# Top 50 Financial Services Startups in New York by Funding (2026)

> The 50 best-funded financial Services startups in New York, ranked by total funding raised: $14B combined.

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

- 1 [**Kalshi** Kalshi is a CFTC-regulated exchange and prediction market platform based in New York City.](https://millionrounds.com/company/kalshi) Kalshi is a CFTC-regulated exchange and prediction market platform based in New York City. *Founded* 2019 New York, United States **$3.7B** 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 [**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
- 4 [**Tamra-Tacoma Capital Partners** Tamra-Tacoma Capital Partners is a New York-based alternative investment firm.](https://millionrounds.com/company/tamra-tacoma-capital-partners) Tamra-Tacoma Capital Partners is a New York-based alternative investment firm. *Founded* 2012 New York, United States **$685M** last round Jan 2013
- 5 [**Dataminr** Dataminr develops an artificial intelligence platform designed for real-time event and risk detection.](https://millionrounds.com/company/dataminr) Dataminr develops an artificial intelligence platform designed for real-time event and risk detection. *Founded* 2009 New York, United States **$587M** last round Apr 2025
- 6 [**Capchase** Capchase is a fintech company that provides financial solutions to startups by allowing access to funds as they grow.](https://millionrounds.com/company/capchase) Capchase is a fintech company that provides financial solutions to startups by allowing access to funds as they grow. *Founded* 2020 New York, United States **$488M** last round May 2026
- 7 [**Blue Owl Capital Corporation** Blue Owl Capital is an investment firm that aims to meet the distinct and underserved financing needs of middle-market companies.](https://millionrounds.com/company/blue-owl-capital-corporation) Blue Owl Capital is an investment firm that aims to meet the distinct and underserved financing needs of middle-market companies. *Founded* 2021 New York, United States **$400M** last round Apr 2026
- 8 [**Duetti** Duetti is a music-financial technology platform founded in 2022 and based in New York, with additional offices in Los Angeles, Miami, and London.](https://millionrounds.com/company/duetti) Duetti is a music-financial technology platform founded in 2022 and based in New York, with additional offices in Los Angeles, Miami, and London. *Founded* 2022 New York, United States **$384M** last round Feb 2026
- 9 [**WorkFusion** WorkFusion offers automation solutions to enterprises to help them reduce costs and up-skill workforces.](https://millionrounds.com/company/workfusion) WorkFusion offers automation solutions to enterprises to help them reduce costs and up-skill workforces. *Founded* 2009 New York, United States **$372M** last round Sept 2025
- 10 [**Mosaic** AI Workforce Management Software](https://millionrounds.com/company/mosaic) AI Workforce Management Software *Founded* 2020 New York, United States **$341M** last round Sept 2026
- 11 [**Endeavor Catalyst** Endeavor Catalyst is the co-investment fund set up to invest exclusively in led companies.](https://millionrounds.com/company/endeavor-catalyst) Endeavor Catalyst is the co-investment fund set up to invest exclusively in led companies. *Founded* 1997 New York, United States **$320M** last round Oct 2026
- 12 [**Nitra** Nitra is overhauling the healthcare industry with radically efficient and transparent solutions - starting with spend management.](https://millionrounds.com/company/nitra) Nitra is overhauling the healthcare industry with radically efficient and transparent solutions - starting with spend management. *Founded* 2021 New York, United States **$302M** last round Mar 2026
- 13 [**Liquidnet** Liquidnet is a global institutional investment network that intelligently connects the world’s investors to the world’s investments](https://millionrounds.com/company/liquidnet) Liquidnet is a global institutional investment network that intelligently connects the world’s investors to the world’s investments *Founded* 1999 New York, United States **$250M** last round Feb 2005
- 14 [**Gracie Point** Gracie Point is a finance company that offers life insurance financing solutions.](https://millionrounds.com/company/gracie-point) Gracie Point is a finance company that offers life insurance financing solutions. *Founded* 2010 New York, United States **$250M** last round Feb 2026
- 15 [**Capitolis** Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange.](https://millionrounds.com/company/capitolis) Capitolis is a technology provider addressing capital market constraints in equities and foreign exchange. *Founded* 2017 New York, United States **$225M** last round Oct 2026
- 16 [**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
- 17 [**Guideline** Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.](https://millionrounds.com/company/guideline) Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses. *Founded* 2015 New York, United States **$207M** last round Jun 2021
- 18 [**Agora** Agora uses machine learning and natural language processing to discover actionable insights in large-scale conversations.](https://millionrounds.com/company/agora) Agora uses machine learning and natural language processing to discover actionable insights in large-scale conversations. *Founded* 2014 New York, United States **$184M** last round Jul 2025
