# Top 50 Financial Management Solutions Startups Worldwide by Funding (2026)

> The 50 best-funded financial management solutions startups worldwide, ranked by total funding raised: $26B combined.

Source: https://millionrounds.com/top-lists/financial-management-solutions-startups (Millionrounds; every figure on the page links to its filing or article)

- 1 [**Ramp** Ramp is a financial operations and spend management platform based in New York City, founded in 2019.](https://millionrounds.com/company/ramp) Ramp is a financial operations and spend management platform based in New York City, founded in 2019. *Founded* 2006 Boston, United States **$4.5B** last round Oct 2026
- 2 [**ExodusPoint** ExodusPoint Capital Management company research & investing information.](https://millionrounds.com/company/exoduspoint) ExodusPoint Capital Management company research & investing information. *Founded* 2017 New York, United States **$2.0B** last round Jun 2026
- 3 [**iCapital** iCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City.](https://millionrounds.com/company/icapital) iCapital, officially known as Institutional Capital Network, Inc., is a prominent financial technology company based in New York City. *Founded* 2013 New York, United States **$1.6B** last round Sept 2026
- 4 [**CMC** CMC provides students with networking and technical skills for financial and non-traditional industries.](https://millionrounds.com/company/cmc) CMC provides students with networking and technical skills for financial and non-traditional industries. *Founded* 2021 - **$1.5B** last round Jul 2018
- 5 [**American Healthcare REIT** American Healthcare REIT provides and offers financial support and assistance on buildings.](https://millionrounds.com/company/american-healthcare-reit) American Healthcare REIT provides and offers financial support and assistance on buildings. *Founded* 2011 Irvine, United States **$1.2B** last round May 2026
- 6 [**Griffin Global Asset Management** Griffin Global Asset Management provides financial solutions and asset management services for the aviation industry.](https://millionrounds.com/company/griffin-global-asset-management) Griffin Global Asset Management provides financial solutions and asset management services for the aviation industry. *Founded* 2018 Dublin, United States **$1.2B** last round Nov 2025
- 7 [**Alera Group** Alera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs.](https://millionrounds.com/company/alera-group) Alera Group is a financial services firm specializing in employee benefits, property and casualty insurance, and wealth management programs. *Founded* 2017 Deerfield, United States **$1.0B** last round May 2025
- 8 [**Chariot Reinsurance** Chariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions.](https://millionrounds.com/company/chariot-reinsurance) Chariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions. *Founded* 2024 Hamilton, Bermuda **$1.0B** last round Dec 2024
- 9 [**insightsoftware** insightsoftware is a global provider of financial reporting, business intelligence, budgeting, and enterprise performance management software, specifically desi](https://millionrounds.com/company/insightsoftware) insightsoftware is a global provider of financial reporting, business intelligence, budgeting, and enterprise performance management software, specifically desi *Founded* 2018 Raleigh, United States **$1.0B** last round Jul 2021
- 10 [**Tabeo** Tabeo is a payments and contact management system for the healthcare sector.](https://millionrounds.com/company/tabeo) Tabeo is a payments and contact management system for the healthcare sector. *Founded* 2017 London, United Kingdom **$960M** last round Jun 2024
- 11 [**LegalZoom** LegalZoom UK is a consulting organization that offers financial, management consulting, website development, and Will planning services.](https://millionrounds.com/company/legalzoom) LegalZoom UK is a consulting organization that offers financial, management consulting, website development, and Will planning services. *Founded* 2001 Los Angeles, United States **$766M** last round Jul 2018
- 12 [**Aquarian Holdings** Aquarian Holdings is a holding company with interests in businesses including insurance, asset management, real estate, and technology.](https://millionrounds.com/company/aquarian-holdings) Aquarian Holdings is a holding company with interests in businesses including insurance, asset management, real estate, and technology. *Founded* - New York, United States **$750M** last round Oct 2024
