Radar · Investment Tech in San Francisco
Best Investment Tech Companies in San Francisco, United States
The 506 best Investment Tech companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Carta.
By Rohit KhannaTrends & Stories
506companies tracked
$6.7Bdisclosed funding
7unicorns
236have raised
FLIAR INTELLIGENCE · INVESTMENT TECH × SAN FRANCISCO
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
896kcombined LinkedIn audience
62%of audience held by top 3
6companies hiring publicly (12 mo)
Ranked: Best Investment Tech companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Carta 🦄 Software-based equity management solutions | $1.2B | 58 mo ago | Series G | 882 | 2012 | ContentfulCart FunctionalitySentry+37 | — | 1 award |
| 2 | Forte 🦄 Provider of Web3 infrastructure and compliance platform for blockchain projects 53Talent top 23%Moat top 28%Funding top 29%Innovation top 38% All 8 signals ▾Talenttop 23% Moattop 28% Fundingtop 29% Innovationtop 38% Patentstop 44% Techtop 49% Globalbottom 39% Marketbottom 34% Talent: 5 named leaders on record · 5 C-suite/founder profiles curated Moat: Editorial + unicorn rating 9/10 · IP moat: 16 patents rank vs industry peers · Fliar Intelligence Index 53/100 | $910M | 55 mo ago | Series B | 3 | 2019 | WordPressMySQLPHP+24 | 16 patents Blockchain infrastructure for digital asset custody, transaction authorization, and DeFi exchanges | — |
| 3 | Human Interest 🦄 Employer-enabled retirement planning 80Funding top 14%Tech top 17%Moat top 26%Market top 34% All 9 signals ▾Fundingtop 14% Techtop 17% Moattop 26% Markettop 34% Growthtop 34% Producttop 36% Talentbottom 49% Globalbottom 39% Newsbottom 24% Funding: Raised $664M across 12 rounds · 12 rounds over 11 yrs (1.1/yr) Tech: 48 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 80/100 | $664M | 7 mo ago | Series E | 577 577 → 851 (+47%) · sector median +48% | 2015 | ContentfulApple iCloud MailGoogle Workspace+33 | — | — |
| 4 | Forge Global Investment platform for private equities | $250M | 61 mo ago | Acquired | 165 165 → 395 (+139%) · sector median +48% | 2014 | ProcessWireApple iCloud MailMicrosoft 365+22 | 28 patents Real-time financial data caching, analytics, and settlement platform solutions | 1 launch |
| 5 | Juniper Square 🦄 Platform for real estate investment management 76Funding top 17%Moat top 26%Growth top 27%News top 28% All 10 signals ▾Fundingtop 17% Moattop 26% Growthtop 27% Newstop 28% Producttop 34% Markettop 36% Innovationtop 39% Talenttop 39% Techtop 44% Globalbottom 37% Funding: Raised $239M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) Moat: Editorial + unicorn rating 8/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 76/100 | $239M | 9 mo ago | Series D | 367 | 2014 | Apple iCloud MailGoogle WorkspaceSalesforce+24 | — | 2 launchs |
| 6 | LTSE Online platform for investments in stocks | $172M | 47 mo ago | Series C | 13 | 2015 | WebflowApple iCloud MailGoogle Workspace+24 | — | — |
| 7 | Magic Eden 🦄 Online marketplace for non-fungible tokens | $157M | 47 mo ago | Series B | 143 | 2021 | WebflowApple iCloud MailThree.js+14 | — | — |
| 8 | Lively Health saving account to save for healthcare expenses | $122M | 56 mo ago | Series C | 118 118 → 174 (+47%) · sector median +48% | 2016 | ContentfulApple iCloud MailAlgolia+37 | — | 1 launch |
| 9 | Securitize Blockchain-based asset tokenization platform 69Funding top 21%News top 22%Growth top 26%Tech top 28% All 10 signals ▾Fundingtop 21% Newstop 22% Growthtop 26% Techtop 28% Producttop 30% Moattop 31% Innovationtop 32% Globaltop 48% Talentbottom 48% Marketbottom 37% Funding: Raised $122M across 5 rounds · 5 rounds over 8 yrs (0.6/yr) News: 16 BI events in 12 mo (of 39 tracked, 8 types) · +700% YoY rank vs industry peers · Fliar Intelligence Index 69/100 | $122M | 8 mo ago | Series B | 15 | 2017 | Apple iCloud MailMUITailwind CSS+29 | — | — |
| 10 | Crunchbase Provider of network access denial services based on content categorization | $100M | 46 mo ago | Series D | 240 240 → 248 (+3%) · sector median +48% | 2012 | WordPress Block EditorWordPressSentry+43 | — | 1 launch |
