The financial software industry in the US is all about creating innovative solutions that streamline money management, accounting, and investing. Companies design software for both businesses and consumers, helping them automate processes and enhance financial decisions. This industry includes everything from cloud-based accounting platforms to expense management apps. As technology evolves, financial software companies are leveraging artificial intelligence and big data to provide users with smarter tools. Future trends suggest an increased focus on user security and accessibility, ensuring that sophisticated financial management is available to a broader audience, including startups and small businesses.


The investors listed range from venture capital firms to private equity houses, demonstrating a broad spectrum of investment strategies. Most are headquartered in key tech hubs like San Francisco and New York, reflecting the industry’s vibrant ecosystem. Founded between 1984 and 2023, these firms collectively made 1,258 deals in 2024, indicating a robust appetite for investment in financial software. With teams sizes typically spanning from 10 to over 10,000 employees, their contributions are vital in navigating the intricate world of financial technology, making them influential players in shaping the future of finance.


Top 19 Financial Software Investors in the US


1. Y Combinator

  • Website: ycombinator.com
  • Type: Venture Capital
  • Headquarters: San Francisco, California, United States (USA)
  • Founded year: 2005
  • Headcount: 51-200
  • Number of deals in 2024: 802
  • LinkedIn: y-combinator

Y Combinator is a leading startup accelerator and venture capital firm based in San Francisco, California, founded in 2005. The firm provides funding and mentorship to early-stage technology companies, helping entrepreneurs launch and grow their businesses through structured programs, resources like the Startup School, and co-founder matching services. Y Combinator has successfully launched over 4,000 startups, making it a key player in the technology startup ecosystem. Notably, Y Combinator has been involved in significant transactions within the financial software space, particularly with Brex, a financial technology company. Brex raised substantial funding through multiple rounds, including $425 million in Series D on April 26, 2021, and $300 million in Series D on January 11, 2021. These investments underscore Y Combinator's commitment to supporting innovative financial software solutions.


2. 500 Global

  • Website: 500.co
  • Type: Venture Capital
  • Headquarters: San Francisco, California, United States (USA)
  • Founded year: 2010
  • Headcount: 201-500
  • Number of deals in 2024: 98
  • LinkedIn: 500-startups

500 Global is a venture capital firm and startup accelerator based in San Francisco, California, founded in 2010. The firm specializes in investing in early-stage technology companies, providing not only funding but also mentorship and resources to help founders scale their businesses. With a global focus, 500 Global has made significant investments in various sectors, including financial software. Noteworthy transactions include their participation in funding rounds for ContaAzul, a Brazilian company that develops accounting and invoicing platforms, where they were involved in multiple rounds (Seed, Series A, and Series C) to support the company's growth and product development. Additionally, they invested in Mercury, a banking platform designed for startups, which raised $20 million in a Series A funding round. These investments highlight 500 Global's commitment to fostering innovation in the financial software space, alongside their broader technology investment strategy.


3. Plug and Play Tech Center


Plug and Play Tech Center is an innovation hub and venture capital firm based in Sunnyvale, California, founded in 2006. They connect startups with corporations to foster growth and innovation, offering various programs including accelerator initiatives and investment opportunities. In 2024 alone, they have made 253 investments, showcasing their active role in the startup ecosystem. Notably, they have invested in financial software companies such as Fintesa, which raised $50,000 in a seed round, and FundGuard, a cloud-based investment funds operating system that raised $4 million to enhance its platform. These transactions highlight Plug and Play's commitment to supporting the development of financial technology solutions, reinforcing their relevance in the financial software sector.


