suite of software for private market funds such as private equity, real estate, and hedge fund investment firms. Features include an investor portal and CRM, portfolio reporting, a private marketplace, and more. Provides tools for managing front-office works, tools for raising capital and reporting performance, and more.
- Apr 2022Series A$30M
#10
Series B · Palo Alto, California · founded 2021 · 9 employees$13Mraised▾
AI based platform offering credit risk assessment solutions. It provides a platform that uses data intelligence to form a partner network with top performing managers. It has also built a financial instrument that captures top decile value creation that is exclusive to the early stage companies.
- Mar 2023Series B$13M
#11
Series B · Palo Alto, California · founded 2010 · 43 employees$45Mraised▾
Stockpile Investments is an online platform focused on fractional stock investments. It allows users to purchase a fractional amount of shares in the form of gift cards. Features tools for customizing portfolios, risk management, and executing trades. It offers an app-based platform that can be accessed on iOS and Android devices.
- Sep 2017Series B$30M
- Oct 2015Series A$15M
#12
Seed · Palo Alto, California · founded 2023$1.1Mraised▾
Fintech platform enabling users to save money and letting their children earn. It allows parents to invest and enable children to earn income. It provides AI solutions for earning, reporting, and tax filing.
- Mar 2024Seed$1.1M
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.