| 11 | Jiko Platform enabling T-bill investing for businesses 40Funding top 20%Growth top 35%Product top 46%Moat top 47% All 12 signals ▾Fundingtop 20% Growthtop 35% Producttop 46% Moattop 47% Techbottom 49% Talentbottom 49% Innovationbottom 37% Marketbottom 36% Globalbottom 36% Patentsbottom 31% Newsbottom 24% Customersbottom 20% Funding: Raised $91.0M across 6 rounds · 6 rounds over 10 yrs (0.6/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 40/100 | $91M | 8 mo ago | Series C | — | 2016 | DatoCMSNode.jsReact+16 | 7 patents Privacy-preserving node-level data computation and reconciliation for financial analytics | — |
| 12 | Brightside Online platform for employee financial benefits | $75M | 43 mo ago | Series B | 130 130 → 194 (+49%) · sector median +48% | 2017 | WordPressApple iCloud MailMySQL+31 | — | — |
| 13 | ALT App-based platform for investment in stocks and alternative assets | $75M | 46 mo ago | Series B | 83 83 → 179 (+116%) · sector median +48% | 2020 | SentryZendeskMUI+30 | — | — |
| 14 | Unstoppable Domains 🦄 Web3 domains for crypto transactions and building decentralized websites | $70M | 46 mo ago | Series A | 46 46 → 82 (+78%) · sector median +48% | 2018 | RubyRuby on RailsEnvoy+16 | 51 patents Blockchain domain name systems and off‑chain/on‑chain asset transfer infrastructure | 4 launchs |
| 15 | Atomic Wealth management solutions for financial institutions 40Growth top 28%Patents top 30%Funding top 31%Innovation top 34% All 10 signals ▾Growthtop 28% Patentstop 30% Fundingtop 31% Innovationtop 34% Talenttop 38% Techtop 45% Moatbottom 48% Globalbottom 39% Marketbottom 22% Fin. healthbottom 10% Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Patents: 15 patents matched (strict assignee match) · 12 filings since 2022 vs 3 in 2017-21 rank vs industry peers · Fliar Intelligence Index 40/100 | $65M | 9 mo ago | Series C | 47 | 2020 | Framer SitesReactAmazon Web Services+19 | 15 patents Patents concentrated in electrical & electronics | — |
| 16 | Dealpath Cloud-based deal management platform for real estate | $62M | 45 mo ago | Series C | 96 96 → 109 (+14%) · sector median +48% | 2014 | WordPressSentryZendesk+41 | — | 1 partnership · 3 awards |
| 17 | FarmTogether Equity crowdfunding platform and infrastructure fund focused on sustainable investments 45Funding top 23%Tech top 39%Moat top 39%Product top 46% All 10 signals ▾Fundingtop 23% Techtop 39% Moattop 39% Producttop 46% Growthtop 48% Talentbottom 49% Innovationbottom 46% Marketbottom 41% Globalbottom 36% Newsbottom 20% Funding: Raised $40.4M across 9 rounds · 9 rounds over 7 yrs (1.3/yr) Tech: 27 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 45/100 | $40M | 4 mo ago | Series A | 34 | 2018 | Node.jsMUIReact+22 | — | 1 partnership · 1 expansion |
| 18 | MerQube Index provider solutions for financial and insurance industries 48Funding top 23%Talent top 33%Growth top 35%News top 37% All 10 signals ▾Fundingtop 23% Talenttop 33% Growthtop 35% Newstop 37% Moattop 41% Techtop 48% Patentstop 49% Innovationbottom 48% Globalbottom 39% Marketbottom 29% Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Talent: 3 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $35M | 2 mo ago | Series C | 9 | 2019 | SentryZendeskFirebase+16 | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 19 | Wefunder Fundraising platform for start-ups 69Tech top 24%Funding top 26%Talent top 35%Market top 38% All 9 signals ▾Techtop 24% Fundingtop 26% Talenttop 35% Markettop 38% Producttop 40% Growthbottom 44% Globalbottom 42% Newsbottom 22% Customersbottom 22% Tech: 61 technologies across 5/8 capability areas · Cloud: Cloudflare, Heroku Funding: Raised $32.8M across 16 rounds · 16 rounds over 14 yrs (1.1/yr) rank vs industry peers · Fliar Intelligence Index 69/100 | $33M | 19 mo ago | Series C | 152 | 2011 | SentryRubyTrix+31 | — | — |
