FundedIQ

Recently Funded Financial Services Startups in the United States

Updated Sep 2026

FundedIQ tracks 2,555 funded Financial Services startups in the United States (US), with their funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Financial Services startup funding landscape in the United States, along with the 100 most recently funded Financial Services startups in the United States.

New York and San Francisco hold the deepest concentrations of these companies. Financial Services startups in the United States closed 1,028 funding rounds over the last 24 months, 496 of them in the last 12 months, and raised $85B in disclosed capital. The median disclosed round is $20M, with the middle half of rounds falling between $5.3M and $85M.

Strategic backing from Charles Schwab and Vista Equity Partners indicates a preference for enterprise scale and established institutional ties. These corporate and private equity interests prioritize stability over raw experimentation. New York and San Francisco remain the primary centers for this capital. Early stage labels dominate the mix, creating a pipeline of nascent ventures seeking institutional validation.

Financial Services funded startup statistics in the United States

Funded Financial Services startups in the United States
2,555
tracked in the database
Funding rounds, last 12 months
496
1,028 over 24 months
Disclosed capital raised, 24 months
$85B
832 of 1,028 rounds disclosed an amount
Median round size
$20M
middle half $5.3M to $85M

Most recent funding round on record: Aug 2026. Investors appearing most often across Financial Services in the United States funding rounds: Charles Schwab, Spark Capital, Vista Equity Partners.

