Best Investment Tech Companies in Texas, United States
The 292 best Investment Tech companies in Texas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: TXSE.
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 Texas
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TXSE Texas stock exchange 48Funding top 13%Growth top 35%Moat top 48%Talent bottom 49% All 7 signals ▾Fundingtop 13% Growthtop 35% Moattop 48% Talentbottom 49% Techbottom 47% Marketbottom 36% Globalbottom 29% Funding: Raised $133M across 3 rounds · 3 rounds over 2 yrs (1.5/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 48/100 | $133M | 11 mo ago | Series E | — | James Lee Founder and CEO | WebflowApple iCloud MailMicrosoft 365+18 | — | — |
| 2 | The Beneficient Company Group Platform providing suite of liquidity solutions and other financial and fiduciary services 57Product top 14%Funding top 23%Growth top 25%Innovation top 34% All 8 signals ▾Producttop 14% Fundingtop 23% Growthtop 25% Innovationtop 34% Techtop 43% Moatbottom 43% Globalbottom 30% Marketbottom 28% Product: 5 distinct product lines · Company stage: Public Funding: Raised $105M across 10 rounds · 10 rounds over 3 yrs (3.3/yr) rank vs industry peers · Fliar Intelligence Index 57/100 | $105M | 2 mo ago | Public | — | — | WordPress Block EditorwpBakeryWordPress+24 | — | — |
| 3 | HundredX AI-driven financial databases and decision support software for wealth managers | $80M | 50 mo ago | Series D | 16 | Rob Pace Founder & CEO | DudaApple iCloud MailMicrosoft 365+21 | 3 patents Enterprise business intelligence platforms with adaptive UI and response center integration | 1 award |
| 4 | Royal Online marketplace for buying, selling, and owning music rights | $71M | 54 mo ago | Series A | 32 | — | Cart FunctionalityProton MailApple iCloud Mail+14 | 179 patents Patents concentrated in chemistry & materials | — |
| 5 | Black Ore Developer of products and services | $60M | 31 mo ago | Seed | — | Eyal Shinar Co-Founder & CEO | WebflowApple iCloud MailGoogle Workspace+15 | — | — |
| 6 | OTC Global Holdings Largest independent OTC commodity brokerage, offering end-to-end trading solutions | $55M | 42 mo ago | Acquired | 183 | — | WordPress Block EditorElementorWordPress+25 | — | — |
| 7 | AEGIS Risk management and hedging solutions platform | $50M | 68 mo ago | Series C | 20 | Bryan Sansbury Founder & CEO | SentryApple iCloud MailMicrosoft 365+31 | 32 patents Patents concentrated in electrical & electronics | — |
| 8 | Eventus Provider of financial services | $48M | 29 mo ago | Acquired | 96 | Travis Schwab CEO | WordPressMySQLPHP+37 | — | — |
| 9 | Siepe Data driven financial and IT solutions for asset managers 42Product top 30%Innovation top 34%Funding top 38%Moat top 39% All 10 signals ▾Producttop 30% Innovationtop 34% Fundingtop 38% Moattop 39% Talenttop 46% Growthbottom 47% Techbottom 42% Marketbottom 39% Newsbottom 37% Globalbottom 32% Product: 12 distinct product lines · Company stage: Series B Innovation: 12 product lines rank vs industry peers · Fliar Intelligence Index 42/100 | $33M | 21 mo ago | Series B | 80 | Michael Pusateri Founder & CEO | WordPressApple iCloud MailMicrosoft 365+28 | — | 3 job openings |
| 10 | Cleartrace Cloud-based platform to track and manage carbon footprint | $26M | 47 mo ago | Series B | 41 | John Redpath Co-Founder | WordPressApple iCloud MailGoogle Workspace+27 | — | — |
| 11 | SolArc Project management experts ensuring contract compliance and cost savings | $25M | 271 mo ago | Acqui-Hired | 119 | Brad Anderson CEO | — | — | — |
| 12 | VRGL Provider of a platform for wealth management firms to grow 24Funding top 34%Moat top 39%Talent bottom 49%Product bottom 45% All 7 signals ▾Fundingtop 34% Moattop 39% Talentbottom 49% Productbottom 45% Globalbottom 37% Marketbottom 34% Newsbottom 21% Funding: Raised $21.7M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 24/100 | $22M | 7 mo ago | Series A | 30 | Josh Smith Co-founder & CEO | — | — | 1 launch |