| 20 | Hamsa Asset tokenization platform 29Funding top 33%Talent bottom 49%Tech bottom 44%Market bottom 39% All 5 signals ▾Fundingtop 33% Talentbottom 49% Techbottom 44% Marketbottom 39% Globalbottom 32% Funding: Raised $27.3M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 29/100 | $27M | 19 mo ago | Series A | 42 | 2020 | WebflowMemberStackGSAP+15 | — | 1 job opening |
| 21 | Frec Provider of direct indexing investment platform designed to unlock tax savings | $26M | 32 mo ago | Series A | 13 | 2021 | Node.jsRechartsTailwind CSS+25 | — | — |
| 22 | Flow Fund management solutions for alternative assets and investment managers | $26M | 27 mo ago | Acquired | 124 | 2018 | WebflowSentryZendesk+24 | 177 patents Interactive medical imaging user interfaces for navigation, control, and dynamic display | — |
| 23 | Inference Research Provider of AI-native quantitative trading strategies across digital and traditional markets 45Funding top 38%AI top 45%Talent bottom 45%Global bottom 25% All 4 signals ▾Fundingtop 38% AItop 45% Talentbottom 45% Globalbottom 25% Funding: Raised $20.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) AI: Product described with: ai-native rank vs industry peers · Fliar Intelligence Index 45/100 | $20M | 4 mo ago | Seed | — | 2026 | — | — | — |
| 24 | Backer Online platform for college savings fund | $18M | 29 mo ago | Series A | 11 | 2015 | Node.jsTypeScriptGraphQL+19 | — | — |
| 25 | Sydecar Online deal execution platform for venture investors 55Growth top 35%Tech top 37%Talent top 38%Funding top 39% All 8 signals ▾Growthtop 35% Techtop 37% Talenttop 38% Fundingtop 39% Marketbottom 43% Moatbottom 38% Globalbottom 37% Newsbottom 31% Growth: Fresh capital in last 24 mo Tech: 33 technologies across 5/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 55/100 | $16M | 19 mo ago | Series A | 38 | 2021 | Framer SitesUIKitReact+22 | — | 2 job openings |
| 26 | Numerai Provider of an AI-run, crowd-sourced hedge fund and capital allocation platform 60AI top 22%News top 23%Growth top 25%Product top 25% All 12 signals ▾AItop 22% Newstop 23% Growthtop 25% Producttop 25% Techtop 27% Fundingtop 32% Moattop 41% Talentbottom 49% Innovationbottom 47% Globalbottom 39% Patentsbottom 35% Marketbottom 27% AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) News: 6 BI events in 12 mo (of 7 tracked, 3 types) · 2 high-value events (IPO/M&A/funding/contracts) in 12 mo rank vs industry peers · Fliar Intelligence Index 60/100 | $13M | 6 mo ago | Series C | 6 | 2015 | Apple iCloud MailGoogle WorkspaceNode.js+22 | 2 patents Crypto‑token incentivized evaluation of AI predictive models (decentralized ML benchmarking). | — |
| 27 | Icon Savings Plan Online platform for retirement planning | $12M | 20 mo ago | Seed | 25 | 2018 | WordPressMySQLPHP+29 | — | — |
| 28 | DRiP Platform offering art-based NFT collection | $11M | 21 mo ago | Seed | — | 2022 | SentryErlangThree.js+13 | — | — |
| 29 | Halcyon AI-assisted search and information platform to help investors and analysts navigating the energy transition… | $11M | 26 mo ago | Seed | — | 2023 | — | 13 patents High‑pressure lipid extraction, infusion, and bonding equipment for biotech processing | — |
| 30 | SupportPay Automated child support payment platform | $10M | 30 mo ago | Series A | 56 | 2011 | Cart FunctionalityWordPressZoho+48 | — | — |
| 31 | Cache Brokerage that allows users to achieve a diversified portfolio without selling stock and incurring capital… 53Fin. health top 19%Funding top 33%Growth top 35%Tech top 39% All 10 signals ▾Fin. healthtop 19% Fundingtop 33% Growthtop 35% Techtop 39% Talentbottom 49% Marketbottom 48% Moatbottom 37% Globalbottom 31% Patentsbottom 27% Innovationbottom 22% Fin. health: Revenue ~$46.1M (FY2013) · Net margin 6.1% Funding: Raised $8.5M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 53/100 | $8M | 10 mo ago | Series A | — | 2021 | WebflowPlyrGSAP+31 | 3 patents Patents concentrated in transport & manufacturing processes | 1 job opening |
