Best Investment Tech Companies in Utah, United States
The 75 best Investment Tech companies in Utah, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: tZERO.
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 Utah
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | tZERO 🦄 Online platform providing investment and trading solutions for private securities and digital securities | $275M | 45 mo ago | Series B | 73 | — | WordPressApple iCloud MailGoogle Workspace+25 | 175 patents Blockchain-based security token issuance, compliance, and privacy-preserving transaction infrastructure | 1 launch · 2 partnerships |
| 2 | SimpleNexus Developer of loan life cycle management platforms for mortgage lenders | $128M | 65 mo ago | Acquired | 113 | — | SentryRubyVuetify+16 | — | — |
| 3 | Keystone Online financial and investment advisory platform for individuals | $50M | 96 mo ago | Acquired | 27 | Brandon Nielson Co-Founder | — | 87 patents Vehicle exterior protective accessories for license plates, bumpers, and RV duct vents | — |
| 4 | Interbank FX Online trading and brokerage services for individual, institutional, fintech, and developer clients | $40M | 227 mo ago | Acqui-Hired | 73 | Todd Crosland Founder | — | — | — |
| 5 | Hedgehog Investments Private equity platform focused on multiple sectors | $25M | 42 mo ago | Series B | — | Josh Bishop Co-Founder | WordPressMySQLPHP+22 | — | — |
| 6 | 401GO Online employee benefits administration platform for enterprises | $14M | 6 mo ago | Series B | 14 | Nathan Beck Co-Founder and CTO | WordPressMySQLPHP+26 | — | 3 awards |
| 7 | RTFKT Brand offering footwear products | $8M | 61 mo ago | Acquired | 24 | Chris Le Co-Founder | Three.jsGSAPVue.js+10 | — | — |
| 8 | Elefant Electronic liquidity provider for fixed income investors | $5M | 96 mo ago | Series A | 5 | Christopher Floyd CEO | — | — | — |
| 9 | GlobalBased Technologies Online platform focused on research new data and predictive analytics for trading | $5M | 113 mo ago | Series A | 51 | — | — | — | — |
| 10 | HitPiece NFT-based music store platform | $5M | 43 mo ago | Seed | 4 | — | — | — | — |
| 11 | UpsideDAO Organization created to invest in crypto and NFT-related projects | $5M | 44 mo ago | Series A | 16 | Jordan Volz Co-Founder | — | — | — |
| 12 | Causality Link Provides AI enabled platform for financial market intelligence | $5M | 74 mo ago | Series A | 7 | Pierre Haren CEO and Co-Founder | — | — | — |
| 13 | North Capital Platform, brokerage, escrow, custody, and secondary trading for private securities | $3M | 55 mo ago | Seed | 26 | — | Wix eCommerceWixSentry+20 | — | — |
| 14 | The Super Trader Provider of auto-trading solutions to help create an income stream for individuals | $3M | 30 mo ago | Seed | — | Nic L Founder | — | — | — |
| 15 | Bonsai Analytics AI-based platform for insurance analytics | $2M | 84 mo ago | Deadpooled | — | Jack Vines CEO | — | — | — |
| 16 | Assure Private equity fund administration solution for businesses | $2M | 82 mo ago | Deadpooled | 4 | Hank Howell Founder & CEO | — | — | — |
| 17 | Qube Money Provider of digital cash envelope banking and budgeting mobile application | $2M | 12 mo ago | Series A | 17 | Ryan Clark Founder | WordPressMySQLPHP+28 | — | — |
| 18 | Nomyx Service provider of blockchain-based digital asset management company that connects businesses to a global… | $2M | 18 mo ago | Seed | — | Ubair Javaid Co-Founder/CEO | — | — | — |
| 19 | Savology Online platform for retirement planning and advisory solutions | $2M | 49 mo ago | Seed | 13 | Spencer Barclay Founder and Chairman of the Board | WordPressMySQLPHP+25 | — | — |
| 20 | TeamUp Provider of money management platform for student athletes and athletic departments | $2M | 48 mo ago | Seed | 1 | Alan Akina Founder & CEO | — | — | — |
| 21 | leafplanner Wealth advisory, financial planning solution for families | $1M | 17 mo ago | Seed | 4 | Robert Bensman Co-Founder | — | — | — |
| 22 | Masset Digital asset management platform offering content alignment solutions for sales and marketing teams | $700K | 31 mo ago | Seed | — | Benjamin Ard Co-Founder & CEO | — | — | — |
| 23 | NFTyArcade NFT-based trading platform for games | $665K | 48 mo ago | Seed | 6 | — | — | — | — |
| 24 | MoneyReef Mobile app for personal finance management | $650K | 173 mo ago | Acqui-Hired | 8 | — | — | — | — |
Top 12 Investment Tech companies in Utah
#1
Series B · West Jordan, Utah · founded 2017 · 14 employees$14.2Mraised▾
Online employee benefits administration platform for enterprises. It offers a platform for retirement benefits and planning. It also offers features such as compliance, testing, fiduciary services, investment manager, and payroll integrations for handling, reporting employee deferrals. It is a tool available on the subscription-based pricing model.
