Top list · Worldwide
Financial management solutions startups worldwide
592 financial management solutions startups worldwide have raised money in rounds we track. These are the 50 that have raised the most, $26B between them, with the United States the most common home.
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RampRamp is a financial operations and spend management platform based in New York City, founded in 2019.Ramp is a financial operations and spend management platform based in New York City, founded in 2019.
Founded 2006Boston, United States$4.5Blast round Oct 2026 - 2
ExodusPointExodusPoint Capital Management company research & investing information.ExodusPoint Capital Management company research & investing information.
Founded 2017New York, United States$2.0Blast round Jun 2026 - 3
iCapitaliCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City.iCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City.
Founded 2013New York, United States$1.6Blast round Sept 2026 - 4
CMCCMC provides students with networking and technical skills for financial and non-traditional industries.CMC provides students with networking and technical skills for financial and non-traditional industries.
Founded 2021-$1.5Blast round Jul 2018 - 5
American Healthcare REITAmerican Healthcare REIT provides and offers financial support and assistance on buildings.American Healthcare REIT provides and offers financial support and assistance on buildings.
Founded 2011Irvine, United States$1.2Blast round May 2026 - 6
Griffin Global Asset ManagementGriffin Global Asset Management provides financial solutions and asset management services for the aviation industry.Griffin Global Asset Management provides financial solutions and asset management services for the aviation industry.
Founded 2018Dublin, United States$1.2Blast round Nov 2025 - 7
Alera GroupAlera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs.Alera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs.
Founded 2017Deerfield, United States$1.0Blast round May 2025 - 8
Chariot ReinsuranceChariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions.Chariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions.
Founded 2024Hamilton, Bermuda$1.0Blast round Dec 2024 - 9
insightsoftwareinsightsoftware is a global provider of financial reporting, business intelligence, budgeting, and enterprise performance management software, specifically desiinsightsoftware is a global provider of financial reporting, business intelligence, budgeting, and enterprise performance management software, specifically desi
Founded 2018Raleigh, United States$1.0Blast round Jul 2021 - 10
TabeoTabeo is a payments and contact management system for the healthcare sector.Tabeo is a payments and contact management system for the healthcare sector.
Founded 2017London, United Kingdom$960Mlast round Jun 2024 - 11
LegalZoomLegalZoom UK is a consulting organization that offers financial, management consulting, website development, and Will planning services.LegalZoom UK is a consulting organization that offers financial, management consulting, website development, and Will planning services.
Founded 2001Los Angeles, United States$766Mlast round Jul 2018 - 12
Aquarian HoldingsAquarian Holdings is a holding company with interests in businesses including insurance, asset management, real estate, and technology.Aquarian Holdings is a holding company with interests in businesses including insurance, asset management, real estate, and technology.
Founded -New York, United States$750Mlast round Oct 2024 - 13
Capital on TapCapital on Tap is a fintech company that provides small businesses with credit cards and a spend management platform.Capital on Tap is a fintech company that provides small businesses with credit cards and a spend management platform.
Founded 2012London, United Kingdom$654Mlast round Nov 2025 - 14
FerovinumFerovinum is a fintech platform providing working capital and stock management software built specifically for the wine and spirits industryFerovinum is a fintech platform providing working capital and stock management software built specifically for the wine and spirits industry
Founded 2018London, United Kingdom$573Mlast round Jun 2025 - 15
Fourcore CapitalFourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions.Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions.
Founded -Atlanta, United States$500Mlast round Sept 2024 - 16
PigmentPigment is a Paris-based enterprise software company founded in 2019, specializing in an AI-powered integrated business planning and performance management platform.Pigment is a Paris-based enterprise software company founded in 2019, specializing in an AI-powered integrated business planning and performance management platform.
Founded 2019Paris, France$483Mlast round Oct 2026 - 17
BlockFiBlockFi is a financial technology company that connects traditional finance with the cryptocurrency market.BlockFi is a financial technology company that connects traditional finance with the cryptocurrency market.
Founded 2017Jersey City, United States$476Mlast round Jun 2022 - 18TeyaTeya builds tools for SMBs to unlock hassle-free payments, better business management, new and returning customers, all on fair terms.
Teya builds tools for SMBs to unlock hassle-free payments, better business management, new and returning customers, all on fair terms.