| 32 | Plenty AI-driven robo advisory platform for couples | $8M | 25 mo ago | Acquired | 5 | 2022 | Node.jsApple Sign-inChakra UI+22 | 21 patents Portable water filtration containers with floating filter mechanisms for improved sediment removal | — |
| 33 | Courtyard NFT-based trading platform for physical collectibles 82Tech top 20%Growth top 22%Customers top 30%Funding top 35% All 9 signals ▾Techtop 20% Growthtop 22% Customerstop 30% Fundingtop 35% Markettop 37% Talenttop 38% Productbottom 48% Moatbottom 38% Globalbottom 36% Tech: 45 technologies across 6/8 capability areas · Cloud: Cloudflare, Google Cloud Growth: App-install growth +500% YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 82/100 | $7M | 10 mo ago | Series A | 93 | 2018 | Cart FunctionalityTurbopackstyled-components+29 | — | 1 launch |
| 34 | Trove Developer of an AI platform for private equity firms 65Talent top 25%Funding top 39%Global bottom 33% All 3 signals ▾Talenttop 25% Fundingtop 39% Globalbottom 33% Talent: 6 named leaders on record Funding: Raised $7.1M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 65/100 | $7M | 8 mo ago | Seed | — | 2023 | — | — | — |
| 35 | Halliday Online platform to buy gaming & metaverse NFTs | $6M | 17 mo ago | Series A | 9 | 2021 | Framer SitesReactlit-html+11 | — | 7 job openings · 3 launchs |
| 36 | Astor Provider of AI investment advisory services for busy professionals 60Funding top 38%Talent top 38%AI top 45%Global top 45% All 5 signals ▾Fundingtop 38% Talenttop 38% AItop 45% Globaltop 45% Techbottom 40% Funding: Raised $5.5M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 60/100 | $6M | 1 mo ago | Seed | — | 2023 | Framer SitesReactPriority Hints+8 | — | — |
| 37 | Focal AI meeting assistant that automates agenda preparation, note-taking, task assignments, and follow-ups 27Talent top 38%Patents top 48%Funding bottom 48%Innovation bottom 46% All 8 signals ▾Talenttop 38% Patentstop 48% Fundingbottom 48% Innovationbottom 46% Globalbottom 42% Techbottom 40% Productbottom 40% Marketbottom 31% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Patents: 13 patents matched (strict assignee match) · Latest publication 2018 rank vs industry peers · Fliar Intelligence Index 27/100 | $5M | 8 mo ago | Seed | — | 2024 | Framer SitesYouTubeReact+9 | 13 patents Patents concentrated in electrical & electronics | — |
| 38 | AfterHour App-based social trading platform | $4M | 24 mo ago | Seed | 2 | 2022 | Webflowparticles.jsGSAP+15 | — | — |
| 39 | Double Platform offering information and discussions on the use of double and float data types in financial… | $4M | 17 mo ago | Seed | — | 2023 | — | 68 patents Secure electronic lock systems and pneumatic safety valve technologies for container packaging | — |
| 40 | Sherpas Developer of AI platform automating financial data extraction, planning, and analysis 29AI top 20%Talent top 28%Funding bottom 48%Tech bottom 42% All 6 signals ▾AItop 20% Talenttop 28% Fundingbottom 48% Techbottom 42% Globalbottom 36% Marketbottom 16% AI: Classified as an AI company Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 29/100 | $3M | 3 mo ago | Seed | — | 2022 | Framer SitesYouTubeReact+10 | — | 1 partnership |
| 41 | Cleantech Powering cleantech innovation with market intelligence, advisory, advocacy, and events | $2M | 19 mo ago | Acquired | 16 | 2002 | WordPressMySQLPHP+27 | 69 patents Patents concentrated in chemistry & materials | — |
| 42 | Aviato Startup search engine for venture funds | $2M | 22 mo ago | Seed | 10 | 2021 | Node.jsTailwind CSSReact+14 | — | — |
| 43 | Hadrius Provider of an AI-native compliance platform for financial service firms 35Talent top 28%AI top 35%Funding top 44%Tech top 47% All 10 signals ▾Talenttop 28% AItop 35% Fundingtop 44% Techtop 47% Moattop 48% Productbottom 45% Innovationbottom 37% Globalbottom 32% Marketbottom 26% Newsbottom 18% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated AI: Product described with: ai-native, artificial intelligence rank vs industry peers · Fliar Intelligence Index 35/100 | $2M | 9 mo ago | Series A | 5 | 2020 | WebflowApple iCloud MailGoogle Workspace+24 | — | 1 job opening |