- Dec 2025Series B$33M
- Nov 2025Series B$30M
- Apr 2024Series A$12M
- Aug 2021Seed$2M
#2
Series A · Pleasant Grove, Utah · founded 2015 · 17 employees$2Mraised▾
Provider of digital cash envelope banking and budgeting mobile application. The application allows users to create budgets and manage spending. It offers tools for individuals, couples, and families to track finances. The application aims to promote mindful spending and saving habits.
- 2025Series A$1.4M
- May 2022Seed$606.6K
#3
tZERO 🦄Series B · Salt Lake City, Utah · founded 2014 · 73 employees$275.1Mraised▾
Online platform providing investment and trading solutions for private securities and digital securities. It provides capital-raising solutions, tokenization of assets, liquidity solutions, and more. It offers private market liquidity and secondary trading solutions through the tZERO ATS, customized trading modules, and tailored white-label solutions with a range of investment opportunities, including private securities, public securities, NFTs, and more.
- Aug 2022Series B$15M
- Feb 2022Series B—
- May 2021Series B$108K
- May 2020Series B$5M
#4
Seed · Salt Lake City, Utah · founded 2021$1.8Mraised▾
Service provider of blockchain-based digital asset management company that connects businesses to a global pool of investors and streamlines financial services. They connect businesses to a global pool of investors and streamline digital asset management while offering a comprehensive suite of financial services.
- Dec 2024Seed$1.8M
#5
Seed · Salt Lake City, Utah · founded 2021 · 4 employees$1.3Mraised▾
Wealth advisory, financial planning solution for families. Enables family to manage the succession of information by leveraging a holistic, family-office perspective to optimize the future both financial and non-financial. Enables family to get and stay organized, educate family members and advisors, and discover planning gaps.
- Dec 2024Seed$601.5K
- Mar 2023Seed$1.3M
#6
Acquired · Draper, Utah · founded 2011 · 113 employees$128Mraised▾
Developer of loan life cycle management platforms for mortgage lenders. Its product includes a platform for communication and collaboration, an origination platform for loan production and customer satisfaction, and a closing for loan servicing.
- Jan 2021Series B$108M
- Jun 2018Series A$20M
#7
Series B · Lehi, Utah · founded 2020$25Mraised▾
Private equity platform focused on multiple sectors. It provides an online platform that helps investors find private companies that are raising funds and facilitates the transaction.
#8
Seed · Lehi, Utah · founded 2014$2.9Mraised▾
Provider of auto-trading solutions to help create an income stream for individuals
#9
Acquired · Salt Lake City, Utah · founded 2006 · 27 employees$50Mraised▾
Online financial and investment advisory platform for individuals. It provides financing and investment solutions in the fields of private credit, equipment leasing, corporate finance, real estate private equity, and more.
- Jun 2018Conventional Debt$50M
#10
Seed · Provo, Utah · founded 2021 · 4 employees$5Mraised▾
NFT-based music store platform. It enables users to buy, sell and discover collectibles from various recording artists. It also enables artists to collect and share their content in NFTs forms with their fan community.
- Nov 2022Seed$5M
#11
Series A · Lehi, Utah · founded 2021 · 16 employees$5Mraised▾
Organization created to invest in crypto and NFT-related projects. It is an on-chain platform that enables private companies to transform their communities into DAOs and reward individuals with tokenized ownership. The investments are done through an automated and decentralized decision-making process.
- Oct 2022Series A$5M
#12
Acqui-Hired · Salt Lake City, Utah · founded 2001 · 73 employees$40Mraised▾
Online trading and brokerage services for individual, institutional, fintech, and developer clients. It provides access to stocks, options, futures, ETFs, and mutual funds through desktop, web, and mobile platforms. The company offers tools like simulated trading, order execution quality analytics, and API access for developers. Account types include individual, joint, retirement, and entity accounts, with funding instructions and private brokerage services available. It supports sophisticated traders and institutions with advanced platforms, market insights, and APIs. Educational resources, including articles, events, and a support forum, are available. The company emphasizes quality service and value, offering subscriptions, competitive commissions, and margin rates. It is a technology-driven firm providing trading and brokerage solutions, including fully paid stock lending and margin trading. The platform facilitates login, account management, and access to live trading environments.
- Jul 2007Series C$40M
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.