Radar · Services for Investment Industry in New York City
Best Services for Investment Industry Companies in New York City, United States
The 216 best Services for Investment Industry companies in New York City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: NYDIG.
By Rohit KhannaTrends & Stories
216companies tracked
$3.4Bdisclosed funding
1unicorns
31have raised
Ranked: Best Services for Investment Industry companies in New York City
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | NYDIG Provider various services for crypto investors | $1.4B | 54 mo ago | 172 | 2017 | Ross Stevens Co-Founder | — | — |
| 2 | Madison Energy Investments Provider of platform for investors 45Funding top 17%Tech top 46%Global bottom 38%Market bottom 33% All 5 signals ▾Fundingtop 17% Techtop 46% Globalbottom 38% Marketbottom 33% Newsbottom 22% Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $800M | 9 mo ago | 32 | 2019 | — | — | — |
| 3 | Clear Street 🦄 Trade life cycle management platform for brokerages | $649M | 38 mo ago | 400 | 2018 | Sachin Kumar Co-Founder | — | 1 job opening |
| 4 | The Tifin Group AI-enabled financial planning and advisory solutions for individuals | $217M | 9 mo ago | 207 | 2018 | Vinay Nair Founder | 2 patents Privacy-preserving machine learning data anonymization solutions | 1 partnership |
| 5 | Snowden Lane Provider of financial advisor services | $150M | 41 mo ago | — | 2011 | Lyle LaMothe Chairman | — | 2 awards |
| 6 | Ashcroft Capital Provider of wealth management services | $50M | 19 mo ago | 51 | 2014 | Frank Roessler Co-Founder & CEO | — | — |
| 7 | Burford Capital Provider of finance and asset management for legal and business disputes | $44M | 39 mo ago | 158 158 → 185 (+17%) | 2009 | — | — | 1 award |
| 8 | Fruitful Financial planning and advisory solutions for individuals | $33M | 48 mo ago | 24 | 2019 | Thomas Lemmo Board Member and Co-Founder | 3 patents Nitrogenated beverage dispensing systems for smoothies and related food processing equipment. | — |
| 9 | Copernico Sovereign Provider of investment management services | $19M | 49 mo ago | — | 2004 | Carlos Blanco Co-Founder | — | — |
| 10 | BlueMark Provider of financial services | $12M | 38 mo ago | — | 2020 | Christina Leijonhufvud CEO | — | 2 partnerships |
| 11 | AnchorZero Provider of Roth IRA services for pre-launch tokens and startup equity | $8M | 23 mo ago | — | 2021 | Sunil Abraham Co-Founder & CEO | — | — |
| 12 | Canary Provider of financial services | $4M | 41 mo ago | 9 | 2019 | Rachel Schneider Co-Founder & CEO | — | — |
| 13 | BlackRock Provider of investment management and financial technology services | $2M | 74 mo ago | 19,800 | 1988 | Rama Mahankali CTO & Co-founder: Technology Visionary & Strategic Leader in AI-Powered Products & Solutions | 35 patents Portfolio optimization, ESG analytics, and electronic trade routing for financial services | — |
| 14 | Xperiti Provider of BI analytics for investment professionals | $2M | 80 mo ago | 29 | 2017 | Yadin Soffer CEO | — | — |
| 15 | The Alpha Cooperative Provider of products and sale services for investment industries | $1M | 165 mo ago | — | 2010 | Sara Malak Co-Founder | — | — |
| 16 | Acuity Provider of investment services focused on commercial real estate industry | $1M | 51 mo ago | — | 2017 | — | 7 patents AI-driven fertility prediction for livestock breeding and malware detection, plus data‑center optimization | — |
| 17 | Project Primus Provider of investment services | $1M | 38 mo ago | — | 2023 | Rami Shubbak Co-Founder | — | — |
| 18 | Stoop Provider of investment management services | $1M | 81 mo ago | 2 | 2016 | Zach Ehrlich CEO | — | — |
| 19 | Predictive Technology Systems Provider of decision-making tools to asset managers | $958K | 45 mo ago | 7 | 2017 | Ben Sanders Co-Founder | — | — |
| 20 | Affinity Capital Exchange Provider of financial services | $936K | 48 mo ago | 15 | 2015 | — | — | — |
| 21 | Credit Do Non-profit organisation dedicated to making financial independence for individuals | $700K | 122 mo ago | — | 2010 | — | — | — |
| 22 | Fluid Markets Two core risk-management solutions for public equity investors | $500K | 36 mo ago | 4 | 2021 | Kenneth Book Co-Founder & CEO | — | — |
| 23 | FiComm Provider of management & business consulting and digital marketing services | $300K | 93 mo ago | 17 | 2012 | Megan Carpenter Co-Founder & CEO | — | — |
