Radar · Investment Tech in United States
Best Investment Tech Companies in United States
The 6189 best Investment Tech companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Robinhood.
By Riya SenguptaFinancials
6189companies tracked
$56.9Bdisclosed funding
43unicorns
1845have raised
$56.9 billion in disclosed funding across 6,189 tracked companies makes the United States the undisputed center of gravity for Investment Tech globally, and this directory ranks that field by funding size and recent momentum so you can see exactly where capital is concentrating.
The sector's financials are the real story. Among 23 validated filers, median revenue sits at $233 million with 8% YoY growth, and the combined revenue pool clears $14.3 billion. Those numbers aren't uniformly distributed. S&P Global Inc. booked $4.2 billion in revenue, up 10%, while CME Group Inc. pulled $1.9 billion at a 14% clip and SS&C Technologies Holdings Inc added $1.6 billion at 9% growth. Net income tells an even starker story: S&P Global's $1.4 billion profit runs 43 times the sector median, and CME Group's $1.2 billion is 37 times. I'd call that concentration remarkable, but the figures speak clearly enough without the adjective. And on the consumer side, investment management apps are posting median install growth of 25% YoY across 82 tracked apps, a signal that retail engagement with this space is genuinely accelerating. With 43 unicorns already in the directory and hot themes like pre-IPO valuation and payment system integration drawing fresh attention, the question isn't whether Investment Tech is maturing. It's which layer of it compounds fastest from here.
Sources & further reading
- OpenAI's cozy partner Cerebras is on track for a blockbuster IPO
- Bitcoin Hack News: Attackers Drain $7M Bitcoin From Odin.fun in Liquidity Exploi
- Crypto market crashes as top Fed official warns on interest rates
FLIAR INTELLIGENCE · INVESTMENT TECH × UNITED STATES
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
1Mcombined LinkedIn audience
32%of audience held by top 3
3companies hiring publicly (12 mo)
Ranked: Best Investment Tech companies in United States
| # | Company | Disclosed funding | Last round | Employees | Founder | Stage | Market signals (1y) | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iCapital 🦄 Software solutions provider for managing investments in private companies 87Funding top 16%Talent top 23%News top 25%Market top 26% All 10 signals ▾Fundingtop 16% Talenttop 23% Newstop 25% Markettop 26% Moattop 26% Growthtop 27% Producttop 36% Globaltop 42% Techtop 43% Partnersbottom 35% Funding: Raised $765M across 8 rounds · 8 rounds over 13 yrs (0.6/yr) Talent: 6 named leaders on record · 6 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 87/100 | $765M | 11 mo ago | 535 | Dan Vene Co-Founder & Managing Partner | Series E | 9 signals ▲50% Funding · M&A · Capital raise | — | 1 partnership |
| 2 | 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 | 577 577 → 851 (+47%) | Roger Lee Co-Founder | Series E | — | — | — |
| 3 | Addepar 🦄 Wealth management solutions for advisors 78Funding top 18%News top 22%Moat top 25%Growth top 28% All 12 signals ▾Fundingtop 18% Newstop 22% Moattop 25% Growthtop 28% Markettop 29% Producttop 29% Talenttop 34% Partnerstop 38% Innovationtop 41% Patentstop 45% Globaltop 50% Techbottom 45% Funding: Raised $529M across 7 rounds · 7 rounds over 15 yrs (0.5/yr) News: 16 BI events in 12 mo (of 54 tracked, 8 types) · +33% YoY rank vs industry peers · Fliar Intelligence Index 78/100 | $529M | 13 mo ago | 560 | Joe Lonsdale Founder and Chairman | Series G | 16 signals ▲33% Announcements · Leadership · Contracts | 49 patents Dynamic financial data tables and reporting interfaces for wealth management analytics | 2 partnerships |
| 4 | Clean Capital Online platform for funding solar projects 60Funding top 18%Talent top 28%Growth top 29%Moat top 31% All 10 signals ▾Fundingtop 18% Talenttop 28% Growthtop 29% Moattop 31% Producttop 40% Innovationtop 43% Techtop 44% Newstop 46% Globalbottom 39% Marketbottom 30% Funding: Raised $504M across 5 rounds · 5 rounds over 11 yrs (0.5/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 60/100 | $504M | 5 mo ago | 30 | Jon Powers Co Founder | Series B | 3 signals Capital raise · Acquisition | — | — |
| 5 | Altruist 🦄 Portfolio management software for financial advisors 82Tech top 13%Funding top 16%Growth top 17%Customers top 28% All 13 signals ▾Techtop 13% Fundingtop 16% Growthtop 17% Customerstop 28% Producttop 32% Moattop 32% Markettop 35% AItop 45% Talentbottom 49% Patentsbottom 39% Globalbottom 39% Innovationbottom 34% Newsbottom 21% Tech: 70 technologies across 7/8 capability areas · Cloud: Amazon Alb, Amazon Web Services Funding: Raised $450M across 6 rounds · 6 rounds over 7 yrs (0.9/yr) rank vs industry peers · Fliar Intelligence Index 82/100 | $450M | 13 mo ago | 169 | Jason Wenk Founder / CEO | Series F | — | 2 patents Optimizing user interfaces for faster app execution and automating payment authorization processes. | 2 launchs · 1 award |
