Financial Services Companies

A working list of the 5,968 companies in this collection. Refreshed continuously from public sources, ATS feeds, and funding databases.


Companies
5,968
With funding
4,953
Top city
San Francisco
Tracked capital
$1.8B

SECTION I · FINANCIAL SERVICES COMPANIES ROSTER

Companies in Financial Services Companies

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Mochatrade logo
MochaTrade is a mobile‑first fintech platform that lets global retail investors trade leveraged perpetual futures on US stocks, indices, and commodities (like Apple, Tesla, the S&P 500, and gold) without needing a traditional US brokerage account. It focuses on emerging‑market users, offering 24/7 trading with real‑time settlement and up to roughly 20× leverage.
2 - 102026
ZeroSettle logo
Zerosettle offers a merchant web checkout software for iOS apps to process payments, manage tax, and handle compliance and disputes.
2 - 102026$500,000
B Capital Group logo
B Capital Group is a global firm specializing in equity investing in venture and growth-stage startups.
5 - 102026
Unifold logo
Unifold powers instant deposits and payments for onchain applications - any token, any chain, any stablecoin. With a simple SDK, Unifold enables platforms to launch multi-chain deposit flows in minutes, routing users from any wallet or fiat onramp into the exact stablecoin and chain required to start transacting immediately.
2 - 102026$500,000
LOVIE logo
Lovie.co is a fintech startup providing smart banking solutions for payments, payroll, and financial operations for modern users.
10 - 502026
Totalis logo
Totalis Program Underwriters is a scaled and integrated platform providing specialized expertise and solutions for challenging and underserved areas of the market. With a growing collection of highly regarded specialty programs in multiple industries, we’re leveraging opportunities to enhance and innovate solutions for today’s most complex risks. Totalis programs are all built to deliver the same superior customer service, disciplined underwriting expertise, and long-term profitability and sustainability for our valued distribution and carrier partners and insureds. Dedicated to continually elevating the breadth of knowledge and depth of experience essential to driving business growth, Totalis is where industries turn for solutions.
2 - 102026$500,000
Goldbridge logo
Goldbridge provides banking and financial operations software focused on real estate businesses. The platform connects FDIC-insured business accounts with property-level sub-ledgers to separate and track funds for each asset or property. Its tools support transaction monitoring, account reconciliation, and allocation of income and expenses across portfolios. Goldbridge also offers smart card functionality to control spending and route charges back to the correct property entities. The system is designed to replace manual spreadsheets and fragmented banking workflows that property managers and real estate finance teams often use. By combining banking, ledger management, and spend controls in one application, Goldbridge aims to simplify compliance and financial reporting for real estate operators and owners.
1 - 102025$500,000
Wedge logo
Wedge, the world’s first Smart Debit Card, gives you the power to earn more every time you spend. With Wedge you can securely manage cash, stocks, and crypto in a single app and spend using any of them in the way that works best for you. Just swipe your Wedge card, choose an asset, and start spending gains every time you buy a cup of coffee. Ifyou’re tired of high crypto fees, a different card for each account, and asset value you can’t use in your day-to-day spending, get the Wedge card, and spend with any asset to get more out of every dollar you’ve earned. All with no hidden fees. Download Wedge from the app store, or visit wedge.us, and start spending smarter.
5 - 202025$500,000
Manifold logo
Manifold is a talent research and investment firm focused on identifying founders with strong talent networks and hiring influence. It views venture capital as a talent-driven asset class and supports companies shaped by talent concentration and team formation. The firm tracks hiring activity through projects such as roles.directory and produces insights on job market trends. Manifold invests in and collaborates with companies across sectors while analyzing workforce patterns and talent movement.
2 - 102025$8,200,000
Quantex logo
Quantex is a global crypto exchange featuring an instant swap platform & an advanced trading platform. Customers can choose between taking custody of their own funds on the non-custodial swap platform, or allow us to take custody on the trading platform. Quantex Coin (QTX) is the native exchange token and will come with many utilities like notrading or withdrawal fees and more.Everything has already been built and is due to go live in December 2022 and with your help, we will add more features to the Quantex Exchange, making it a superior global crypto exchange. As a company, we specialize in building electronic trading platforms.
