Best Investment Tech Companies in San Diego, United States
The 71 best Investment Tech companies in San Diego, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mitek.
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 San Diego
| # | Company | Disclosed funding | Last round | Employees | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Mitek Provider of AI-driven solutions for identity verification and fraud prevention | $156M | 64 mo ago | 590 590 → 765 (+30%) | Ed West CEO | 1985 | DrupalApple iCloud MailPHP+20 | 882 patents Automated saw and lumber processing systems for wood construction and modular building. | — |
| 2 | CIRE Equity Real Estate Investment platform 50Talent top 15%Product top 35%Innovation top 38%Funding top 43% All 7 signals ▾Talenttop 15% Producttop 35% Innovationtop 38% Fundingtop 43% Markettop 50% Globalbottom 36% Techbottom 21% Talent: Analyst team rating 5/5 Product: 3 distinct product lines · Company stage: Series B rank vs industry peers · Fliar Intelligence Index 50/100 | $64M | 14 mo ago | 43 | — | 2010 | — | — | 3 job openings · 1 award |
| 3 | Black Mountain Systems Asset management solutions | $45M | 106 mo ago | — | Marc Scheipe CEO | 2007 | — | — | — |
| 4 | Trust and Will Cloud based platform offering legal will planning solutions 82Patents top 12%Tech top 16%Innovation top 20%Funding top 24% All 13 signals ▾Patentstop 12% Techtop 16% Innovationtop 20% Fundingtop 24% Moattop 26% Talenttop 28% Growthtop 35% Producttop 40% AItop 45% Marketbottom 45% Globalbottom 42% Customersbottom 36% Newsbottom 18% Patents: 263 patents matched (strict assignee match) · 175 filings since 2022 vs 81 in 2017-21 Tech: 81 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 82/100 | $40M | 14 mo ago | 24 | Daniel Goldstein Co-Founder & COO | 2017 | Amazon WebstoreContentfulSentry+48 | 263 patents Patents concentrated in chemistry & materials | 1 partnership |
| 5 | Figtree Financing PACE financing provider for property owners. | $30M | 122 mo ago | 152 | — | 2010 | — | — | — |
| 6 | SprinkleBit Social investing platform. | $13M | 124 mo ago | 11 | — | 2011 | — | — | — |
| 7 | Alpha Trai Algorithmic trading software for multiple assets | $12M | 49 mo ago | 21 | — | 2017 | — | — | 1 launch |
| 8 | Atomic Insights Provider of payment workflow automation software for registered investment advisors 48Funding top 37%Talent bottom 45%Global bottom 33% All 3 signals ▾Fundingtop 37% Talentbottom 45% Globalbottom 33% Funding: Raised $10.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 48/100 | $10M | 5 mo ago | — | Lucas Babbitt Co-Founder & CEO | 2023 | — | — | 2 launchs |
| 9 | FutureProof Online climate risk analytics platform for institutions | $10M | 49 mo ago | 23 | Alex Gelber Co-Founder | 2019 | — | — | — |
| 10 | BrightScope Market intelligence for financial services, empowering growth through data and insights | $6M | 165 mo ago | 90 | — | 2008 | — | — | — |
| 11 | VECKTA Cloud-based microgrid turnkey control solutions provider | $3M | 47 mo ago | 20 | Tristan Jackson Co-Founder & CSO | 2019 | Node.jsGoogle MapsTailwind CSS+20 | — | — |
| 12 | DiversyFund Real estate investing platform democratizing access to expert-managed multifamily opportunities | $3M | 73 mo ago | 27 | — | 2014 | Apple iCloud MailGoogle WorkspaceNode.js+21 | — | — |
| 13 | BridgePort SaaS-based solutions for private investors & wealth managers | $2M | 69 mo ago | 9 | Christopher Nero Founder & CEO | 2016 | — | — | — |
| 14 | Luminia Commercial property solar & sustainability financing solutions | $1M | 80 mo ago | 23 | — | 2018 | WordPressMySQLPHP+34 | — | — |
| 15 | OmniSync Startup launch and funding management solution for | $1M | 48 mo ago | 17 | Norman Huang Co-Founder | 2019 | Framer SitesApple iCloud MailMicrosoft 365+12 | — | — |