| 44 | Visible Provider of tools for investor relations, venture fundraising, and portfolio monitoring | $2M | 12 mo ago | Seed | 14 | 2012 | BootstrapAtlassian StatuspageAmazon Web Services+16 | 22 patents Online reputation management and sentiment analysis for consumer-generated media | — |
| 45 | Uprise AI-powered financial advisory platform for individuals | $1M | 19 mo ago | Seed | 8 | 2021 | styled-componentsReactGatsby+15 | — | — |
| 46 | Forum Operator of a regulated exchange for trading assets linked to engagement 69Patents top 27%Innovation top 36%Funding top 45%Talent top 45% All 5 signals ▾Patentstop 27% Innovationtop 36% Fundingtop 45% Talenttop 45% Globalbottom 47% Patents: 660 patents matched (strict assignee match) · 174 filings since 2022 vs 417 in 2017-21 Innovation: 660 patents (top 3% of patent-holders) · 174 filings since 2022 vs 417 in 2017-21 rank vs industry peers · Fliar Intelligence Index 69/100 | $500K | 5 mo ago | Seed | — | 2026 | — | 660 patents Oilfield wellbore pumping, hydraulic spider, valve actuation, and flexible hose systems | — |
| 47 | Model ML AI-powered research and due diligence tool for businesses 55News top 20%AI top 25%Growth top 29%Talent top 38% All 11 signals ▾Newstop 20% AItop 25% Growthtop 29% Talenttop 38% Fundingtop 42% Moattop 43% Techtop 48% Innovationbottom 47% Patentsbottom 46% Globalbottom 36% Marketbottom 32% News: 7 BI events in 12 mo (of 9 tracked, 3 types) · +250% YoY AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) rank vs industry peers · Fliar Intelligence Index 55/100 | $500K | 6 mo ago | Series A | — | 2023 | Framer SitesApple iCloud MailGoogle Workspace+18 | 21 patents Patents concentrated in computing, sensing & instrumentation | — |
| 48 | Trata Crowdsourced database of stock analysis | $500K | 12 mo ago | Seed | — | 2024 | — | — | — |
| 49 | Demeter AI-powered solution for private investment firms | $500K | 16 mo ago | Seed | — | 2024 | — | — | — |
| 50 | Fira AI-powered financial research assistant | $500K | 12 mo ago | Seed | — | 2024 | — | — | — |
Top 12 Investment Tech companies in San Francisco
#1
Series E · San Francisco, California · founded 2015 · 577 employees$664Mraised▾
Series E · San Francisco, California · founded 2015 · 577 employees
Employer-enabled retirement planning platform. Offers tools to assist in developing retirement plans, recording, accounting, and compliance management solutions. Features a dashboard for syncing payroll, administrative, and compliance testing solutions for users.
Fliar Intelligence Index™ 80how this company ranks against its industry peers
Funding
top 14%Tech
top 17%Moat
top 26%Market
top 34%Growth
top 34%Product
top 36%Funding: Raised $664M across 12 rounds · 12 rounds over 11 yrs (1.1/yr) · Last round Series E (Nov 2025)
Tech: 48 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Observability: Datadog
Moat: Editorial + unicorn rating 9/10 · Unicorn · 9 curated direct competitors tracked
Audience (LinkedIn): 30k LinkedIn followers — 3.3% of this cohort's audience
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Nov 2025Series E$100M
- Aug 2025Series E$50M
- Jul 2024Conventional Debt$25M
- Mar 2024Series E$242M
Founders & team
Investors
Wing Venture Capital, Y Combinator, Uncork Capital, SV Angel, Tuesday Capital, Slow Ventures
Tech stack
Amazon S3Amazon Web ServicesAmplitudeApolloApple Icloud MailAuth0
#2
Series C · San Francisco, California · founded 2019 · 9 employees$35Mraised▾
Series C · San Francisco, California · founded 2019 · 9 employees
Index provider solutions for financial and insurance industries. It provides services like designing and calculating wide varieties of indices ranging from thematic to ESG, factor, and retirement while covering multi-asset, equities, and futures as well as options. It also has a comprehensive governance framework regarding the design, calculation, maintenance, and dissemination of its indices.