5 - 202025$245,000
Stargate logo
Stargate Project, incorporated in Delaware as Stargate LLC, is an American multinational artificial intelligence (AI) joint venture created by OpenAI, SoftBank, Oracle, and investment firm MGX. The venture plans on investing up to US$500 billion in AI infrastructure in the United States by 2029. It has been planned since 2022 and was formally announced on January 21, 2025, by United States president Donald Trump. SoftBank's CEO Masayoshi Son is the venture's chairman.
1 - 102025
Modus Audit logo
Modus Audit is a technology-driven platform revolutionizing the industry by developing AI-powered tools and acquiring CPA firms to deliver audits in a fraction of the traditional time. By integrating intelligent workflows with specialized IT and security services, the company empowers accounting firms to achieve unprecedented efficiency and security.
5 - 102025$85,000,000
Aegis logo
Aegis is a comprehensive platform that automates insurance refusal appeals from the point of intake to the point of resolution, assisting healthcare providers in recouping lost income.
2 - 102025
Spotpay logo
Everyone deserves access to modern financial tools. SpotPay exists to make that reality. SpotPay is a global financial platform in the palm of your hand. We make it easy to send, spend, save, and grow your money, at home and across borders.
2 - 102025$500,000
QFEX logo
QFEX is the 24/7 exchange for traditional financial markets. We let you trade US equities, commodities and FX pairs with (or without) leverages of up to 50x. On QFEX, UX comes first: brokerless market access, seamless integration with traditional payment rails, and ultra-efficient Perpetual Futures offered over all asset classes. Trading has never been simpler or cheaper than with QFEX. Founded by Quants and Engineers from Citadel & Tower Research who saw an opportunity to make markets how they always should have been, QFEX will eventually replace the entire $100 billion exchange and clearing industry.
2 - 102025$10,000,000
Grade logo
Grade helps companies reduce hiring risk by paying for performance.
2 - 102025$500,000
Veritus Agent logo
Veritus is a fintech start-up that builds an AI-native platform of intelligent agents for the consumer lending industry.
1 - 102025$10,100,000
Fernstone logo
Fernstone offers an insurance risk management platform that handles policy management, claim tracking, COI issuance, and alerts.
1 - 102025$500,000
Trata logo
Trata is a financial analysis company that provides unbiased research and analytics of hedge funds.
1 - 102025$500,000
TrueNorth logo
TrueNorth is a platform advertised as the first AI discovery engine for cryptocurrency, with the goal of providing consumers with reliable, automated, and tailored crypto investing tools.
10 - 502025$4,000,000
Freeport Market logo
Freeport makes social media tradable by turning the sources you trust into actionable trades.
1 - 102025$2,300,000
Rigor Equity logo
Rigor Equity is a real estate investment firm focused on acquiring and restructuring value-add multifamily buildings.
2 - 102025$32,000,000
Tundra Ventures logo
Early-stage fund investing in the greatest opportunity in venture capital. Focused on underinvested identities, geographies, and end-users
MinneapolisMN5 - 102025
Canopi logo
Canopi is the workforce credential infrastructure for supply chain, logistics, and transportation operators. We help organizations keep safety sensitive workers compliant, ready, and on the road by centralizing licenses, certifications, and training in one system. Today, most carriers, 3PLs, and operators still track CDL status, hazmat training, equipment certifications, and safety credentials across spreadsheets and disconnected tools. That creates blind spots, operational delays, and unnecessary compliance risk. Canopi replaces that chaos with a unified, AI powered platform for real time credential intelligence. Customers get a single view of who is cleared to work, what is expiring, where they are exposed, and what needs attention next. Our platform brings together credential tracking, expiration monitoring, proactive alerts, risk insights, audit ready reporting, and a dedicated Auditor Workspace that makes audits and customer reviews a non event. Built for regulated, high stakes environments, Canopi helps operators protect uptime, stay compliant with confidence, and prove readiness to regulators, customers, and partners.
2 - 102025
AWARE LAB logo
AWARE LAB provides a digital platform delivering financial intelligence, market analysis, and data-driven investment insights. The platform allows users to access, analyze, and interpret financial data to support investment decisions. It focuses on compiling and presenting information for informed evaluation of markets and assets.