| 6 | Stash 🦄 Automated investment and robo-advisory platform 83News top 14%Funding top 17%Tech top 18%Moat top 26% All 10 signals ▾Newstop 14% Fundingtop 17% Techtop 18% Moattop 26% Markettop 27% Talenttop 27% Customerstop 33% Growthtop 45% Producttop 47% Globalbottom 48% News: 10 BI events in 12 mo (of 39 tracked, 6 types) · +150% YoY Funding: Raised $448M across 14 rounds · 14 rounds over 11 yrs (1.3/yr) rank vs industry peers · Fliar Intelligence Index 83/100 | $448M | 13 mo ago | 457 | Ed Robinson Co-Founder & Co-CEO | Acquired | 10 signals ▲150% M&A · Leadership | — | — |
| 7 | Pipe 🦄 Online revenue-based financing marketplace for SaaS businesses 76Funding top 16%Moat top 19%Innovation top 32%Talent top 33% All 10 signals ▾Fundingtop 16% Moattop 19% Innovationtop 32% Talenttop 33% Techtop 34% Growthtop 35% Producttop 36% Newstop 41% Globaltop 45% Markettop 47% Funding: Raised $316M across 7 rounds · 7 rounds over 6 yrs (1.2/yr) Moat: Editorial + unicorn rating 9/10 · Unicorn rank vs industry peers · Fliar Intelligence Index 76/100 | $316M | 5 mo ago | 70 | Josh Mangel Co-Founder | Series C | 11 signals Leadership · New product · Layoffs | — | — |
| 8 | Vestwell 🦄 Provider of digital workplace savings and retirement plan administration solutions 72Funding top 17%News top 18%Moat top 26%Growth top 29% All 12 signals ▾Fundingtop 17% Newstop 18% Moattop 26% Growthtop 29% Techtop 29% Talenttop 38% Innovationtop 41% Partnerstop 41% Producttop 43% Markettop 46% Globalbottom 39% Customersbottom 31% Funding: Raised $289M across 7 rounds · 7 rounds over 10 yrs (0.7/yr) News: 7 BI events in 12 mo (of 41 tracked, 6 types) · +133% YoY rank vs industry peers · Fliar Intelligence Index 72/100 | $289M | 3 mo ago | 72 | Aaron Schumm Founder | Series E | 7 signals ▲133% Funding · Capital raise · M&A | — | — |
| 9 | Capitolis 🦄 Offers trade management solutions for investors 76Funding top 14%News top 24%Talent top 24%Growth top 25% All 11 signals ▾Fundingtop 14% Newstop 24% Talenttop 24% Growthtop 25% Moattop 26% Markettop 40% Producttop 41% Innovationtop 44% Partnerstop 45% Globaltop 48% Techtop 50% Funding: Raised $282M across 10 rounds · 10 rounds over 10 yrs (1.0/yr) News: 18 BI events in 12 mo (of 101 tracked, 7 types) · +125% YoY rank vs industry peers · Fliar Intelligence Index 76/100 | $282M | 10 mo ago | 62 | Igor Teleshevsky Co Founder and VP R&D | Series D | 18 signals ▲125% Leadership · Funding · M&A | — | 1 award |
| 10 | 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 | 367 | Yonas Fisseha Co-Founder & CTO | Series D | 5 signals ▲25% M&A · Funding · Leadership | — | 2 launchs |
| 11 | Republic Online alternative fundraising platform to invest in startups, real estate, crypto, and video games 62Tech top 12%Funding top 18%Patents top 25%Innovation top 28% All 12 signals ▾Techtop 12% Fundingtop 18% Patentstop 25% Innovationtop 28% Producttop 39% Growthtop 45% Moattop 46% Talentbottom 49% Marketbottom 44% Newsbottom 44% Globalbottom 42% Fin. healthbottom 30% Tech: 59 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services Funding: Raised $214M across 8 rounds · 8 rounds over 6 yrs (1.3/yr) rank vs industry peers · Fliar Intelligence Index 62/100 | $214M | 6 mo ago | 100 | Peter Green Co-Founder | Public | 3 signals ▼67% Funding · Earnings | 33 patents Advanced sorting and recycling of mixed plastics, including polyolefin/polyester streams and PFAS removal | — |
| 12 | YieldStreet Online investment platform for asset-backed loans and private equity fund focused on art and multiple sectors 64Funding top 20%Tech top 29%Moat top 31%Market top 40% All 9 signals ▾Fundingtop 20% Techtop 29% Moattop 31% Markettop 40% Producttop 43% Customersbottom 49% Talentbottom 49% Globalbottom 39% Newsbottom 35% Funding: Raised $163M across 5 rounds · 5 rounds over 8 yrs (0.6/yr) Tech: 36 technologies across 6/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 64/100 | $163M | 12 mo ago | 246 | Milind Mehere Founder & CEO | Series D | — | — | — |
| 13 | beatBread Online music funding platform 69Funding top 18%News top 28%Growth top 30%Tech top 32% All 8 signals ▾Fundingtop 18% Newstop 28% Growthtop 30% Techtop 32% Talenttop 32% Moattop 39% Marketbottom 45% Globalbottom 37% Funding: Raised $134M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) News: 8 BI events in 12 mo (of 16 tracked, 3 types) · +100% YoY rank vs industry peers · Fliar Intelligence Index 69/100 | $134M | 10 mo ago | 43 | John Haller Co-Founder | Series B | 8 signals ▲100% Leadership · Funding · Capital raise | — | — |
| 14 | 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 | — | James Lee Founder and CEO | Series E | — | — | — |
| 15 | 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 | 15 | Carlos Domingo Co-Founder & CEO | Series B | 16 signals ▲700% M&A · IPO · Earnings | — | — |
