6189 indexable Investment Tech companies headquartered in United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $56.9B across 1736 funded companies, including 43 unicorns.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Farther
App-based financial planning and management platform for individuals |
$118M | $131M as of 2023 |
Series D | Series D May 2026 | 133 | 2019 | ↑ Active |
| 2 |
Clean Capital
Online platform for funding solar projects |
$503.9M | — | Series B | Conventional Debt Jan 2026 | 30 | 2015 | ↑ Active |
| 3 |
Vestwell
Unicorn Provider of digital workplace savings and retirement plan administration solutions |
$288.6M | $1B as of 2023 |
Series E | Series E Feb 2026 | 72 | 2016 | ↑ Active |
| 4 |
AcreTrader
Online platform focused on farmland investments |
$86.7M | — | Acquired | Series B May 2026 | 132 | 2018 | ↑ Active |
| 5 |
Human Interest
Unicorn Employer-enabled retirement planning |
$664M | $1.3B as of 2024 |
Series E | Series E Nov 2025 | 577 | 2015 | ↑ Active |
| 6 |
The Beneficient Company Group
Platform providing suite of liquidity solutions and other financial and fiduciary services |
$105.4M | — | Public | Post IPO Apr 2026 | — | 2003 | ↑ Active |
| 7 |
Pipe
Unicorn Online revenue-based financing marketplace for SaaS businesses |
$316M | $2B as of 2021 |
Series C | Series C Jan 2026 | 70 | 2019 | ↑ Active |
| 8 |
StartEngine
Unicorn Platform that enables users to create, manage, and invest in innovative companies and technologies |
$72.6M | $780M as of 2021 |
Series A | Series A Apr 2026 | 89 | 2011 | ↑ Active |
| 9 |
Kalshi
Unicorn Online platform offering event outcome-based betting services |
$36.1M | — | Series F | Series F May 2026 | 14 | 2019 | ↑ Active |
| 10 |
Republic
Online alternative fundraising platform to invest in startups, real estate, crypto, and video games |
$214M | — | Public | Conventional Debt Nov 2025 | 100 | 2009 | ↑ Active |
| 11 |
Alpaca Securities
Unicorn Internet-first stock broker |
$120M | — | Series D | Series D Jan 2026 | 207 | 2015 | ↑ Active |
| 12 |
iCapital
Unicorn Software solutions provider for managing investments in private companies |
$765M | $6B as of 2022 |
Series E | Series E Jul 2025 | 535 | 2013 | ↑ Active |
| 13 |
CMG
Platform offering asset management solutions |
$32.5M | — | Series C | Series C May 2026 | 110 | 2015 | ↑ Active |
| 14 |
Wealth
Online estate planning platform |
$46M | — | Series B | Series B Apr 2026 | 18 | 2021 | ↑ Active |
| 15 |
ARQ
Provider of digital accounts, currency conversion, payments, and investment services |
$75M | — | Series B | Series B Mar 2026 | — | 2021 | ↑ Active |
| 16 |
Rogo
AI for investment banks, private equity firms, and hedge funds |
$26M | — | Series D | Series D Apr 2026 | — | 2021 | ↑ Active |
| 17 |
CNote
Online investment platform for fixed income-focused community development |
$27.2M | — | Series B | Series B Apr 2026 | 14 | 2016 | ↑ Active |
| 18 |
MerQube
Index provider solutions for financial and insurance industries |
$35M | — | Series C | Series C Apr 2026 | 9 | 2019 | ↑ Active |
| 19 |
Templum
Blockchain-based platform for tokenized asset offerings and secondary trading |
$28.7M | — | Series C | Series C Apr 2026 | 22 | 2017 | ↑ Active |
| 20 |
Nasdaq Private Market
White-labelled private market investment software for organizations |
$83.8M | — | Series C | Series C Jan 2026 | 78 | 2013 | ↑ Active |
| 21 |
One River Asset Management
Diversified investment management firm |
$56M | — | Acquired | Series A Feb 2026 | 38 | 2013 | ↑ Active |
| 22 |
GeoWealth
Advisory & Wealth management solutions |
$37M | — | Series C | Series C Mar 2026 | 90 | 2010 | ↑ Active |
| 23 |
FarmTogether
Equity crowdfunding platform and infrastructure fund focused on sustainable investments |
$40.4M | — | Series A | Series A Feb 2026 | 34 | 2018 | ↑ Active |
| 24 |
Capitolis
Unicorn Offers trade management solutions for investors |
