Best Services for Investment Industry Companies in California, United States
The 323 best Services for Investment Industry companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mysten Labs.
Ranked: Best Services for Investment Industry companies in California
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Mysten Labs 🦄 Blockchain platform offering Web3 infrastructure solutions | $336M | 45 mo ago | Series B | 140 | Kostas Chalkias Co-Founder & Chief Cryptographer | 6 patents Patents concentrated in computing, sensing & instrumentation | — |
| 2 | Favrille Favrille: Your guide to consumer loans with the best interest | $100M | 243 mo ago | Public | 9 | Bob Lorsch CEO | 6 patents Patents concentrated in health & consumer products | — |
| 3 | Berkeley Research Group Global consulting firm delivering intelligence and insights for complex business challenges | $92M | 71 mo ago | Acquired | 1,127 1,127 → 2,430 (+116%) | Phil Crooks Managing Director | — | 3 awards |
| 4 | Boosted Commerce Platform acquiring Amazon FBA brands | $87M | 69 mo ago | Series C | 92 92 → 74 (-20%) | Keith Richman Co-Founder | — | — |
| 5 | Innovative Capital Credit brokerage firm | $51M | 41 mo ago | Series C | — | Travis Likert CEO | — | — |
| 6 | 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 | Series C | 9 | Keith Loggie Co-Founder and COO | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 7 | Smart Modular Technologies Provider of end-to-end data center solutions for AI and HPC | $35M | 254 mo ago | Public | 3,000 | — | 105 patents Secure, reliable memory modules and snapshot/backup technologies for volatile and non‑volatile storage | — |
| 8 | Gainfully Provider of seminar marketing campaigns and technology for financial advisors | $11M | 82 mo ago | Acquired | 13 | — | — | — |
| 9 | Caplight Platform providing private market data | $10M | 43 mo ago | Seed | 15 | Javier Avalos Co-Founder & CEO | — | — |
| 10 | Space An entrepreneurial real estate investment, development, and management company | $8M | 51 mo ago | Series A | — | Ryan Gallagher Co-Founder | — | — |
| 11 | Asato AI-powered platform for asset management | $8M | 30 mo ago | Seed | 1 | Anush Mohandass Co-Founder and Chief Product Officer | — | — |
| 12 | Prometheus Tech platform that brings investors and alternative investment opportunities together | $5M | 56 mo ago | Seed | 15 | Michael Wang Founder & CEO | 19 patents Rotary fluid processing for chemical/biofuel synthesis and high‑rate weapon and device enclosures | — |
| 13 | Mentum Integrated API solutions for capital markets | $4M | 49 mo ago | Acquired | 10 | — | — | — |
| 14 | Norada Real Estate Investments Provider of real estate investment guides & services | $4M | 66 mo ago | Funding Raised | — | Marco Santarelli Founder & CEO | — | — |
| 15 | Institutional Bond Network Stock brokerage firm | $2M | 63 mo ago | Series A | — | — | — | — |
| 16 | SageTrader Back-office reconciliation solutions for brokers & clearing firms | $2M | 147 mo ago | Seed | — | — | — | — |
| 17 | F50 Platform focused on market development and venture capital financing services | $2M | 132 mo ago | Seed | — | Tel Liu Co-Founder | — | — |
| 18 | BridgePort SaaS-based solutions for private investors & wealth managers | $2M | 69 mo ago | Seed | 9 | Christopher Nero Founder & CEO | — | — |
| 19 | Uprise AI-powered financial advisory platform for individuals | $1M | 19 mo ago | Seed | 8 | Nanthakumar Muthusamy Co-Founder and Head of engineering | — | — |
| 20 | IdeaPros Provider of financial and strategy services for investment industries | $1M | 38 mo ago | Seed | 31 | Frederick Cary CEO | — | — |
| 21 | Gatsby Investment Provider of real estate investment services | $1M | 51 mo ago | Unfunded | 18 18 → 10 (-44%) | Dan Gatsby CEO | — | — |
| 22 | LandSpire Group Investment management firm | $750K | 55 mo ago | Seed | — | Josh Childress Chief Executive Officer | — | — |
| 23 | Blue Forest Organization focused on conservation finance and forest restoration | $699K | 93 mo ago | Funding Raised | 26 | — | — | 1 job opening |
| 24 | SBREP Real estate firm focused on value-added strategies | $565K | 15 mo ago | Seed | — | Srijin Bandyopadhyay Founder | — | — |
| 25 | Potlatch Online marketplace for startup founders and accelerators | $530K | 49 mo ago | Seed | — | Michitomo Nakahara Co-Founder | 6 patents Enhanced wood composites with termite/fungal resistance and silicone treatments; advanced packaging coatings. | — |
| 26 | Greenbriar Capital Venture capital fund investing green tech & energy sectors | $264K | 63 mo ago | Public | — | Jeff Ciachurski CEO | — | — |
| 27 | OZ FundHub Provider of investment services | $200K | 35 mo ago | Seed | — | Jake Devine Co-Founder | — | — |
| 28 | Wealth Financial Life Provider of financial and digital marketing services | $137K | 168 mo ago | Funding Raised | — | Arsy Grindulo President/CEO & Founder | — | — |
| 29 | Myria Provider of marketplace for luxury and family office services | $125K | 50 mo ago | Seed | 9 | Rey Flemings Co-Founder & CEO | — | — |
Top 12 Services for Investment Industry companies in California
#1
Series C · San Francisco, California · founded 2019 · 9 employees$35Mraised▾
Index provider solutions for financial and insurance industries. It provides services like designing and calculating wide varieties of indices ranging from thematic to ESG, factor, and retirement while covering multi-asset, equities, and futures as well as options. It also has a comprehensive governance framework regarding the design, calculation, maintenance, and dissemination of its indices.