| 16 | Alpaca Securities 🦄 Internet-first stock broker 90Funding top 12%Tech top 21%Talent top 22%Growth top 24% All 10 signals ▾Fundingtop 12% Techtop 21% Talenttop 22% Growthtop 24% Newstop 26% Moattop 26% Markettop 31% Partnerstop 31% Producttop 43% Globalbottom 45% Funding: Raised $120M across 12 rounds · 12 rounds over 9 yrs (1.3/yr) Tech: 61 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses rank vs industry peers · Fliar Intelligence Index 90/100 | $120M | 5 mo ago | 207 | Yoshi Yokokawa Co-Founder & Co-CEO | Series D | 10 signals ▲150% M&A · Contracts · Funding | — | — |
| 17 | Farther App-based financial planning and management platform for individuals 60Funding top 18%Tech top 31%Talent top 34%Product top 36% All 11 signals ▾Fundingtop 18% Techtop 31% Talenttop 34% Producttop 36% Moattop 39% Growthtop 42% Newstop 44% Partnerstop 45% Marketbottom 46% Globalbottom 36% Customersbottom 30% Funding: Raised $118M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) Tech: 45 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 60/100 | $118M | 0 mo ago | 133 | Taylor Matthews Co-Founder & CEO | Series D | 12 signals ▼57% M&A · Acquisition · Leadership | — | — |
| 18 | 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 | — | — | — |
| 19 | Clarity AI Provider of AI-powered sustainability data and solutions 74Funding top 19%AI top 24%Moat top 26%Tech top 28% All 12 signals ▾Fundingtop 19% AItop 24% Moattop 26% Techtop 28% Patentstop 33% Growthtop 37% Markettop 42% Producttop 49% Talentbottom 49% Innovationbottom 47% Globalbottom 44% Newsbottom 38% Funding: Raised $105M across 7 rounds · 7 rounds over 9 yrs (0.8/yr) AI: Holds AI/ML patents (G06N-family CPC) · Product described with: ai-powered, machine learning rank vs industry peers · Fliar Intelligence Index 74/100 | $105M | 9 mo ago | 319 | Rebeca Minguela Founder & CEO | Series B | — | 104 patents Disposable beverage containers with integrated lids, living hinges, and thermal insulation features. | 1 award |
| 20 | 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 | — | Stephane Lintner Founder & CEO | Series C | — | 7 patents Privacy-preserving node-level data computation and reconciliation for financial analytics | — |
| 21 | AcreTrader Online platform focused on farmland investments 67Funding top 18%Growth top 21%Moat top 24%Tech top 50% All 7 signals ▾Fundingtop 18% Growthtop 21% Moattop 24% Techtop 50% Marketbottom 49% Newsbottom 46% Globalbottom 37% Funding: Raised $86.7M across 26 rounds · 26 rounds over 7 yrs (3.7/yr) Growth: Headcount 51 → 132 (+159%) across vintages · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 67/100 | $87M | 1 mo ago | 132 | — | Acquired | — | — | 1 job opening · 1 expansion |
| 22 | Nasdaq Private Market White-labelled private market investment software for organizations 60Funding top 15%Product top 28%Moat top 32%Innovation top 39% All 11 signals ▾Fundingtop 15% Producttop 28% Moattop 32% Innovationtop 39% Talenttop 42% Techtop 45% Markettop 47% Patentsbottom 49% Growthbottom 47% Newsbottom 45% Globalbottom 42% Funding: Raised $83.8M across 4 rounds · 4 rounds over 3 yrs (1.3/yr) Product: 1 product launch event in 12 mo, 2 the year before · Company stage: Series C rank vs industry peers · Fliar Intelligence Index 60/100 | $84M | 5 mo ago | 78 | Barry Silbert Co-Founder | Series C | 4 signals ▼67% Leadership · New product · Funding | 29 patents Electronic trading systems for derivative securitization and auction-based security valuation. | 1 internship · 2 partnerships |
| 23 | Maybern Portfolio management solution for private funds 40Funding top 22%News top 37%Talent top 38%Market bottom 38% All 6 signals ▾Fundingtop 22% Newstop 37% Talenttop 38% Marketbottom 38% Moatbottom 38% Globalbottom 29% Funding: Raised $75.9M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) News: 3 BI events in 12 mo (of 3 tracked, 1 types) · Top themes: Funding rank vs industry peers · Fliar Intelligence Index 40/100 | $76M | 7 mo ago | 19 | Ross Mechanic Co-Founder & CEO | Series B | 3 signals Funding | — | 2 job openings |
| 24 | ARQ Provider of digital accounts, currency conversion, payments, and investment services 89Growth top 14%Customers top 19%Funding top 21%Tech top 34% All 8 signals ▾Growthtop 14% Customerstop 19% Fundingtop 21% Techtop 34% Talenttop 35% Globaltop 45% Producttop 46% Markettop 47% Growth: App-install growth +153% YoY · Fresh capital in last 24 mo Customers: Play-Store rating 4.58★ across 23,113 ratings (1 apps) rank vs industry peers · Fliar Intelligence Index 89/100 | $75M | 3 mo ago | — | Zach Garman Co-Founder & CPO | Series B | — | — | — |
| 25 | StartEngine 🦄 Platform that enables users to create, manage, and invest in innovative companies and technologies 83Fin. health top 21%Funding top 22%Tech top 22%Moat top 26% All 11 signals ▾Fin. healthtop 21% Fundingtop 22% Techtop 22% Moattop 26% Talenttop 28% Customerstop 31% Markettop 37% Growthtop 38% Productbottom 48% Globalbottom 37% Newsbottom 27% Fin. health: Revenue ~$110M (FY2024) · Net margin 1.3% Funding: Raised $72.6M across 59 rounds · 59 rounds over 11 yrs (5.4/yr) rank vs industry peers · Fliar Intelligence Index 83/100 | $73M | 2 mo ago | 89 89 → 179 (+101%) | Jad Shraim Co-Founder & CFO | Series A | — | — | 1 partnership |
