2839 indexable Services for Investment Industry companies headquartered in United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $13.5B across 162 funded companies, including 5 unicorns.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
HUB International
Unicorn Provider of investment advisory, insurance distribution, and risk management services |
$5.6B | $23B as of 2023 |
Acquired | PE May 2025 | 17,000 | 1998 | ↑ Active |
| 2 |
Madison Energy Investments
Provider of platform for investors |
$800M | — | Acquired | Conventional Debt Sep 2025 | 32 | 2019 | ↑ Active |
| 3 |
MerQube
Index provider solutions for financial and insurance industries |
$35M | — | Series C | Series C Apr 2026 | 9 | 2019 | ↑ Active |
| 4 |
The Tifin Group
AI-enabled financial planning and advisory solutions for individuals |
$217M | $842M as of 2022 |
Series D | Series D Sep 2025 | 207 | 2018 | ↑ Active |
| 5 |
Groundfloor
Fractional real estate investment platform for individuals |
$34.1M | — | Series B | Series B Jan 2026 | 70 | 2013 | ↑ Active |
| 6 |
Squarespace
Unicorn Provider of tools for website creation, hosting, and online business |
$578.5M | $10B as of 2021 |
Acquired | Series E Jan 2025 | 1,749 | 2003 | ↑ Active |
| 7 |
Paulson Capital Holding
Provider of financial and investment management services |
$5.1M | — | Series A | Series A Jan 2026 | — | 2018 | ↑ Active |
| 8 |
Cary Street Partners
Provider of investment, estate planning, and financial advisory services |
$4.8M | — | Series A | Series A Dec 2025 | 111 | 2002 | ↑ Active |
| 9 |
BluWave
Provider of investment consulting services |
$14M | — | Series B | Series B Oct 2025 | 37 | 2016 | ↑ Active |
| 10 |
Ashcroft Capital
Provider of wealth management services |
$50M | — | Series C | Series C Nov 2024 | 51 | 2014 | ↑ Active |
| 11 |
Fev Analytics
Valuation science for private assets, unlocking intelligence, capabilities, and value |
$5.2M | — | Series A | Series A May 2025 | — | 2013 | ↑ Active |
| 12 |
Clear Street
Unicorn Trade life cycle management platform for brokerages |
$649.4M | $2B as of 2023 |
Series B | Series B Apr 2023 | 400 | 2018 | — |
| 13 |
CU WealthNext
Provider of financial services and wealthtech solutions to credit unions and investors |
$7.5M | — | Series B | Series B Jan 2025 | — | 2023 | ↑ Active |
| 14 |
NYDIG
Provider various services for crypto investors |
$1.4B | — | Series E | Conventional Debt Dec 2021 | 172 | 2017 | — |
| 15 |
Fidelis Capital
Fidelis capital is a private banking experience offered by wealth management firm, providing financial advisory services |
$10M | — | Series B | Series B Nov 2024 | 15 | 2011 | ↑ Active |
| 16 |
Vested
Online platform for asset-backed loans |
$1.2M | — | Seed | Seed Jun 2025 | 60 | 2017 | ↑ Active |
| 17 |
GSH Real Estate
Investment management firm |
$4.2M | — | Seed | Seed Nov 2024 | 27 | 2017 | ↑ Active |
| 18 |
Eventus
Provider of financial services |
$48.5M | — | Acquired | Conventional Debt Jan 2024 | 96 | 2015 | — |
| 19 |
Mysten Labs
Unicorn Blockchain platform offering Web3 infrastructure solutions |
$336M | $2B as of 2022 |
Series B | Series B Sep 2022 | 140 | 2021 | — |
| 20 |
AnchorZero
Provider of Roth IRA services for pre-launch tokens and startup equity |
$8M | — | Seed | Seed Jun 2024 | — | 2021 | ↑ Active |
| 21 |
Cognizant
Provider of software development, cloud & data management, and IT consulting services |
$1.4B | — | Public | Post IPO Nov 2016 | 355,300 | 1994 | — |
| 22 |
Snowden Lane
Provider of financial advisor services |
$150M | — | Funding Raised | Conventional Debt Jan 2023 | — | 2011 | — |
| 23 |
MEMX
Provider of stock exchange services |
$135M | — | Series A | Series A Mar 2023 | 85 | 2019 | — |
| 24 |
Teak Tree Capital Management
Provider of financial services |
$600M | — | Series D | Series D Aug 2020 | 10 | 2009 | — |
| 25 |
Green Shield Risk Solutions
Provider of risk management services for investment industries |
$12.6M | — | Series A | Series A May 2024 | 12 | 2022 | — |
| 26 |
Uprise
AI-powered financial advisory platform for individuals |
$1.4M | — | Seed | Seed Oct 2024 | 8 | 2021 | ↑ Active |
| 27 |
SBREP
Real estate firm focused on value-added strategies |
$565K | — | Seed | Seed Feb 2025 | — | 2017 | ↑ Active |
| 28 |
Carson Group
Unicorn Provider of practice management software for financial advisors |
$217M | $1B as of 2021 |
Series C | Series C Jul 2021 | 52 | 1983 | — |
| 29 |
National Energy Improvement Fund
National Energy Improvement Fund | Financing Energy Efficiency Projects |
$7.5M | — | Series A | Series A Jun 2024 | — | — | — |