4. Deep Tech Fund (an Alumni Ventures Fund)

  • Website: av.vc
  • Type: Venture Capital
  • Headquarters: Manchester, New Hampshire, United States (USA)
  • Founded year: 2023
  • Headcount: 51-200
  • Number of deals in 2024: 258
  • LinkedIn: deep-tech-fund-av-focused-fund

Deep Tech Fund (an Alumni Ventures Fund) is a venture capital firm based in Manchester, New Hampshire, founded in 2023. The firm provides accredited investors and institutions with access to professionally-managed, diversified venture portfolios, leveraging a network of over 10,000 investors to connect them with high-quality investment opportunities in the startup ecosystem. Notably, the fund has been involved in several transactions within the financial software space, including a $20M Series B funding round for Jirav, a financial planning and analysis solution, and participation in funding rounds for Cube, a company focused on financial management software. These investments highlight the fund's commitment to supporting innovative financial software solutions, making it a relevant player in this sector.


5. Insight Partners

  • Website: insightpartners.com
  • Type: Venture Capital
  • Headquarters: New York, New York, United States (USA)
  • Founded year: 1995
  • Headcount: 201-500
  • Number of deals in 2024: 64
  • LinkedIn: insight--partners

Insight Partners is a venture capital firm based in New York, founded in 1995, with over $75 billion in assets under management. The firm specializes in providing investment and advisory services to high-growth technology and software companies. Notably, Insight Partners has been involved in several significant transactions in the financial software space, including multiple funding rounds for Divvy, a fintech startup that raised a total of $165 million in Series D, $200 million in Series C, and $35 million in Series B funding. This demonstrates their commitment to supporting innovative financial software solutions. Additionally, they participated in funding rounds for Kony, an enterprise mobility company, which, while not exclusively financial software, indicates their broader interest in technology solutions that may intersect with financial services.


6. Tiger Global

  • Website: tigerglobal.com
  • Type: Venture Capital
  • Headquarters: New York, New York, United States (USA)
  • Founded year: 2001
  • Headcount: 51-200
  • Number of deals in 2024: 25
  • LinkedIn: tiger-global-management

Tiger Global Management, LLC is a prominent investment firm based in New York, specializing in both public and private equity investments. Founded in 2001, the firm manages approximately $50 billion and focuses on innovative companies leveraging technology. Tiger Global's client base includes institutional investors and high-net-worth individuals seeking expert investment management and advisory services. Notably, Tiger Global has been involved in several key transactions within the financial software space, including a $300 million Series C investment in HighRadius, a leader in order-to-cash and treasury SaaS solutions, and a €33.8 million Series B investment in Codat, a fintech startup that enhances data integration for financial services. These investments highlight Tiger Global's commitment to supporting innovative financial software companies and expanding their market reach.


7. Accel

  • Website: accel.com
  • Type: Venture Capital
  • Headquarters: Palo Alto, California, United States (USA)
  • Founded year: 1983
  • Headcount: 51-200
  • Number of deals in 2024: 101
  • LinkedIn: accel-vc

Accel is a venture capital firm founded in 1983, based in Palo Alto, California, with additional offices in San Francisco, London, India, and China. The firm specializes in investing in startups and early-stage companies primarily within the technology sector. Accel has been actively involved in the financial software industry, with notable investments including Soldo, a leading European pay and spend automation fintech, where they participated in multiple funding rounds (Series A, B, and C) to support its growth and international expansion. Additionally, Accel invested in Yodlee, a US provider of online bill payment and account aggregation technology, which raised significant funding to enhance its BillPay software and services. These transactions highlight Accel's engagement in the financial software space, making them a relevant player in this sector.


8. FJ Labs

  • Website: fjlabs.com
  • Type: Venture Capital
  • Headquarters: New York, New York, United States (USA)
  • Founded year: 2015
  • Headcount: 11-50
  • Number of deals in 2024: 169
  • LinkedIn: fj-labs

FJ Labs is a venture capital firm based in New York, founded in 2015, that specializes in investing in marketplace and network effect businesses. With a portfolio of over 1,000 companies, many of which have achieved unicorn status, FJ Labs provides capital and strategic guidance to entrepreneurs across various industries, including e-commerce and logistics. Notably, FJ Labs has invested in financial software companies such as Ledge, which raised $9 million in Seed funding to enhance its automated finance operations platform and treasury management capabilities. Additionally, they participated in funding rounds for Simetrik, a financial reconciliation platform that raised $55 million in Series B funding in 2024 and $4.5 million in Series A funding in 2023. These transactions highlight FJ Labs' commitment to supporting innovative solutions in the financial software space.


