Best Investment Tech Companies in Virginia, United States
The 78 best Investment Tech companies in Virginia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: KleerCard.
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 Virginia
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KleerCard Online expense tracking and money management platform for individuals | $50M | 54 mo ago | Funding Raised | Owen Hill Co-Founder | 2021 | WebflowPostHogGoogle Analytics+10 | — | — |
| 2 | The Motley Fool Financial services empowering individuals through investment solutions, guidance, and market analysis | $25M | 199 mo ago | Series B | — | 1993 | SentryApple iCloud MailNode.js+43 | 12 patents AI-driven personalized investment recommendations and sentiment-based user conversion systems | — |
| 3 | ChartIQ Data, insights, and analytics for global financial markets and commodities | $21M | 85 mo ago | Acquired | — | 2012 | SalesforceBootstrapAmazon Web Services+12 | 11 patents Integrates trading applications and visualizes real-time financial data on shared platforms. | — |
| 4 | Range AI-based online platform offering wealth management and financial planning for individuals | $13M | 7 mo ago | Series C | David Cusatis Co-founder & CTO | 2021 | WebflowAmazon Web ServicesMicrosoft Clarity+24 | — | — |
| 5 | BetterWorld Fundraising platform for multiple projects | $7M | 25 mo ago | Series A | — | 2013 | OpenSSLBootstraptoastr+23 | — | — |
| 6 | Vint Online platform for investment in wine | $7M | 36 mo ago | Seed | Nick King Co-Founder & CEO | 2020 | ReactGatsbyAmazon Web Services+16 | — | — |
| 7 | Finsemble Low code desktop interoperability platform and leading FDC3 desktop agent | $4M | 40 mo ago | Series A | — | 2012 | — | 2 patents Software integration and interoperability platform for enterprise applications | — |
| 8 | Rize Savings and investment platform | $2M | 93 mo ago | Seed | Kirk Voltz Co-Founder | 2014 | — | 24 patents Patents concentrated in transport & manufacturing processes | — |
| 9 | PFA Solutions Performance management and data aggregation platform | $2M | 35 mo ago | Acquired | Richard Change Co-Founder & Managing Partner | 2013 | — | — | — |
| 10 | inStream Solutions Wealth management platform empowering advisors with financial planning and proactive guidance | $1M | 170 mo ago | Seed | John Wotowicz Chairman & CEO | 2009 | — | 2 patents Financial planning and analysis software for automated budgeting and forecasting | — |
| 11 | Caravel Concepts Provider of financial and investment solutions | $950K | 49 mo ago | Seed | Michael Jones CEO | 2019 | — | — | — |
| 12 | Indicate Platform for funded start-ups to connect with each other and benchmark against their investors' portfolios | $750K | 158 mo ago | Deadpooled | Paul Singh Founder | 2013 | — | — | — |
| 13 | Thyme AI platform for financial advisors | $500K | 24 mo ago | Seed | Fernando Martin Co-Founder | 2024 | — | — | — |
| 14 | Plantechhub Provider of financial planning software with scenario-planning capabilities | $300K | 19 mo ago | Seed | — | 2018 | — | — | — |
| 15 | LevelFields AI-backed stock market investment platform for individuals | $250K | 19 mo ago | Seed | Olesya Skofenko Co-Founder | 2019 | WebflowYouTubeReact+26 | — | — |
| 16 | Alpha Vantage Realtime & historical stock market data APIs, options, forex, crypto | $150K | 96 mo ago | Seed | Olivier Porte Co-Founder | 2017 | Node.jsRadix UITailwind CSS+13 | — | — |
| 17 | CBOE Vest Defined outcome asset manager engineering derivatives for portfolio clarity and precision | $120K | 132 mo ago | Seed | Daniel Roos Co-Founder & CTO | 2014 | — | — | — |
Top 12 Investment Tech companies in Virginia
#1
Series C · Mclean, Virginia · founded 2021 · 10 employees$12.7Mraised▾
AI-based online platform offering wealth management and financial planning for individuals. It provides real-time financial data, tax planning, estate planning, tailored retirement options, personal insurance advisory, education saving plan, expense management, help to get financial goals, and more.
- Nov 2025Series C$62.3M
- Nov 2024Series B$28M
- May 2023Series A$12.7M
#2
Series A · Charlottesville, Virginia · founded 2013 · 25 employees$7.4Mraised▾
Fundraising platform for multiple projects
- Apr 2024Series A$7.3M
- Dec 2019Grant (prize money)$27K
- Nov 2019Grant (prize money)$15.6K
- Nov 2018Grant (prize money)$4.5K
#3
Funding Raised · Suffolk, Virginia · founded 2021 · 7 employees$50Mraised▾
Online expense tracking and money management platform for individuals. It's an all-in-one platform for spend management, credit building, and automated accounting. It also offers solutions for expense management, bill payments, corporate cards, and credit solutions. It also offers solutions for expense approval and workflow management.