| 13 | Solovis Global technology company serving capital markets and beyond with diverse solutions | $21M | 96 mo ago | Acquired | 102 102 → 149 (+46%) | — | — | — | — |
| 14 | First Dollar Online savings platform focused on managing healthcare & retirement planning | $19M | 52 mo ago | Acquired | 20 20 → 25 (+25%) | Jason Bornhorst Co-Founder & CEO | Webflow EcommerceWebflowGoogle Cloud+22 | — | — |
| 15 | Augment A marketplace for investors, shareholders, and brokers of private technology companies 21Growth top 28%Funding top 40%Moat top 45%Talent top 45% All 9 signals ▾Growthtop 28% Fundingtop 40% Moattop 45% Talenttop 45% Techbottom 49% Patentsbottom 39% Globalbottom 36% Marketbottom 16% Innovationbottom 4% Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Funding: Raised $16.5M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 21/100 | $17M | 9 mo ago | Series B | 7 | Adam Crawley Co-Founder | WebflowChart.jsGSAP+20 | 2 patents Health monitoring via bio‑signal analytics and real‑time conversational metric prediction for CRM. | — |
| 16 | Iownit Blockchain-based deal discovery platform | $16M | 23 mo ago | Series B | 33 | Hamid Gayibov Co-Founder | — | — | 2 partnerships |
| 17 | Molecule SaaS-based platform for commodity trading 27Moat top 37%News top 41%Talent top 41%Funding top 43% All 10 signals ▾Moattop 37% Newstop 41% Talenttop 41% Fundingtop 43% Patentstop 44% Producttop 49% Techbottom 47% Innovationbottom 45% Globalbottom 40% Marketbottom 29% Moat: Editorial + unicorn rating 7/10 · IP moat: 14 patents News: 2 BI events in 12 mo (of 10 tracked, 6 types) · +100% YoY rank vs industry peers · Fliar Intelligence Index 27/100 | $14M | 11 mo ago | Series B | 24 24 → 48 (+100%) | Sameer Soleja Founder & CEO | Amazon ALBAmazon Web ServicesCloudflare+21 | 14 patents Pharmaceutical obesity/diabetes treatments and polymerizable‑liquid 3D‑printing material technologies | 1 launch |
| 18 | Rocket Dollar Financial planning platform for retirement | $13M | 57 mo ago | Series A | 31 | Henry Yoshida Co-Founder & CEO | HubSpot CMS HubApple iCloud MailMaterial Design Lite+29 | — | — |
| 19 | Brassica API infrastructure for private securities and alternative investments | $12M | 38 mo ago | Acquired | 21 | Youngr Lee Founder & CEO | — | — | — |
| 20 | Ironlight Group Tokenization platform offering public and private fund managers 27Moat top 39%Talent top 45%Funding top 48%Market bottom 40% All 5 signals ▾Moattop 39% Talenttop 45% Fundingtop 48% Marketbottom 40% Globalbottom 32% Moat: Editorial + unicorn rating 7/10 · 10 curated direct competitors tracked Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 27/100 | $12M | 3 mo ago | Series A | — | Rob McGrath Co-Founder & CEO | — | — | 1 partnership |
| 21 | LevelField Provider of a platform uniting digital and traditional finance 22Funding top 36%Talent bottom 49%News bottom 42%Moat bottom 38% All 6 signals ▾Fundingtop 36% Talentbottom 49% Newsbottom 42% Moatbottom 38% Marketbottom 34% Globalbottom 29% Funding: Raised $10.3M across 6 rounds · 6 rounds over 8 yrs (0.8/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 22/100 | $10M | 8 mo ago | Series A | — | Gene Grant Ii Chief Executive Officer | — | — | — |
| 22 | GreatX Provider of real estate dual-stack structure-based tokenization services 21Talent top 38%Funding top 50%Tech top 50%Market bottom 25% All 5 signals ▾Talenttop 38% Fundingtop 50% Techtop 50% Marketbottom 25% Globalbottom 25% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $10.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 21/100 | $10M | 11 mo ago | Series A | — | Dipika Patel Co-Founder | Node.jsFirebaseTailwind CSS+11 | — | — |
| 23 | CryptoSlam NFT-based trading platform for digital assets | $9M | 53 mo ago | Seed | 20 | — | Node.jsFroala EditorGoogle Sign-in+19 | — | 1 expansion |
| 24 | StratiFi Option-based risk management platform for advisors | $8M | 77 mo ago | Series A | 3 | Ralph Drybrough Co-Founder + Strategic Advisor | HubSpot CMS HubAmazon Web ServicesMicrosoft Clarity+29 | — | 1 launch · 1 award |