9. SV Angel

  • Website: svangel.com
  • Type: Venture Capital
  • Headquarters: San Francisco, California, United States (USA)
  • Founded year: 2009
  • Headcount: 1-10
  • Number of deals in 2024: 44
  • LinkedIn: sv-angel

SV Angel is a venture capital firm based in San Francisco, California, founded in 2009. The firm specializes in investing in and supporting early-stage and growth-stage technology companies. With a small team of 1-10 members, SV Angel focuses on fostering innovation and helping startups navigate business development challenges. Notably, SV Angel has invested in several prominent financial software companies, including Brex, which raised $57 million in a Series B round, Mercury, which secured $4.9 million in a Seed round, and Stripe, which raised $2 million in its Seed round. These investments highlight SV Angel's commitment to the financial technology sector and its role in supporting the growth of innovative financial solutions.


10. Liquid 2 Ventures

  • Website: liquid2.vc
  • Type: Venture Capital
  • Headquarters: San Francisco, California, United States (USA)
  • Founded year: 2015
  • Headcount: 1-10
  • Number of deals in 2024: 91
  • LinkedIn: liquid-2-ventures

Liquid 2 Ventures is a venture capital firm based in San Francisco, California, founded in 2015. The firm specializes in investing in technology startups at the pre-seed and seed stages, as well as growth-stage companies. They provide capital, mentorship, and access to a vast network of industry insiders to help founders navigate their entrepreneurial journeys. Notably, Liquid 2 Ventures has invested in several companies within the financial software sector, including ZipBooks, an accounting software startup that raised $2 million in seed funding, and Mercury, which raised over $4.9 million in a seed round. Additionally, they have invested in Clara and Modernbanc, both of which are also relevant to the financial technology landscape. Their focus on supporting exceptional founders to build lasting companies positions them as a significant player in the financial software investment arena.


11. Salesforce Ventures


Salesforce Ventures is a venture capital firm based in San Francisco, California, founded in 2009. The firm specializes in investing in innovative enterprise software companies, providing not only funding but also strategic guidance and access to a network of industry leaders to help startups grow from seed to IPO. Among their notable transactions, Salesforce Ventures has invested in nCino, a company that offers cloud-based operating solutions for the financial services industry. They participated in multiple funding rounds for nCino, including a significant Series B round in 2015, which raised $29 million, and subsequent rounds in 2018 and 2019, showcasing their ongoing support for financial software solutions. Additionally, they have invested in Workday Adaptive Planning, which, while not exclusively a financial software company, operates in the broader financial management space. This involvement in financial software-related companies highlights Salesforce Ventures' relevance in this sector.


12. Goldman Sachs

  • Website: goldmansachs.com
  • Type: Private Equity
  • Headquarters: New York, New York, United States (USA)
  • Founded year: 1998
  • Headcount: 10001+
  • Number of deals in 2024: 59
  • LinkedIn: goldman-sachs

Goldman Sachs is an investment bank and financial services firm founded in 1998, headquartered in New York, New York. With over 10,000 employees, the firm provides a wide range of services including investment banking, asset management, and wealth management. Goldman Sachs serves a diverse clientele, including corporations, financial institutions, and individuals, helping them navigate complex financial challenges. Notably, Goldman Sachs has been active in the financial software sector, leading significant funding rounds for companies like Tradeshift, which raised $250 million in its Series E funding round to expand its platform and invest in emerging technologies. Additionally, they have invested in Ramp, a financial technology company that raised substantial amounts in both debt financing and Series B funding, and Clara, which also secured $150 million in debt financing. These transactions highlight Goldman Sachs' commitment to supporting innovation in the financial software industry.


