Best Investment Tech Companies in Tennessee, United States
The 50 best Investment Tech companies in Tennessee, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: AltoIRA.
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 Tennessee
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | AltoIRA Alternative investment platform for multiple assets | $73M | 55 mo ago | Series B | Eric Satz Founder & CEO | 2015 | WebflowApple iCloud MailGoogle Workspace+31 | 1 partnership · 1 award |
| 2 | WEALTH ACCESS Personal finance management for financial advisors | $8M | 130 mo ago | Series A | — | 2012 | WordPressMySQLPHP+25 | — |
| 3 | Shareholder InSite Global provider of ratings, benchmarks, analytics, and workflow solutions in financial markets | $7M | 158 mo ago | Acquired | — | 2008 | — | — |
| 4 | SavvyFi Goal-based savings plan for child's education | $6M | 30 mo ago | Series A | Jeffrey Hull Co-Founder | 2017 | — | — |
| 5 | DebtMarket Global exchange, clearing house, data, and technology solutions provider | $4M | 185 mo ago | Acqui-Hired | Michael Sheridan Co-Founder | 2006 | — | 1 award |
| 6 | SZNS Online marketplace for NFT albums | $4M | 58 mo ago | Seed | Jack Dille Co-Founder | 2021 | — | — |
| 7 | Royfi Online investment platform for music artists | $2M | 39 mo ago | Seed | Corey Whiting Co-Founder | 2020 | Radix UITailwind CSSshadcn/ui+10 | — |
| 8 | ProNvest Online retirement planning tool with investment advisory services for individuals | $2M | 85 mo ago | Series B | — | 2000 | — | — |
| 9 | Atmos ESG rating data | $2M | 49 mo ago | Acquired | Max Mona Co-Founder & Co-CEO | 2021 | Node.jsTailwind CSSReact+7 | — |
| 10 | iQuantifi Roboplanner for financial institutions | $2M | 140 mo ago | Seed | Tom White Co-Founder & CEO | 2009 | — | — |
| 11 | Solium Software for equity administration, financial reporting and compliance | $621K | 185 mo ago | Acquired | Marcos Lopez CEO & President | 2008 | — | — |
| 12 | Solo Music NFT-based trading platform for music | $525K | 60 mo ago | Seed | Tim Gerst Co-Founder | 2021 | — | — |
| 13 | New Constructs Unconflicted investment research firm providing superior fundamental and valuation insights | $200K | 135 mo ago | Seed | — | 2002 | WordPressApple iCloud MailMySQL+30 | 1 launch · 1 partnership |
| 14 | MusicStockExchange Royalty investment marketplace for music | $200K | 138 mo ago | Series A | — | 2013 | — | — |
| 15 | Maindrop NFT-based platform for sending gifts | $125K | 61 mo ago | Seed | Jayme Hoffman Co-Founder & CEO | 2021 | — | — |
| 16 | Canterbury Tollgate Diversified investment management firm | $100K | 91 mo ago | Seed | Chase Chandler CEO & President | 2012 | — | — |
Top 12 Investment Tech companies in Tennessee
#1
Series A · Franklin, Tennessee · founded 2017 · 8 employees$5.7Mraised▾
Goal-based savings plan for child's education. It provides tools to plan for college savings for children for individuals and employees. Users can set aside funds as savings, manage college debts, and make investments for the future. Features electronic documentation, manages the administration of employer's benefits, and tracking of transfers & contributions for the user.
- Feb 2024Series A$35K
- Sep 2022Series A$4.9M
- Jun 2022Seed$30K
- Aug 2020Seed$755K
#2
Series B · Nashville, Tennessee · founded 2015 · 86 employees$73.1Mraised▾
Alternative investment platform for multiple assets Allows users to establish a self-directed IRA and invest the savings in alternative assets like private companies, real estate, digital assets, and. It features an Alto deal hub for automating & coordinating investment and closing processes, Alto CryptoIRA for trading & investing in crypto, and more.
- Jan 2022Series B$40M
- Apr 2021Series A$17M
- Oct 2020Series A$2.9M
- Jan 2020Series A$3.5M
#3
Seed · Franklin, Tennessee · founded 2020 · 5 employees$2.5Mraised▾
Online investment platform for music artists. It helps artists raise money to invest in shows for earnings. The platform also helps the artist to find the required budget and unlock royalties.
- Apr 2023Seed$1M
- May 2021Seed$1.5M
#4
Acquired · Nashville, Tennessee · founded 2021 · 5 employees$1.7Mraised▾
ESG rating data. The company offers an ESG data platform for private markets. It tracks, scores, and presents relevant ESG data to investors and other stakeholders. It also autogenerates a presentation-grade report to share findings with stakeholders.