| 25 | Nexity Network Blockchain-based network and NFT marketplace 5Funding bottom 43%Tech bottom 36%Global bottom 25%Market bottom 15% All 4 signals ▾Fundingbottom 43% Techbottom 36% Globalbottom 25% Marketbottom 15% Funding: Raised $8.2M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 14 technologies across 3/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 5/100 | $8M | 16 mo ago | Seed | 3 | — | WordPressMySQLPHP+11 | — | — |
| 26 | Nada Online investment platform for real estate 40Talent top 28%Tech top 32%Funding top 43%Growth top 46% All 10 signals ▾Talenttop 28% Techtop 32% Fundingtop 43% Growthtop 46% Productbottom 48% Fin. healthbottom 35% Newsbottom 34% Moatbottom 34% Marketbottom 32% Globalbottom 32% Talent: 4 named leaders on record · 4 C-suite/founder profiles curated Tech: 38 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel rank vs industry peers · Fliar Intelligence Index 40/100 | $8M | 12 mo ago | Series A | 74 | John Green Founder & COO | SanityNode.jsTailwind CSS+25 | — | — |
| 27 | Realized 1031 Provider of 1031 exchange services and wealth management for investment properties | $8M | 32 mo ago | Series A | 38 | David Wieland Founder & CEO | HubSpot CMS HubSalesforceIntercom+15 | — | — |
| 28 | ATA RiskStation Platform that offers portfolio risk analytics solution | $7M | 80 mo ago | Series B | 8 | — | — | — | — |
| 29 | Metiscan Online platform for stock market insights and analysis | $7M | 199 mo ago | Series A | — | Bryan Scott CEO & President | — | — | — |
| 30 | Americana NFT-based trading platform for digital collectibles | $7M | 49 mo ago | Seed | 11 | Jake Frey Founder & CEO | — | — | — |
| 31 | Siera AI Provider of a cloud-based AI platform and autonomous robots for warehouse automation | $7M | 68 mo ago | Seed | 9 | Saurav Kumar Agarwal Founder | WordPressMySQLPHP+9 | — | 2 launchs |
| 32 | Realpha Technologies App-based alternative investment platform for real estate 55Product top 27%Tech top 29%Growth top 38%Funding top 40% All 11 signals ▾Producttop 27% Techtop 29% Growthtop 38% Fundingtop 40% Innovationtop 41% Newstop 44% AItop 45% Moattop 48% Talentbottom 41% Marketbottom 32% Globalbottom 32% Product: 1 product launch event in 12 mo, 1 the year before · 1 published app (8 installs) Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses rank vs industry peers · Fliar Intelligence Index 55/100 | $6M | 10 mo ago | Public | 28 | Piyush Phadke CFO | SentryNode.jsGoogle Maps+31 | — | 2 launchs |
| 33 | Art Blocks Online marketplace for digital card collectibles | $6M | 58 mo ago | Series A | 43 | Erick Calderon Co-Founder & CEO | Node.jsRadix UITailwind CSS+21 | — | — |
| 34 | Destiny XYZ Provider of investment access to private technology companies | $5M | 59 mo ago | Seed | 5 | Sohail Prasad Founder & CEO | Builder.ioNode.jsReact+13 | — | — |
| 35 | Black Box Stocks Algorithmic-based trading tips provider | $5M | 17 mo ago | Public | 14 14 → 18 (+29%) | — | WordPressMySQLPHP+33 | — | — |
| 36 | Markaaz App and cloud-based small business and enterprise management solutions 32Moat top 31%Talent top 38%Patents top 39%Innovation top 45% All 10 signals ▾Moattop 31% Talenttop 38% Patentstop 39% Innovationtop 45% Fundingbottom 48% Productbottom 47% Techbottom 42% Globalbottom 36% Marketbottom 32% Newsbottom 27% Moat: Editorial + unicorn rating 7/10 · IP moat: 9 patents Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 32/100 | $5M | 3 mo ago | Series A | 58 | Hany Fam Founder & CEO | WebflowApple iCloud MailVimeo+18 | 9 patents Patents concentrated in computing, sensing & instrumentation | 1 partnership |
| 37 | Quiltt Wealth data aggregation platform | $4M | 47 mo ago | Seed | 10 | Mark Bechhofer Cofounder and COO | WebflowRiveAmazon Web Services+24 | — | — |
| 38 | Harvest Returns Equity crowdfunding platform for agriculture investments | $4M | 48 mo ago | Seed | 7 | Chris Rawley Founder & CEO | RubyErlangTinyMCE+25 | — | — |