2 - 102025
Munify logo
Munify provides stablecoin-powered cross-border payments and AI-driven workflow tools for financial services.
5 - 102025$3,000,000
Shor (YC S25) logo
The fastest, most affordable global Employer of Record (EOR), payroll, and cross-border payments platform
1 - 102025$500,000
Quantum Fund logo
At Quantum Fund LLC, we are dedicated to democratizing global investments by integrating blockchain technology, AI-driven analytics, and decentralized finance. Our mission is to empower individuals and institutions with secure, transparent, and flexible investment opportunities.
2 - 502025
Rovi Health logo
Rovi Health is an AI healthcare agent that provides care navigation, scheduling, benefits coordination, reminders, and support.
1 - 102025$500,000
Natural logo
Payments for AI agents. We’ve raised $9.8m from Abstract, Human Capital, Forerunner, Terrain, Restive, Genius Ventures, the founders of Bridge, Ramp, Mercury, Vercel, Unit, Emprise Bank, and so many others.
2 - 102025$9,800,000
Avelis Health logo
Avelis Health uses AI that eliminates medical bills and fights insurance denials.
2 - 102025$500,000
InCorp Chain logo
Bridging Corporates Adoption Towards Crypto Through $ICNX
Palo AltoCA10 - 502025$10,000,000
Couch Labs logo
Couch Labs is a fintech company that offers a platform for stablecoin subscriptions.
1 - 102025$500,000
Scalar Field logo
Research your Trading Ideas Welcome to Scalar Field, your ultimate AI research assistant designed to transform the way you explore trading ideas. Our platform empowers traders and researchers to delve into a plethora of data, uncovering insights that can drive profitable decisions. With Scalar Field, you can effortlessly backtest any blue-sky idea, ensuring your strategies are robust and data-driven. Whether you are an experienced trader or just starting, Scalar Field is your go-to tool for in-depth market analysis and innovative trading strategies. Join us in revolutionizing trading research with AI. Discover new possibilities and enhance your trading acumen with Scalar Field.
5 - 102025$500,000
t54 Labs logo
T54 provides a complete set of AI native financial services, financializes transactions initiated by Agent.
10 - 502025$5,000,000
Agree.com logo
Agree.com is the best solution for creating and managing contracts, streamlining negotiations, enhancing compliance, optimizing workflows, and converting more customers — all within one intuitive platform. View edits, track signatures, and get alerted on all upcoming key milestones. Include free, one-click e-signatures with identity verification on every agreement. Increase deal velocity and drive revenue impact with integrated payments.
San FranciscoCA5 - 202024$10,200,000
Brand Engagement Network logo
Brand Engagement Network Inc. provides commercial-ready AI solutions. The Company develops human-like interface and environment through multi-modal communication, as well as delivers scaled solutions for industries impacted by labor and cost burdens. Brand Engagement Network serves customers worldwide.
JacksonWY2 - 102024
Alpaca Health logo
Our HIPAA-Compliant AI Assistant will save you hours of paperwork time a week. Summarize parent interviews, caregiver trainings, and RBT supervision. Automate insight extraction from client records. Generate huge parts of treatment plans. Interested in trying it out? No credit card required. No client data needed. Sign up for free!
1 - 102024
ClaimSorted logo
ClaimSorted is a modern claims TPA providing a 5-star claims experience while also reducing operational and indemnity costs through our industry-leading claims team and advanced automation
New YorkNY50 - 1002024$16,300,000
Fourcore Capital logo
Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions and outstanding value to its clients.
AtlantaGA50 - 1002024$500,000,000
Avant Protocol logo
''Avant is a DeFi platform dedicated to creating a more inclusive financial system through its stable-value token offerings. Avant’s mission is to deliver a DeFi-backed stable-value token that adheres to the core principles of decentralization: 24/7 accessibility, openness to all, and equal financial opportunities regardless of investment size. By bridging the gap between decentralized finance (DeFi) and traditional finance (TradFi), Avant aims to become a global financial leader, revolutionizing how yield is generated and value is stored across financial markets.