$282.5M | $1.6B as of 2022 |
Series D | Series D Aug 2025 | 62 | 2016 | ↑ Active |
| 25 |
Juniper Square
Unicorn Platform for real estate investment management |
$239M | $490M as of 2019 |
Series D | Series D Sep 2025 | 367 | 2014 | ↑ Active |
| 26 |
Valstro
Provider of fintech platform focused on outfitting trading firms |
$23.5M | — | Series B | PE Apr 2026 | — | 2020 | ↑ Active |
| 27 |
Addepar
Unicorn Wealth management solutions for advisors |
$529.1M | $2.2B as of 2021 |
Series G | Series G May 2025 | 560 | 2009 | ↑ Active |
| 28 |
Retirable
Online platform for retirement investment advisory |
$16.2M | — | Series A | Series A Apr 2026 | 15 | 2019 | ↑ Active |
| 29 |
Stash
Unicorn Automated investment and robo-advisory platform |
$447.7M | $1.4B as of 2021 |
Acquired | Series H May 2025 | 457 | 2015 | ↑ Active |
| 30 |
Securitize
Blockchain-based asset tokenization platform |
$121.8M | — | Series B | Series B Oct 2025 | 15 | 2017 | ↑ Active |
| 31 |
Samaya AI
Developer of AI agents for financial workflows and investment insights |
$43.5M | — | Series B | Series B Feb 2026 | 2 | 2022 | ↑ Active |
| 32 |
Altruist
Unicorn Portfolio management software for financial advisors |
$449.5M | $1.5B as of 2024 |
Series F | Series F Apr 2025 | 169 | 2018 | ↑ Active |
| 33 |
Stacks
Developer of AI-powered workspace streamlining financial close and accounting tasks |
$35M | — | Series A | Series A Feb 2026 | 5 | 2018 | ↑ Active |
| 34 |
Pillar
Automated currency, commodity, and freight hedging for SME's |
$20M | — | Seed | Seed Apr 2026 | — | 2023 | ↑ Active |
| 35 |
Hanover Park
Provider of AI-native fund administration, portfolio management, and LP experience |
$27M | — | Series A | Series A Mar 2026 | — | 2024 | ↑ Active |
| 36 |
Groundfloor
Fractional real estate investment platform for individuals |
$34.1M | — | Series B | Series B Jan 2026 | 70 | 2013 | ↑ Active |
| 37 |
Jiko
Platform enabling T-bill investing for businesses |
$91M | — | Series C | Series C Oct 2025 | — | 2016 | ↑ Active |
| 38 |
BrightPlan
Goal-based robo advisoy platform |
$44.1M | — | Series B | Series B Jan 2026 | 60 | 2016 | ↑ Active |
| 39 |
Clarity AI
Provider of AI-powered sustainability data and solutions |
$104.5M | — | Series B | Series B Sep 2025 | 319 | 2017 | ↑ Active |
| 40 |
Architect
Provider of perpetual futures contracts trading platform for various asset classes |
$52M | — | Series A | Series A Dec 2025 | — | 2023 | ↑ Active |
| 41 |
Architect
Online platform offering forex trading |
$52.5M | — | Series A | Series A Dec 2025 | — | 2023 | ↑ Active |
| 42 |
Maybern
Portfolio management solution for private funds |
$75.9M | — | Series B | Series B Nov 2025 | 19 | 2021 | ↑ Active |
| 43 |
Monetary Metals
Monetary Metals delivers a yield on gold, paid in gold, via its Gold Yield Marketplace platform, by offering gold-denominated financing to qualified companies in the precious metals industry |
$14M | — | Series A | Series A Feb 2026 | 22 | 2012 | ↑ Active |
| 44 |
SYSO Technologies
Provider of renewable energy storage and management solutions |
$24.5M | — | Series B | Series B Dec 2025 | 22 | 2019 | ↑ Active |
| 45 |
beatBread
Online music funding platform |
$134M | — | Series B | Series B Aug 2025 | 43 | 2020 | ↑ Active |
| 46 |
Arrived
Online platform to invest in rental homes & vacation rentals |
$36.1M | — | Public | Post IPO Nov 2025 | 56 | 2019 | ↑ Active |
| 47 |
Inference Research
Provider of AI-native quantitative trading strategies across digital and traditional markets |
$20M | — | Seed | Seed Feb 2026 | — | 2026 | ↑ Active |
| 48 |
YieldStreet
Online investment platform for asset-backed loans and private equity fund focused on art and multiple sectors |
$162.8M | — | Series D | Series D Jun 2025 | 246 | 2014 | ↑ Active |
| 49 |
Ironlight Group
Tokenization platform offering public and private fund managers |