| 39 | TIKR Financial database for public companies | $3M | 64 mo ago | Series A | 7 | Sahil Khetpal Co-Founder & CEO | SentryZendeskNode.js+19 | — | — |
| 40 | MicroVentures Equity-based crowdfunding platform for startups and private markets | $3M | 107 mo ago | Seed | 35 35 → 75 (+114%) | Bill Clark Founder & CEO | WordPressApple iCloud MailMicrosoft 365+31 | — | — |
| 41 | CrowdOut Alternative investment manager providing private equity, credit, and real estate solutions | $2M | 39 mo ago | Seed | 12 | Brian Gilmore Co Founder - President | — | — | — |
| 42 | Rain Platforms Automated social investing and trading platform | $2M | 34 mo ago | Seed | 21 | Raghu Kumar Co-Founder | — | — | — |
| 43 | Crowda AI-powered platform connecting investors to real estate developers | $2M | 33 mo ago | Seed | — | Mostafa Hosseini Co-Founder & COO | — | — | — |
| 44 | Indyfin Matching investors with vetted financial advisors for personalized financial guidance | $2M | 57 mo ago | Acquired | 2 | Akshay Singh Co-Founder & CEO | WordPressMySQLPHP+28 | — | — |
| 45 | Raveum Pioneering fractional real estate investment platform 48Talent top 38%Tech top 39%Growth top 45%Funding bottom 45% All 5 signals ▾Talenttop 38% Techtop 39% Growthtop 45% Fundingbottom 45% Globalbottom 34% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Tech: 29 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 48/100 | $1M | 7 mo ago | Seed | — | Kabir Israni Co-Founder & CEO | TurbopackNode.jsRadix UI+15 | — | 3 job openings · 1 award |
| 46 | Composable Provider of software development and consulting services | $1M | 39 mo ago | Seed | — | Jonathan Thomas Co-Founder & CTO | — | — | — |
| 47 | Zive AI Platform providing fund management services 45Patents top 45%AI top 45%Innovation top 47%Funding bottom 47% All 6 signals ▾Patentstop 45% AItop 45% Innovationtop 47% Fundingbottom 47% Talentbottom 45% Globalbottom 35% Patents: 6 patents matched (strict assignee match) · 4 filings since 2022 vs 2 in 2017-21 AI: Product described with: ai-driven rank vs industry peers · Fliar Intelligence Index 45/100 | $1M | 9 mo ago | Seed | — | Rajesh Gopi Founder & CEO | — | 6 patents Web-to-desktop integration and rendering platforms for web applications and digital content visualization | — |
| 48 | Book.io Online NFT marketplace for buying, reading and selling eBooks & audiobooks | $1M | 14 mo ago | Seed | 6 | — | WordPress Block EditorWordPressMySQL+22 | — | — |
| 49 | Distinct Financial Solutions Wealth management and financial planning firm | $900K | 23 mo ago | Seed | — | Joel Hays Owner & CEO | — | — | — |
| 50 | Altafid Provider of integrated financial advisory technology platform | $600K | 8 mo ago | Seed | 45 | Asad Durrani Co-Founder | HubSpot CMS HubEnvoyBootstrap+20 | — | — |
Top 12 Investment Tech companies in Texas
#1
Public · Dallas, Texas · founded 2003$105.4Mraised▾
Platform providing suite of liquidity solutions and other financial and fiduciary services. Its liquidity solutions are available for most types of professionally managed alternative asset investments and can be customized to suit individual circumstances.
- Apr 2026Post IPO$8.8M
- Jan 2026Post IPO$3M
- Jun 2025Post IPO$1.9M
- Apr 2025Post IPO$233.3K
#2
Series E · Houston, Texas · founded 2023$133.3Mraised▾
Texas stock exchange. It provides U.S. and global companies access to U.S. equity capital markets and provide provide a venue to trade and list public companies and the growing universe of exchange-traded products.
- Jul 2025Series E$112.7M
- Sep 2024Series D$28.8M
- Mar 2024Series D$132.5M
#3
Series A · Austin, Texas · founded 2022$11.8Mraised▾
Tokenization platform offering public and private fund managers. It is a platform that digitizes real‑world assets such as funds, corporate stock, real estate, and fine art via blockchain-based security tokens. It is designed to improve operational workflow, streamline settlement processes, and support regulatory compliance, including FINRA and SEC registration plans for an Alternative Trading System.
