FundedIQ

Recently Funded Financial Services Startups in New York

Updated Sep 2026

FundedIQ tracks 471 funded Financial Services startups in New York, with their funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Financial Services startup funding landscape in New York, along with the 100 most recently funded Financial Services startups in New York.

The median disclosed round is $25M, with the middle half of rounds falling between $8.5M and $104M. Financial Services startups in New York closed 215 funding rounds over the last 24 months, 110 of them in the last 12 months, and raised $17B in disclosed capital.

Institutional capital dominates these rounds. The presence of established venture firms indicates a preference for scalable infrastructure over niche experiments. Early stage activity remains heavy, meaning many companies are still building core teams. This concentration of professional backing suggests a high barrier to entry for competitors and a professionalized approach to growth across the financial services sector.

Financial Services funded startup statistics in New York

Funded Financial Services startups in New York
471
tracked in the database
Funding rounds, last 12 months
110
215 over 24 months
Disclosed capital raised, 24 months
$17B
188 of 215 rounds disclosed an amount
Median round size
$25M
middle half $8.5M to $104M

Most recent funding round on record: Aug 2026. Investors appearing most often across Financial Services in New York funding rounds: Vista Equity Partners.

100 most recently funded Financial Services startups in New York

100 of 471

Ordered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.

R
New York, United States · Financial Services
RQD Clearing provides correspondent clearing services that fulfill brokers' technological and business model…
Series Unknown ·
$74M
C
New York, United States · Financial Services
CAIS is a monetary innovation stage, giving free monetary guides admittance to top-level supervisors of…
Series D ·
$170M
P
New York, United States · Financial Services
Provable Markets is a financial services firm that provides market participants with a secure, centralized…
Series B ·
Undisclosed
P
New York, United States · Financial Services
PEX Card is a corporate prepaid card solution provider for small and medium sized companies to control…
Private Equity ·
$160M
E
New York, United States · Financial Services
Epic Markets is a financial technology and retail brokerage firm built to deliver institutional-grade trading…
Pre-Seed ·
$10M
C
New York, United States · Financial Services
The largest digital organizations in the world, such as Booking Holdings, the owner of Priceline, Kayak, and…
Series Unknown ·
$100M
A
New York, United States · Financial Services
Avenue Capital Group was founded in 1995 by Marc Lasry and Sonia E. Gardner. Pioneers in the distressed debt…
Series Unknown ·
$250M
C
New York, United States · Financial Services
Curbline Properties is a real estate investment company that specializes exclusively in convenience-focused…
Series Unknown ·
$309M
M
New York, United States · Financial Services
Morgan Stanley Direct Lending Fund is a business development company that specializes in wealth management…
Series Unknown ·
$350M
W
New York, United States · Financial Services
W. P. Carey Inc., a publicly traded REIT (NYSE: WPC), offers long-term financing solutions for companies…
Series Unknown ·
$350M
A
New York, United States · Financial Services
Aquila Air Capital is a specialty finance platform focused on providing asset financing in partnership with…
Series Unknown ·
$400M
T
New York, United States · Financial Services
Time Equities operates as a full-service real estate firm with diversified services. It focuses on the…
Series Unknown ·
$191M
A
New York, United States · Financial Services
Arca is an AI-native wealth management firm that pairs human financial advisors with purpose-built AI agents…
Series A ·
$49M
D
New York, United States · Financial Services
Digital Prime Technologies offers tailored prime brokerage technology solutions for financial institutions.…
Series Unknown ·
Undisclosed
L
New York, United States · Financial Services
Series A ·
$12M
Y
New York, United States · Financial Services
Yellowstone Real Estate Investments is a real estate investment company that acquires and manages property…
Series Unknown ·
$480M
A
New York, United States · Financial Services
Archer offers digital financial services, enabling secure payments, transfers, and account management…
Pre-Seed ·
$500k
C
New York, United States · Financial Services
Series Unknown ·
$140M
R
New York, United States · Financial Services
Receipts Depositary Corporation (RDC) provides a platform for investing in digital and alternative assets.…
Seed ·
$7.0M
W
WithAI
New York, United States · Financial Services
WithAI develops an investment research platform for institutional investors.
Seed ·
Undisclosed
A
New York, United States · Financial Services
Ascendus helps the entrepreneurs with ingress to the funds and commercial support for providing economic…
Series Unknown ·
$1.0M
C
New York, United States · Financial Services
Current is a leading consumer fintech banking platform transforming financial access for everyday Americans.…
Series E ·
$80M
O
New York, United States · Financial Services
OneDosh is creating a Neobank specifically designed for Africans residing in Europe, Asia, and North America.…
Pre-Seed ·
$1.0M
T
New York, United States · Financial Services
Titan is a fintech company that offers a platform to deliver AI powered banking services.
Seed ·
$3.0M
T
New York, United States · Financial Services
The 601W Companies is a real estate service company that acquires, develops, and manages commercial…
Series Unknown ·
$132M
B
New York, United States · Financial Services
Fast, Simple, Secure Small to Medium-Sized Business Financing
Series Unknown ·
$170M
C
New York, United States · Financial Services
Camber Credit is a vertically integrated investment platform targeting the prime and non-prime auto loan…
Series Unknown ·
$82M
S
New York, United States · Financial Services