13. Silicon Valley Bank

  • Website: svb.com
  • Type: Venture Capital
  • Headquarters: Santa Clara, California, United States (USA)
  • Founded year: 1983
  • Headcount: 5001-10000
  • Number of deals in 2024: 31
  • LinkedIn: silicon-valley-bank

Silicon Valley Bank is a commercial bank founded in 1983, located in Santa Clara, California. It specializes in providing financial services to the innovation economy, particularly tech startups and venture capital firms. The bank offers a range of products including business banking, global payments, and asset management, helping clients navigate financial challenges and support their growth. Notably, Silicon Valley Bank has been involved in several significant transactions within the financial software sector. For instance, they led a $50 million funding round for Bill.com in 2015, which helped the company enhance its technology and expand its services. Additionally, they provided debt financing to Sage Intacct, contributing $40 million in 2016 and $15 million in 2014, as well as a $6 million line of credit in 2012. These investments highlight their active role in supporting the growth of financial software companies, making them a relevant player in this industry.


14. Bessemer Venture Partners

  • Website: bvp.com
  • Type: Venture Capital
  • Headquarters: San Francisco, California, United States (USA)
  • Founded year: 1911
  • Headcount: 11-50
  • Number of deals in 2024: 78
  • LinkedIn: bessemer-venture-partners

Bessemer Venture Partners is a venture capital firm founded in 1911, based in San Francisco, California. The firm specializes in providing funding and investment management services to startups and growth-stage companies across various sectors, including technology and healthcare. Notably, Bessemer has been actively involved in the financial software industry, particularly through their investments in Sage Intacct, a leading SaaS/cloud financial management company. They participated in multiple funding rounds for Sage Intacct, including a $15 million debt financing and a $30 million Series G round in 2014, as well as earlier investments in 2011 and 2008. These transactions highlight Bessemer's strategic focus on supporting innovative financial software solutions, making them a relevant player in this sector.


15. General Catalyst


General Catalyst is a venture capital firm founded in 2000, based in San Francisco, California. The firm specializes in early-stage and growth investments across various industries, including technology and healthcare. Notably, General Catalyst has been active in the financial software sector, with significant investments in companies like Ramp, a fintech startup that has raised substantial capital in multiple funding rounds, including $200 million in Series C and $150 million in Series D. Ramp focuses on providing financial management solutions, showcasing General Catalyst's commitment to supporting innovative financial software companies. Additionally, their investment in Clara, which raised $40 million in debt financing, further highlights their engagement in the financial technology landscape. Through these investments, General Catalyst provides capital and strategic guidance to help these companies scale their operations effectively.


16. New Enterprise Associates (NEA)

  • Website: nea.com
  • Type: Venture Capital
  • Headquarters: Menlo Park, California, United States (USA)
  • Founded year: 1977
  • Headcount: 51-200
  • Number of deals in 2024: 57
  • LinkedIn: new-enterprise-associates

New Enterprise Associates (NEA) is a prominent venture capital firm based in Menlo Park, California, founded in 1977. NEA specializes in investment management and advisory services for startups, particularly in technology and healthcare sectors. The firm is known for its collaborative approach, emphasizing long-term relationships with entrepreneurs. NEA has made significant investments in the financial software space, including leading a $75 million Series E funding round for Workday, a provider of financial and human resources SaaS solutions. Additionally, NEA led a $200 million Series C funding round for Divvy, a fintech startup that focuses on expense management and financial services. NEA also invested in Ledge, which is enhancing its automated finance operations platform. These transactions highlight NEA's active role in supporting innovative financial software companies, showcasing its commitment to this sector.