| 30 |
Valiant Wealth
Financial consultancy services |
$6.8M | — | Series A | Series A May 2024 | 12 | 2008 | — |
| 31 |
Burford Capital
Provider of finance and asset management for legal and business disputes |
$44M | — | Public | Post IPO Mar 2023 | 158 | 2009 | — |
| 32 |
Innovative Capital
Credit brokerage firm |
$51.4M | — | Series C | Series C Jan 2023 | — | 2007 | — |
| 33 |
275 Funding
Provider of investment services |
$49.4M | — | Funding Raised | Conventional Debt Aug 2022 | — | 2022 | — |
| 34 |
Battea
Provider of litigation, intelligence & claims management services |
$100M | — | Acquired | PE Nov 2021 | 84 | 2008 | — |
| 35 |
Berkeley Research Group
Global consulting firm delivering intelligence and insights for complex business challenges |
$92M | — | Acquired | Series B Jul 2020 | 1,127 | 2010 | — |
| 36 |
ndvr
Diversified investment firm |
$39M | — | Series B | Series A Jul 2022 | 55 | 2016 | — |
| 37 |
Asato
AI-powered platform for asset management |
$7.5M | — | Seed | Seed Dec 2023 | 1 | 2023 | — |
| 38 |
BlueMark
Provider of financial services |
$12.2M | — | Series A | Series A Apr 2023 | — | 2020 | — |
| 39 |
EBY
Born fierce. |
$19.1M | — | Series B | Feb 2023 | 53 | 2017 | — |
| 40 |
Fruitful
Financial planning and advisory solutions for individuals |
$33M | — | Series A | Series A Jun 2022 | 24 | 2019 | — |
| 41 |
Boosted Commerce
Platform acquiring Amazon FBA brands |
$87M | — | Series C | Series C Sep 2020 | 92 | 2020 | — |
| 42 |
Exponential Exchange
Provider of business development & strategy and financial services for investment industry |
$8.8M | — | Seed | Seed Jul 2023 | 9 | 2021 | — |
| 43 |
Finresi
Online platform for investing in real estate secured loans |
$6.6M | — | Funding Raised | Conventional Debt Oct 2023 | — | 2021 | — |
| 44 |
Black Diamond
Provider of investment advisory and management consulting services |
$25M | — | Series B | Series B Sep 2022 | 130 | 2015 | — |
| 45 |
Markerr
SaaS-driven research management solutions for real estate data |
$11.6M | — | Series B | Series B Mar 2023 | 22 | 2010 | — |
| 46 |
Favrille
Favrille: Your guide to consumer loans with the best interest |
$99.6M | — | Public | Post IPO Mar 2006 | 9 | 2000 | — |
| 47 |
Mercer Advisors
Provider of wealth management and advisory services for investment industries |
$8.7M | — | Acquired | Series A Jun 2023 | 940 | 1985 | — |
| 48 |
FLX Networks
Provider of asset & wealth management and financial advisory services |
$12.5M | — | Series A | Series A Nov 2022 | 36 | 2019 | — |
| 49 |
Copernico Sovereign
Provider of investment management services |
$19.4M | — | Series B | Series B May 2022 | — | 2004 | — |
| 50 |
Caplight
Platform providing private market data |
$10M | — | Seed | Seed Oct 2022 | 15 | 2021 | — |
Provider of investment advisory, insurance distribution, and risk management services
Provider of platform for investors
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.
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,
Fractional real estate investment platform for individuals. Allows individual investors to invest in fractional basis, investments are automatically diversified across a wide array of available cash flowing real estate based investments, aimed at controlling risk while optimizing investment for maximum returns within a short time period, investments balanced across a variety of return profiles, maturities, and geogra
Provider of tools for website creation, hosting, and online business. The platform offers website templates, an AI website builder, and design intelligence features. It also provides tools for e-commerce, marketing, domain registration, and business management. The platform supports various business types, including creative services, professional services, education, beauty, and health.
Provider of financial and investment management services
Provider of investment, estate planning, and financial advisory services
Provider of investment consulting services
Provider of wealth management services
Valuation science for private assets, unlocking intelligence, capabilities, and value. The company provides valuation solutions for private asset investors, offering daily valuations, benchmarks, and performance evaluation tools. It focuses on delivering repeatable measures of value drivers, fundamental growth, and time-weighted returns. The company's technology measures at the holdings level and aggregates mathemati
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.
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.