| 26 | One River Asset Management Diversified investment management firm 55Funding top 21%Product top 26%Innovation top 34%Talent bottom 49% All 8 signals ▾Fundingtop 21% Producttop 26% Innovationtop 34% Talentbottom 49% Marketbottom 48% Globalbottom 37% Techbottom 29% Newsbottom 22% Funding: Raised $56.0M across 3 rounds · 3 rounds over 6 yrs (0.5/yr) Product: 4 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 55/100 | $56M | 3 mo ago | 38 | Eric Peters Founder & CEO | Acquired | — | — | — |
| 27 | Architect Online platform offering forex trading 40Funding top 23%Moat top 40%Growth top 45%Talent bottom 49% All 7 signals ▾Fundingtop 23% Moattop 40% Growthtop 45% Talentbottom 49% Techbottom 48% Marketbottom 35% Globalbottom 33% Funding: Raised $52.5M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Moat: Soonicorn · 10 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 40/100 | $53M | 5 mo ago | — | Brett Harrison Founder & CEO | Series A | — | — | — |
| 28 | Architect Provider of perpetual futures contracts trading platform for various asset classes 40Funding top 26%Talent bottom 49%Global bottom 33% All 3 signals ▾Fundingtop 26% Talentbottom 49% Globalbottom 33% Funding: Raised $52.0M across 3 rounds · 3 rounds over 3 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 40/100 | $52M | 5 mo ago | — | Brett Harrison Co-Founder & CEO | Series A | — | — | — |
| 29 | Wealth Online estate planning platform 62Tech top 15%Funding top 20%Growth top 35%Talent top 38% All 8 signals ▾Techtop 15% Fundingtop 20% Growthtop 35% Talenttop 38% Moattop 39% Marketbottom 35% Globalbottom 29% Newsbottom 21% Tech: 75 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Ses Funding: Raised $46.0M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) rank vs industry peers · Fliar Intelligence Index 62/100 | $46M | 2 mo ago | 18 | Tim White Co-Founder | Series B | — | — | 1 award |
| 30 | BrightPlan Goal-based robo advisoy platform 50Funding top 34%Growth top 35%Moat top 37%Tech top 41% All 12 signals ▾Fundingtop 34% Growthtop 35% Moattop 37% Techtop 41% Patentstop 44% Producttop 49% Talentbottom 49% Customersbottom 48% Innovationbottom 46% Marketbottom 45% Newsbottom 45% Globalbottom 35% Funding: Raised $44.1M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 50/100 | $44M | 5 mo ago | 60 | Marthin De Beer Founder & CEO | Series B | — | 19 patents Patents concentrated in computing, sensing & instrumentation | 2 awards |
| 31 | Samaya AI Developer of AI agents for financial workflows and investment insights 40Funding top 21%Growth top 35%Moat top 42%Tech top 44% All 7 signals ▾Fundingtop 21% Growthtop 35% Moattop 42% Techtop 44% Talentbottom 49% Globalbottom 37% Marketbottom 21% Funding: Raised $43.5M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 40/100 | $44M | 4 mo ago | 2 | Maithra Raghu Co-Founder & CEO | Series B | — | — | 3 launchs · 1 partnership · 1 award |
| 32 | 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 | 34 | David Gould Chief Executive Officer | Series A | — | — | 1 partnership · 1 expansion |
| 33 | GeoWealth Advisory & Wealth management solutions 67Funding top 23%Product top 25%Talent top 28%Growth top 33% All 10 signals ▾Fundingtop 23% Producttop 25% Talenttop 28% Growthtop 33% Innovationtop 34% Newstop 34% Moattop 39% Techtop 48% Marketbottom 48% Globalbottom 29% Funding: Raised $37.0M across 4 rounds · 4 rounds over 8 yrs (0.5/yr) Product: 10 distinct product lines · 4 published apps (139 installs) rank vs industry peers · Fliar Intelligence Index 67/100 | $37M | 3 mo ago | 90 | Michael Shaughnessy Co-Founder | Series C | 5 signals ▲25% Funding | — | 2 job openings · 1 launch |
| 34 | Kalshi 🦄 Online platform offering event outcome-based betting services 69Funding top 21%Tech top 21%News top 24%Growth top 25% All 11 signals ▾Fundingtop 21% Techtop 21% Newstop 24% Growthtop 25% Talenttop 28% Moattop 29% Producttop 30% Innovationbottom 46% Marketbottom 45% Globalbottom 39% Partnersbottom 35% Funding: Raised $36.1M across 9 rounds · 9 rounds over 6 yrs (1.5/yr) Tech: 71 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 69/100 | $36M | 0 mo ago | 14 | Tarek Mansour Co-Founder & CEO | Series F | 26 signals ▲225% Funding · Lawsuit · Capital raise | — | 1 launch |
| 35 | Arrived Online platform to invest in rental homes & vacation rentals 69Growth top 22%Funding top 23%Fin. health top 28%Talent top 28% All 10 signals ▾Growthtop 22% Fundingtop 23% Fin. healthtop 28% Talenttop 28% Techtop 29% Markettop 50% Patentsbottom 39% Moatbottom 39% Globalbottom 37% Innovationbottom 34% Growth: Headcount 41 → 56 (+37%) across vintages · Revenue +956% YoY Funding: Raised $36.1M across 7 rounds · 7 rounds over 5 yrs (1.4/yr) rank vs industry peers · Fliar Intelligence Index 69/100 | $36M | 7 mo ago | 56 | Alejandro Chouza Sarquis Co-founder | COO at Arrived | Public | — | 2 patents AI-driven multimodal data integration and analytics for unstructured data processing | — |
