Financial Services startups in New York

Valinor

New York

Valinor is a digital investment firm that offers flexible financial capital for fintech companies.

Capchase

New York

Capchase is a fintech company that provides financial solutions to startups by allowing access to funds as they grow.

Savvy Wealth

New York

Savvy Wealth, Inc. is a tech company and parent of Savvy Advisors, Inc., which provides SEC-registered advisory services. It partners with advisors to modernize human advice using technology, with AI not intended to replace human advice or

OffDeal

New York

OffDeal is an AI-native investment bank for small business owners selling their companies. It raised a $4.7 million seed round from Radical Ventures and Y Combinator, positioning itself as the Goldman Sachs for SMBs and bringing institution

Backpack Pay

New York

Backpack is a payments technology company focused on 529 College Savings Plan payments, aiming to shift the burden off student families so they can focus on their education.

Formulary Financial

New York

A stealth AI startup backed by Khosla Ventures and top-tier investors, it aims to transform fund administration from error-prone paperwork into data-driven intelligence for asset managers and their investors, with AI-powered operations, dat

Trata

New York

Trata provides hedge funds with unbiased, unfiltered stock analysis from anonymous analysts who originate from established funds, lending credibility through anonymity and establishing Trata as a source of independent stock analysis for the

Ramp

New York

Ramp is a fintech company offering an all-in-one platform for modern finance teams, powering the fastest-growing card and bill payment platform in America for 25,000+ businesses, saving 5% and closing books 8x faster; named Fast Company's 2

Ambrook

New York

Ambrook builds financial management tools to help America’s family-run businesses become more profitable and resilient.

Comun

New York

Comun is a New York–based fintech that helps Hispanic immigrants move from cash to the digital economy; led by Andres (CEO) and Abiel (CTO), it has raised $40M and now processes over $1.5B in annual transactions.

Basic Capital

New York

Basic Capital is a fintech company aiming to disrupt America's $1T retirement industry by building the mortgage for retirement and a credit marketplace to unlock market ownership and make wealth accessible to every American.

Equi

New York

Equi provides absolute-return investments uncorrelated to public markets, helping diversify portfolios and protect against market volatility while aiming for wealth compounding even when markets go sideways. Noted by The Wall Street Journal

Atlas Invest

New York City

Atlas Invest is the central hub for all asset- backed debt transactions.

Borderless

New York

Where money knows no boundaries.

Glide

New York

Glide offers an embedded fintech platform that helps legacy institutions like community banks and credit unions modernize experiences; in 2023, it pivoted from a digital bank and crypto app to infrastructure services, drawing on talent from

GrailPay

New York

GrailPay positions itself as a small, lean, agile company led by a seasoned CTO and a Head of Risk.

Portfolio BI

New York

It’s all about data. | PBI Axiom, PBI Vector, & PBI Stratus

Teamshares

New York

Teamshares is an employee ownership platform for small business.

Esusu

New York

Esusu is the nation’s leading financial technology platform advancing credit building and economic mobility.

Rho

New York

Rho is the all-in-one financial platform organizations rely on to manage spend and cash with greater efficiency, control, and visibility.

Talos

New York

Talos is an end-to-end crypto trading platform that provides digital asset trading technology for lenders, brokers, and investors.

Brigit

New York

Brigit develops a financial platform that offers tools for cash advances, credit building, and financial management.

Masterworks

New York

Masterworks is a platform that offers art investment products to the retail investing public.

Wahed

New York

Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and Shariah compliant digital investment platform.

73 Strings

New York

73 Strings is an innovative platform providing comprehensive data extraction, monitoring, and valuation solutions for the private capital industry.

NALA

New York

NALA is a payments company building faster, smarter, and fairer transfers for the next billion. Since 2022, it has grown 120x, raised over $50M, earned Forbes Fintech 50 (2025) recognition, and features alumni from Wise, Stripe, Monzo, Revo

January

New York

Bringing humanity to consumer finance

The Tie

New York

The TIE is the leading provider of information to institutions in digital assets.

Koyfin

New York

The ultimate investing platform for financial data and analytics

Yieldstreet

New York

We empower investors to grow their wealth outside of the stock market through private market alternatives.

Alloy

New York

Alloy is a developer of an identity verification platform used to detect fraud and make identity management effective and simple for banks.

SmartAsset

New York

SmartAsset is an online financial information and advice platform, operating SmartAdvisor—a national marketplace connecting consumers with financial advisors; it reaches about 75 million people monthly and has a $1B+ valuation after a $110M

Glia

New York

Unified Interaction Management: Redefine How You Interact with Customers.

TheGuarantors

New York City

TheGuarantors is a FinTech company that offers innovative risk and financial solutions for the real estate ecosystem.

Droit

New York

Droit builds mission-critical products for regulatory compliance and real-time controls, partnering with leading global financial institutions to deliver forward-looking operational and regulatory solutions. Its patented Droit Adept platfor

NerdWallet

New York

NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.

CardFlight

New York

Building the future of payment technology.

Parker

New York

Parker is a fintech company helping independent business owners scale profitably and achieve financial independence. It has reached millions in card volume in under five months, maintains a waitlist, and recently closed a $5M financing roun