100 most recently funded Financial Services startups in the United States

100 of 2,555

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
S
San Francisco, United States · Financial Services
Standard Metrics is a financial platform for startups and investors.
Series B ·
$21M
A
Miami, United States · Financial Services
Axela Technologies improves and automates the collection process for a variety of illiquid, esoteric real…
Series Unknown ·
$5.0M
E
Chicago, United States · Financial Services
Edge Focus develops and operates an advanced fintech platform in the area of investment management.
Private Equity ·
Undisclosed
A
Atlanta, United States · Financial Services
An open platform for customer-permitted insurance data is called Axle. Axle enables customers to safely link…
Series A ·
$18M
S
Seattle, United States · Financial Services
The Strivve Platform makes use of pioneering automation technology that allows for the immediate addition of…
Series Unknown ·
Undisclosed
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
N
San Francisco, United States · Financial Services
Our purpose is to accelerate the games industry’s shift from a platform oligopoly to a competitive…
Series A ·
$13M
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
L
San Ramon, United States · Financial Services
Lumin Digital provides cloud-based digital banking services to financial institutions.
Private Equity ·
$115M
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
F
Miami, United States · Financial Services
Flex is an all-inclusive financial application that consolidates all the back-end finance services into a…
Series B ·
$70M
S
Austin, United States · Financial Services
Sigo uses data and automation to provide lower-cost policies for the Latino market.
Series Unknown ·
Undisclosed
P
Cincinnati, United States · Financial Services
Payload is a fintech platform that automates manual payment processes. Its team delivers developer-friendly…
Series Unknown ·
$9.1M
E
Jersey City, United States · Financial Services
EDX Markets is a recently established marketplace for digital assets that aims to cater to crypto native…
Series C ·
$76M
F
San Francisco, United States · Financial Services
Flutterwave provides a payment service for global merchants and payment service providers. It provides…
Series Unknown ·
Undisclosed
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
D
DXD Capital
Albuquerque, United States · Financial Services
DXD Capital is a real estate and private-equity firm that focuses on self-storage, real estate development…
Series Unknown ·
Undisclosed
E
Washington, United States · Financial Services
Easterly Government Properties is a real estate company focused primarily on the acquisition and development…
Series Unknown ·
$200M
P
Washington, United States · Financial Services
Prosperity Now's work makes it possible for millions of people to achieve financial security and contribute…
Series Unknown ·
$5.0M
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
N
Wellesley, United States · Financial Services
NEBEX is a successful middle market investment intermediary. NEBEX, has completed over 100 transactions…
Seed ·
$30M
R
Escondido, United States · Financial Services
Realty Income is a 45-year old, publicly traded real estate company dedicated to paying monthly dividends to…
Series Unknown ·
$686M
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
P
San Francisco, United States · Financial Services
Provenance is the AI System of Record for Finance Teams.
Pre-Seed ·
$220k
R
Dallas, United States · Financial Services
Realty Capital Partners is a real estate investment firm that offers acquisition, asset management, investor,…
Series Unknown ·
$44M
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
B
Los Angeles, United States · Financial Services
Broadshore Capital Partners is a real estate investment firm that provides a broad range of investment…
Series Unknown ·
$53M
S
San Francisco, United States · Financial Services
Starwood Property Trust (STWD) is the nation’s largest commercial mortgage REIT (market cap $4.72 billion as…
Series Unknown ·
$500M
S
San Francisco, United States · Financial Services
Stoa is building market infrastructure for AI hardware, starting with Stoa Markets, a platform for…
Pre-Seed ·
$500k
B
BlockRunAI
Miami, United States · Financial Services
BlockRun.AI provides metered intelligence infrastructure that enables AI agents to access and pay for AI…
Seed ·
Undisclosed
C
San Francisco, United States · Financial Services
Caplight is a platform that enables institutional investors to buy and sell derivatives of private equity.…
Series A ·
$16M
M
Columbus, United States · Financial Services
Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the…
Series Unknown ·
Undisclosed
V
Vitana Pediatric Dental Partners
Broomall, United States · Financial Services
Vitana Pediatric Dental Partners is an investment firm that invests in and partners with pediatric and…
Series Unknown ·
Undisclosed
A
Arra Finance
Irving, United States · Financial Services
Arra Finance is a financial services firm that provides auto lending and car financing solutions.
Series Unknown ·
Undisclosed
D
New York, United States · Financial Services
Digital Prime Technologies offers tailored prime brokerage technology solutions for financial institutions.…
Series Unknown ·
Undisclosed
J
Albany, United States · Financial Services
Jankow Companies specialize in commercial real estate development, asset management, and property management…
Series Unknown ·
$32M
L
New York, United States · Financial Services
Series A ·
$12M
Q
Quicken
Menlo Park, United States · Financial Services
Quicken, a top personal money management software, has been the trusted financial solution for millions of…
Series Unknown ·
Undisclosed
T
Irvine, United States · Financial Services
The Bascom Group is a private equity firm specializing in value-added multifamily, commercial, and…
Series Unknown ·
$52M
C
Charlotte, United States · Financial Services
Commercial Credit Group is an independent specialty finance company that provides secured loans and leases…
Series Unknown ·
$518M
N
Novel Financial Holdings
Jersey City, United States · Financial Services
Novel Financial Holdings develops and oversees digital financial services platforms that serve consumers and…
Series Unknown ·
Undisclosed
R
Alpine, United States · Financial Services
Reef Capital Partners specializes in private credit and private equity transactions in real estate and real…
Series Unknown ·
$431M
A
auditRAMP(AI)
Durango, United States · Financial Services
auditRAMP(AI), Inc. is the maker of Luca, a deterministic, full-population control-testing platform for audit…
Pre-Seed ·
Undisclosed
F
Denver, United States · Financial Services
Findara is a provider of automotive financing solutions for dealerships and vehicle buyers.
Seed ·
$100k
I
El Segundo, United States · Financial Services
Incentify developed a platform that streamlines the process of finding and managing tax credits and…
Series Unknown ·
Undisclosed
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
Issaquah, United States · Financial Services