| 24 | Living Cities Provider of financial services | $298K | 69 mo ago | 42 | 1991 | — | — | — |
Top 12 Services for Investment Industry companies in New York City
#1
Acquired · New York City, New York · founded 2019 · 32 employees$800Mraised▾
Acquired · New York City, New York · founded 2019 · 32 employees
Provider of platform for investors
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 17%Tech
top 46%Global
bottom 38%Market
bottom 33%News
bottom 22%Funding: Raised $800M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Conventional Debt (Sep 2025)
Tech: 21 technologies across 5/8 capability areas · Cloud: Cloudflare · Observability: Microsoft Clarity
Global: Investors from 3 countries beyond United States
Audience (LinkedIn): 13k LinkedIn followers
Funding rounds
- Sep 2025Conventional Debt$800M
Investors
Fifth Third Bank, Societe Generale, BNP Paribas, KeyBank, Credit Agricole, TD Bank
Tech stack
CloudflareCloudflare Bot ManagementDropboxGoogle AnalyticsHstsHttp/3
#2
Series D · New York City, New York · founded 2018 · 207 employees$217Mraised▾
Series D · New York City, New York · founded 2018 · 207 employees
AI-enabled financial planning and advisory solutions for individuals. Offers solutions for clients or an asset manager seeking to distribute product. Offers a wide range of capabilities to remove frictions and create engaging experiences,
LinkedIn Pulse recent public activity · Jul 2026
Audience: 33k LinkedIn followers
Activity: 1 partnerships (incl. TIFIN.AI) announced in 12 mo
Funding rounds
- Sep 2025Series D$3M
- Jul 2024Series D$3.8M
- Feb 2024Series D$10M
- Jan 2024Series D$3.6M
Founders & team
Investors
Franklin Templeton Investments, Motive Partners, J P Morgan, Hamilton Lane, Morningstar, Broadridge
Tech stack
AccessibeAdrollAdroll Cmp SystemAnime.JsApple Icloud MailCloudflare
#3
Series C · New York City, New York · founded 2014 · 51 employees$50Mraised▾
Series C · New York City, New York · founded 2014 · 51 employees
Provider of wealth management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 10k LinkedIn followers
Funding rounds
- Nov 2024Series C$100K
- Sep 2023Series C$50M
Founders & team
Investors
Temerity Strategic
#4
Series B · New York City, New York · founded 2018 · 400 employees$649.4Mraised▾
Series B · New York City, New York · founded 2018 · 400 employees
Trade life cycle management platform for brokerages. It provides various management solutions for the efficient execution of trade cycles for brokerage firms. It provides electronic and high-touch trading, multi-asset clearing and custody, real-time reporting, capital introduction, and more.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Systems Engineer
Funding rounds
- Apr 2023Series B$270M
- Feb 2023Series B—
- May 2022Series B$165M
- Apr 2022Series B$157.7M
Founders & team
Investors
IMC, Prysm Capital, NextGen Venture Partners, Walleye, Belvedere Capital, NEAR
Tech stack
Amazon SesAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementCookiebot
#5
Series E · New York City, New York · founded 2017 · 172 employees$1.4Braised▾
Series E · New York City, New York · founded 2017 · 172 employees
Provider various services for crypto investors. The platform allows users to invest, lend and borrow cryptocurrencies. It also offers white label solutions for users to build their own crypto company.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 27k LinkedIn followers
Funding rounds
- Dec 2021Conventional Debt—
- Dec 2021Series E$1B
- Mar 2021Series D$200M
- Mar 2021Series D$100M
Founders & team
Investors
WestCap, Bessemer Venture Partners, FinTech Collective, Affirm, FIS, MassMutual
Tech stack
Apple Icloud MailCdnjsCloudflareCloudflare Bot ManagementCore-JsDocusign
#6
Seed · New York City, New York · founded 2021$8Mraised▾
Seed · New York City, New York · founded 2021
Provider of Roth IRA services for pre-launch tokens and startup equity. It facilitates the placement of these assets into Roth IRAs, enabling tax-advantaged growth. The service handles the complexities of managing digital assets within an IRA framework, adhering to all relevant tax regulations. It offers a streamlined process for founders and investors seeking to optimize their tax strategies related to early-stage investments. This includes support for various investment types, including tokens, founder shares, and angel investments. The firm utilizes a regulated custodian for secure asset management.
