Best Services for Investment Industry Companies in San Francisco, United States
The 87 best Services for Investment Industry companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: MerQube.
Ranked: Best Services for Investment Industry companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 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 | Keith Loggie Co-Founder and COO | 2019 | SentryZendeskFirebase+16 | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 2 | Gainfully Provider of seminar marketing campaigns and technology for financial advisors | $11M | 82 mo ago | Acquired | — | 2011 | — | — | — |
| 3 | Caplight Platform providing private market data | $10M | 43 mo ago | Seed | Javier Avalos Co-Founder & CEO | 2021 | — | — | — |
| 4 | Mentum Integrated API solutions for capital markets | $4M | 49 mo ago | Acquired | — | 2021 | — | — | — |
| 5 | SageTrader Back-office reconciliation solutions for brokers & clearing firms | $2M | 147 mo ago | Seed | — | 2012 | Node.jsZohoVue.js+13 | — | — |
| 6 | F50 Platform focused on market development and venture capital financing services | $2M | 132 mo ago | Seed | Tel Liu Co-Founder | 2014 | — | — | — |
| 7 | Uprise AI-powered financial advisory platform for individuals | $1M | 20 mo ago | Seed | Nanthakumar Muthusamy Co-Founder and Head of engineering | 2021 | styled-componentsReactGatsby+15 | — | — |
| 8 | Blue Forest Organization focused on conservation finance and forest restoration | $699K | 93 mo ago | Funding Raised | — | 2015 | WordPressMySQLPHP+28 | — | 1 job opening |
| 9 | Potlatch Online marketplace for startup founders and accelerators | $530K | 49 mo ago | Seed | Michitomo Nakahara Co-Founder | 2020 | — | 6 patents Enhanced wood composites with termite/fungal resistance and silicone treatments; advanced packaging coatings. | — |
Top 12 Services for Investment Industry companies in San Francisco
#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
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
#3
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
#4
Acquired · San Francisco, California · founded 2011 · 13 employees$10.7Mraised▾
Provider of seminar marketing campaigns and technology for financial advisors. The company offers custom-crafted and performance-based campaigns designed to generate qualified prospects. It provides a platform for real-time data and precision targeting. The company delivers digital, direct mail, and omni-channel strategies.
- Jul 2019Series A$5.5M
- Feb 2018Series A$2.5M
- Oct 2017Series A$2.5M
- Mar 2017Seed$150K
#5
Acquired · San Francisco, California · founded 2021 · 10 employees$4.3Mraised▾
Integrated API solutions for capital markets. It offers API keys to integrate and build investment or fintech-based apps. Companies can use the API keys to integrate features like investment management arm, show investment performance, information about customer investments, and more.
- May 2022Seed$4.2M
- Sep 2021Seed$125K
#6
Seed · San Francisco, California · founded 2012$2.1Mraised▾
Sagetrader offers back-office reconciliation solutions for brokers, currencies, clearing firms, asset classes, among others. It allows users to manage multiple accounts, post-trade allocations, fee tracking, and consolidated reporting for various clearing firms.
- Mar 2014Seed$2.1M
#7
Seed · San Francisco, California · founded 2020$530Kraised▾
Online marketplace for startup founders and accelerators. It allows users to create a profile with background, goals & interests and match accelerators based on user profile. It allows users to network with accelerators and raise funds.
- Apr 2022Seed$370K
- Apr 2021Seed$530K
#8
Seed · San Francisco, California · founded 2014$2Mraised▾
Platform focused on market development and venture capital financing services
- Jun 2015Seed$2M
#9
Funding Raised · San Francisco, California · founded 2015 · 26 employees$699.4Kraised▾
Organization focused on conservation finance and forest restoration. It provides flagship financial products and forest restoration projects to reduce the risk of catastrophic wildfires.
- Sep 2018Grant (prize money)$599.5K
- Sep 2017Grant (prize money)$100K
#10
Seed · San Francisco, California · founded 2022$43Kraised▾
Provider of investment services
- Mar 2023Seed$43K
#11
Funding Raised · San Francisco, California · founded 2017 · 68 employees$50Kraised▾
Foundation focussed on venture capitalists and entrepreneurs
- 2019Grant (prize money)$50K
#12
Seed · San Francisco, California · founded 2011—raised▾
Impact investing solutions tailored for families, foundations, institutions, and advisors. The company is a trusted partner offering unbiased and tailored investment solutions addressing global challenges. As an Outsourced Chief Investment Officer (OCIO) and Investment Advisor, they build investment portfolios reflecting client values, integrating social and environmental goals to meet financial and impact objectives. They work with foundations to align investments with their mission, offering board-level education and crafting impact investment policy statements. For individuals and families, they develop long-term plans to protect, grow, and express wealth and impact objectives. They also collaborate with advisory, consultancy, and investment institutions, providing impact investing expertise and custom reporting. Their framework-driven process, rigorous due diligence, and meticulous planning connect long-term goals with qualifiable metrics, showcasing the results of impact-driven investments. They offer newsletter subscription.
- Oct 2023Seed—
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.