- Apr 2026Series C$30M
- Jul 2023Series B$22M
- Aug 2022Series A$8M
- Oct 2021Series A$5M
#2
Series B · Palo Alto, California · founded 2021 · 140 employees$336Mraised▾
Blockchain platform offering Web3 infrastructure solutions. Its product portfolio includes an open-source wallet packed with features to help developers access, learn, and transact on the Sui network, Sui Explorer for digging into metrics, searching for transactions, Sui name service to register identity, and more. It also offers digital collectibles called SuiFrens.
- Sep 2022Series B$300M
- Dec 2021Series A$36M
#3
Seed · San Francisco, California · founded 2021 · 8 employees$1.4Mraised▾
AI-powered financial advisory platform for individuals. Aim to give everyone the capability to optimize their financial life by providing personalized financial optimization engine with solutions for retirement, estate planning, estimated tax payments, creating an LLC, recommended portfolio for investing, and more.
- Oct 2024Seed$3.3M
- Jul 2022Seed$1.4M
#4
Series C · San Diego, California · founded 2007$51.4Mraised▾
Credit brokerage firm
- Jan 2023Series C$48.9M
- Apr 2018Conventional Debt$2.5M
#5
Seed · Irvine, California · founded 2017$565Kraised▾
Real estate firm focused on value-added strategies
- Feb 2025Seed$565K
#6
Acquired · Emeryville, California · founded 2010 · 1127 employees$92Mraised▾
Global consulting firm delivering intelligence and insights for complex business challenges. The organization provides tailored services and solutions in corporate finance, economics, disputes and investigations, and performance improvement. They address specific concerns and unique challenges across various industries, including blockchain, construction, energy, financial services, government, healthcare, retail, and technology. Services include business insurance claims, commercial disputes, cybersecurity, forensic accounting, antitrust, economic regulation, bankruptcy administration, and turnaround and restructuring. The firm combines intelligence and practical know-how, offering expertise from business, academia, science, and technology. They foster a culture of collaboration, diversity, and inclusion, with employee resource groups supporting community service, caregiving, cultural connections, and sustainability. The firm also runs outreach programs like the Leg Up Program, providing educational and mentorship opportunities to high school students.
- Jul 2020Series B$19.4M
- Mar 2017Series B$62.5M
- Dec 2016Series A$2.7M
- Apr 2016Series A$4.7M
#7
Series C · Los Angeles, California · founded 2020 · 92 employees$87Mraised▾
Platform acquiring Amazon FBA brands. The company acquiring a group of Amazon-based brands & private-label FBA businesses. The company has acquired brands like skincare brands, toy brands, stationery brands, and more.
- Sep 2020Series C$87M
#8
Seed · Saratoga, California · founded 2023 · 1 employees$7.5Mraised▾
AI-powered platform for asset management. It provide deeper insights and quicker decision-making capabilities. The platform also offers a decision orchestration feature to deploy these insights effectively.
- Dec 2023Seed$7.5M
#9
Public · San Diego, California · founded 2000 · 9 employees$99.6Mraised▾
Favrille: Your guide to consumer loans with the best interest. This platform provides information about consumer loans, focusing on the rights and obligations of borrowers. It explains the different types of loans, including installment loans and revolving credit. The site details the lender's duty to provide clear information about loan terms, interest rates, and repayment schedules. It also covers the borrower's rights regarding early repayment and potential changes to loan agreements. Furthermore, the platform outlines the borrower's responsibilities, such as timely repayment and providing accurate information during the application process. Angrerett (right to withdraw) and credit check procedures are also explained. It serves as a resource for understanding the intricacies of consumer loans and navigating the financial landscape.
- Mar 2006Post IPO$45M
- Jan 2006Venture Debt$20M
- Apr 2004Series C$44M
- Oct 2003Series B$10.6M
#10
Seed · San Francisco, California · founded 2021 · 15 employees$10Mraised▾
Platform providing private market data. It is enabling institutional investors to buy and sell derivative products. It offers market data, price discovery tools, and derivatives enabling shareholders, institutional investors, and brokers to trade the pre-IPO asset class. It provides insights on the trade history of companies, insights on historical price movements in the private market, and real-time alerts for price movements.
- Oct 2022Seed$3M
- Jan 2022Seed$5M
- May 2021Seed$1.7M
#11
Public · Newark, California · founded 1985 · 3000 employees$35Mraised▾
Provider of end-to-end data center solutions for AI and HPC. The company designs, builds, deploys, and manages infrastructure for accelerated computing. It offers expertise in cluster management, private cloud, power and cooling, and fault-tolerant solutions. The company provides design, build, deployment, managed, and support services.
- Mar 2005Conventional Debt$35M
#12
Series A · Irvine, California · founded 2009$8.4Mraised▾
An entrepreneurial real estate investment, development, and management company
- Feb 2022Series A$8.4M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
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.