| 16 | Rehinged AI-based market research solutions for investors | $350K | 88 mo ago | 2 | Jim Sagar Founder & CEO | 2018 | — | — | — |
| 17 | ClientWell Lead generation platform for financial professionals | $312K | 65 mo ago | — | Phillip Flakes Co-Founder & CEO | 2002 | — | — | — |
| 18 | Financial Fitness Group Provider of financial online courses | $150K | — | 18 | Joe Saari Founder | 2014 | — | — | — |
| 19 | Pangea AI-based financial risk management platform | $100K | 36 mo ago | 30 | Matt Esteve Chief Product Officer & Co-Founder | 2019 | WebflowMicrosoft ClarityLinkedin Insight Tag+24 | — | — |
| 20 | Agave Web3 platform offering insights for the gaming industry | $100K | 48 mo ago | — | — | 2022 | — | — | — |
Top 12 Investment Tech companies in San Diego
#1
Seed · San Diego, California · founded 2023$10Mraised▾
Provider of payment workflow automation software for registered investment advisors. It offers tools for money movement and client payment centralization using custodian APIs. The software provides cashflow reporting, combining data from multiple sources. It also features integrations with CRM and portfolio management tools, and facilitates onboarding with custodian API account data.
- Jan 2026Seed$10M
#2
Series C · San Diego, California · founded 2017 · 24 employees$39.5Mraised▾
Cloud based platform offering legal will planning solutions. The platform enables users to create and manage wills and forms to solve legal issues. It allows users to fill the questionnaire and access the forms. It also helps families in creating personal wills. It is available on subscription based pricing model.
- Apr 2025Series C$4.5M
- Mar 2025Series C$25M
- Jan 2024Series B—
- Feb 2023Series B$15M
#3
Series B · San Diego, California · founded 2010 · 43 employees$64.1Mraised▾
CIRE equity is a platform for private real estate investment. It helps to build investment strategy through assisting to buy right, leverage network, target specific market, ensures flexibility, enhances value and focuses on niche. It also provides investment philosophy and acquisition criteria.
- Apr 2025Series B$16.8M
- Mar 2019Conventional Debt$47.3M
#4
Public · San Diego, California · founded 1985 · 590 employees$155.7Mraised▾
Provider of AI-driven solutions for identity verification and fraud prevention. The company offers a platform that integrates biometrics, identity verification, and data signals. It helps businesses secure access, prevent fraud, and ensure compliance. The company’s solutions detect check fraud, synthetic identity fraud, and account-takeover fraud. It offers liveness detection, document verification, and anti-spoofing voice technology.
- Feb 2021Post IPO$135M
- May 2018Post IPO$201.9K
- May 2011Post IPO$15M
- Oct 2010Post IPO$750K
#5
Series A · San Diego, California · founded 2017 · 21 employees$11.8Mraised▾
Algorithmic trading software for multiple assets. It provides DELTA, an AI-based algorithmic trading platform. It features stocks & fundamental data, real-time trading signals, socialized trading, automated risk management, and more. It also enables prototyping, development, and deployment of algorithmic models.
- May 2022Series A$8M
- Jan 2022Series A$3.8M
#6
Series A · San Diego, California · founded 2019 · 23 employees$9.5Mraised▾
Online climate risk analytics platform for institutions. The platform uses AI to project asset-specific losses due to climate in dollars-and-cents terms. Users can get data downloads, visualizations, and automated reports from the platform. The platform helps insurance companies get an assessment of risks today, using AI and taking account of intensified risks due to climate change, for insurance underwriting and pricing.