Altavair has completed over $8 billion in commercial aircraft lease transactions with 44 customers in 27…
Series Unknown ·
$1.4B
K
Miami, United States · Financial Services
Karta is a fintech company that provides a U.S.-issued credit card for people without a Social Security…
Series Unknown ·
$125M
N
Chicago, United States · Financial Services
NinjaTrader provides trading software and brokerage services for futures, forex, and equities markets. The…
Series Unknown ·
$100M
P
San Francisco, United States · Financial Services
Parafin is a FinTech startup that provides a full-stack embedded financial infrastructure that works with…
Series Unknown ·
Undisclosed
A
New York, United States · Financial Services
Archer offers digital financial services, enabling secure payments, transfers, and account management…
Pre-Seed ·
$500k
A
AssetIntel
North Brunswick, United States · Financial Services
AssetIntel provides asset management software solutions for the transportation infrastructure industry that…
Series Unknown ·
Undisclosed
C
New York, United States · Financial Services
Series Unknown ·
$140M
C
Content Partners
Los Angeles, United States · Financial Services
Content Partners is a unique investment fund and asset management company
Series Unknown ·
Undisclosed
G
Boca Raton, United States · Financial Services
With approximately $2.5B in assets under management and additional current committed capacity to lend, Global…
Series Unknown ·
$659M
U
San Francisco, United States · Financial Services
Uno Wallet develops a mobile wallet that connects multiple credit cards and routes payments according to…
Pre-Seed ·
$500k
R
New York, United States · Financial Services
Receipts Depositary Corporation (RDC) provides a platform for investing in digital and alternative assets.…
Seed ·
$7.0M
S
Sycamore Development
Dallas, United States · Financial Services
Sycamore Development develops mixed-income affordable housing and adaptive reuse real estate projects. The…
Series Unknown ·
Undisclosed
H
Annapolis, United States · Financial Services
HASI is an investment and asset management company that focuses on sustainable infrastructure. It provides…
Series Unknown ·
$1.0B
I
Delray Beach, United States · Financial Services
Founded in 2016, Interchecks Technologies, LLC is a privately held fintech startup with offices in Boca…
Series C ·
$50M
T
Grand Forks, United States · Financial Services
Tugboat offers online claim support tools to homeowners and business owners with property insurance claims.…
Seed ·
$3.0M
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
H
Helix Digital Infrastructure
Hudson, United States · Financial Services
Helix Digital Infrastructure is a company designed to finance, develop, and operate the next generation of…
Series Unknown ·
Undisclosed
S
Sands Point Risk
Stamford, United States · Financial Services
Sands Point Risk offers property and casualty, representations and warranties, tax liability, and contingent…
Series Unknown ·
Undisclosed
C
Crewe Advisors
Salt Lake City, United States · Financial Services
Crewe Advisors is an independent advisory firm that provides wealth management services. It offers impartial…
Series Unknown ·
Undisclosed
F
Jersey City, United States · Financial Services
Fortitude Re is a reinsurance company that specializes in executing bespoke transactional solutions.
Series Unknown ·
$500M
I
Beverly Hills, United States · Financial Services
ionava is a developer of health focused financial platform funding wellness and medical critical care.
Seed ·
$270k
S
Stephano Slack LLC
Wayne, United States · Financial Services
Stephano Slack is an accounting company specializing in audit services, small business advisory, and…
Series Unknown ·
Undisclosed
C
St. Petersburg, United States · Financial Services
Climate First Bank is a values-based community bank that provides a full range of traditional banking…
Series Unknown ·
$67M
E
Fort Worth, United States · Financial Services
Elevate's online credit solutions provides immediate relief to customers today and helps them build a…
Series Unknown ·
$655M
I
Princeton, United States · Financial Services
Empowering traders to use simple language for research, real-time analytics and actionable analytics.
Seed ·
$4.8M
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
O
Alexandria, United States · Financial Services
A speciality financial services company with its headquarters in Alexandria, Virginia, Oxford Finance LLC…
Series Unknown ·
$400M
S
Smith & Howard
Atlanta, United States · Financial Services
Smith and Howard is a business that provides accounting, assurance, advising, enterprise risk, tax,…
Series Unknown ·
Undisclosed
S
San Francisco, United States · Financial Services
https://www.ycombinator.com/companies/syntheticfi https://en.wikipedia.org/wiki/SyntheticFi
Seed ·
$13M
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
V
Knoxville, United States · Financial Services
VeriQual is a fintech company that offers a platform to verify non-W2 income by lenders.
Seed ·
$250k
V
Chicago, United States · Financial Services
Vinyl Equity provides a transfer agency platform designed for public companies that is cloud-native and…
Series A ·
$20M
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
Edina, United States · Financial Services
Capital Partners provides real estate investment, property management, building development, and consultancy…
Series Unknown ·
$31M
E
Edina, United States · Financial Services
Entravia is a PEO marketplace platform streamlining quote comparison for small businesses.
Seed ·
$2.6M
W
Warrenton, United States · Financial Services
Whitecap Enterprises is a team of investors and entrepreneurs who seek investment opportunities and help in…
Series Unknown ·
$400k
S
Sheridan, United States · Financial Services
Statistical Hedge synthesizes machine learning, statistical intelligence, and human interpretation to…
Pre-Seed ·
$150k
C
Greenwood Village, United States · Financial Services
Champion Capital is a private markets platform offering curated sports investment opportunities globally.
Seed ·
$1.0M
H
Chicago, United States · Financial Services
At Honeycomb, you can purchase a condo or apartment building master policy quickly and affordably online. We…
Series Unknown ·
$40M
K
Bellevue, United States · Financial Services
KredosAI is a financial technology company that utilizes technology to offer financial services. They are a…
Series Unknown ·
$7.0M
M
Charlotte, United States · Financial Services
Madison Capital Group is a private investment and advisory firm that invest in real estate and private equity…
Series Unknown ·
$223M
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
J
Chicago, United States · Financial Services
JLL IPT is an institutionally managed REIT that owns and manages a diversified portfolio of office, retail,…
Series Unknown ·
$49M
F
San Francisco, United States · Financial Services
Forage is a third-party payment processor (TPP) and a pin provider that authenticates and processes EBT…
Series B ·
$40M
M
Troy, United States · Financial Services
Milestone Bank specializes in providing a range of financial services including standard leases, small…
Series Unknown ·
$12M

