Best Services for Investment Industry Companies in United States
The 2839 best Services for Investment Industry companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: HUB International.
Ranked by disclosed equity funding and recent momentum, this directory covers 2,839 Services for Investment Industry companies across the United States, tracking $13.5 billion in total disclosed capital. That number alone tells you this is a sector with real institutional weight behind it. Five unicorns have emerged from the pack, and Hub International anchors the top of the funding table at $5.6 billion, a figure that dwarfs the next-largest filer by a wide margin.
The validated financials are what I find most clarifying here. Across 19 filers, median revenue sits at $119 million with 4% YoY growth, and the combined revenue pool reaches $10.9 billion. So who's actually earning? Vistra Corp. pulled $5.0 billion in revenue, up 18% YoY, and posted net income of $1.0 billion, 121 times the sector median of $8 million. Upbound Group added $1.2 billion at a steady 4% clip. As 2018 research confirms, information systems performance in investment-adjacent firms tracks closely with operational discipline, not just market conditions. App momentum backs that story too: investment management apps are posting median install growth of 25% YoY across 82 tracked products. The global market reached roughly $1.3 billion in 2022, driven by security demands and shifting interaction preferences in a highly regulated industry.
- ResearchAndMarkets.com
- Grand View Research
Ranked: Best Services for Investment Industry companies in United States
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Founder | Market signals (1y) | 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 | 17,000 | 1998 | — | 11 signals ▼76% Leadership | — | — |
| 2 | Cognizant Provider of software development, cloud & data management, and IT consulting services | $1.4B | 114 mo ago | Public | 355,300 355,300 → 365,201 (+3%) · sector median +15% | 1994 | Venkataraman Krishnan Co-Founder | 110 signals ▼34% Earnings · Contracts · New product | 5 patents Patents concentrated in computing, sensing & instrumentation | 1 launch · 1 partnership · 1 award |
| 3 | NYDIG Provider various services for crypto investors | $1.4B | 54 mo ago | Series E | 172 | 2017 | Ross Stevens Co-Founder | — | — | — |
| 4 | 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 | Acquired | 32 | 2019 | — | — | — | — |
| 5 | Clear Street 🦄 Trade life cycle management platform for brokerages | $649M | 38 mo ago | Series B | 400 | 2018 | Sachin Kumar Co-Founder | 13 signals ▼46% Leadership · IPO · Regulatory | — | 1 job opening |
| 6 | Teak Tree Capital Management Provider of financial services | $600M | 70 mo ago | Series D | 10 | 2009 | Adam Deem Co-Founder | — | — | — |
| 7 | Squarespace 🦄 Provider of tools for website creation, hosting, and online business | $578M | 17 mo ago | Acquired | 1,749 1,749 → 2,206 (+26%) · sector median +15% | 2003 | — | — | — | — |
| 8 | Mysten Labs 🦄 Blockchain platform offering Web3 infrastructure solutions | $336M | 45 mo ago | Series B | 140 | 2021 | Kostas Chalkias Co-Founder & Chief Cryptographer | — | 6 patents Patents concentrated in computing, sensing & instrumentation | — |
| 9 | The Tifin Group AI-enabled financial planning and advisory solutions for individuals | $217M | 9 mo ago | Series D | 207 | 2018 | Vinay Nair Founder | — | 2 patents Privacy-preserving machine learning data anonymization solutions | 1 partnership |
| 10 | Carson Group 🦄 Provider of practice management software for financial advisors | $217M | 59 mo ago | Series C | 52 | 1983 | Ron Carson Founder & CEO | 19 signals M&A · Acquisition · Leadership | — | 2 partnerships |
| 11 | Snowden Lane Provider of financial advisor services | $150M | 41 mo ago | Funding Raised | — | 2011 | Lyle LaMothe Chairman | — | — | 3 awards |
| 12 | MEMX Provider of stock exchange services | $135M | 38 mo ago | Series A | 85 | 2019 | Jonathan Kellner CEO | 3 signals ▲200% Leadership | 8 patents MEMX adds value in MEMS ocular pressure devices and microfluidic filtration modules. | — |
| 13 | Battea Provider of litigation, intelligence & claims management services | $100M | 55 mo ago | Acquired | 84 | 2008 | Jonathan Wade Founder | — | — | — |
| 14 | Favrille Favrille: Your guide to consumer loans with the best interest | $100M | 243 mo ago | Public | 9 | 2000 | Bob Lorsch CEO | — | 6 patents Patents concentrated in health & consumer products | — |