Fliar Intelligence Index™ 48how this company ranks against its industry peers
Funding
top 23%Talent
top 33%Growth
top 35%News
top 37%Moat
top 41%Tech
top 48%Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) · Last round Series C (Apr 2026)
Talent: 3 named leaders on record · 2 C-suite/founder profiles curated
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 7k LinkedIn followers
Funding rounds
- Apr 2026Series C$30M
- Jul 2023Series B$22M
- Aug 2022Series A$8M
- Oct 2021Series A$5M
Founders & team
Investors
Intel Capital, Allianz, Citi, J P Morgan, Laurion Capital, UBS
Tech stack
CloudflareCloudflare Bot ManagementCookie ScriptEmotionFirebaseGoogle Analytics
#3
Series D · San Francisco, California · founded 2014 · 367 employees$239Mraised▾
Series D · San Francisco, California · founded 2014 · 367 employees
Platform for real estate investment management. It features solutions for CRM, tracking customers, portfolio management, back-office accounting, reporting, compliance, and more. Its client includes Greystar, Cortland, Ellis Partners, Encore Capital Management, and various others.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 17%Moat
top 26%Growth
top 27%News
top 28%Product
top 34%Market
top 36%Funding: Raised $239M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) · Last round Series D (Sep 2025)
Moat: Editorial + unicorn rating 8/10 · Unicorn · 9 curated direct competitors tracked
Growth: Headcount 234 → 367 (+57%) across vintages · 4 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo
Audience (LinkedIn): 86k LinkedIn followers — 9.6% of this cohort's audience
Activity (LinkedIn): 2 product launches announced in 12 mo
Funding rounds
- Sep 2025Series D—
- Jun 2025Series D$130M
- Feb 2023Series D$133M
- Nov 2019Series C$75M
Founders & team
Investors
Felicis Ventures, Ribbit Capital, Grace Beauty Capital, Redpoint Ventures, Zigg Capital, Blue Owl
Tech stack
Alpine.JsAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementFlickity
#4
Series A · San Francisco, California · founded 2018 · 34 employees$40.4Mraised▾
Series A · San Francisco, California · founded 2018 · 34 employees
Equity crowdfunding platform and infrastructure fund focused on sustainable investments
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 23%Tech
top 39%Moat
top 39%Product
top 46%Growth
top 48%Talent
bottom 49%Funding: Raised $40.4M across 9 rounds · 9 rounds over 7 yrs (1.3/yr) · Last round Series A (Feb 2026)
Tech: 27 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Nginx
Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked
Audience (LinkedIn): 9k LinkedIn followers
Activity (LinkedIn): 1 partnerships · 1 expansions (incl. Alto) announced in 12 mo
Funding rounds
- Feb 2026Series A$9.4M
- Feb 2025Conventional Debt$3M
- Dec 2024Series A$3.6M
- Jan 2023Series A—
Founders & team
Investors
EvoNexus, VentureSouq, Blue Collective, Pescadero Pacific Ventures, GBS, Natural Bridge Fund
Tech stack
Amazon CloudfrontAmazon Web ServicesEmotionGoogle Tag ManagerGoogle WorkspaceHsts
#5
Series B · San Francisco, California · founded 2017 · 15 employees$121.8Mraised▾
Series B · San Francisco, California · founded 2017 · 15 employees
Blockchain-based tokenization platform. It features investor onboarding and management, fund liquidity solution, transfer agent services, and more. Its product includes an investor dashboard for onboarding and management tools, securitize ID for identity verification, DS Protocol for digital security lifecycle management, and more. It also offers a compliance platform and protocol for issuing and managing digital securities on the blockchain, including dividends, distributions, and share buy-backs.
Fliar Intelligence Index™ 69how this company ranks against its industry peers
Funding
top 21%News
top 22%Growth
top 26%Tech
top 28%Product
top 30%Moat
top 31%Funding: Raised $122M across 5 rounds · 5 rounds over 8 yrs (0.6/yr) · Last round Series B (Oct 2025)
News: 16 BI events in 12 mo (of 39 tracked, 8 types) · +700% YoY · 13 high-value events (IPO/M&A/funding/contracts) in 12 mo
Growth: 2 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo
Audience (LinkedIn): 38k LinkedIn followers — 4.2% of this cohort's audience
Funding rounds
- Oct 2025Series B$10M
- May 2024Series B$47M
- Jun 2021Series B$48M
- Feb 2020Series A—
Founders & team
Investors
Sony Financial Holdings, Global Brain, Nomura, Blockchain Capital, Xpring, MUFG
Tech stack
Alpine.JsAmazon AlbAmazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud Mail
#6
Series C · San Francisco, California · founded 2016$91Mraised▾
Series C · San Francisco, California · founded 2016
Platform enabling T-bill investing for businesses. It is a vertically integrated financial institution, combining its nationally chartered bank and registered broker-dealer to hold cash as T-bills in custody.