| 36 | 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 | 9 | Keith Loggie Co-Founder and COO | Series C | 3 signals Funding | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 37 | Stacks Developer of AI-powered workspace streamlining financial close and accounting tasks 40Funding top 24%Growth top 35%Talent top 38%AI top 45% All 10 signals ▾Fundingtop 24% Growthtop 35% Talenttop 38% AItop 45% Techtop 47% Moattop 47% Globalbottom 37% Innovationbottom 30% Patentsbottom 29% Marketbottom 19% Funding: Raised $35.0M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 40/100 | $35M | 3 mo ago | 5 | Albert Malikov Co-Founder & CEO | Series A | — | 2 patents Semantic-driven information retrieval and knowledge discovery systems | — |
| 38 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | 70 | Brian Dally Co-Founder & CEO | Series B | — | — | 1 partnership |
| 39 | CMG Platform offering asset management solutions 45Funding top 24%Tech bottom 49%Growth bottom 48%Market bottom 47% All 6 signals ▾Fundingtop 24% Techbottom 49% Growthbottom 48% Marketbottom 47% Globalbottom 39% Newsbottom 27% Funding: Raised $32.5M across 3 rounds · 3 rounds over 7 yrs (0.4/yr) Tech: 31 technologies across 3/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $32M | 1 mo ago | 110 | — | Series C | — | — | — |
| 40 | Templum Blockchain-based platform for tokenized asset offerings and secondary trading 50Funding top 26%Growth top 28%Product top 36%Moat top 37% All 11 signals ▾Fundingtop 26% Growthtop 28% Producttop 36% Moattop 37% Techtop 39% Talenttop 41% Newsbottom 45% Innovationbottom 38% Patentsbottom 38% Globalbottom 37% Marketbottom 35% Funding: Raised $28.7M across 5 rounds · 5 rounds over 9 yrs (0.6/yr) Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 50/100 | $29M | 2 mo ago | 22 22 → 28 (+27%) | Christopher Pallotta Founder & CEO | Series C | — | 13 patents Blockchain token issuance platforms with regulatory compliance, escrow, and timing features | — |
| 41 | CNote Online investment platform for fixed income-focused community development 50Funding top 24%Tech top 26%Moat top 29%Talent top 38% All 9 signals ▾Fundingtop 24% Techtop 26% Moattop 29% Talenttop 38% Growthtop 45% Producttop 49% Globalbottom 37% Marketbottom 28% Newsbottom 27% Funding: Raised $27.2M across 17 rounds · 17 rounds over 10 yrs (1.7/yr) Tech: 51 technologies across 6/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 50/100 | $27M | 2 mo ago | 14 14 → 29 (+107%) | Catherine Berman Co-Founder & CEO | Series B | — | — | — |
| 42 | Hanover Park Provider of AI-native fund administration, portfolio management, and LP experience 72Funding top 26%AI top 45%Talent top 45%Global bottom 48% All 4 signals ▾Fundingtop 26% AItop 45% Talenttop 45% Globalbottom 48% Funding: Raised $27.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) AI: Product described with: ai-native rank vs industry peers · Fliar Intelligence Index 72/100 | $27M | 3 mo ago | — | Nick Puljic Co-Founder / CTO | Series A | — | — | — |
| 43 | Rogo AI for investment banks, private equity firms, and hedge funds 55Funding top 19%Talent top 28%Growth top 35%Moat bottom 48% All 7 signals ▾Fundingtop 19% Talenttop 28% Growthtop 35% Moatbottom 48% Techbottom 46% Globalbottom 43% Marketbottom 36% Funding: Raised $26.0M across 5 rounds · 5 rounds over 2 yrs (2.5/yr) Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 55/100 | $26M | 1 mo ago | — | John Willett Co-Founder & COO | Series D | — | — | 1 partnership |
| 44 | SYSO Technologies Provider of renewable energy storage and management solutions 35Funding top 36%Talent top 38%Moat top 39%Market bottom 40% All 5 signals ▾Fundingtop 36% Talenttop 38% Moattop 39% Marketbottom 40% Globalbottom 29% Funding: Raised $24.5M across 5 rounds · 5 rounds over 5 yrs (1.0/yr) Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 35/100 | $24M | 5 mo ago | 22 22 → 44 (+100%) | Christopher Gosline Co-Founder & CEO | Series B | — | — | — |
| 45 | Valstro Provider of fintech platform focused on outfitting trading firms 10Funding top 31%Talent bottom 49%Tech bottom 31%Global bottom 29% All 5 signals ▾Fundingtop 31% Talentbottom 49% Techbottom 31% Globalbottom 29% Marketbottom 16% Funding: Raised $23.5M across 2 rounds · 2 rounds over 2 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 10/100 | $24M | 1 mo ago | — | Mark Ames Chief Executive Officer | Series B | — | — | 1 launch |
| 46 | Pillar Automated currency, commodity, and freight hedging for SME's 42Talent top 28%Growth top 35%Moat top 38%Funding top 39% All 9 signals ▾Talenttop 28% Growthtop 35% Moattop 38% Fundingtop 39% Patentstop 50% Innovationbottom 47% Techbottom 46% Globalbottom 40% Marketbottom 29% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 42/100 | $20M | 2 mo ago | — | Chinmay Deshpande Co-Founder | Seed | — | 14 patents Modular wearable hardware with secure, context-aware communication and touch/health interfaces | — |