Founded 2019United Kingdom$370Mlast round Nov 2021 - 19
JuniJuni is a licensed fintech company based in Gothenburg, Sweden, founded in 2020.Juni is a licensed fintech company based in Gothenburg, Sweden, founded in 2020.
Founded 2020Gothenburg, Sweden$312Mlast round Jun 2022 - 20
AvaloqAvaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealthAvaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealth
Founded 1985Zurich, Switzerland$300Mlast round Mar 2017 - 21
Wellington-Altus FinancialWellington-Altus Financial is a financial services wealth management company located in Winnipeg.Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.
Founded 2010Winnipeg, Canada$285Mlast round Oct 2025 - 22
ChargeBeeChargebee is a subscription billing and revenue management platform designed for the AI, SaaS, and consumer subscription economy.Chargebee is a subscription billing and revenue management platform designed for the AI, SaaS, and consumer subscription economy.
Founded 2011Rockville, United States$270Mlast round Feb 2022 - 23
HasteeHastee is a mobile application that delivers financial education and management tools.Hastee is a mobile application that delivers financial education and management tools.
Founded 2017London, United Kingdom$270Mlast round Dec 2019 - 24
SoldoSoldo is a British fintech company established in London in 2014.Soldo is a British fintech company established in London in 2014.
Founded 2014London, United Kingdom$252Mlast round Jul 2021 - 25
SURA Asset ManagementSURA Asset Management is a company specialized in Savings, Protection and Investment.SURA Asset Management is a company specialized in Savings, Protection and Investment.
Founded 2011Medellin, Colombia$247Mlast round Dec 2018 - 26
BehavoxBehavox is a London-based AI company founded in 2014, specializing in compliance and risk management for financial services and regulated industries.Behavox is a London-based AI company founded in 2014, specializing in compliance and risk management for financial services and regulated industries.
Founded 2014London, United Kingdom$245Mlast round Jul 2026 - 27
QuantifindQuantifind is a financial technology and data science company that focuses on AI-driven solutions for financial crime detection, risk management, and regulatoryQuantifind is a financial technology and data science company that focuses on AI-driven solutions for financial crime detection, risk management, and regulatory
Founded 2009Palo Alto, United States$234Mlast round Jun 2026 - 28
FartherFarther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019.Farther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019.
Founded 2019New York, United States$222Mlast round May 2026 - 29
TaktileTaktile is an AI-powered decision platform designed for financial institutions to enhance risk management strategies throughout the customer lifecycle.Taktile is an AI-powered decision platform designed for financial institutions to enhance risk management strategies throughout the customer lifecycle.
Founded 2020New York, United States$218Mlast round Jun 2026 - 30
JeevesJeeves is a B2B financial tech platform offering credit, funded corporate cards, and cross-border payments for businesses.Jeeves is a B2B financial tech platform offering credit, funded corporate cards, and cross-border payments for businesses.
Founded 2019Miami, India$210Mlast round Sept 2026 - 31
Earned WealthEarned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.
Founded 2021Walnut Creek, United States$200Mlast round Jul 2024 - 32
HighTower AdvisorsHightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.
Founded 2008Chicago, United States$200Mlast round Jul 2014 - 33
Modern Wealth ManagementModern Wealth Management operates as a registered investment advisory (RIA) firm.Modern Wealth Management operates as a registered investment advisory (RIA) firm.
Founded 2023Lenexa, United States$200Mlast round Apr 2023 - 34
TideTide is a UK business financial platform providing business current accounts and admin tools, including invoicing, expense management, accounting integrations,Tide is a UK business financial platform providing business current accounts and admin tools, including invoicing, expense management, accounting integrations,
Founded 2015London, United Kingdom$194Mlast round Sept 2025 - 35
Healthmap SolutionsHealthmap Solutions, based in Tampa, Florida, is a leading population health management company focused on kidney disease.Healthmap Solutions, based in Tampa, Florida, is a leading population health management company focused on kidney disease.
Founded 2007Tampa, United States$185Mlast round Aug 2023 - 36
Float FinancialFloat offers a corporate card and spend management solution that allows corporate cards, reimbursements, approvals, and invoices management.Float offers a corporate card and spend management solution that allows corporate cards, reimbursements, approvals, and invoices management.
