Best Investment Tech Companies in Pennsylvania, United States
The 105 best Investment Tech companies in Pennsylvania, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: SunGard.
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 Pennsylvania
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SunGard Enterprise Software | $2.1B | 147 mo ago | Acquired | 25,000 | — | — | — | — |
| 2 | Envestnet Cloud-based front and back-office solutions for wealth managers, financial advisors, and financial… | $862M | 70 mo ago | Acquired | 3,429 3,429 → 2,788 (-19%) · sector median +20% | Chris Todd CEO | DrupalApple iCloud MailMicrosoft 365+38 | — | 1 partnership |
| 3 | Powerlytics Marketing intelligence platform | $15M | 22 mo ago | Series B | 12 12 → 19 (+58%) · sector median +20% | Kevin Sheetz CEO and Co-Founder | WordPressMySQLPHP+26 | — | — |
| 4 | Niftify NFT-based trading platform for digital collectibles | $8M | 45 mo ago | Seed | 25 | Emil Sterndorff Co-Founder | — | — | — |
| 5 | Asset-Map Visual financial planning software empowering advisors to create client-centric strategies | $8M | 40 mo ago | Series B | 26 26 → 48 (+85%) · sector median +20% | H Holt Founder & CEO | WebflowSwipercore-js+25 | — | 1 partnership |
| 6 | WealthHub Solutions Trust administration software solution for trust companies and family offices | $7M | 19 mo ago | Series A | 13 | James Marks President & CEO | — | — | 2 awards |
| 7 | Finresi Online platform for investing in real estate secured loans | $7M | 31 mo ago | Funding Raised | — | Kirk Ayzenberg Co-Founder | UbuntuHeadless UIReact+20 | — | — |
| 8 | Chaikin Analytics Investment tools and research to navigate markets with data-driven insights | $6M | 117 mo ago | Series A | 16 | — | Apple Sign-inBootstrapAmazon Web Services+19 | — | 1 launch |
| 9 | BizEquity Online business valuation engine | $5M | 92 mo ago | Acquired | 25 25 → 25 (+0%) · sector median +20% | Michael Carter Founder & CEO | WordPressApple iCloud MailGoogle Workspace+35 | 17 patents Cloud-based business valuation platforms and real-time retail consumable pricing systems | — |
| 10 | Nth Round Liquidity solutions for private businesses | $4M | 96 mo ago | Seed | 9 | Chris Mcconnell Co-Founder | WebflowAmazon Web ServicesDrift+26 | — | — |
| 11 | Nest Egg Online financial planning and advisory platform for individuals and families | $4M | 36 mo ago | Series A | 10 10 → 20 (+100%) · sector median +20% | Arden Miller Co-Founder | TurbopackEmotionNode.js+17 | — | — |
| 12 | Wanderers Online platform for NFT focused on metaverse properties | $2M | 42 mo ago | Seed | 6 | Emerald Cheung Co-Founder | SentryNode.jsTypeScript+17 | — | — |
| 13 | BlockSpan Blockchain-based NFT API platform | $1M | 36 mo ago | Seed | 5 | — | — | — | — |
| 14 | TradingFront Global brokerage offering one-stop Fintech solutions for institutions and retail investors | $800K | 115 mo ago | Seed | — | Xin Song Founder & CEO | — | — | — |
| 15 | GetCopilot Digital financial advisor | $657K | 74 mo ago | Deadpooled | 23 | — | — | — | — |
| 16 | Small Change Crowdfunding platform for real estate projects | $300K | 106 mo ago | Seed | 3 | Eve Picker Founder & CEO | WordPress Block EditorBeaver BuilderWordPress+34 | — | — |
| 17 | InvestEdge Provider of a platform for trade supervision and account monitoring | $300K | 113 mo ago | Acquired | 35 35 → 44 (+26%) · sector median +20% | Roland Collins Co-Founder | — | 4 patents Real-time investment management software with network datafeeds and incremental database updates | — |
| 18 | NuMoola Financial literacy platform for children | $256K | 45 mo ago | Funding Raised | 14 | Eric Redline Co-Founder / Board Member / Advisor | — | — | — |
| 19 | WealthMore Online platform for financial advisory services | $175K | 27 mo ago | Seed | — | Mical Jeanlys-White Founder & CEO | Cart FunctionalitySquarespace CommerceSquarespace+17 | — | 1 launch |
| 20 | Confluence Analytics Data analytics platform for ESG funds and stocks | $125K | 59 mo ago | Seed | 6 | — | — | — | — |
| 21 | Troutwood App-based platform financial planning and investment education | $100K | 3 mo ago | Seed | — | Gene Natali Co-Founder & CEO | Animate.cssBootstrapGSAP+35 | 22 patents Financial investment simulation software and interactive geographic visualization platforms | — |
| 22 | ImpactableX Provider of an impact modeling toolkit and management platform for social entrepreneurs | $100K | 20 mo ago | Seed | — | Catherine Griffin Founder & CEO | — | — | — |
Top 12 Investment Tech companies in Pennsylvania
#1
Seed · Pittsburgh, Pennsylvania · founded 2017$100Kraised▾
App-based platform financial planning and investment education. They also provide financial calculators, decision-making tools, behavioral analysis, event modeling, debt ranking, and budget forecasting. It is focused on young users. It also provides an interactive stock market map with customizable metrics, filtered by sector, index, performance history, and individual companies.