| 47 | 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 | — | Luke Li Founder & CEO | Seed | — | — | — |
| 48 | Retirable Online platform for retirement investment advisory 50Tech top 26%Funding top 32%Growth top 35%Moat top 39% All 9 signals ▾Techtop 26% Fundingtop 32% Growthtop 35% Moattop 39% Newstop 43% Talentbottom 49% Productbottom 48% Globalbottom 37% Marketbottom 29% Tech: 33 technologies across 6/8 capability areas · Cloud: Cloudflare, Vercel Funding: Raised $16.2M across 6 rounds · 6 rounds over 6 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $16M | 2 mo ago | 15 | Tyler CFP CEO | Series A | — | — | — |
| 49 | Monetary Metals Monetary Metals delivers a yield on gold, paid in gold, via its Gold Yield Marketplace platform, by offering… 57Innovation top 32%Tech top 33%Growth top 35%Funding top 36% All 9 signals ▾Innovationtop 32% Techtop 33% Growthtop 35% Fundingtop 36% Producttop 36% Moattop 39% Talentbottom 49% Marketbottom 37% Globalbottom 37% Innovation: 4 product lines · Deep-tech classification: Blockchain Tech: 46 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 57/100 | $14M | 3 mo ago | 22 | Keith Weiner Founder & CEO | Series A | — | — | — |
| 50 | 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 | — | Rob McGrath Co-Founder & CEO | Series A | — | — | 1 partnership |
Top 12 Investment Tech companies in United States
#1
Series D · New York City, New York · founded 2019 · 133 employees$118Mraised▾
Series D · New York City, New York · founded 2019 · 133 employees
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.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 18%Tech
top 31%Talent
top 34%Product
top 36%Moat
top 39%Growth
top 42%Funding: Raised $118M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) · Last round Series D (May 2026)
Tech: 45 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Observability: Datadog
Talent: 3 named leaders on record · 2 C-suite/founder profiles curated · 3 leadership moves in 12 mo
Audience (LinkedIn): 29k LinkedIn followers — 2.8% of this cohort's audience · 52 engagements/post (2.3× cohort median)
Funding rounds
- May 2026Series D$150M
- Oct 2024Series C$72M
- Sep 2023Series B$31M
- Aug 2022Series A$15M
Founders & team
Investors
Bessemer Venture Partners, Khosla Ventures, MassMutual Ventures, Moneta, Context Ventures, Cota Capital
Tech stack
AhrefsAmazon CloudfrontAmazon S3Amazon Web ServicesAppcuesApple Icloud Mail
#2
Series B · New York City, New York · founded 2015 · 30 employees$503.9Mraised▾
Series B · New York City, New York · founded 2015 · 30 employees
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.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Funding
top 18%Talent
top 28%Growth
top 29%Moat
top 31%Product
top 40%Innovation
top 43%Funding: Raised $504M across 5 rounds · 5 rounds over 11 yrs (0.5/yr) · Last round Conventional Debt (Jan 2026)
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Growth: Headcount 15 → 30 (+100%) across vintages · 3 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo
Audience (LinkedIn): 31k LinkedIn followers — 3.0% of this cohort's audience
Funding rounds
- Jan 2026Conventional Debt$300M
- Jun 2023Series B$500M
- May 2022Conventional Debt$200M
- Apr 2019Series A—
Founders & team
Investors
Rabobank, Seedinvest, Manulife, BlackRock, Infranity, Lorentzen Investments
Tech stack
AddtoanyAddtoany Share ButtonsApple Icloud MailCdnjsCloudflareCloudflare Bot Management
#3
Vestwell 🦄Series E · New York City, New York · founded 2016 · 72 employees$288.6Mraised▾
Vestwell 🦄
Series E · New York City, New York · founded 2016 · 72 employees
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 partners with compliance-ready administration, reporting, and end-to-end plan management designed to simplify and expand access to modern savings solutions.
Fliar Intelligence Index™ 72how this company ranks against its industry peers
Funding
top 17%News
top 18%Moat
top 26%Growth
top 29%Tech
top 29%Talent
top 38%Funding: Raised $289M across 7 rounds · 7 rounds over 10 yrs (0.7/yr) · Last round Series E (Feb 2026)
News: 7 BI events in 12 mo (of 41 tracked, 6 types) · +133% YoY · 5 high-value events (IPO/M&A/funding/contracts) in 12 mo
Moat: Editorial + unicorn rating 9/10 · Unicorn · 7 curated direct competitors tracked
Audience (LinkedIn): 18k LinkedIn followers
Funding rounds
- Feb 2026Series E$385M
- Dec 2023Series D$176.1M
- Jun 2021Series C$70M
- Mar 2019Series B$31.3M
Founders & team
Investors
F-Prime Capital, Primary Venture Partner, FinTech Collective, Commerce Ventures, Lightspeed Venture Partners, Fin Capital
Tech stack
6SenseAmazon SesAmazon Web ServicesApple Icloud MailCdnjsCloudflare
#4
Acquired · Fayetteville, Arkansas · founded 2018 · 132 employees$86.7Mraised▾
Acquired · Fayetteville, Arkansas · founded 2018 · 132 employees
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.