$11.8M | — | Series A | Series A Mar 2026 | — | 2022 | ↑ Active |
| 50 |
TXSE
Texas stock exchange |
$133.3M | — | Series E | Series E Jul 2025 | — | 2023 | ↑ Active |
App-based financial planning and management platform for individuals. It provides solutions to assist users with financial long-term planning. Its features include access to an extensive selection of public strategies and alternative investments in one place.
Online platform for funding solar projects. It is financing and investing entity that offers a platform for individual investors as well as institutional investors to invest in clean energy projects. It identifies, screens, and manages clean energy projects for its investors. Additionally, it offers both equity and debt investments in operating clean energy projects.
Provider of digital workplace savings and retirement plan administration solutions. It modernizes workplace savings programs, including retirement plans and related benefits. It enables employers to offer and manage savings plans at scale, integrates with payroll and financial systems, and provides employees with tools to automate contributions and track long-term financial goals. The platform supports advisors and p
Online platform focused on farmland investments. It enables users to diversify cash flow by renting land to farmers. It helps in farm management, paperwork, and payments. Users can invest in multiple options as alternative assets for holding farmlands. Also, features news updates as a reference for investors.
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.
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.
Online revenue-based financing marketplace for SaaS businesses. It offers a solution that connects businesses with investors for revenue-based financing. Businesses can integrate the accounting and ERP systems to the platform using APIs. The loan amount is based on the business data obtained from the system. It features integrations with existing payment tools and automated monthly statements.
Platform that enables users to create, manage, and invest in innovative companies and technologies. It connects investors with startups and growth-stage companies across multiple industries, including technology, energy, healthcare, and space. It provides access to pre-IPO investment opportunities, allowing users to explore offerings, evaluate startups, and invest in early-stage businesses through regulated crowdfund
Online platform offering event outcome-based betting services. It is a financial exchange that enables users to speculate on the results of events. It is the first exchange of its sort to be officially regulated. It helps people to earn profit from their viewpoints and engage in intellectual commerce. They provide event contracts, a brand-new asset type that is governed by the commodity futures trading commission. Th
Online alternative fundraising platform to invest in startups, real estate, crypto, and video games. It provides a platform where individuals receive equity in return for their investments. Its features include investment-related services in the private markets, which include a retail investment platform, a blockchain advisory service, a private capital division, and more. It also provides fundraising tools, SEC fili
Alpaca is a commission-free stock trading platform. It provides a platform for algorithmic trading and portfolio management. It provides Trading API for buying and selling stocks, Broker API for a suite of APIs for opening customer accounts, and more.
Software solutions provider for managing investments in private companies. It allows users to invest in private companies, startups, or growth-stage businesses. It allows users to invest in commercial or residential properties, real estate investment trusts (REITs), or real estate funds.
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.