- 13 [**Capital on Tap** Capital on Tap is a fintech company that provides small businesses with credit cards and a spend management platform.](https://millionrounds.com/company/capital-on-tap) Capital on Tap is a fintech company that provides small businesses with credit cards and a spend management platform. *Founded* 2012 London, United Kingdom **$654M** last round Nov 2025
- 14 [**Ferovinum** Ferovinum is a fintech platform providing working capital and stock management software built specifically for the wine and spirits industry](https://millionrounds.com/company/ferovinum) Ferovinum is a fintech platform providing working capital and stock management software built specifically for the wine and spirits industry *Founded* 2018 London, United Kingdom **$573M** last round Jun 2025
- 15 [**Fourcore Capital** Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions.](https://millionrounds.com/company/fourcore-capital) Fourcore is a rising star in global asset, wealth, and investment management, dedicated to providing innovative solutions. *Founded* - Atlanta, United States **$500M** last round Sept 2024
- 16 [**Pigment** Pigment is a Paris-based enterprise software company founded in 2019, specializing in an AI-powered integrated business planning and performance management platform.](https://millionrounds.com/company/pigment) Pigment is a Paris-based enterprise software company founded in 2019, specializing in an AI-powered integrated business planning and performance management platform. *Founded* 2019 Paris, France **$483M** last round Oct 2026
- 17 [**BlockFi** BlockFi is a financial technology company that connects traditional finance with the cryptocurrency market.](https://millionrounds.com/company/blockfi) BlockFi is a financial technology company that connects traditional finance with the cryptocurrency market. *Founded* 2017 Jersey City, United States **$476M** last round Jun 2022
- 18 [**Teya** Teya builds tools for SMBs to unlock hassle-free payments, better business management, new and returning customers, all on fair terms.](https://millionrounds.com/company/teya) Teya builds tools for SMBs to unlock hassle-free payments, better business management, new and returning customers, all on fair terms. *Founded* 2019 United Kingdom **$370M** last round Nov 2021
- 19 [**Juni** Juni is a licensed fintech company based in Gothenburg, Sweden, founded in 2020.](https://millionrounds.com/company/juni) Juni is a licensed fintech company based in Gothenburg, Sweden, founded in 2020. *Founded* 2020 Gothenburg, Sweden **$312M** last round Jun 2022
- 20 [**Avaloq** Avaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealth](https://millionrounds.com/company/avaloq) Avaloq is an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks, wealth *Founded* 1985 Zurich, Switzerland **$300M** last round Mar 2017
- 21 [**Wellington-Altus Financial** Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.](https://millionrounds.com/company/wellington-altus-financial) Wellington-Altus Financial is a financial services wealth management company located in Winnipeg. *Founded* 2010 Winnipeg, Canada **$285M** last round Oct 2025
- 22 [**ChargeBee** Chargebee is a subscription billing and revenue management platform designed for the AI, SaaS, and consumer subscription economy.](https://millionrounds.com/company/chargebee) Chargebee is a subscription billing and revenue management platform designed for the AI, SaaS, and consumer subscription economy. *Founded* 2011 Rockville, United States **$270M** last round Feb 2022
- 23 [**Hastee** Hastee is a mobile application that delivers financial education and management tools.](https://millionrounds.com/company/hastee) Hastee is a mobile application that delivers financial education and management tools. *Founded* 2017 London, United Kingdom **$270M** last round Dec 2019
- 24 [**Soldo** Soldo is a British fintech company established in London in 2014.](https://millionrounds.com/company/soldo) Soldo is a British fintech company established in London in 2014. *Founded* 2014 London, United Kingdom **$252M** last round Jul 2021
- 25 [**SURA Asset Management** SURA Asset Management is a company specialized in Savings, Protection and Investment.](https://millionrounds.com/company/sura-asset-management) SURA Asset Management is a company specialized in Savings, Protection and Investment. *Founded* 2011 Medellin, Colombia **$247M** last round Dec 2018
- 26 [**Behavox** Behavox is a London-based AI company founded in 2014, specializing in compliance and risk management for financial services and regulated industries.](https://millionrounds.com/company/behavox) Behavox is a London-based AI company founded in 2014, specializing in compliance and risk management for financial services and regulated industries. *Founded* 2014 London, United Kingdom **$245M** last round Jul 2026