Palo AltoCA5 - 102024$6,500,000
Metrobloks logo
Metrobloks is revolutionizing data infrastructure in major metro areas across North America. With a focus on providing low-latency, high-capacity data solutions for AI/ML, IoT, Gaming, Streaming and other data intensive services, Metrobloks delivers future-proof multi-tenant colocation facilities to underserved urban markets. Founded by a diverse team of industry veterans, Metrobloks is committed to shaping the future of digital connectivity.
Los AngelesCA5 - 202024$5,200,000
Tempo logo
Tempo is a personalized assistance and payments platform that blends human support with AI to handle daily needs efficiently.
1 - 102024
Ark Labs logo
Ark Labs is scaling Bitcoin with Ark, a new layer two protocol for fast, low-cost, seamless payments.
San FranciscoCA5 - 102024$2,500,000
Raad Labs logo
Raad Labs is a blockchain and climate technology company.
Miami BeachFL1 - 102024$2,250,000
Bigdata.com logo
Bigdata.com is an advanced agentic AI platform developed by RavenPack, a global leader in financial data analytics working with the world’s top hedge funds, banks, and asset managers. Combining real-time search capabilities, deep customization, and verifiable insights, Bigdata.com empowers professionals with instant access to the most current and relevant financial data. Backed by over two decades of AI expertise from RavenPack, Bigdata.com is redefining the future of financial research. --- Track and analyze your portfolio in real-time with Watchlists, receive daily Briefs from your AI-powered analyst keeping you up-to-date, and automate research with Workflows to focus on making better investment decisions.
100 - 5002024
Mezo logo
Mezo is Bitcoin’s Economic Layer. Put your Bitcoin to work and use it for everything. Bitcoin offers us a world of freedom, privacy, and financial inclusion-a world where we control our money and can use it however we wish. Mezo makes this world a reality. We make it simple for anyone to stake BTC, earn yield, and spend dollars against Bitcoin. Mezo is a home where “BitcoinFi” thrives and where you can truly bank on yourself. We’ve been building in the space for over a decade with a clear focus on extending Bitcoin one way or another. Now, Mezo makes Bitcoin productive.
Menlo ParkCA10 - 502024$28,500,000
SatLayer logo
SatLayer to protect any sort of dApp or protocol as a Bitcoin Validated Service (BVS), significantly enhancing security for all of cryptocurrency.
MiamiFL1 - 102024$8,000,000
Caspian logo
Caspian is a complete asset management solution that covers the lifecycle of the trade. It includes a fully developed OEMS, PMS, and RMS. It provides a single interface into all major crypto exchanges, a complete suite of sophisticated trading algorithms, real-time and historical P&L and exposure tracking and professional customer service.
10 - 502024$24,900,000
GoldenBasis logo
GoldenBasis is a B2B fintech company that aims to help self-clearing firms receive account transfers with AI.
San FranciscoCA2 - 102024$500,000
Strala Group logo
Strala Group is an insurance company that provides an AI-powered outsourced claims processor for Insurance carriers, Captives, and MGAs.
10 - 502024$51,342,804
Fincretive logo
Fincretive provides low-friction and high-benefit revenue services to the retail industry.
SheridanWY5 - 202024$2,997,996
Wasabi logo
Wasabi is the operator of a financial platform for NFT trading. The company's platform provides a decentralized NFT options protocol that makes information about securities, NFT tokens, and blockchain available to traders, allowing them to earn stable, low-risk income by collecting premiums and capitalizing on market volatility by executing or trading options.
New YorkNY1 - 102024$3,000,000
Xchaincoin logo
Xchaincoin is a community network that allows individuals as well as organizations to monetize their idle computing resources.
10 - 502024$8,600,000
ETM Venture Capital logo
ETM is a rebellious venture capital firm that seeks founders wanting to change the rules of the game in the technology world. They invest in pre-seed and seed rounds, supporting bold and visionary entrepreneurs aiming to revolutionize the tech industry.
New YorkNY10 - 502024$7,000,000
Novellus logo
Novellus operates as a financial technology and infrastructure provider. It enables hedge funds and lenders to manage their own securities lending processes.
