Best Investment Tech Companies in Wisconsin, United States
The 35 best Investment Tech companies in Wisconsin, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Chibi Dinos.
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 Wisconsin
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Chibi Dinos Online NFT collectible platform focused on virtual characters | $3M | 48 mo ago | Deadpooled | — | 2021 | — | — |
| 2 | Quiver Quantitative Provider of alternative data and analytics on market-moving trends | $3M | 54 mo ago | Series A | James Kardatzke Co-Founder & CEO | 2020 | Amazon ALBAmazon Web ServicesTikTok Pixel+15 | — |
| 3 | PrairieSmarts Financial risk platforms and tools for investors and traders. | $220K | 162 mo ago | Acqui-Hired | — | 2012 | — | — |
| 4 | UpperRoom Technology Practice management solutions for brokers | $75K | 100 mo ago | Seed | Matthew Kee Co-Founder & CEO | 2012 | — | — |
| 5 | Countabout.com Customizable, secure, and simple personal finance software for budgeting | — | 99 mo ago | Seed | Joseph Carpenter CEO | 2012 | WordPress Block EditorWordPressMySQL+19 | — |
| 6 | Advicent Solutions SAAS based planning software for financial services industry | — | 144 mo ago | Acquired | Phil Cunningham CEO | 1969 | — | — |
| 7 | AlphaClone ETFs ETF Issuer | — | — | Unfunded | Mazin Jadallah Founder & CEO | 2012 | — | — |
| 8 | Aqua Valley Solutions IT solutions provider for asset management, private banking, and family offices | — | — | Unfunded | Marc Van Hoek Co-Founder | 2007 | — | — |
Top 6 Investment Tech companies in Wisconsin
#1
Deadpooled · Wisconsin · founded 2021 · 11 employees$3.3Mraised▾
Online NFT collectible platform focused on virtual characters
- Sep 2022ICO$3.3M
#2
Series A · Spring Green, Wisconsin · founded 2020 · 8 employees$2.5Mraised▾
Provider of alternative data and analytics on market-moving trends. The platform offers datasets covering politician trading, insider trading, government contracts, and corporate lobbying. It delivers insights through backtested trading strategies, alerts, and portfolio leaderboards. The platform also provides tools for stock screening and strategy testing using congressional and institutional holdings data.
- Mar 2022Series A$2M
- Jan 2021Seed$525K
#3
Acqui-Hired · Elkhorn, Wisconsin · founded 2012 · 5 employees$220Kraised▾
Financial risk platforms and tools for investors and traders. It provides financial risk platforms and tools for investors and traders to make decisions related to their risk capital. Offers a risk analysis platform for traders and investors to give access to the tools needed to understand and improve position sizing, capital allocation, and leverage management.
- Feb 2013Seed$220K
#4
Seed · Green Bay, Wisconsin · founded 2012$75Kraised▾
UpperRoom Technology provides practice management solutions for brokers. It offers Ascent software for automated investment in bonds. It also helps in goal-based investment, bond trading, and compliance management. It provides insight and recommendations for bond traders.
- May 2018Seed$75K
#5
Seed · Madison, Wisconsin · founded 2012—raised▾
Customizable, secure, and simple personal finance software for budgeting. It is a stand-alone solution for personal budgeting and finance, offering an easy-to-use online application for tracking spending and managing finances. The platform automatically syncs data from banking, credit card, loan accounts, and investment balances. It provides a clean, ad-free experience without complicated features. Users can import data from Quicken and Simplifi, set up custom categories, and utilize customizable reports to save money and plan for the future. The software offers features like transaction downloading, custom categories, and data control, ensuring user privacy. It is a SaaS platform with subscription and pricing plans, offering a free trial. The platform supports budgeting, reporting, and financial planning.
- 2018Angel—
#6
Acquired · Milwaukee, Wisconsin · founded 1969 · 89 employees—raised▾
Advicent Solutions provides SAAS based technology solutions for the financial services industry. It offers the following products: NaviPlan, Profiles, Figlo, Advisor. NaviPlan is a financial planning software. It devises future plans based on cash flow analysis, generates reports. Profiles is a lead generation tool that helps to add more clients. Advisor is a marketing communication tool while Figlo helps in client engagement, lead generation, interactive planning and financial planning.
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.