Sculptor is a global asset management firm providing investment products in multi-strategy, credit, and real…
Series Unknown ·
$416M
T
New York, United States · Financial Services
The goal of Trufund is to support and encourage economic growth among underprivileged groups and within…
Series Unknown ·
$2.3M
F
New York, United States · Financial Services
Modern life insurance payouts
Pre-Seed ·
$2.4M
C
New York, United States · Financial Services
Capchase is a fintech company that helps SaaS companies finance the growth of their operations with cash tied…
Series Unknown ·
$174M
B
New York, United States · Financial Services
Beaconsfield Growth Partners is an investment firm that acquires and operates companies in the industrial…
Seed ·
$620k
C
CRP Affordable Housing & Community Development
New York, United States · Financial Services
CRP Affordable Housing & Community Development provides construction, asset management, and property…
Series Unknown ·
Undisclosed
N
New York, United States · Financial Services
Nourish is enhancing individuals' well-being by simplifying the process of maintaining a healthy diet. We…
Series C ·
$100M
E
New York, United States · Financial Services
Eisen is the only end-to-end Escheatment company on the market - we help companies identify dormant accounts…
Series A ·
$10M
E
New York, United States · Financial Services
Exponent Financial is a financial platform designed for franchise owners and multi-location enterprises.
Series Unknown ·
$10M
A
New York, United States · Financial Services
Anomaly is streamlining healthcare payments for providers, payers, and patients—reducing healthcare costs and…
Series Unknown ·
$17M
G
New York, United States · Financial Services
Greenboard is a financial technology company.
Series A ·
$16M
E
New York, United States · Financial Services
Elastics is an AI-native operating system for prediction markets and beyond. Powered by auditable AI agents,…
Pre-Seed ·
$2.0M
B
New York, United States · Financial Services
Beinsure.com is a digital media platform with over 2 million annual readers that focuses on insurance,…
Seed ·
$300k
B
New York, United States · Financial Services
Backpack Payment Technologies, Inc. is a financial technology company that specializes in building API-driven…
Seed ·
$9.0M
T
New York, United States · Financial Services
Templum operates at the intersection of blockchain and digital assets in a manner that facilitates…
Series Unknown ·
$14M
M
New York, United States · Financial Services
New York is the location where Medallion Financial operates as a finance company that is open to public…
Series Unknown ·
$75M
C
New York, United States · Financial Services
Client Pay Direct streamlines payments for clients and startups by eliminating checks and managing unclaimed…
Seed ·
$3.4M
N
New York, United States · Financial Services
National Healthcare Properties is a real estate investment trust focused on acquiring a diversified portfolio…
Series Unknown ·
$462M
M
New York, United States · Financial Services
Monk is an accounts receivable automation platform designed to help modern finance teams streamline invoice…
Series A ·
$25M
Q
New York, United States · Financial Services
QnA Cloud is an online platform connecting institutional investors with companies through transparent,…
Seed ·
$150k
C
New York, United States · Financial Services
C-PACE.com provides green energy financing solutions that help commercial real estate developers.
Series Unknown ·
$300M
J
New York, United States · Financial Services
JPalmer Collective provides customized asset-based lending solutions, focusing on representing entrepreneurs…
Series Unknown ·
$135M
T
New York, United States · Financial Services
Totalis is a financial technology platform focused on prediction markets. It appears to let users build…
Seed ·
$500k
M
New York, United States · Financial Services
Mosaic is a software that specializes in digital deal modeling platforms.
Series A ·
$18M
Y
New York, United States · Financial Services
Yuzu Health operates as a third-party administrator (TPA), providing claims processing, compliance, billing,…
Series A ·
$35M
Z
ZUZLab
New York, United States · Financial Services
ZUZLab is a public ledger platform that renders an array of financing solutions for individuals and…
Series Unknown ·
Undisclosed
C
New York, United States · Financial Services
Castor Key Partners is an investment management firm that is focused on building infrastructure & industrial…
Series Unknown ·
$30M
R
New York, United States · Financial Services
The first travel credit card for Gen Z.
Seed ·
$4.0M
N
New York, United States · Financial Services
Nitra is building the all-in-one finance platform for the healthcare industry.
Series Unknown ·
$115M
P
New York, United States · Financial Services
Private asset markets (PE, Private Credit, VC, Real Estate) have 10x to 9.8T in AUM over the past decade, and…
Series A ·
$25M
A
Affiniti
New York, United States · Financial Services
Affiniti Fueling Small Businesses Across America With Industry-Tailored Credit Cards.
Series Unknown ·
Undisclosed
A
New York, United States · Financial Services
Adaptive Real Estate helps construction teams save time and money. Lots of it.
Series Unknown ·
$30k
P
New York, United States · Financial Services
PennantPark Investment Corporation is a publicly traded business development company that specializes in…
Series Unknown ·
$200M
L
New York, United States · Financial Services
Ladder Capital Finance LLC is a specialized finance company that offers extensive financial solutions for the…
Series Unknown ·
$675M
A
New York, United States · Financial Services
Advance is a fintech company that offers a payments platform for insurance premiums.
Seed ·
$8.6M
P
New York, United States · Financial Services
Pay with Spire provides a mobile commerce platform that verifies and authenticates consumers and…
Series B ·
$10M
T
New York, United States · Financial Services
Talos Trading is an institutional technology infrastructure provider that connects all crypto ecosystem…
Series B ·
$45M
B
B-next
New York, United States · Financial Services
b-next is a specialist Capital Markets Trading Surveillance and Compliance solution provider. Their vision is…