2,455 more funded startups

2555 startups · 100 visible Unlock with FundedIQ

This page shows the 100 most recent rounds (back to Jun 2026). The full 2,555-company history for this listing opens on a FundedIQ plan.

Company
Location
Round
Amount

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Where are funded Financial Services startups located in the United States?

Where funded Financial Services startups in the United States are based, by the city on the company record.

Funded Financial Services startups in the United States by state

The states with the most funded startups on record.

Top investors in Financial Services startups in the United States

The investors named most often across funded Financial Services startups in the United States.

Investor
Companies backed
Charles Schwab
2
Spark Capital
2
Vista Equity Partners
2

Counts companies in this segment that name the firm as a backer. Investor names entered the pipeline in July 2026, so they cover the companies funded since.

Funding stages of funded Financial Services startups in the United States

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

Stage
Rounds, last 24 months

A further 626 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in the United States

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 2,555 funded Financial Services startups in the United States currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (196 of 1,028 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 the United States 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 the United States?

FundedIQ tracks 2,555 funded Financial Services startups in the United States. 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 the United States raised?

Financial Services startups in the United States tracked by FundedIQ have raised $85B in disclosed capital across 1,028 funding rounds over the last 24 months, including 496 rounds in the last 12 months. 832 of those 1,028 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

Which cities have the most funded Financial Services startups in the United States?

New York leads with 470 companies, then San Francisco (347), Miami (97) and Austin (91).

Which investors back the most Financial Services startups in the United States?

Charles Schwab, Spark Capital and Vista Equity Partners appear most often across funded Financial Services startups in the United States in the FundedIQ dataset. The count is the number of tracked companies naming each firm as a backer, so it reflects the companies on record rather than every deal a firm has ever done.

What is a typical funding round size for Financial Services startups in the United States?

The median disclosed round over the last 24 months is $20M, and the middle half of rounds fall between $5.3M and $85M. 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 the United States?

Seed is the most common labelled stage, with 157 rounds in the last 24 months, ahead of Series A (87) and Series B (60). A further 626 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in the United States 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 the United States is dated Aug 2026. Counts and totals on this page are recomputed on every refresh.

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