All Industries

Top Financial Services Companies

284 Financial Services companies, sorted by total funding raised.

Signal Advisors
Financial Services
Funding undisclosed
Zone & Company

Zone & Co is a leading NetSuite-native financial operations platform trusted by more than 4,500 c...

Boston, United StatesFinancial Services
Funding undisclosed
Accrual
Financial Services
Funding undisclosed
Mosaic
Acquired

Mosaic is a strategic finance platform that consolidates financial and operational data to enable...

San Diego, United StatesFinancial Services, Fintech
Series C·$72.0M·Jun 2023
Origin

Employee financial wellness platform offering AI-powered budgeting, investment tools, tax plannin...

San Francisco, United StatesFinancial Services, Fintech
Series B·$68.0M·Aug 2021
Puzzle

AI-powered accounting software for startups and accounting firms that automates expense categoriz...

San Francisco, United StatesFinancial Services, Fintech
Funding undisclosed
TaxJar
Acquired

TaxJar is a leading technology for eCommerce businesses and developers to manage sales tax. As a ...

Woburn, United StatesFinancial Services
Funding undisclosed
C
Custodia

Banking platform for regulatory compliant digital asset transactions

Cheyenne, United StatesCrypto & Web3, Banking
Funding undisclosed
Lens Protocol
Financial Services, Crypto & Web3
Funding undisclosed
A
Aleph

One source of truth for financial data.

New York, United States11–50Financial Services
Series B·$45.7M·Sep 2025
Jadu
Los Angeles, United StatesFinancial Services
Funding undisclosed
Chain
Acquired

Provider of ledger-as-a-service technology that enables organizations to securely track and trans...

San Francisco, United StatesDeveloper Tools, Crypto & Web3
Funding undisclosed
N
Northstar

Financial wellness benefit platform providing employees with personalized one-on-one financial ad...

New York, United StatesFintech, HR Tech
Funding undisclosed
Paydiant
Acquired
Financial Services
Funding undisclosed
C
Casca

AI Agents for Banking

San Francisco, United States1–10Artificial Intelligence, Conversational Banking
Series A·$32.9M·Jan 2025
Slice

Slice is the leading global equity compliance and management platform for multinational companies...

New York, United StatesAgtech, Financial Services
Series A·$32.0M·Jan 2026
Spectral
New York, United StatesFinancial Services
Funding undisclosed
Ponto
San Francisco, United StatesFinancial Services
Funding undisclosed
T
Tagomi
Acquired

Institutional cryptocurrency prime brokerage platform providing aggregated liquidity, best execut...

Chicago, United StatesCrypto & Web3, Financial Services
Funding undisclosed
Ostium Labs
Financial Services
Funding undisclosed
L
Lighter

Revenue-based financing platform providing non-dilutive growth capital to technology startups wit...

Seattle, United StatesFintech, Lending
Funding undisclosed
A
Alkymi

Intelligent document processing and data workflow automation platform enabling enterprises in fin...

New York, United StatesArtificial Intelligence, Financial Services
Funding undisclosed
Mercantile
New York, United StatesFinancial Services
Funding undisclosed
K
Kick
Palo Alto, United StatesFinancial Services
Funding undisclosed
STAN
Financial Services
Funding undisclosed