- Dec 2021Conventional Debt$50M
#4
Seed · Richmond, Virginia · founded 2018 · 3 employees$300Kraised▾
Provider of financial planning software with scenario-planning capabilities. The software allows advisors to create interactive planning experiences for clients, enabling them to model various financial scenarios and explore different life choices. It offers tools for analyzing debt, investments, income, risk, spending, and liquidity. The platform facilitates deeper client engagement and better financial analysis, making complex financial information more accessible and understandable. It also includes features for team management and client onboarding. The software aims to improve the financial planning process for advisors and their clients, enhancing client education and participation.
- Nov 2024Seed$300K
#5
Seed · Vienna, Virginia · founded 2019 · 7 employees$250Kraised▾
AI-backed stock market investment platform for individuals. The platform provides equity recommendations that performed well based on statistical analysis and machine learning derivations of incoming and past market events. The platform uses AI to show current trending markets and stocks.
- Nov 2024Conventional Debt$250K
- Dec 2021Seed—
#6
Seed · Richmond, Virginia · founded 2020 · 12 employees$6.9Mraised▾
Online platform for investment in wine. The company offers curated, thematic, SEC-qualified, collections of fine wines and spirits to both accredited and non-accredited investors. It allows users to create accounts and wine investment portfolios.
- Jun 2023Seed$240K
- Dec 2022Seed$5M
- Nov 2021Seed$1.7M
#7
Acquired · Charlottesville, Virginia · founded 2012 · 44 employees$21.4Mraised▾
Data, insights, and analytics for global financial markets and commodities. It delivers critical information, benchmark indices, and sophisticated analysis to help customers increase transparency. The company provides ratings, data, research, and advisory services, offering deep sector intelligence across various industries. Its offerings include market data, credit ratings, commodity price assessments, and investment research. It serves diverse sectors, including financial services, energy, and industrials. The company's solutions encompass data delivery, enterprise software, and managed services. It focuses on areas like sustainability, energy transition, and supply chain risk. It offers tools for credit risk analysis, portfolio monitoring, and regulatory compliance. The company provides access to economic indicators, forecasts, and global trade data. It supports clients with consulting, advisory, and investor relations services. The company leverages technology and artificial intelligence to enhance its offerings. It provides platforms for data visualization and analysis.
- May 2019Series B$17.4M
- May 2019Conventional Debt—
- Aug 2018Conventional Debt$800K
- Mar 2016Series A$4M
#8
Series A · Charlottesville, Virginia · founded 2012 · 43 employees$4.2Mraised▾
Low code desktop interoperability platform and leading FDC3 desktop agent. The platform enables applications of any type native, web, in-house, and third-party to connect and share information, allowing clients to build customized, automation-assisted workflows that free up end users to do their best work.
- Jan 2023Series A$4.2M
#9
Seed · Richmond, Virginia · founded 2024$500Kraised▾
AI platform for financial advisors. It designed to assist financial advisors in managing meetings, onboarding clients, and parsing documents, freeing up time for more critical tasks. It aims to streamline administrative tasks, allowing advisors to focus on high-value activities. It enables efficient meeting note-taking and action item tracking, making it an essential tool for financial advisory firms.
- 2024Seed$500K
#10
Acquired · Fairfax, Virginia · founded 2013 · 16 employees$2Mraised▾
Performance management and data aggregation platform. It provides solutions for alternative assets to managers and investors. Features fund accounting, asset management, data integrations, performance management, and reporting, LP communications, and more.
- Jul 2023Seed$2M
#11
Series B · Alexandria, Virginia · founded 1993 · 578 employees$25Mraised▾
Financial services empowering individuals through investment solutions, guidance, and market analysis. The company provides premium investing solutions, free guidance, and market analysis. It offers services like stock recommendations, portfolio guidance, and financial education through articles, podcasts, and tools. The company aims to make the world smarter, happier, and richer by offering stock market news, trending news, and market research. It provides insights into various investment areas, including stocks, ETFs, AI, growth stocks, and dividend stocks. The company also offers resources on retirement planning, personal finance, credit cards, loans, and insurance. It fosters a community through discussion boards and social media platforms. The company's services include stock advisor, epic portfolios, and various educational resources to support investors in making informed decisions.
- Nov 2009Series B$25M
#12
Seed · Richmond, Virginia · founded 2019 · 6 employees$950Kraised▾
Developer of financial asset allocation and planning software designed to focus on customized financial plans and investment strategies. The company's software offers investment strategies optimized for the specific life goals of each individual client and applies mass customization techniques to allow individualized advice and strategy implementation, enabling advisors to get the portfolio management advantages of a limited number of portfolio models
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 Virginia researches in fintech
- University of Virginia18
- Virginia Tech3
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.