- 19 [**Galaxy Digital** Galaxy builds the economy that runs on code, investing across digital assets moving onchain and the AI data centers powering the future of finance.](https://millionrounds.com/company/galaxy-digital) Galaxy builds the economy that runs on code, investing across digital assets moving onchain and the AI data centers powering the future of finance. *Founded* - New York, United States **$180M** last round Jul 2026
- 20 [**Ladder** Full-funnel growth marketing powered by a custom growth technology.](https://millionrounds.com/company/ladder) Full-funnel growth marketing powered by a custom growth technology. *Founded* 2014 New York, United States **$151M** last round Apr 2025
- 21 [**Katapult** Katapult is a digital entertainment company located at Betaworks in New York City.](https://millionrounds.com/company/katapult) Katapult is a digital entertainment company located at Betaworks in New York City. *Founded* 2013 New York, United States **$150M** last round Jun 2021
- 22 [**Model ML** Model ML is an artificial intelligence platform founded in 2023 by siblings Chaz and Arnie Englander.](https://millionrounds.com/company/model-ml) Model ML is an artificial intelligence platform founded in 2023 by siblings Chaz and Arnie Englander. *Founded* 2023 New York, United States **$150M** last round Aug 2026
- 23 [**CFG Merchant Solutions** CFG Merchant Solutions is a finance and alternative funding platform that focus on providing capital access.](https://millionrounds.com/company/cfg-merchant-solutions) CFG Merchant Solutions is a finance and alternative funding platform that focus on providing capital access. *Founded* 2015 New York, United States **$145M** last round May 2024
- 24 [**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
- 25 [**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
- 26 [**BeatBread** BeatBread is a platform that provides funding to musicians while allowing them to choose their partners and retain complete ownership.](https://millionrounds.com/company/beatbread) BeatBread is a platform that provides funding to musicians while allowing them to choose their partners and retain complete ownership. *Founded* 2020 New York, United States **$124M** last round Aug 2025
- 27 [**Ledger Investing** Ledger Investing is an online marketplace powering interactions between investors and insurance carriers.](https://millionrounds.com/company/ledger-investing) Ledger Investing is an online marketplace powering interactions between investors and insurance carriers. *Founded* 2016 New York, United States **$100M** last round Sept 2024
- 28 [**Fort Amsterdam Capital LLC** Fort Amsterdam Capital is a seasoned real estate debt platform.](https://millionrounds.com/company/fort-amsterdam-capital-llc) Fort Amsterdam Capital is a seasoned real estate debt platform. *Founded* - New York, United States **$100M** last round Jul 2022
- 29 [**Kashable** Kashable is a fintech company based in New York City, founded in 2013.](https://millionrounds.com/company/kashable) Kashable is a fintech company based in New York City, founded in 2013. *Founded* 2013 New York, United States **$97M** last round May 2026
- 30 [**DualEntry** DualEntry is a New York-based software company founded in 2024, specializing in an AI-native Enterprise Resource Planning (ERP) platform.](https://millionrounds.com/company/dualentry) DualEntry is a New York-based software company founded in 2024, specializing in an AI-native Enterprise Resource Planning (ERP) platform. *Founded* 2024 New York, United States **$90M** last round Oct 2025
- 31 [**RQD Clearing** RQD* Clearing is a technology-driven correspondent clearing firm based in New York, established in 2019.](https://millionrounds.com/company/rqd-clearing) RQD* Clearing is a technology-driven correspondent clearing firm based in New York, established in 2019. *Founded* 2019 New York, United States **$84M** last round Aug 2026
- 32 [**Stable** Stable is an investment firm dedicated to helping ambitious Founders build investment firms.](https://millionrounds.com/company/stable) Stable is an investment firm dedicated to helping ambitious Founders build investment firms. *Founded* 2009 New York, United States **$80M** last round Sept 2022
- 33 [**Willow Wealth** Willow Wealth provides curated access to private markets across real estate, private credit, private equity, and more.](https://millionrounds.com/company/willow-wealth) Willow Wealth provides curated access to private markets across real estate, private credit, private equity, and more. *Founded* 2015 New York, United States **$77M** last round Jul 2025
- 34 [**Leo Berwick** Leo Berwick provides tax advisory, financial modeling, tax compliance, management consulting, due diligence and deal strategy services.](https://millionrounds.com/company/leo-berwick) Leo Berwick provides tax advisory, financial modeling, tax compliance, management consulting, due diligence and deal strategy services. *Founded* 2020 New York, United States **$75M** last round Jul 2025
- 35 [**Brigit** A financial health app helping every American build a brighter financial future.](https://millionrounds.com/company/brigit) A financial health app helping every American build a brighter financial future. *Founded* 2017 New York, United States **$75M** last round Jan 2024