Series Unknown ·
Undisclosed
V
New York, United States · Financial Services
VOX Funding understands that your business needs capital to expand — without the hassle of dealing with…
Series Unknown ·
$5.7M
6
60 Guilders
New York, United States · Financial Services
60 Guilders is a private real estate investment and operating firm. 60 Guilders focuses on identifying,…
Series Unknown ·
Undisclosed
D
New York, United States · Financial Services
Duetti was founded with the mission of getting a wide range of artists quick and easy access to catalog sales…
Series Unknown ·
$150M
N
New York, United States · Financial Services
Newtek is a thriving, financially transparent, and publicly traded company.
Series Unknown ·
$295M
F
New York, United States · Financial Services
Formulary Financial designs tools that enhance financial decision-making, streamline workflows, and optimize…
Seed ·
$4.6M
G
New York, United States · Financial Services
GovDash is a company that creates AI-driven software for generating data visualizations. Their software uses…
Series B ·
$30M
W
New York, United States · Financial Services
WithCoverage operates as a modern risk management and insurance broking platform targeting ambitious,…
Series B ·
$42M
B
New York, United States · Financial Services
Burford Capital is a financial services company that offers litigation finance, risk management, corporate…
Series Unknown ·
$500M
R
New York, United States · Financial Services
Series Unknown ·
$150M
S
New York, United States · Financial Services
Sovereign is a real estate investment firm specializing in acquiring assets and debt. The firm is a…
Series Unknown ·
$150M
I
New York, United States · Financial Services
Imprint is a financial service company building the future of payments, rewards, and loyalty services. The…
Series D ·
$150M
E
New York, United States · Financial Services
Esusu is a mobile platform designed to empower our users to better save their income, access larger sums of…
Series C ·
$50M
M
New York, United States · Financial Services
Madison Realty Capital (MRC) is a New York City based real estate private equity firm focused on debt and…
Series Unknown ·
$285M
P
New York, United States · Financial Services
Dedicated to promoting financial wellness for common people and their communities, Percapita is a group of…
Series Unknown ·
$15M
P
New York, United States · Financial Services
Ply is a platform for mechanical contractors that helps them improve cash flow predictability through buyer…
Series Unknown ·
$8.5M
I
New York, United States · Financial Services
IMTC is a SaaS-based enterprise fintech provider that is fundamentally changing the way asset and wealth…
Series A ·
$12M
D
New York, United States · Financial Services
Dome is an API platform that provides developers with a unified interface for accessing and building on top…
Pre-Seed ·
$500k
B
New York, United States · Financial Services
The focus of BIM (Buy It Mobility Networks Inc.) is a trading portal that offers a reasonably priced,…
Venture - Series Unknown ·
$6.3M
A
New York, United States · Financial Services
AccessFintech offers risk management services for banks and buyside firms and tracks the trade lifecycle. It…
Series Unknown ·
Undisclosed
R
New York, United States · Financial Services
Ramp is a technology company that develops corporate cards designed to save businesses money. The company is…
Venture - Series Unknown ·
$300M
B
New York, United States · Financial Services
Bowhead Specialty Underwriters provides insurance services. They offer directors, officers, errors,…
Series Unknown ·
$150M
M
New York, United States · Financial Services
Modern Life is a tech-enabled life insurance brokerage. With a focus on empowering advisors, Modern Life…
Series A ·
$20M
V
Victor Capital Partners
New York, United States · Financial Services
Victor Capital Partners is a middle-market private equity firm that invests in branded businesses with…
Series Unknown ·
Undisclosed
N
New York, Honduras · Financial Services
Nickel, a thorough payment system catered towards vendors in the building material industry, can effortlessly…
Series Unknown ·
$15M
K
New York, United States · Financial Services
Kard believes that today's consumer needs a comprehensive rewards solution that doesn't require them to learn…
Series Unknown ·
$15M
F
FoxPath Capital Partners
New York, United States · Financial Services
FoxPath Capital Partners is a company that provides unique secondary credit strategies to institutional…
Series Unknown ·
Undisclosed
H
Housetable
New York, United States · Financial Services
Housetable aims to make home renovation and construction financing more affordable and accessible through the…
Seed ·
Undisclosed
L
New York, United States · Financial Services
Legion Investment Group specializes in residential condominiums, real estate investments, multifamily…
Series Unknown ·
$155M
Q
New York, United States · Financial Services
Financial institutions and individuals with an audience can easily develop an investment strategy using their…
Venture - Series Unknown ·
$27M
A
New York, United States · Financial Services
Argyle develops a payroll connectivity platform that offers contemporary financial services. This platform…
Venture - Series Unknown ·
Undisclosed
E
New York, United States · Financial Services
Extend provides digital payment infrastructure for trusted financial institutions to enable modern card…
Venture - Series Unknown ·
$20M
A
New York, United States · Financial Services
Aleph offers real-time assistance to finance teams, enabling them to effectively manage their data. This…
Series B ·
$29M
R
New York, United States · Financial Services
Reserv utilizes contemporary technologies and creates innovative approaches to enhance efficiency in handling…
Series B ·
$16M
H
New York, United States · Financial Services
Highbeam provides real-time cashflow insights, a flexible line of credit, and no-fee banking that saves money…
Series A ·
$30M
K
New York, United States · Financial Services
Knock is a digital platform for buying and selling homes that utilizes technology and data analysis to…
Series Unknown ·
$100M