| 15 | 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%) · sector median +15% | 2010 | Phil Crooks Managing Director | — | — | 3 awards |
| 16 | Boosted Commerce Platform acquiring Amazon FBA brands | $87M | 69 mo ago | Series C | 92 92 → 74 (-20%) · sector median +15% | 2020 | Keith Richman Co-Founder | — | — | — |
| 17 | Innovative Capital Credit brokerage firm | $51M | 41 mo ago | Series C | — | 2007 | Travis Likert CEO | — | — | — |
| 18 | Ashcroft Capital Provider of wealth management services | $50M | 19 mo ago | Series C | 51 | 2014 | Frank Roessler Co-Founder & CEO | — | — | — |
| 19 | 275 Funding Provider of investment services | $49M | 45 mo ago | Funding Raised | — | 2022 | Elliot Goldberg Owner | — | — | — |
| 20 | Eventus Provider of financial services | $48M | 29 mo ago | Acquired | 96 | 2015 | Travis Schwab CEO | — | — | — |
| 21 | Burford Capital Provider of finance and asset management for legal and business disputes | $44M | 39 mo ago | Public | 158 158 → 185 (+17%) · sector median +15% | 2009 | — | 11 signals ▼54% Earnings · Lawsuit · Funding | — | 1 award |
| 22 | ndvr Diversified investment firm | $39M | 47 mo ago | Series B | 55 | 2016 | Michael Simon CEO | — | — | — |
| 23 | 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 | 2019 | Keith Loggie Co-Founder and COO | 3 signals Funding | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 24 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | Series B | 70 | 2013 | Brian Dally Co-Founder & CEO | — | — | 1 partnership |
| 25 | Fruitful Financial planning and advisory solutions for individuals | $33M | 48 mo ago | Series A | 24 | 2019 | Thomas Lemmo Board Member and Co-Founder | — | 3 patents Nitrogenated beverage dispensing systems for smoothies and related food processing equipment. | — |
| 26 | Black Diamond Provider of investment advisory and management consulting services | $25M | 45 mo ago | Series B | 130 | 2015 | Randy Werder Co-Founder & CEO | — | 261 patents Small-molecule quinazoline derivatives for oncology drug discovery and cancer therapy | — |
| 27 | Copernico Sovereign Provider of investment management services | $19M | 49 mo ago | Series B | — | 2004 | Carlos Blanco Co-Founder | — | — | — |
| 28 | EBY Born fierce. | $19M | 39 mo ago | Series B | 53 | 2017 | — | — | — | — |
| 29 | BluWave Provider of investment consulting services | $14M | 7 mo ago | Series B | 37 | 2016 | — | — | — | — |
| 30 | Green Shield Risk Solutions Provider of risk management services for investment industries | $13M | 24 mo ago | Series A | 12 | 2022 | Nick Lamparelli Co-Founder | — | — | 4 launchs |
| 31 | FLX Networks Provider of asset & wealth management and financial advisory services | $12M | 43 mo ago | Series A | 36 36 → 38 (+6%) · sector median +15% | 2019 | Brian Moran Founder & CEO | 3 signals ▲200% Leadership | — | — |
| 32 | BlueMark Provider of financial services | $12M | 38 mo ago | Series A | — | 2020 | Christina Leijonhufvud CEO | — | — | 2 partnerships |
| 33 | Markerr SaaS-driven research management solutions for real estate data | $12M | 38 mo ago | Series B | 22 | 2010 | Brian Lichtenberger Founder & CEO | — | — | — |
| 34 | Fidelis Capital Fidelis capital is a private banking experience offered by wealth management firm, providing financial… | $10M | 18 mo ago | Series B | 15 | 2011 | Rick Simonetti CEO and Head of Wealth Planning | — | — | 1 award |
| 35 | Caplight Platform providing private market data | $10M | 43 mo ago | Seed | 15 | 2021 | Javier Avalos Co-Founder & CEO | — | — | — |
| 36 | Exponential Exchange Provider of business development & strategy and financial services for investment industry | $9M | 34 mo ago | Seed | 9 | 2021 | Ryan Naughton Co-Founder & CEO | — | — | — |
| 37 | Mercer Advisors Provider of wealth management and advisory services for investment industries | $9M | 36 mo ago | Acquired | 940 | 1985 | Dave Welling CEO | 12 signals ▼33% M&A · Leadership | — | 1 partnership · 1 award |
| 38 | AnchorZero Provider of Roth IRA services for pre-launch tokens and startup equity | $8M | 23 mo ago | Seed | — | 2021 | Sunil Abraham Co-Founder & CEO | — | — | — |
| 39 | CU WealthNext Provider of financial services and wealthtech solutions to credit unions and investors | $8M | 16 mo ago | Series B | — | 2023 | Joshua Herman Co-Founder & CEO | — | — | 1 launch |
| 40 | National Energy Improvement Fund National Energy Improvement Fund | Financing Energy Efficiency Projects | $8M | 24 mo ago | Series A | — | — | — | — | — | — |