Los AltosCA1 - 102024
Eightco Holdings logo
Cryptyde operates as a selective acquisitions company that engages in leveraging blockchain technologies to disrupt consumer-facing industries. Cryptyde is committed to fostering innovation and progress through the wisely chosen and carefully managed use of technology. Its businesses include Ferguson Containers, a provider of comprehensive manufacturing and logistics solutions for product and packaging needs, and Forever 8, a platform for managing cash flow for online merchants. Cryptyde is committed to providing value to its clients and shareholders and has made it its mission to find and acquire companies with unrealized potential as well as to develop strategies to scale them to new heights. The business thinks it is well-positioned for success by maintaining focus on its priorities and embracing innovation.
232024$281,110,016
Storm Labs logo
Storm Labs is a blockchain investment project provider. It enables users to create and manage bespoke DeFi investment portfolios without relying on human processes, as well as tackle difficulties like losses and rebalancing.
AustinTX5 - 102024$3,000,000
STAND logo
Stand is a non for profit wild life conservation organization.
San FranciscoCA2 - 102024$67,250,000
StripChain logo
Stripchain is an intent-based interoperability standard that enables chain abstraction.
Miami BeachFL10 - 502024$10,000,000
Roy logo
Roy is a fan engagement platform designed to revolutionize the relationship between college sports fans and athletes. The solution empowers fans to directly contribute to an athlete’s NIL (Name, Image, Likeness) raise, ensuring they receive fair market compensation. Roy is the only product that enables fans to participate in the formation of their team. Fans can contribute to an athlete’s team specific NIL raise. Roy’s intuitive backend systems will return the funds if the fan’s team isn’t selected. By matching athletes with a dedicated community of supporters, Roy democratizes sports, inviting fans to actively participate in the journey rather than remain spectators. This innovative approach not only helps athletes realize their full earning potential but also facilitates the growth of their fan base. With Roy, athletes can monetize the excitement of their team selection events by earning funds for exclusive rights, while fans enjoy the opportunity to express their support and loyalty. In this era of athletes earning unprecedented amounts at a young age, Roy offers effortless banking solutions tailored to help athletes manage their NIL funds effectively. By providing seamless banking services, Roy not only simplifies the process of handling these funds but also offers long-term value to a substantial and growing base of depositors. With Roy, it’s more than just a return on investment. It’s a return on you.
St. Louis ParkMN5 - 202024$2,000,000
Hapax logo
Hapax is a financial service platform that provides superior technology to overcome challenges. Hapax uses technology to bridge information access barriers between large banks and smaller institutions.
AustinTX1 - 502024$2,600,000
Saephan Capital logo
Saephan Capital is a dynamic venture capital firm founded by Johny Saephan. We invest in Early Stage Venture, Seed, Late Stage Venture, Private Equity, and Start-ups, providing financial backing and strategic support. Our mission is to empower visionary entrepreneurs driving technological advancements and redefining industries. Incorporated in Delaware, Saephan Capital is the third-largest shareholder in the AI start-up Aisles, reflecting our commitment to transformative technologies. Join us to drive the next wave of innovation.
NewarkDE1 - 102024
Infinite logo
Infinite is a fintech company that provides accounting integration, global compliance, embedded wallets, and digital payment solutions.
5 - 202024
NPC Labs logo
NPC Labs operates as a web3 gaming infrastructure company.
New YorkNY10 - 502024$21,000,000
Berkeley Compute logo
Berkeley Compute offers a platform to crowdsource capital by selling tokenized GPUs, automate payments and connect with rental marketplace.
BerkeleyCA2 - 102024$5,000,000
Crestal logo
Crestal offers a decentralized platform that meets the objectives of Web3 applications through modular service architecture. The Crestal blockchain monitors and scores services using a Proof of Performance (PoP) consensus process.
San FranciscoCA5 - 202024$2,000,000
Crusade logo
Crusade is a financial services company currently based in New York City, New York, United States. It has been founded in 2024 by Diego Bennett.
New YorkNY1 - 102024$1,550,000
Sustain Exchange logo
Sustain Exchange operates as a transformative platform focused on creating positive change in transactions.
New YorkNY2 - 102024$2,000,000
Harper logo
Harper is a commercial E&S insurance brokerage. From prospecting and quoting to binding and service, our proprietary AI-native tech stack powers our organization.
10 - 1002024$47,649,704
Zeek Network logo
Zeek Network is a decentralized network for on-chain social bounty and reputation.