- 36 [**UnifyApps** UnifyApps is an enterprise technology company founded in 2023, headquartered in Gurugram, India, with additional offices in New York, Dubai, and Hyderabad.](https://millionrounds.com/company/unifyapps) UnifyApps is an enterprise technology company founded in 2023, headquartered in Gurugram, India, with additional offices in New York, Dubai, and Hyderabad. *Founded* 2023 New York, United States **$70M** last round Oct 2025
- 37 [**Datarails** Datarails is an Israeli software development company that specializes in Financial Planning and Analysis (FP&A) solutions.](https://millionrounds.com/company/datarails) Datarails is an Israeli software development company that specializes in Financial Planning and Analysis (FP&A) solutions. *Founded* 2015 New York, United States **$70M** last round Jan 2026
- 38 [**LearnVest** LearnVest is a program that makes financial planning affordable, accessible, and even delightful.](https://millionrounds.com/company/learnvest) LearnVest is a program that makes financial planning affordable, accessible, and even delightful. *Founded* 2007 New York, United States **$69M** last round Apr 2014
- 39 [**TailorMed** Reinventing financial navigation](https://millionrounds.com/company/tailormed) Reinventing financial navigation *Founded* 2016 New York, United States **$68M** last round Nov 2026
- 40 [**Abacum** Abacum is an AI-native Financial Planning and Analysis (FP&A) platform that aims to modernize finance operations for mid-market companies, typically with 200 to](https://millionrounds.com/company/abacum) Abacum is an AI-native Financial Planning and Analysis (FP&A) platform that aims to modernize finance operations for mid-market companies, typically with 200 to *Founded* 2020 New York, United States **$60M** last round Jun 2025
- 41 [**SmartAsset** SmartAsset is a financial technology company based in New York, dedicated to helping individuals make informed personal finance decisions.](https://millionrounds.com/company/smartasset) SmartAsset is a financial technology company based in New York, dedicated to helping individuals make informed personal finance decisions. *Founded* 2012 New York, United States **$56M** last round Aug 2021
- 42 [**Long-Term Stock Exchange** The Long-Term Stock Exchange designs an SEC-regulated national securities exchange that aligns great companies and long-term investors.](https://millionrounds.com/company/long-term-stock-exchange) The Long-Term Stock Exchange designs an SEC-regulated national securities exchange that aligns great companies and long-term investors. *Founded* 2015 New York, United States **$50M** last round Jun 2022
- 43 [**Targeted Lending** Targeted Lending provides equipment financing services offering funding options for businesses.](https://millionrounds.com/company/targeted-lending) Targeted Lending provides equipment financing services offering funding options for businesses. *Founded* 2015 New York, United States **$50M** last round Jan 2026
- 44 [**Maybern** Maybern is a fintech company based in New York that specializes in providing an AI-powered operating system for private fund management.](https://millionrounds.com/company/maybern) Maybern is a fintech company based in New York that specializes in providing an AI-powered operating system for private fund management. *Founded* 2021 New York, United States **$50M** last round Nov 2025
- 45 [**Finance of America Companies** Finance of America Companies is a consumer lending company that offers lending products and services.](https://millionrounds.com/company/finance-of-america-companies) Finance of America Companies is a consumer lending company that offers lending products and services. *Founded* 2013 New York, United States **$50M** last round Dec 2025
- 46 [**Arca Wealth** Arca Wealth is a wealth management firm that combines human advisors with AI to deliver personalized financial advice](https://millionrounds.com/company/arca-wealth) Arca Wealth is a wealth management firm that combines human advisors with AI to deliver personalized financial advice *Founded* - New York, United States **$49M** last round Jun 2026
- 47 [**Octaura** Octaura is a financial software company based in New York, founded in 2022.](https://millionrounds.com/company/octaura) Octaura is a financial software company based in New York, founded in 2022. *Founded* 2022 New York, United States **$47M** last round Jun 2025
- 48 [**ProphetX** ProphetX is a federally regulated peer-to-peer sports prediction exchange and market data platform based in Hoboken, New Jersey.](https://millionrounds.com/company/prophetx) ProphetX is a federally regulated peer-to-peer sports prediction exchange and market data platform based in Hoboken, New Jersey. *Founded* 2018 New York, United States **$46M** last round Jul 2026
- 49 [**Masttro** Masttro is a global wealth technology company that offers a comprehensive SaaS platform designed for aggregating, analyzing, and reporting on assets within an estate.](https://millionrounds.com/company/masttro) Masttro is a global wealth technology company that offers a comprehensive SaaS platform designed for aggregating, analyzing, and reporting on assets within an estate. *Founded* 2010 New York, United States **$43M** last round Mar 2023
- 50 [**Cybera** CYBERA is an AI-powered scam prevention and response company founded in 2020 and based in New York, NY.](https://millionrounds.com/company/cybera) CYBERA is an AI-powered scam prevention and response company founded in 2020 and based in New York, NY. *Founded* 2022 New York, United States **$39M** last round Aug 2026