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Funding
top 18%Growth
top 21%Moat
top 24%Tech
top 50%Market
bottom 49%News
bottom 46%Funding: Raised $86.7M across 26 rounds · 26 rounds over 7 yrs (3.7/yr) · Last round Series B (May 2026)
Growth: Headcount 51 → 132 (+159%) across vintages · Fresh capital in last 24 mo
Moat: Editorial + unicorn rating 8/10 · Soonicorn · 2 curated direct competitors tracked
Audience (LinkedIn): 11k LinkedIn followers
Hiring (LinkedIn): 1 hiring post in 12 mo (public)
Activity (LinkedIn): 1 expansions announced in 12 mo
Funding rounds
- Apr 2026Series B$3.4M
- Apr 2026Series B$3.5M
- Feb 2026Series B$1.4M
- Dec 2025Series B$2.5M
Investors
Revel Partners, RZC Investments, Jump Capital, Revolution, Narya, Drive Capital
Tech stack
AmplitudeBrowser-Update.OrgCloudflareCloudflare Bot ManagementCore-JsFacebook Pixel
#5
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 — 2.8% 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
#6
Public · Dallas, Texas · founded 2003$105.4Mraised▾
Public · Dallas, Texas · founded 2003
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.
Fliar Intelligence Index™ 57how this company ranks against its industry peers
Product
top 14%Funding
top 23%Growth
top 25%Innovation
top 34%Tech
top 43%Moat
bottom 43%Product: 5 distinct product lines · Company stage: Public
Funding: Raised $105M across 10 rounds · 10 rounds over 3 yrs (3.3/yr) · Last round Post IPO (Apr 2026)
Growth: Revenue +92% YoY · Fresh capital in last 24 mo
Audience (LinkedIn): 3k LinkedIn followers
Funding rounds
- Apr 2026Post IPO$8.8M
- Jan 2026Post IPO$3M
- Jun 2025Post IPO$1.9M
- Apr 2025Post IPO$233.3K
Tech stack
Amazon Web ServicesAnimate.CssCloudflareCloudflare Bot ManagementContact Form 7Cookieyes
#7
Pipe 🦄Series C · Los Angeles, California · founded 2019 · 70 employees$316Mraised▾
Pipe 🦄
Series C · Los Angeles, California · founded 2019 · 70 employees
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.
Fliar Intelligence Index™ 76how this company ranks against its industry peers
Funding
top 16%Moat
top 19%Innovation
top 32%Talent
top 33%Tech
top 34%Growth
top 35%Funding: Raised $316M across 7 rounds · 7 rounds over 6 yrs (1.2/yr) · Last round Series C (Jan 2026)
Moat: Editorial + unicorn rating 9/10 · Unicorn · 1 curated direct competitors tracked
Innovation: 4 new-product events in 24 mo
Audience (LinkedIn): 38k LinkedIn followers — 3.7% of this cohort's audience
Funding rounds
- Jan 2026Series C$16M
- Jun 2024Venture Debt$100M
- Sep 2022Conventional Debt$7.1M
- Aug 2021Series C—
Founders & team
Investors
Craft Ventures, Fika Ventures, MaC Venture Capital, Worklife, Liquid 2 Ventures, Weekend Fund
Tech stack
Apple Icloud MailChakra UiCloudflareCloudflare Bot ManagementCookiebotCore-Js
#8
Series A · Burbank, California · founded 2011 · 89 employees$72.6Mraised▾
Series A · Burbank, California · founded 2011 · 89 employees
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 crowdfunding and private market deals. It simplifies the investment process by centralizing deal discovery, due diligence information, and participation tools in one place, while also offering educational resources and updates on emerging companies. It is designed for individuals interested in private markets who want to diversify their portfolio and participate in early-stage innovation.
Fliar Intelligence Index™ 83how this company ranks against its industry peers
Fin. health
top 21%Funding
top 22%Tech
top 22%Moat
top 26%Talent
top 28%Customers
top 31%Fin. health: Revenue ~$110M (FY2024) · Net margin 1.3% · Revenue +125% YoY
Funding: Raised $72.6M across 59 rounds · 59 rounds over 11 yrs (5.4/yr) · Last round Series A (Apr 2026)
Tech: 57 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Envoy
Audience (LinkedIn): 22k LinkedIn followers — 2.1% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. Microsoft) announced in 12 mo
Funding rounds
- Apr 2026Series A$503.6K
- Apr 2026Series A$377.6K
- Apr 2026Series A$303.6K
- Apr 2026Series A$1.2M
Founders & team
Investors
SE Agoura Investment, Cacao Capital, Daniel Gutenberg, Ossian Capital, BAM Ventures, Opus Hospitality Ventures
Tech stack
Adobe Audience ManagerAmazon CloudfrontAmazon ElbAmazon Web ServicesApplovinAppsflyer
#9
Kalshi 🦄Series F · New York City, New York · founded 2019 · 14 employees$36.1Mraised▾
Kalshi 🦄
Series F · New York City, New York · founded 2019 · 14 employees
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. The app is available on the Android & iOS platforms.
Fliar Intelligence Index™ 69how this company ranks against its industry peers
Funding
top 21%Tech
top 21%News
top 24%Growth
top 25%Talent
top 28%Moat
top 29%Funding: Raised $36.1M across 9 rounds · 9 rounds over 6 yrs (1.5/yr) · Last round Series F (May 2026)
Tech: 71 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx, Varnish
News: 26 BI events in 12 mo (of 35 tracked, 5 types) · +225% YoY · 21 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 73k LinkedIn followers — 6.9% of this cohort's audience · 144 engagements/post (6.3× cohort median)
Activity (LinkedIn): 1 product launches announced in 12 mo
Funding rounds
- May 2026Series F$200M
- May 2026Series F$1B
- Apr 2026Series E$4.7M
- Feb 2026Series E—
Founders & team
Investors
Sequoia Capital, Y Combinator, SV Angel, Neo, Paradigm, Multicoin Capital
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApache TomcatApple Icloud MailBeehiiv
#10
Public · New York City, New York · founded 2009 · 100 employees$214Mraised▾
Public · New York City, New York · founded 2009 · 100 employees
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 filing, designs campaign pages, marketing, and more. For investors, it offers portfolio management tools to review financials, and valuation, and read reviews from other investors. It is available on the iOS platform.