- 27 [**Quantifind** Quantifind is a financial technology and data science company that focuses on AI-driven solutions for financial crime detection, risk management, and regulatory](https://millionrounds.com/company/quantifind) Quantifind is a financial technology and data science company that focuses on AI-driven solutions for financial crime detection, risk management, and regulatory *Founded* 2009 Palo Alto, United States **$234M** last round Jun 2026
- 28 [**Farther** Farther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019.](https://millionrounds.com/company/farther) Farther is a technology-centric wealth management firm and Registered Investment Advisor (RIA) founded in 2019. *Founded* 2019 New York, United States **$222M** last round May 2026
- 29 [**Taktile** Taktile is an AI-powered decision platform designed for financial institutions to enhance risk management strategies throughout the customer lifecycle.](https://millionrounds.com/company/taktile) Taktile is an AI-powered decision platform designed for financial institutions to enhance risk management strategies throughout the customer lifecycle. *Founded* 2020 New York, United States **$218M** last round Jun 2026
- 30 [**Jeeves** Jeeves is a B2B financial tech platform offering credit, funded corporate cards, and cross-border payments for businesses.](https://millionrounds.com/company/jeeves) Jeeves is a B2B financial tech platform offering credit, funded corporate cards, and cross-border payments for businesses. *Founded* 2019 Miami, India **$210M** last round Sept 2026
- 31 [**Earned Wealth** Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors.](https://millionrounds.com/company/earned-wealth) Earned Wealth is a wealth management platform that provides personalized financial planning and investment strategies for doctors. *Founded* 2021 Walnut Creek, United States **$200M** last round Jul 2024
- 32 [**HighTower Advisors** Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.](https://millionrounds.com/company/hightower-advisors) Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois. *Founded* 2008 Chicago, United States **$200M** last round Jul 2014
- 33 [**Modern Wealth Management** Modern Wealth Management operates as a registered investment advisory (RIA) firm.](https://millionrounds.com/company/modern-wealth-management) Modern Wealth Management operates as a registered investment advisory (RIA) firm. *Founded* 2023 Lenexa, United States **$200M** last round Apr 2023
- 34 [**Tide** Tide is a UK business financial platform providing business current accounts and admin tools, including invoicing, expense management, accounting integrations,](https://millionrounds.com/company/tide) Tide is a UK business financial platform providing business current accounts and admin tools, including invoicing, expense management, accounting integrations, *Founded* 2015 London, United Kingdom **$194M** last round Sept 2025
- 35 [**Healthmap Solutions** Healthmap Solutions, based in Tampa, Florida, is a leading population health management company focused on kidney disease.](https://millionrounds.com/company/healthmap-solutions) Healthmap Solutions, based in Tampa, Florida, is a leading population health management company focused on kidney disease. *Founded* 2007 Tampa, United States **$185M** last round Aug 2023
- 36 [**Float Financial** Float offers a corporate card and spend management solution that allows corporate cards, reimbursements, approvals, and invoices management.](https://millionrounds.com/company/float-financial) Float offers a corporate card and spend management solution that allows corporate cards, reimbursements, approvals, and invoices management. *Founded* 2019 Toronto, Canada **$183M** last round Jun 2026
- 37 [**Neo Financial** Neo Financial is a Canadian fintech company based in Calgary, Alberta, that offers digital-first consumer banking products and co-branded loyalty programs.](https://millionrounds.com/company/neo-financial) Neo Financial is a Canadian fintech company based in Calgary, Alberta, that offers digital-first consumer banking products and co-branded loyalty programs. *Founded* 2019 Calgary, Canada **$182M** last round Oct 2026
- 38 [**Tribal** Tribal is a fintech company that facilitates financial management for emerging-market SMEs.](https://millionrounds.com/company/tribal) Tribal is a fintech company that facilitates financial management for emerging-market SMEs. *Founded* 2016 San Francisco, United States **$160M** last round May 2026