**Total funding** how the list is ranked

**15 November 2026** updated nightly

**Rounds we track** source: Millionrounds

Companies whose funding rounds we classed in this sector, ranked by the total they have raised in rounds we hold. Nobody pays to be on a list.

## Who backed them?

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[Find their investors](https://millionrounds.com/login?join=1&next=/app/investors)[All top lists](https://millionrounds.com/top-lists)

## More financial services lists

[See all](https://millionrounds.com/top-lists?t=Financial%20Services)

[*HP* *K* *FC* **Financial Services startups in the United States** 1,259 companies · $44B](https://millionrounds.com/top-lists/financial-services-startups-united-states)[*F* *FC* *R* **Financial Services startups in the United Kingdom** 472 companies · $26B](https://millionrounds.com/top-lists/financial-services-startups-united-kingdom)[*HP* *K* *O* **Financial Services startups that raised in 2026** 412 companies · $29B in 2026](https://millionrounds.com/top-lists/financial-services-startups-raised-2026)[*F* *FC* *R* **Financial Services startups in London** 282 companies · $22B](https://millionrounds.com/top-lists/financial-services-startups-london)[*K* *GH* *A* **Financial Services startups founded in 2019** 267 companies · $11B](https://millionrounds.com/top-lists/financial-services-startups-founded-2019)[*C* *M* *J* **Financial Services startups founded in 2020** 262 companies · $4.3B](https://millionrounds.com/top-lists/financial-services-startups-founded-2020)[*FH* *C* *BO* **Financial Services startups founded in 2021** 233 companies · $4.3B](https://millionrounds.com/top-lists/financial-services-startups-founded-2021)[*S* *F* *P* **Financial Services startups founded in 2018** 224 companies · $6.1B](https://millionrounds.com/top-lists/financial-services-startups-founded-2018)

## More lists for New York

[See all](https://millionrounds.com/top-lists?r=New%20York)

[*W* *K* *P* **Startups in New York** 3,729 companies · $67B](https://millionrounds.com/top-lists/startups-new-york)[*F* *VD* *P* **AI startups in New York** 702 companies · $19B](https://millionrounds.com/top-lists/ai-startups-new-york)[*NH* *OH* *R* **Health startups in New York** 406 companies · $14B](https://millionrounds.com/top-lists/health-startups-new-york)[*S* *D* *C* **IT Services startups in New York** 340 companies · $7.1B](https://millionrounds.com/top-lists/it-services-startups-new-york)[*NH* *OH* *NB* **Healthcare startups in New York** 281 companies · $10B](https://millionrounds.com/top-lists/healthcare-startups-new-york)[*K* *P* *I* **Fintech startups in New York** 217 companies · $21B](https://millionrounds.com/top-lists/fintech-startups-new-york)[*F* *VD* *D* **Big Data & Analytics startups in New York** 202 companies · $11B](https://millionrounds.com/top-lists/big-data-startups-new-york)[*F* *P* *TF* **Internet startups in New York** 185 companies · $11B](https://millionrounds.com/top-lists/internet-startups-new-york)