371 more funded startups

471 startups · 100 visible Unlock with FundedIQ

This page shows the 100 most recent rounds (back to Aug 2025). The full 471-company history for this listing opens on a FundedIQ plan.

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Funding stages of funded Financial Services startups in New York

How the last 24 months of funding rounds for funded Financial Services startups in New York break down by stage.

Stage
Rounds, last 24 months

A further 125 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in New York

FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.

Figures on this page cover the 471 funded Financial Services startups in New York currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (27 of 215 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in New York is dated Aug 2026.

The table above shows the 100 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.

Frequently asked questions

How many funded Financial Services startups are there in New York?

FundedIQ tracks 471 funded Financial Services startups in New York. This page lists the 100 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.

How much funding have Financial Services startups in New York raised?

Financial Services startups in New York tracked by FundedIQ have raised $17B in disclosed capital across 215 funding rounds over the last 24 months, including 110 rounds in the last 12 months. 188 of those 215 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

What is a typical funding round size for Financial Services startups in New York?

The median disclosed round over the last 24 months is $25M, and the middle half of rounds fall between $8.5M and $104M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

What is the most common funding stage for Financial Services startups in New York?

Seed is the most common labelled stage, with 29 rounds in the last 24 months, ahead of Series A (27) and Series B (16). A further 125 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in New York updated?

The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in New York is dated Aug 2026. Counts and totals on this page are recomputed on every refresh.

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