- 39 [**SaveLive** SaveLive is a venture aimed a throwing a financial lifeline to at-risk music venues.](https://millionrounds.com/company/savelive) SaveLive is a venture aimed a throwing a financial lifeline to at-risk music venues. *Founded* 2020 Los Angeles **$135M** last round Feb 2021
- 40 [**Ellevest** Ellevest is a financial services firm founded in 2014 by Sallie Krawcheck and Charlie Kroll, focused on empowering women and families to build wealth.](https://millionrounds.com/company/ellevest) 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* 2014 New York, United States **$135M** last round Apr 2022
- 41 [**Gauntlet** Gauntlet is a financial technology and quantitative research firm focused on decentralized finance (DeFi) risk management, economic modeling, and protocol optimization.](https://millionrounds.com/company/gauntlet) Gauntlet is a financial technology and quantitative research firm focused on decentralized finance (DeFi) risk management, economic modeling, and protocol optimization. *Founded* 2018 New York, United States **$125M** last round Jul 2026
- 42 [**Banksalad** Banksalad is a leading financial data life management platform in South Korea.](https://millionrounds.com/company/banksalad) Banksalad is a leading financial data life management platform in South Korea. *Founded* 2012 South Korea **$120M** last round Apr 2021
- 43 [**Open Co (Brazil)** Alternative Online Lending, FinTech, online credit, Personal financial management](https://millionrounds.com/company/open-co-brazil) Alternative Online Lending, FinTech, online credit, Personal financial management *Founded* 2021 Sao Paulo, Brazil **$115M** last round Dec 2021
- 44 [**Reval.com** Reval is a SaaS-based platform providing treasury and risk management solutions and tools to manage cash and financial risks.](https://millionrounds.com/company/reval-com) Reval is a SaaS-based platform providing treasury and risk management solutions and tools to manage cash and financial risks. *Founded* 1999 New York, United States **$107M** last round Jun 2013
- 45 [**LIQID Investments** LIQID Investments is a financial company that offers digital wealth management services.](https://millionrounds.com/company/liqid-investments) LIQID Investments is a financial company that offers digital wealth management services. *Founded* 2016 Berlin, Germany **$104M** last round Jul 2021
- 46 [**Modus Asset Management** Modus Asset Management Concentrate on renewable energy investments with long-term and steady cash flows.](https://millionrounds.com/company/modus-asset-management) Modus Asset Management Concentrate on renewable energy investments with long-term and steady cash flows. *Founded* 2017 Vilnius, Lithuania **$101M** last round Jul 2024
- 47 [**Legalist** Legalist is an institutional alternative asset management firm.](https://millionrounds.com/company/legalist) Legalist is an institutional alternative asset management firm. *Founded* 2016 - **$100M** last round Sept 2019
- 48 [**Insigneo** Insigneo is an international wealth management firm based in Miami, Florida, founded in 1985.](https://millionrounds.com/company/insigneo) Insigneo is an international wealth management firm based in Miami, Florida, founded in 1985. *Founded* 1985 Miami, United States **$100M** last round Jun 2022
- 49 [**Omni Helicopters International** OHI is a financial holding company engaged in fleet management and financial investments in helicopter operator services.](https://millionrounds.com/company/omni-helicopters-international) OHI is a financial holding company engaged in fleet management and financial investments in helicopter operator services. *Founded* 2011 Lisboa, Portugal **$91M** last round Nov 2026
- 50 [**Taulia** Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.](https://millionrounds.com/company/taulia) Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies. *Founded* 2009 San Francisco, United States **$91M** last round Jan 2015

**Total funding** how the list is ranked

**15 November 2026** updated nightly

**Rounds we track** source: Millionrounds

Companies 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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## More financial management solutions lists

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[*T* *CO* *F* **Financial management solutions startups in Europe** 190 companies · $6.0B](https://millionrounds.com/top-lists/financial-management-solutions-startups-europe)

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