Fliar Intelligence Index™ 40how this company ranks against its industry peers
Funding
top 20%Growth
top 35%Product
top 46%Moat
top 47%Tech
bottom 49%Talent
bottom 49%Funding: Raised $91.0M across 6 rounds · 6 rounds over 10 yrs (0.6/yr) · Last round Series C (Oct 2025)
Growth: Fresh capital in last 24 mo
Product: 0 product launch events in 12 mo · 1 published app (68.5k installs) · Company stage: Series C
Audience (LinkedIn): 3k LinkedIn followers
Funding rounds
- Oct 2025Series C—
- Dec 2024Series C$29M
- Oct 2022Series B$40M
- Oct 2020Series A$40M
Founders & team
Investors
Upfront Ventures, Radicle Impact Partners, Social Capital, 500 Global, Digital Currency Group, Core Innovation Capital
Tech stack
Amazon SesAmazon Web ServicesCookieyesDatocmsGoogle WorkspaceHsts
#7
Seed · San Francisco, California · founded 2026$20Mraised▾
Seed · San Francisco, California · founded 2026
Provider of AI-native quantitative trading strategies across digital and traditional markets. The firm leverages inference systems to process datasets in real time. It operates a portfolio of systematic strategies across digital assets and traditional markets. The company provides liquidity across fragmented venues and market structures.
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 38%AI
top 45%Talent
bottom 45%Global
bottom 25%Funding: Raised $20.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Seed (Feb 2026)
AI: Product described with: ai-native
Talent: 1 named leader on record
Audience (LinkedIn): 124 LinkedIn followers
Funding rounds
- Feb 2026Seed$20M
Founders & team
#8
Series C · San Francisco, California · founded 2020 · 47 employees$65.2Mraised▾
Series C · San Francisco, California · founded 2020 · 47 employees
Wealth management solutions for financial institutions. It helps with a value proposition, boosts retainment, increases customer engagement, unlocks new value streams, and more. It also helps with direct indexing, ESG investing, and tax-loss harvesting.
Fliar Intelligence Index™ 40how this company ranks against its industry peers
Growth
top 28%Patents
top 30%Funding
top 31%Innovation
top 34%Talent
top 38%Tech
top 45%Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo
Patents: 15 patents matched (strict assignee match) · 12 filings since 2022 vs 3 in 2017-21 · Latest publication 2026
Funding: Raised $65.2M across 4 rounds · 4 rounds over 6 yrs (0.7/yr) · Last round Series C (Aug 2025)
Audience (LinkedIn): 9k LinkedIn followers
Funding rounds
- Aug 2025Series C$30M
- Mar 2022Series B$40M
- Nov 2021Series A$25M
- Aug 2020Seed$150K
Founders & team
Investors
QED Investors, Anthemis Group, Y Combinator, SoftBank Group, Mercato Partners, Greylock Partners
Tech stack
Amazon CloudfrontAmazon S3Amazon SesAmazon Web ServicesCloudflareCloudflare Bot Management
#9
Seed · San Francisco, California · founded 2023$5.5Mraised▾
Seed · San Francisco, California · founded 2023
Provider of AI investment advisory services for busy professionals. The platform connects to brokerage accounts and analyzes holdings. It offers AI-powered guidance tailored to individual situations. The platform delivers market updates filtered to holdings. It provides advice based on actual positions and turns plans into strategy. The platform is built with security and compliance at its core.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 38%Talent
top 38%AI
top 45%Global
top 45%Tech
bottom 40%Funding: Raised $5.5M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) · Last round Seed (Apr 2026)
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
AI: Product described with: ai-powered
Audience (LinkedIn): 5k LinkedIn followers
Activity (LinkedIn): 2 product launches announced in 12 mo
Funding rounds
- Apr 2026Seed$5M
- 2025Seed$500K
Founders & team
Investors
Monashees, Y Combinator, Goodwater Capital, Gilgamesh, 468 Capital, Valutia
Tech stack
Framer SitesGodaddyGoogle AnalyticsGoogle Font ApiGoogle Tag ManagerGoogle Workspace
#10
Series C · San Francisco, California · founded 2015 · 6 employees$12.8Mraised▾
Series C · San Francisco, California · founded 2015 · 6 employees
Provider of an AI-run, crowd-sourced hedge fund and capital allocation platform. It is a hedge fund platform that uses a combination of artificial intelligence, machine learning, blockchain technology, and data science to create an economic model managed by ethereum-based cryptocurrency. The trades are determined by an AI, which works on crowdsource stock market prediction models using encrypted data sets.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
AI
top 22%News
top 23%Growth
top 25%Product
top 25%Tech
top 27%Funding
top 32%AI: Classified as an AI company · Holds AI/ML patents (G06N-family CPC) · Product described with: artificial intelligence, machine learning
News: 6 BI events in 12 mo (of 7 tracked, 3 types) · 2 high-value events (IPO/M&A/funding/contracts) in 12 mo · Top themes: Fundraising, Funding, Capital raise
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 12k LinkedIn followers
Funding rounds
- Nov 2025Series C$30M
- Feb 2023Series A$3.8M
- Aug 2021Series A$7.5M
- 2020Seed—
Founders & team
Investors
Union Square Ventures, First Round Capital, Playfair Capital, Shine Capital, CoinFund, NKM Capital
Tech stack
Amazon S3Amazon SesAmazon Web ServicesAosApple Icloud MailBootstrap
#11
Seed · San Francisco, California · founded 2022$3.2Mraised▾
Seed · San Francisco, California · founded 2022
Developer of AI platform automating financial data extraction, planning, and analysis. The platform streamlines data extraction from financial documents, builds financial plans with observations, and generates investment proposals. It helps financial advisors extract and structure client data, build financial plans, and generate investment proposals tied to goals. The platform delivers financial plans and narratives.
