Best Trending Themes in Investment Tech Companies in New York, United States
The 78 best Trending Themes in Investment Tech companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: atom finance.
Ranked: Best Trending Themes in Investment Tech companies in New York
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | atom finance Atom’s app and enterprise software solutions provide access to high-quality investment intelligence, helping… | $40M | 60 mo ago | Acquired | — | 2018 | — | — | — |
| 2 | secondmarket SecondMarket enables private companies and investment funds to customize, control and seamlessly execute… | $35M | 166 mo ago | Acqui-Hired | — | 2004 | RubyRuby on RailsEnvoy+8 | 3 patents Regulated electronic trading platforms for restricted securities and award‑based auction systems | — |
| 3 | INSTRUMENT CAPITAL Financial technology company focused on investment funds | — | 118 mo ago | Seed | Leann Zhang Co-Founder & CEO | 2016 | — | — | — |
| 4 | 28stone consulting 28Stone Consulting is a leading consulting firm with their counterparts at the world’s leading financial… | — | — | Private | Thomas Dolan Co-Founder | 2011 | Apple iCloud MailGoogle WorkspaceNode.js+18 | — | — |
| 5 | advisorconnect AdvisorConnect is a sales acceleration platform for financial advisors, insurance agents, and the enterprise. | — | — | Private | — | 2013 | — | — | — |
| 6 | altium wealth Altium Wealth is a wealth management advisory firm. | — | — | Acquired | — | 2009 | ContentfulBootstrapAmazon ALB+14 | — | — |
| 7 | apexium financial Apexium Financial offers comprehensive financial planning, investment advisory, insurance and risk management… | — | — | Private | — | 2016 | — | — | — |
| 8 | arthena Arthena is a venture-backed financial technology company. | — | — | Acquired | — | 2013 | — | — | — |
Top 3 Trending Themes in Investment Tech companies in New York
#1
Acquired · New York, New York · founded 2018 · 46 employees$40.5Mraised▾
Developer of an investor application designed to engage novice, intermediate, and expert investors at their skill levels. The company's platform provides global enterprise software, including APIs and embeddable UIs, insights, dynamic tools, and visualizations that keep investors engaged from research through trade execution, enabling professional investors and new customers to make educated and well-informed investment decisions.
#2
Acqui-Hired · New York, New York · founded 2004 · 65 employees$34.6Mraised▾
Provider of an online centralized marketplace and auction platform for illiquid assets. The company serves financial institutions, hedge funds, private equity firms, mutual funds, corporations, high net worth individuals and other institutional and accredited investors.
#3
Seed · New York City, New York · founded 2016 · 2 employees—raised▾
Developer of an investment management platform intended to customize asset allocation for private wealth clients. The company's platform offers white-label personalized risk assessment that algorithmically incorporates client-side characteristics and also offers investor-centric investment funds, enabling private wealth management firms to generate curated marketing for their clients.
Funding & investor landscape
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.