2 - 102024$3,000,000
Fortuna Bank logo
Fortuna Bank (In Organization), having cleared its primary regulatory approvals, is a women owned bank currently seeking investment toward opening its doors in 2024. It will be located in Columbus, Ohio (Grandview) and is founded by Lisa Berger in concert with a board consisting of Bank President Ilaria Rawlins, CFO Anthony Stollings, Directors Lori Kaiser, Carla Donev, Christie Angel and Jeff Meyer. (updated 12.23)
ColumbusOH5 - 102024$20,700,000
Splash logo
Splash is doing this again in the pool care market, and I understand what it takes to establish a successful, category-defining business in this space. We'd love to join you on this trip.
San DiegoCA1 - 102024$4,500,000
Blume Benefits logo
Blume Benefits is an insurance broker management platform that converts complex insurance quotes into clear and concise formats.
San FranciscoCA1 - 102024$500,000
Synply logo
Synply is a cloud-based technology company dedicated to transforming the loan syndication process for banks. Developed by experienced bankers and incubated within Live Oak Bank, a leading industry player, Synply offers a comprehensive and user-friendly platform that empowers banks to easily navigate the complexities of loan syndication. "We built Synply because we saw a critical need for a modern and intuitive platform specifically designed for the loan syndication process," said Corbin Penland, CEO of Synply. "Our team of experienced bankers understand the pain points associated with current tools and workflows. Synply empowers banks to focus on building relationships, monitoring portfolios, and growing their business, not managing cumbersome processes." Key benefits of Synply include: • End-to-End Efficiency: Manage the entire loan syndication process, from origination to servicing, all within one platform. • System Agnostic: Works seamlessly with any existing banking systems, reducing integration complexity. • Built for Bankers: Designed by industry veterans with a deep understanding of banks’ needs, ensuring an intuitive and efficient user experience.
WilmingtonNC5 - 202024$4,800,000
Arva AI logo
Arva AI (LinkedIn) makes onboarding onto a bank/fintech as a business 100x faster and significantly cheaper. We've built a highly compliant AI agent that instantly handles all low/medium risk manual KYB work in real-time as a customer is onboarding, cutting reviews to seconds and ops spend by 80%.
San FranciscoCA5 - 202024$3,125,000
Pichi Finance logo
Pichi Finance is the first trustless points trading protocol, which allows users to trade points from their favorite protocols before TGE.
1 - 102024$2,500,000
Agora logo
Agora operates as a digital dollar and an asset platform.
DelawareOH2 - 102024$62,000,000
IDA logo
IDA is the leading provider of digital asset solutions, allowing trust, transparency, and speed in payments and commerce. By leveraging blockchain technology, IDA opens up a more connected and inclusive global economy.
10 - 502024$6,000,000
Amber AI logo
Amber is an extension of your post-sales team, providing context for each customer and action.
2 - 102024
SuperFi Labs logo
SuperFi Labs is a revolutionary decentralized network infrastructure platform that focuses on developing futuristic on-chain consumer products.
1 - 102024$2,500,000
Baseline Risk Partners logo
Baseline Risk Partners provides insurance brokerage and risk management services for businesses and individuals. It offers policy placement across areas such as property, casualty, professional liability, and employee benefits. The company analyzes client risk exposures and structures coverage options aligned with operational needs. It supports claims coordination and policy review to help clients understand coverage terms and obligations. Baseline Risk Partners also works with insurance carriers to present multiple options for comparison and decision-making. It serves organizations across various industries seeking structured approaches to managing financial risk.
10 - 502024$6,849,988
T1 Protocol logo
t1 is a rollup that enables instant settlement to unify Ethereum
New YorkNY5 - 102024$2,500,000
PERENA logo
Perena is a startup developing the basic infrastructure to address significant difficulties in the stablecoin sector.
CaliforniaKY1 - 102024$3,000,000
Elmnts logo
Elmnts is a blockchain-based tokenized commodity ecosystem for oil & gas royalties, it offers fewer intermediaries, lower fees, and higher liquidity.
ChicagoIL1 - 102024$2,000,000
Vista Point Financial Holdings logo
Vista Point Financial Holdings is the leading non-agency mortgage origination and investing platform.
