Best Services for Investment Industry Companies in Chicago, United States
The 68 best Services for Investment Industry companies in Chicago, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: HUB International.
Ranked: Best Services for Investment Industry companies in Chicago
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HUB International 🦄 Provider of investment advisory, insurance distribution, and risk management services 90Tech top 20%Funding top 23%Market top 24%Innovation top 25% All 10 signals ▾Techtop 20% Fundingtop 23% Markettop 24% Innovationtop 25% Moattop 31% Producttop 37% Growthtop 42% Customerstop 42% Newstop 50% Globalbottom 39% Tech: 84 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 Funding: Raised $5.6B across 3 rounds · 3 rounds over 14 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 90/100 | $5.6B | 13 mo ago | Acquired | — | 1998 | SitecoreBootstrapVimeo+34 | — | — |
| 2 | Incapital Investment banking firm | $18M | 170 mo ago | Series B | — | 1999 | — | 3 patents FinTech platforms for optimized distribution and trading of financial instruments | — |
| 3 | Investor Cash Management Provider of cash management services for asset manager, non-profits and wealth managers | $15M | 62 mo ago | Series A | Fred Phillips Iv CEO | 1984 | — | — | — |
| 4 | Green Shield Risk Solutions Provider of risk management services for investment industries | $13M | 25 mo ago | Series A | Nick Lamparelli Co-Founder | 2022 | Cart FunctionalitySquarespace CommerceSquarespace+16 | — | 4 launchs |
| 5 | Paulson Capital Holding Provider of financial and investment management services | $5M | 5 mo ago | Series A | Trent Davis CEO | 2018 | — | — | — |
| 6 | Infinium AI-based trading platform for global markets and multiple assets | $5M | 55 mo ago | Deadpooled | — | 2015 | — | 254 patents Carbon capture‑utilization and renewable hydrogen synthesis for low‑carbon synthetic fuels | — |
| 7 | Axel Technologies Provider of software development services | $5M | 82 mo ago | Series A | Bradley Templin Founder | 2010 | — | — | — |
| 8 | Regiment Provider of management consulting services to investment industry | $815K | 55 mo ago | Seed | Michael Cavanaugh Founder | 2019 | — | — | — |
Top 12 Services for Investment Industry companies in Chicago
#1
Acquired · Chicago, Illinois · founded 1998 · 17000 employees$5.6Braised▾
Provider of investment advisory, insurance distribution, and risk management services
- May 2025PE$1.6B
- May 2023PE—
- Nov 2018PE—
- May 2018Conventional Debt$3.8B
#2
Series A · Chicago, Illinois · founded 2018$5.1Mraised▾
Provider of financial and investment management services
- Jan 2026Series A$1.5M
- Oct 2025Series A$1.3M
- Sep 2024Series A$900K
- Jan 2024Series A$3.9M
#3
Series A · Chicago, Illinois · founded 2022 · 12 employees$12.6Mraised▾
Provider of risk management services for investment industries
- May 2024Series A$12M
- Nov 2022Series A$6.6M
#4
Series A · Chicago, Illinois · founded 1984 · 12 employees$15Mraised▾
Provider of cash management services for asset manager, non-profits and wealth managers
- Apr 2021Series A$9M
#5
Deadpooled · Chicago, Illinois · founded 2015 · 56 employees$5Mraised▾
AI-based trading platform for global markets and multiple assets. It provides platforms to create, test, and execute algorithms for forex trading. Its features include a range of products by trading other asset classes and other exchange-traded products from trading STIRs and equity indices bonds, ETFs, Individual Stocks, and more.
- Nov 2021Seed$5M
#6
Series B · Chicago, Illinois · founded 1999 · 151 employees$17.9Mraised▾
Investment banking firm
- Apr 2012Series B$15.5M
- Apr 2012Unattributed$2.4M
#7
Series A · Chicago, Illinois · founded 2010$4.8Mraised▾
Developer of software tools intended to identify and capitalize on pricing inefficiencies in financial markets. The company specializes in developing software and invests in technology infrastructure by combining fundamental knowledge, sophisticated algorithms, and quantitative research, enabling clients to track and pursue financial markets with the highest level of business integrity.
- Aug 2019Series A$4.8M
#8
Seed · Chicago, Illinois · founded 2019$815.2Kraised▾
Provider of management consulting services to investment industry
- Nov 2021Seed$815.2K
#9
Seed · Chicago, Illinois · founded 2010 · 2 employees$20Kraised▾
Provider of information about private companies to business owners, executives, and accredited investors. The company offers subscribers access to databases containing information about private companies that are for sale, selling select assets, looking for an equity partner, and seeking debt financing, enabling users to know more about the latest distressed deals.
- Sep 2014Seed$20K
#10
Seed · Chicago, Illinois · founded 2017—raised▾
Provider of credit risk and investment management services
- Dec 2024Seed—
#11
Acquired · Chicago, Illinois · founded 1924 · 6500 employees—raised▾
Merger and acquisition advisory firm. Middle-market focused investment bank. Provides services such as merger and acquisition advisory, corporate financing, capital raising, and restructuring. The industry sectors served include construction, real estate, energy, and more.
#12
Late Stage · Chicago, Illinois · founded 2016 · 100 employees—raised▾
Consulting and research firm specializing in modernizing the wealth and asset management industry through technology and marketing services.
- Jun 2023PE—
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.