- Mar 2026Seed$2.9M
- Oct 2024Seed$100K
#2
Series B · Philadelphia, Pennsylvania · founded 2011 · 12 employees$14.8Mraised▾
Powerlytics’ market intelligence platform provides a comprehensive, accurate and granular consumer and business financial data available. Underpinned by the financial statements of 27 million business and 144 million households, Powerlytics' platform and products allow for insights to understand risk, identify market opportunities and conduct predicative analytics, analysis and research.They enable the creation of predictive analytical models, score sectors, conduct precise benchmarking and market sizing reports, or perform detailed economic business and marketing research.
- Jul 2024Series B$5.9M
- Jun 2020Series B$4M
- Oct 2014Series A$3M
- May 2014Seed$1.7M
#3
Series A · Conshohocken, Pennsylvania · founded 2013 · 13 employees$7.2Mraised▾
Trust administration software solution for trust companies and family offices. The company provides an enterprise solution designed by trust officers for trust administration. It automates daily functions of a trust officer or other fiduciary professional, providing visibility, reporting, controls, and compliance assurance for trust company management. The software delivers gains in productivity while improving the investor experience and ensuring fiduciary obligations are fulfilled. The platform integrates investment data and reporting with automated workflow, contact management, prospecting, task scheduling, document management, and compliance. It creates operational savings by improving productivity while enhancing the investor experience. This is a SaaS based solution.
- Nov 2024Series A$1.6M
- Nov 2019Series A$5.6M
- Sep 2016Seed$1.6M
#4
Acquired · Wayne, Pennsylvania · founded 1982 · 25000 employees$2.1Braised▾
SunGard Data Systems provides software and processing solutions to financial services industry in the United States and internationally. The company operates in four segments: Financial Systems, Higher Education, Public Sector, and Availability Services.
- Mar 2014Conventional Debt$1.3B
- Aug 2009Conventional Debt$316M
- Jan 2004Conventional Debt$500M
#5
Acquired · Berwyn, Pennsylvania · founded 1999 · 3429 employees$862.5Mraised▾
Cloud-based front and back-office solutions for wealth managers, financial advisors, and financial institutions. It offers services such as financial planning, capital markets assumptions, asset allocation guidance, research, and due diligence on investment managers and funds with portfolio management, trading, rebalancing, and more. It features portfolio management, practice management, reporting, and more.
- Aug 2020Post IPO$517.5M
- May 2018Post IPO$345M
- Aug 2003Unattributed—
- Jul 2000Unattributed—
#6
Funding Raised · Philadelphia, Pennsylvania · founded 2021$6.6Mraised▾
Online platform for investing in real estate secured loans. The platform partners with and purchases loans from a network of lenders whose loans end up on the marketplace. Loans go through a due diligence process before being offered as an opportunity. The revenue is generated from collecting a difference in the rate spread offered to investors versus the action loan on the platform.
- Oct 2023Conventional Debt$6.6M
#7
Series B · Philadelphia, Pennsylvania · founded 2008 · 26 employees$7.6Mraised▾
Visual financial planning software empowering advisors to create client-centric strategies. This innovative platform helps financial advisors deliver more human, conversational advice through visually comprehensive planning. It enables clients to easily grasp their financial situation, fostering trust and empowering them to make smart decisions. The software offers features, integrations, and security to support advisors in providing advice with speed, confidence, and credibility. It transforms complex financial data into actionable insights, facilitating deeper client engagement and better financial behavior. The platform is designed to help advisors identify new opportunities, prioritize client goals, and create plans that inspire confidence. It is a technology solution for advisors and their clients, turning conversations into action and visualizing a better financial future. The company offers pricing, product information, customer stories, resources, and support through blogs, training, webinars, and a contact center.
- Feb 2023Series B$6M
- Aug 2019Seed$1000K
- Mar 2013Seed$500K
#8
Seed · Philadelphia, Pennsylvania · founded 2019$100Kraised▾
It is a social impact modeling and management toolkit that provides solutions to address pressing global challenges. They offer an AI-powered predictive analytics engine for the impact economy, helping social entrepreneurs quantify and forecast their social and environmental impact. Their impact modeling framework generates verified and standardized impact analytics for social entrepreneurs.
- Oct 2024Seed$50K
- Aug 2023Seed$100K
#9
Series A · Conshohocken, Pennsylvania · founded 2016 · 10 employees$4Mraised▾
Online financial planning and advisory platform for individuals and families. The platform helps users monitor their portfolios to keep them aligned with their goals and objectives. The platform also uses a Monte Carlo simulation to calculate the probability of reaching their financial goals.
- Jun 2023Conventional Debt—
- Oct 2022Series A$4M
#10
Seed · Bethlehem, Pennsylvania · founded 2021 · 25 employees$7.9Mraised▾
NFT-based trading platform for digital collectibles. It enables users to create, buy, sell, and swap NFTs. It allows users to make purchases with crypto, apple pay/credit card. The platform offers NFTs including digital art, music, sports, and physical art.
- Sep 2022Seed$7.9M
- Nov 2021ICO$2.9M
#11
Seed · Pittsburgh, Pennsylvania · founded 2018 · 5 employees$1.4Mraised▾
Blockchain-based NFT API platform. The business provides a blockchain-based NFT API platform for software developers. It compiles information from many chains and offers an API layer so that NFT developers can get token data in real-time.
- Jun 2023Seed$1.4M
#12
Seed · Philadelphia, Pennsylvania · founded 2021 · 6 employees$2Mraised▾
Online platform for NFT focused on metaverse properties. It provides a decentralized marketplace for facilitating the buying and selling of NFT focused on metaverse properties. Its features include avatars with animation, story, and music.
- Nov 2022Seed$2M
Funding & investor landscape
AWS EdStart1 roundsNotable 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
Common questions
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