- May 2022Series A$6.5M
- Apr 2022Seed—
- Jun 2021Seed$3M
- Seed—
#7
Acqui-Hired · San Diego, California · founded 2007$45Mraised▾
Black Mountain offers solutions for data aggregation, process management, and business reporting for hedge funds, private equity firms, investment managers, and banks. Its offerings include Trade order management, portfolio management, credit investment management , data management and reporting. The company was named a “Hot Banking Technology Company to Watch” by Forrester Research and was #63 on the Inc. 500 list of the fastest growing private companies in the United States.
- Jul 2017Conventional Debt$45M
#8
Series A · San Diego, California · founded 2010 · 152 employees$30Mraised▾
Figtree Financing is a full service PACE Financing provider for property owners including quoting, application processing, and funding. Figtree PACE allows up to 20% of a property’s value to be financed for energy efficiency, renewable energy, and water conservation upgrades. The financing creates an assessment lien on the property and is repaid as semi-annual installments on the property tax bill.All commercial property types are eligible including office, industrial, retail, hotel, agriculture, and multi-family residential. The minimum allowable project size is $5,000 with no maximum. Eligible improvements include solar, HVAC, boilers & chillers, lighting, building controls, windows, cool roofing, water-efficiency plumbing, and hundreds of other improvement types.
- Mar 2016Series A$30M
#9
Series A · San Diego, California · founded 2011 · 11 employees$13.3Mraised▾
Spriklebit is a social investing platform where people can connect all over the world to discuss ideas and form groups known as pools to execute their trades together with both virtual and real money. As members implement their investment strategies, a proprietary algorithm generates a Voting Power Index. This VPI confirms how skilled they are with making investment decisions. This enhances the trust factor between members within the SprinkleBit community. The SprinkleBit Brokerage trading platform is operated by Equinox Securities and charges $8 per trade.
- Jan 2016Series A$10M
- Jul 2014Seed$1.1M
- Jul 2013Seed$800K
- Aug 2012Seed$775K
#10
Seed · San Diego, California · founded 2019 · 20 employees$3.3Mraised▾
Cloud-based microgrid turnkey control solutions provider. The platform helps its users to connect with right partners to design, finance and build microgrid or other distributed energy system. Other offerings include energy pricing, solar and wind data, vendor data and geospatial analysis.
- Jul 2022Seed$3.3M
#11
Acquired · San Diego, California · founded 2008 · 90 employees$6Mraised▾
Market intelligence for financial services, empowering growth through data and insights. The company provides comprehensive datasets, expert insights, and integrated go-to-market programs to activate growth for asset management, insurance, and other financial services firms. It offers solutions for market sizing, competitor profiling, and strategic design, enabling clients to understand market dynamics and inform their strategies. The company engages with the market, grows audience reach, and powers lead generation through media and comprehensive visibility into target markets. Services include flexible API and feed integrations, data cleansing, and go-to-market strategy optimization. It supports revenue growth, product excellence, talent development, and audience expansion through sophisticated demand-generation strategies. The company offers benchmarking and forecasting tools, aiding in talent acquisition and media planning. It serves asset management, insurance, and other financial services sectors with data and insights, facilitating informed decision-making and strategic execution.
- Sep 2012Series A$3M
- Sep 2009Series A$2.1M
- Oct 2008Seed$900K
#12
Series A · San Diego, California · founded 2014 · 27 employees$3Mraised▾
Real estate investing platform democratizing access to expert-managed multifamily opportunities. This platform empowers everyday investors to build wealth through real estate. They handle property acquisition and management, offering diversification across various properties and markets. Investors can expect long-term capital growth, transparent reporting, and communication. The platform focuses on multifamily investments, providing access to properties in major U.S. metros. They offer investment opportunities through Self-Directed IRA or 401(k). The platform provides an app for portfolio monitoring. They aim to democratize multifamily investing through technology and expertise, believing real estate investing should be accessible to everyone. They uphold transparency, integrity, innovation, and community, empowering investors with education and support. The platform offers login, account creation, and investment options.
- Apr 2020Conventional Debt$302.9K
- Jul 2018Series A$3M
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.