- Mar 2026Series A$21M
- Dec 2022Series A$11.8M
#4
Series A · Dallas, Texas · founded 2021 · 30 employees$21.7Mraised▾
Provider of a platform for wealth management firms to grow. The platform helps standardize advice preparation and delivery across teams and offices. It enables advisors to move faster and scale operations. The platform helps firms run the work behind their advice.
- Oct 2025Series A$3.6M
- Aug 2024Series A$6M
- Aug 2022Series A$15.7M
#5
Series A · Austin, Texas · founded 2020 · 58 employees$4.6Mraised▾
App and cloud-based small business and enterprise management solutions. It enables businesses to update data on its platform and gets business scores, cash flow, financing, and payment solution for the business. It also offers a dashboard to look at all the financials. It also offers education and information for running a small business on its platform.
- Mar 2026Series A$2.5M
- Mar 2023Series A$3.1M
- May 2021Seed$1.3M
- Dec 2020Seed$200K
#6
Series A · Houston, Texas · founded 2018$10.3Mraised▾
Provider of a platform uniting digital and traditional finance. This platform offers users two methods for buying and selling digital assets, integrating them seamlessly with traditional financial systems. The platform is designed to provide a user-friendly experience tailored to individual customer needs. Future product releases are planned.
- Sep 2025Series A$200K
- Jul 2022Series A$2.9M
- Feb 2022Series A$513.8K
- Jan 2022Series A$8M
#7
Series B · Austin, Texas · founded 2022 · 7 employees$16.5Mraised▾
A marketplace for investors, shareholders, and brokers of private technology companies. It allows shareholders, investors, and brokers to come together to buy and sell shares. Users post orders, message each other to negotiate a deal, and execute the trade on-platform.
- Sep 2025Series B$16.5M
#8
Series B · Houston, Texas · founded 2012 · 24 employees$14.3Mraised▾
Molecule provides a SaaS-based platform for commodity trading. It calculates position and risk for companies that trade commodity futures, forwards, options, and swaps. It supports electricity, natural gas, crude oil, NGLs, and many other commodities worldwide. Molecule downloads trades from exchanges, automatically brings in market data from Morningstar, and computes companies' daily or real-time analyses instantly.
- Jul 2025Series B$11.9M
- May 2021Series A$12M
- Nov 2014Seed$1.1M
- Dec 2013Seed$775K
#9
Public · Plano, Texas · founded 2011 · 28 employees$6Mraised▾
App-based alternative investment platform for real estate. It allows users to invest in real estate, own dividends or rental incomes from the properties, and stay at the properties. The platform focuses on short-term rentals, uses an AI-based system, reAlphaBRAIN to evaluate, select, add new properties to the platform marketplace, and more. The application is available on the iOS platform.
- Jul 2025Post IPO$5.3M
- Apr 2025Post IPO$6.3M
- Mar 2025Post IPO$5M
- Nov 2022Conventional Debt$200M
#10
Series A · Frisco, Texas · founded 2018$10Mraised▾
Provider of real estate dual-stack structure-based tokenization services. It provides a platform for tokenizing real estate assets. Its features include hotel investment and management, smart contracts, multi-currency trade, decentralization, passive earning, and treasury bonds. It also provides a multi-layer risk mitigation strategy.
- Jun 2025Series A$10M
#11
Series A · Dallas, Texas · founded 2019 · 74 employees$8.1Mraised▾
Online investment platform for real estate. The platform lets users invest in real estate properties. Users can own fractions of real estate properties. The platform also provides a debit card designed to grow the user's real estate wealth.
- May 2025Series A$10M
- Oct 2024Conventional Debt$25M
- Jul 2022Seed$8.1M
- Oct 2020Seed$455K
#12
Series B · Dallas, Texas · founded 2012 · 80 employees$33.2Mraised▾
Data driven financial and IT solutions for asset managers. It helps in portfolio management, risk and performance measurement, and data warehousing for analysis and insights. It enables mid office and back office operations for due diligence and compliance. It also focuses on IT solutions for managing services regarding network and workstation, cloud hosting and backup, software and security, internet management, unified communication, and customer services.
- Aug 2024Series B$30M
- Jul 2020Series A$3.2M
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
What Texas researches in fintech
UT Dallas and Texas A&M dominate Texas fintech research, focusing heavily on regulation and risk concerns (12 of 19 papers), with a contested, cautious tone despite recent growth.
- The University of Texas at Dallas5
- Texas A&M University3
- Texas A&M University School of Law3
- The University of Texas at San Antonio2
- The University of Texas at Austin2