Funding rounds
- Jun 2024Seed$8M
Founders & team
Investors
Bain Capital Crypto, Spark Capital, Mischief, Pascal Capital, Robvc, Ethereal Ventures
#7
Funding Raised · New York City, New York · founded 2011$150Mraised▾
Funding Raised · New York City, New York · founded 2011
Provider of financial advisor services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Activity: 1 partnerships · 3 awards (incl. MSCI Inc.) announced in 12 mo
Funding rounds
- Jan 2023Conventional Debt$100M
- Jun 2022Conventional Debt$50M
Founders & team
Investors
ORIX, Estancia Capital Management
Tech stack
Beaver BuilderBootstrapCloudflareCloudflare Bot ManagementContact Form 7Elfsight
#8
Public · New York City, New York · founded 2009 · 158 employees$44Mraised▾
Public · New York City, New York · founded 2009 · 158 employees
Provider of finance and asset management for legal and business disputes. It funds commercial litigation and arbitration, from pre-filing to enforcement. The company offers in-house capabilities to help clients shift the cost and risk of high-value legal disputes. It works with businesses and law firms to fund and monetize commercial litigation and arbitration.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 19k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
- Mar 2023Post IPO$9.1M
- Feb 2021Conventional Debt$34.9M
Tech stack
AzureAzure MonitorCloudflareCloudflare Bot ManagementDocusignFacebook Pixel
#9
Series A · New York City, New York · founded 2020$12.2Mraised▾
Series A · New York City, New York · founded 2020
Provider of financial services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 7k LinkedIn followers
Activity: 2 partnerships (incl. SDG Impact Finance Initiative (SIFI)) announced in 12 mo
Funding rounds
- Apr 2023Series A$10M
- Jan 2022Grant (prize money)$1.4M
- Jan 2022Seed$2.2M
- Jul 2021Grant (prize money)$3.3M
Founders & team
Investors
Tpfii, S&P Global, Temasek Trust, Blue Haven Initiative, Gunung Capital, Tsao Family Office
#10
Series A · New York City, New York · founded 2019 · 24 employees$33Mraised▾
Series A · New York City, New York · founded 2019 · 24 employees
Financial planning and advisory solutions for individuals. Provides platform that helps individuals take control of their finances and achieve financial stability. Offer guidance from financial experts, providing ways to manage money.
Funding rounds
- Jun 2022Series A$25M
- 2021Seed$8M
Founders & team
Investors
8VC, Lux Capital, Founders Fund, Emigrant, Third Prime, Company Ventures
Tech stack
Barba.JsBunnyCdnjsCloudflareCloudflare Bot ManagementCore-Js
#11
Series B · New York City, New York · founded 2004$19.4Mraised▾
Series B · New York City, New York · founded 2004
Provider of investment management services
Funding rounds
- May 2022Series B$19.4M
Founders & team
#12
Series A · New York City, New York · founded 2019 · 9 employees$4.3Mraised▾
Series A · New York City, New York · founded 2019 · 9 employees
Provider of financial services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Funding rounds
- Jan 2023Series A$2.9M
- 2022Seed—
- Jan 2022Seed$1.5M
Founders & team
Investors
Capital One, Capital One Ventures, Financial Venture Studio, Caseygrants, Propel, Sorenson Impact Foundation
Tech stack
Apache Http ServerBluehostCloudflareCloudflare Bot ManagementCore-JsElementor
Funding & investor landscape
$3.4Btotal disclosed funding
25companies funded
60disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Vinay Nair
Founder · The Tifin Group
Steven Schraibman
Partner · The Tifin Group
Frank Roessler
Co-Founder & CEO · Ashcroft Capital
Joe Fairless
Co-Founder · Ashcroft Capital
Sachin Kumar
Co-Founder · Clear Street
Chris Pento
Co-Founder & CEO · Clear Street
Ross Stevens
Co-Founder · NYDIG
Robert Gutmann
Co-Founder & CEO · NYDIG
Sunil Abraham
Co-Founder & CEO · AnchorZero
Diana Siu
Co-Founder & COO · AnchorZero
Lyle LaMothe
Chairman · Snowden Lane
Christina Leijonhufvud
CEO · BlueMark
Prism market signals · United States · country-scoped Prism corpus, 25,023,128 docs
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
How many Services for Investment Industry companies are there in New York City, United States?
Radar tracks 216 indexable Services for Investment Industry companies headquartered in New York City, United States that meet our profile-completeness bar.
What is the total funding raised by Services for Investment Industry companies in New York City, United States?
The Services for Investment Industry companies in New York City, United States on this list have raised a combined $3.4B in disclosed equity funding across 25 funded companies.
Which is the highest-funded Services for Investment Industry company in New York City, United States?
NYDIG is the highest-funded Services for Investment Industry company in New York City, United States, with $1.4B in disclosed equity funding.
How many Services for Investment Industry companies in New York City, United States are funded?
25 of the 216 Services for Investment Industry companies in New York City, United States on this list have disclosed at least one equity funding round.
How many Services for Investment Industry unicorns are there in New York City, United States?
1 Services for Investment Industry company in New York City, United States on this list is valued at $1B or more.
Who are the top investors in New York City, United States Services for Investment Industry companies?
The most active investors in New York City, United States Services for Investment Industry companies on this list include Europa, Motive Partners, 8VC, AGF Management Limited, AZ Disruptors.
Rohit KhannaTrends & Stories
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.