Founded 2019Toronto, Canada$183Mlast round Jun 2026 - 37
Neo FinancialNeo Financial is a Canadian fintech company based in Calgary, Alberta, that offers digital-first consumer banking products and co-branded loyalty programs.Neo Financial is a Canadian fintech company based in Calgary, Alberta, that offers digital-first consumer banking products and co-branded loyalty programs.
Founded 2019Calgary, Canada$182Mlast round Oct 2026 - 38
TribalTribal is a fintech company that facilitates financial management for emerging-market SMEs.Tribal is a fintech company that facilitates financial management for emerging-market SMEs.
Founded 2016San Francisco, United States$160Mlast round May 2026 - 39
SaveLiveSaveLive is a venture aimed a throwing a financial lifeline to at-risk music venues.SaveLive is a venture aimed a throwing a financial lifeline to at-risk music venues.
Founded 2020Los Angeles$135Mlast round Feb 2021 - 40
EllevestEllevest is a financial services firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focused on empowering women and families to build wealth.Ellevest is a financial services firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focused on empowering women and families to build wealth.
Founded 2014New York, United States$135Mlast round Apr 2022 - 41
GauntletGauntlet is a financial technology and quantitative research firm focused on decentralized finance (DeFi) risk management, economic modeling, and protocol optimization.Gauntlet is a financial technology and quantitative research firm focused on decentralized finance (DeFi) risk management, economic modeling, and protocol optimization.
Founded 2018New York, United States$125Mlast round Jul 2026 - 42
BanksaladBanksalad is a leading financial data life management platform in South Korea.Banksalad is a leading financial data life management platform in South Korea.
Founded 2012South Korea$120Mlast round Apr 2021 - 43
Open Co (Brazil)Alternative Online Lending, FinTech, online credit, Personal financial managementAlternative Online Lending, FinTech, online credit, Personal financial management
Founded 2021Sao Paulo, Brazil$115Mlast round Dec 2021 - 44
Reval.comReval is a SaaS-based platform providing treasury and risk management solutions and tools to manage cash and financial risks.Reval is a SaaS-based platform providing treasury and risk management solutions and tools to manage cash and financial risks.
Founded 1999New York, United States$107Mlast round Jun 2013 - 45
LIQID InvestmentsLIQID Investments is a financial company that offers digital wealth management services.LIQID Investments is a financial company that offers digital wealth management services.
Founded 2016Berlin, Germany$104Mlast round Jul 2021 - 46
Modus Asset ManagementModus Asset Management Concentrate on renewable energy investments with long-term and steady cash flows.Modus Asset Management Concentrate on renewable energy investments with long-term and steady cash flows.
Founded 2017Vilnius, Lithuania$101Mlast round Jul 2024 - 47
LegalistLegalist is an institutional alternative asset management firm.Legalist is an institutional alternative asset management firm.
Founded 2016-$100Mlast round Sept 2019 - 48
InsigneoInsigneo is an international wealth management firm based in Miami, Florida, founded in 1985.Insigneo is an international wealth management firm based in Miami, Florida, founded in 1985.
Founded 1985Miami, United States$100Mlast round Jun 2022 - 49
Omni Helicopters InternationalOHI is a financial holding company engaged in fleet management and financial investments in helicopter operator services.OHI is a financial holding company engaged in fleet management and financial investments in helicopter operator services.
Founded 2011Lisboa, Portugal$91Mlast round Nov 2026 - 50
TauliaTaulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.
Founded 2009San Francisco, United States$91Mlast round Jan 2015
Boston, United States
Hamilton, Bermuda
London, United Kingdom
Paris, France
Gothenburg, Sweden
Zurich, Switzerland
Winnipeg, Canada
Medellin, Colombia
Miami, India
South Korea
Sao Paulo, Brazil
Berlin, Germany
Vilnius, Lithuania
Lisboa, PortugalCompanies whose own description names this theme, ranked by the total they have raised in rounds we hold. Nobody pays to be on a list.
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RPHealth startups worldwide12,811 companies · $81B
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XAI startups worldwide10,238 companies · $830BGVVRPBiotech startups worldwide7,127 companies · $70B
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FTBig data startups worldwide3,812 companies · $220BAFR
SFintech startups worldwide3,200 companies · $94BOABAI startups that raised in 20262,922 companies · $540B in 2026FT
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PEnergy providers startups worldwide2,808 companies · $152B
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OMarketing tech startups worldwide2,728 companies · $28B