- 2022Seed$1.7M
#5
Seed · New York, Tennessee · founded 2021 · 10 employees$4Mraised▾
Developer of a non-fungible token software designed to allow creators to curate and fractionalize their albums. The company's software allows users to create albums that are collections of non-fungible tokens for fractional ownership and collective governing as a decentralized autonomous organization, enabling creators to own high-value non-fungible tokens.
#6
Series A · Nashville, Tennessee · founded 2012 · 19 employees$8Mraised▾
Wealth Access is a wealth management technology firm that provides data analytic and reporting solutions for the high net worth advisor and investor community. Its cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations.
- Sep 2015Series A$1.5M
- Apr 2014Series A$3M
- Feb 2014Series A$1.5M
- Oct 2012Seed$2M
#7
Acqui-Hired · Alamo, Tennessee · founded 2006$4.4Mraised▾
Global exchange, clearing house, data, and technology solutions provider, transforming possibilities in global markets. The company digitizes exchanges and leads in price discovery, capital raising, indexing, and clearing services. It offers extensive, high-quality, market-leading data and end-to-end solutions that deliver insights for informed decision-making. The company automates the mortgage process to reduce costs and increase efficiencies. It provides benchmark prices for key commodities like oil, natural gas, and power. The company delivers solutions across exchanges, clearing, fixed income, data services, and mortgage technology. It offers tools, market reports, expiry calendars, and support services. The company is involved in benchmark administration and provides access to various markets and clearing services. It also focuses on climate risk, energy markets, fixed income, and data. The company provides subscription services and developer portal.
- Feb 2011Series A$2.5M
- Jun 2010Seed$305.9K
- May 2010Seed$300.5K
- Mar 2010Convertible Debt$50K
#8
Acquired · Nashville, Tennessee · founded 2008 · 41 employees$6.6Mraised▾
Global provider of ratings, benchmarks, analytics, and workflow solutions in financial markets. The company delivers essential intelligence, data, and technology solutions to governments, corporations, and financial institutions. It offers a broad spectrum of services, including credit ratings, indices, pricing and reference data, and valuation services. The company provides insights and tools for risk management, investment decisions, and regulatory compliance. It supports various sectors, such as energy, commodities, and financial services, with specialized data, analytics, and research. The company's offerings include enterprise software, managed services, and consulting, enabling clients to navigate complex markets and make informed decisions. It focuses on sustainability, energy transition, and technology, providing solutions for climate risk assessment and ESG integration. The company offers data via desktop, cloud, data feed, and API solutions.
- May 2013Series A$575K
- Aug 2012Series A$4.3M
- May 2011Seed$1.8M
#9
Seed · Nashville, Tennessee · founded 2021 · 7 employees$525Kraised▾
Operator of an online marketplace intended to bridge the gap between the artist and the audience. The company connects fans and the community through creative NFT drops including both digital assets and real-world swag and experiences, utilizes smart contracts and NFTs to expand revenue streams to the digital market and increase clout and collect digital assets, enabling artists to maximize the immediate opportunity and develop a deeper understanding of the underlying technology.
- Jul 2021Seed$525K
#10
Series B · Chattanooga, Tennessee · founded 2000 · 39 employees$2Mraised▾
ProNvest is an investment advisory firm helping individuals plan for retirement with risk and goal-based investment solutions, professional account management services, rollover options for existing retirement accounts. It also provides ProNvest Planner, an online tool that determines the most appropriate investment strategy for working toward users' defined goals. The ProNvest Planner recommends the investment strategy with the highest chance of success, and depending on the user's risk tolerance, he can choose their recommendation or select his own approach. It is a registered investment advisor, which provides independent investment recommendations for employer-sponsored plans.
- 2019Series B$2M
#11
Seed · Franklin, Tennessee · founded 2009 · 5 employees$1.5Mraised▾
iQuantifi provides financial planners with a platform to provide a goal-based investing platform for their customers. The platform can be used to provide investment recommendation for various products including insurance, loans, securities, and more. The company provides a white label platform that can be customized as per the client's needs.
- Dec 2014Angel$1M
- Jun 2014Seed—
- Jun 2011Seed$500K
#12
Seed · Nashville, Tennessee · founded 2021 · 8 employees$125Kraised▾
The NFT-based platform for sending gifts. It allows users to create, personalized, and send NFTs gifts to friends. It allows users to choose a limited-edition NFT they want to create, customize, and enter the ENS name. Users can also add a personalized message and send it.
- 2021Seed$125K
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.