Fliar Intelligence Index™ 29how this company ranks against its industry peers
AI
top 20%Talent
top 28%Funding
bottom 48%Tech
bottom 42%Global
bottom 36%Market
bottom 16%AI: Classified as an AI company
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $3.2M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Seed (Feb 2026)
Audience (LinkedIn): 1k LinkedIn followers
Hiring (LinkedIn): 4 hiring posts in 12 mo (public) · momentum -4 · hiring: Founder's Office – Operations Specialist, Revenue Operations
Activity (LinkedIn): 1 partnerships (incl. Mariner Wealth Advisors) announced in 12 mo
Funding rounds
- Feb 2026Seed$3.2M
Founders & team
Investors
1248 Holdings, AUA Capital Management, GoHub
Tech stack
CloudflareCloudflare Bot ManagementFramer SitesGoogle Font ApiGoogle WorkspaceHsts
#12
Seed · San Francisco, California · founded 2023$7.1Mraised▾
Seed · San Francisco, California · founded 2023
Developer of an AI platform for private equity firms. The platform facilitates search across firm knowledge, analysis of data, and building of auditable outputs. It offers enterprise search capabilities for information retrieval and analysis engines for diligence, sourcing, and portfolio monitoring. The platform is deployed in a private cloud environment with industry-standard security and compliance measures.
Fliar Intelligence Index™ 65how this company ranks against its industry peers
Talent
top 25%Funding
top 39%Global
bottom 33%Talent: 6 named leaders on record
Funding: Raised $7.1M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Seed (Oct 2025)
Global: Single-market focus (United States)
Audience (LinkedIn): 2k LinkedIn followers
Funding rounds
- Oct 2025Seed$7.1M
Founders & team
Investors
Menlo Ventures, Khosla Ventures
Funding & investor landscape
$6.7Btotal disclosed funding
216companies funded
468disclosed rounds
3rounds last 90 days
Most active investors
SV Angel11 rounds
Notable founders
Roger Lee
Co-Founder · Human Interest
Keith Loggie
Co-Founder and COO · MerQube
Vinit Srivastava
Co-Founder & CEO · MerQube
Yonas Fisseha
Co-Founder & CTO · Juniper Square
Adam Ginsburg
Co-Founder & Head of Product · Juniper Square
David Gould
Chief Executive Officer · FarmTogether
Carlos Domingo
Co-Founder & CEO · Securitize
Jamie H Finn
Co-Founder & President · Securitize
Stephane Lintner
Founder & CEO · Jiko
Luke Li
Founder & CEO · Inference Research
David Dindi
Co-Founder & CEO · Atomic
Marco Alban-Hidalgo
Co-Founder & CTO · Atomic
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 emerging 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 dramatically — rising from 2 to 74 papers, with financial literacy newly entering at 32.
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 research grew from 1 to 17 papers; financial market risk newly emerged with 22 papers.
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 San Francisco, United States?
Radar tracks 506 indexable Investment Tech companies headquartered in San Francisco, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Tech companies in San Francisco, United States?
The Investment Tech companies in San Francisco, United States on this list have raised a combined $6.7B in disclosed equity funding across 216 funded companies.
Which is the highest-funded Investment Tech company in San Francisco, United States?
Carta is the highest-funded Investment Tech company in San Francisco, United States, with $1.2B in disclosed equity funding.
How many Investment Tech companies in San Francisco, United States are funded?
216 of the 506 Investment Tech companies in San Francisco, United States on this list have disclosed at least one equity funding round.
How many Investment Tech unicorns are there in San Francisco, United States?
7 Investment Tech companies in San Francisco, United States on this list are valued at $1B or more.
Who are the top investors in San Francisco, United States Investment Tech companies?
The most active investors in San Francisco, United States Investment Tech companies on this list include Y Combinator, 500 Global, Soma Capital, Coinbase, Alumni Ventures.
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.