| 41 | Asato AI-powered platform for asset management | $8M | 30 mo ago | Seed | 1 | 2023 | Anush Mohandass Co-Founder and Chief Product Officer | — | — | — |
| 42 | Valiant Wealth Financial consultancy services | $7M | 24 mo ago | Series A | 12 | 2008 | Doug Vander Weide Founder & CEO | — | — | — |
| 43 | Finresi Online platform for investing in real estate secured loans | $7M | 31 mo ago | Funding Raised | — | 2021 | Kirk Ayzenberg Co-Founder | — | — | — |
| 44 | Fev Analytics Valuation science for private assets, unlocking intelligence, capabilities, and value | $5M | 12 mo ago | Series A | — | 2013 | — | — | — | — |
| 45 | Paulson Capital Holding Provider of financial and investment management services | $5M | 5 mo ago | Series A | — | 2018 | Trent Davis CEO | — | — | — |
| 46 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 5 mo ago | Series A | 111 111 → 196 (+77%) · sector median +15% | 2002 | Michael Ginty Managing Director & Financial Advisor | — | — | 2 awards |
| 47 | GSH Real Estate Investment management firm | $4M | 18 mo ago | Seed | 27 | 2017 | Gideon Pfeffer CEO | — | — | — |
| 48 | Uprise AI-powered financial advisory platform for individuals | $1M | 19 mo ago | Seed | 8 | 2021 | Nanthakumar Muthusamy Co-Founder and Head of engineering | — | — | — |
| 49 | Vested Online platform for asset-backed loans | $1M | 12 mo ago | Seed | 60 60 → 68 (+13%) · sector median +15% | 2017 | Matt Venables Co-Founder | — | — | — |
| 50 | SBREP Real estate firm focused on value-added strategies | $565K | 15 mo ago | Seed | — | 2017 | Srijin Bandyopadhyay Founder | — | — | — |
Top 12 Services for Investment Industry companies in United States
#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
Acquired · New York City, New York · founded 2019 · 32 employees$800Mraised▾
Provider of platform for investors
- Sep 2025Conventional Debt$800M
#3
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
#4
Series D · New York City, New York · founded 2018 · 207 employees$217Mraised▾
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,
- Sep 2025Series D$3M
- Jul 2024Series D$3.8M
- Feb 2024Series D$10M
- Jan 2024Series D$3.6M
#5
Series B · Atlanta, Georgia · founded 2013 · 70 employees$34.1Mraised▾
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 geographies. Application is made available on Android and iOS platforms.
- Jan 2026Series B$1M
- Aug 2023Series B$3.9M
- Feb 2022Conventional Debt$100M
- Feb 2022Series B$18M
#6
Acquired · United States · founded 2003 · 1749 employees$578.5Mraised▾
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.
- Jan 2025Series E$3M
- Mar 2021Series E$300M
- Jan 2018Series D$10M
- Dec 2017Series D$200M
#7
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
#8
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Provider of investment, estate planning, and financial advisory services
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
#9
Series B · Brentwood, Tennessee · founded 2016 · 37 employees$14Mraised▾
Provider of investment consulting services
- Oct 2025Series B$14M
#10
Series C · New York City, New York · founded 2014 · 51 employees$50Mraised▾
Provider of wealth management services
- Nov 2024Series C$100K
- Sep 2023Series C$50M
#11
Series A · Washington, North Carolina · founded 2013$5.2Mraised▾
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 mathematically to the fund and portfolio level. It aims to remove reporting lag, unite performance reporting across public and private asset classes, and optimize whole portfolio liquidity and risk. The company offers solutions for institutional limited partner investors, asset managers, investment advisors, and defined contribution plan sponsors. It provides scalable, targeted, and useful valuation intelligence for all private asset investors. The company's solutions include portfolio valuation, exit value solutions, and manager evaluation. It uses valuation science to empower the private markets with scientifically measured valuation, performance, and risk quantities. The company's technology is repeatable, testable, automated, and anchored to immutable data that is auditable
- May 2025Series A$5.2M
#12
Series B · New York City, New York · founded 2018 · 400 employees$649.4Mraised▾
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.
- Apr 2023Series B$270M
- Feb 2023Series B—
- May 2022Series B$165M
- Apr 2022Series B$157.7M
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
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.