IrvineCA10 - 502024$225,000,000
Spidr logo
Spidr offers fintech companies a software to develop, launch, and expand embedded banking and fintech products.
Mt. JulietTN10 - 502024$1,650,000
Sightglass logo
Sightglass is an AI-powered investor relations platform serving both investment managers and capital allocators.
PortlandOR5 - 102024$3,000,000
aiRaiz logo
aiRaiz is the AI-native infrastructure layer for private markets capital raising, combining proprietary investor intelligence, algorithmic matching, and FCA-regulated expertise to turn the broken GP-LP fundraising process into a data-driven, repeatable system.
2 - 102024$3,100,000
Light Frame logo
Light Frame is a Swiss American financial technology company building advanced technologies for private banks, wealth management firms, and banks offering investment and wealth services. The company was founded in January 2024 by Schuyler Weiss, Mathieu Clement, Philippe Kernevez, and Gregory Bataille, and it maintains offices in Providence, RI and Lausanne, VD. Light Frame completed its Pre-seed round of financing in April 2024, with ATX Venture Partners and New Stack Ventures co-leading the round. Other investors include Rogue Venture Partners, Halfcourt Ventures, Studio Alpha, and Underdog Labs.
ProvidenceRI5 - 102024$1,700,000
Corefin logo
Corefin is an open-source lending platform that enables technology businesses to create and market lending solutions.
San FranciscoCA1 - 102024$500,000
Yei Finance logo
Yei Finance is a financial services company currently based in Rhode Island, United States. It has been founded in 2024.
10 - 502024$2,000,000
Bench Talent Cloud logo
Bench Talent Cloud offers talent management services via a tech-enabled external talent community that serves as a virtual bench.
San DiegoCA2 - 102024$1,284,999
Otto logo
Otto is a startup developing an intelligent and autonomous AI travel adviser for business travelers.
SeattleWA1 - 102024$6,000,000
Trace logo
Secure and reliable voice AI customer support agents for banking, insurance, fintech, and more. We integrate with existing core systems and leverage the latest in AI research to resolve all customer calls end-to-end.
10 - 502024$500,000
Coverbase logo
Coverbase was founded to change that. They are engineers, operators, and risk experts who've seen firsthand how broken procurement and risk workflows create friction, waste, and exposure. Their team has built platforms at the forefront of fintech, compliance, and enterprise software - including Google, Stripe, Waymo and Unit21. They know what it takes to design systems that power trust at scale.
2 - 102024$20,000,000
Guac logo
Guac is a saving app designed to help the user to save while spending towards their goals. Guac users set their goals, deadlines when they want to purchase/book that goal and utilize Guac's unique percentage-based save while they spend savings tools to fund each goal. Guac users utilize the Guac marketplace to purchase their goals and receive cashback.
DoverDE5 - 102024$2,301,947
Specialty Risk Re logo
Specialty Risk Re is a committed capital partner and active reinsurance provider for a few non-CAT property and casualty programs with a track record of losses.They design structured reinsurance commitments with the goal of being an ongoing capital provider and strategic partner.
2 - 102024$50,000,000
Loandock logo
AI-powered mortgage technology company based in Atlanta, Georgia
2 - 102024$350,000
Trendx logo
TX is a disruptive fintech platform revolutionizing the way physical assets are tokenized and traded. Our innovative solution empowers businesses to unlock liquidity and raise capital for expansion through the issuance of fixed income and equity tokens. With a seamless user experience, robust security measures, and blockchain technology at its core.
10 - 502024$100,000
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SECTION II · THE BRIEF

The rest of the brief

Brief #10113Updated 11 JUL 2026FINANCIAL SERVICES COMPANIESINDUSTRY DESK
Employbl Company Profile

Inside Financial Services Companies

What we publish for members: hiring momentum, comp bands, and investor activity behind the 5,968 companies above.

Companies
5,968
With funding
4,953
Top city
San Francisco
Tracked capital
$1.8B
Section II · Premium ProfileMembers only
  • 01Hiring momentum across Financial Services Companies (last 90 days)Locked
  • 02Top employers in Financial Services Companies by open rolesLocked
  • 03Comp bands by stage and headcountLocked
  • 04Recently-funded companies hiring nowLocked
  • 05Investor activity in the last 12 monthsLocked

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