Fliar Intelligence Index™ 62how this company ranks against its industry peers
Tech
top 12%Funding
top 18%Patents
top 25%Innovation
top 28%Product
top 39%Growth
top 45%Tech: 59 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services · Devops: Nginx
Funding: Raised $214M across 8 rounds · 8 rounds over 6 yrs (1.3/yr) · Last round Conventional Debt (Nov 2025)
Patents: 33 patents matched (strict assignee match) · 9 filings since 2022 vs 2 in 2017-21 · Latest publication 2025
Audience (LinkedIn): 38k LinkedIn followers — 3.6% of this cohort's audience
Funding rounds
- Nov 2025Conventional Debt$585.2K
- Jan 2025Series B$1.7M
- Nov 2021Series B$5M
- Oct 2021Series B$150M
Founders & team
Investors
Galaxy Interactive, Tribe Capital, Motley Fool Ventures, Broadhaven Ventures, Prosus, Valor Equity Partners
Tech stack
AdrollAmazon CloudfrontAmazon Web ServicesAmplitudeApple Icloud MailBootstrap
#11
Series D · San Mateo, California · founded 2015 · 207 employees$120Mraised▾
Series D · San Mateo, California · founded 2015 · 207 employees
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.
Fliar Intelligence Index™ 90how this company ranks against its industry peers
Funding
top 12%Tech
top 21%Talent
top 22%Growth
top 24%News
top 26%Moat
top 26%Funding: Raised $120M across 12 rounds · 12 rounds over 9 yrs (1.3/yr) · Last round Series D (Jan 2026)
Tech: 61 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses · Devops: Nginx
Talent: Analyst team rating 5/5 · 3 named leaders on record · 3 C-suite/founder profiles curated
Funding rounds
- Jan 2026Series D$150M
- Jan 2026Conventional Debt$40M
- Apr 2025Series C$52M
- Oct 2023Series B$15M
Founders & team
Investors
Tribe Capital, Spark Capital, Social Leverage, Horizons Ventures, Eldridge Industries, Positive Sum
Tech stack
Amazon CloudfrontAmazon SesAmazon Web ServicesAmplitudeAtlassian StatuspageBabel
#12
iCapital 🦄Series E · New York, New York · founded 2013 · 535 employees$765Mraised▾
iCapital 🦄
Series E · New York, New York · founded 2013 · 535 employees
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.
Fliar Intelligence Index™ 87how this company ranks against its industry peers
Funding
top 16%Talent
top 23%News
top 25%Market
top 26%Moat
top 26%Growth
top 27%Funding: Raised $765M across 8 rounds · 8 rounds over 13 yrs (0.6/yr) · Last round Series E (Jul 2025)
Talent: 6 named leaders on record · 6 C-suite/founder profiles curated
News: 9 BI events in 12 mo (of 35 tracked, 6 types) · +50% YoY · 8 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 91k LinkedIn followers — 8.7% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. UMB Bank's Fund Services) announced in 12 mo
Funding rounds
- Jul 2025Series E$820M
- Jun 2022Series D—
- Dec 2021Series D$50M
- Jul 2021Series D$440M
Founders & team
Investors
WestCap, Temasek, Apollo Global Management, The Carlyle Group, KKR, Blackstone
Tech stack
AccessibeAmazon CloudfrontAmazon S3Amazon Web ServicesAnime.JsAos
Funding & investor landscape
$56.9Btotal disclosed funding
1,736companies funded
3,847disclosed rounds
20rounds last 90 days
Most active investors
Notable founders
Taylor Matthews
Co-Founder & CEO · Farther
Bradley Genser
Founder & CTO · Farther
Jon Powers
Co Founder · Clean Capital
Thomas Byrne
Co-Founder · Clean Capital
Aaron Schumm
Founder · Vestwell
Douglas Magnolia
Chief Customer Officer & President · Vestwell
Roger Lee
Co-Founder · Human Interest
Josh Mangel
Co-Founder · Pipe
Zain Allarakhia
Co-Founder & CTO · Pipe
Jad Shraim
Co-Founder & CFO · StartEngine
Paul Kessler
Co-Founder · StartEngine
Tarek Mansour
Co-Founder & CEO · Kalshi
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 breakthrough research surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid discovery acceleration.
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 advancement papers exploded from 2 to 74, reflecting intensifying U.S. fintech equity research.
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 papers rose from 1 to 17, while 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 United States?
Radar tracks 6189 indexable Investment Tech companies headquartered in United States that meet our profile-completeness bar.
What is the total funding raised by Investment Tech companies in United States?
The Investment Tech companies in United States on this list have raised a combined $56.9B in disclosed equity funding across 1736 funded companies.
Which is the highest-funded Investment Tech company in United States?
Robinhood is the highest-funded Investment Tech company in United States, with $5.7B in disclosed equity funding.
How many Investment Tech companies in United States are funded?
1736 of the 6189 Investment Tech companies in United States on this list have disclosed at least one equity funding round.
How many Investment Tech unicorns are there in United States?
43 Investment Tech companies in United States on this list are valued at $1B or more.
Who are the top investors in United States Investment Tech companies?
The most active investors in United States Investment Tech companies on this list include Y Combinator, Techstars, 500 Global, Soma Capital, Alumni Ventures.
Riya SenguptaFinancials
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.