17. Gaingels

  • Website: gaingels.com
  • Type: Venture Capital
  • Headquarters: Burlington, Vermont, United States (USA)
  • Founded year: 2015
  • Headcount: 11-50
  • Number of deals in 2024: 60
  • LinkedIn: gaingels

Gaingels is a venture capital firm founded in 2015, based in Burlington, Vermont, dedicated to investing in companies with diverse leadership. The firm provides capital and support to startups, particularly those led by underrepresented groups, to foster diversity and inclusion in the innovation economy. Gaingels has been involved in significant transactions within the financial software sector, including a $130 million funding round for FreshBooks, a Canadian accounting software leader, and a $552 million Series D funding round for Qonto, a French business banking startup. These investments highlight Gaingels' commitment to supporting innovative financial software solutions while promoting diversity in leadership.


18. Soma Capital

  • Website: somacap.com
  • Type: Venture Capital
  • Headquarters: San Francisco, California, United States (USA)
  • Founded year: 2015
  • Headcount: 11-50
  • Number of deals in 2024: 41
  • LinkedIn: soma-capital

Soma Capital is a venture capital firm based in San Francisco, California, founded in 2015. The firm specializes in early-stage investments across various sectors, including technology and finance. With a portfolio that boasts over 20 unicorns, Soma Capital is dedicated to empowering talented entrepreneurs and teams that are developing groundbreaking solutions. Notably, Soma Capital has made significant investments in the financial software space, including Ramp, a financial management platform, and Clara, a startup focused on financial services. Additionally, they invested in BukuWarung, an Indonesian fintech startup, and ContaLink, a Mexican fintech company that automates accounting processes. These transactions highlight Soma Capital's active role in the financial software industry, showcasing their commitment to fostering innovation in this sector.


19. Intel Capital

  • Website: intelcapital.com
  • Type: Venture Capital
  • Headquarters: Santa Clara, California, United States (USA)
  • Founded year: 1991
  • Headcount: 11-50
  • Number of deals in 2024: 23
  • LinkedIn: intelcapital

Intel Capital is a venture capital firm based in Santa Clara, California, founded in 1991. The firm invests in early-stage technology companies, with a focus on areas such as AI, cloud computing, and semiconductor technologies. In addition to these sectors, Intel Capital has made notable investments in the financial software industry. For instance, they invested in iZettle, a Swedish payments startup that raised significant funding in multiple rounds, including $67 million in 2015 and $61.9 million in 2014. They also participated in the Series D funding round for Clear2Pay, which raised $19.8 million in 2006. Furthermore, Intel Capital was involved in R3, a company focused on blockchain technology for financial institutions, which raised $107 million in its series A fundraising. These transactions highlight Intel Capital's engagement in the financial software space, providing them with a strategic position to support innovation in this sector.



Financial Software Insights: Key Investors in the US


InvestorHeadquarterSizeFoundedDeals 2024
Y CombinatorSan Francisco, California, United States (USA)51-2002005802
500 GlobalSan Francisco, California, United States (USA)201-500201098
Plug and Play Tech CenterSunnyvale, California, United States (USA)501-10002006253
Deep Tech Fund (an Alumni Ventures Fund)Manchester, New Hampshire, United States (USA)51-2002023258
Insight PartnersNew York, New York, United States (USA)201-500199564
Tiger GlobalNew York, New York, United States (USA)51-200200125
AccelPalo Alto, California, United States (USA)51-2001983101
FJ LabsNew York, New York, United States (USA)11-502015169
SV AngelSan Francisco, California, United States (USA)1-10200944
Liquid 2 VenturesSan Francisco, California, United States (USA)1-10201591
Salesforce VenturesSan Francisco, California, United States (USA)11-50200958
Goldman SachsNew York, New York, United States (USA)10001+199859
Silicon Valley BankSanta Clara, California, United States (USA)5001-10000198331
Bessemer Venture PartnersSan Francisco, California, United States (USA)11-50191178
General CatalystSan Francisco, California, United States (USA)51-2002000144
New Enterprise Associates (NEA)Menlo Park, California, United States (USA)51-200197757
GaingelsBurlington, Vermont, United States (USA)11-50201560
Soma CapitalSan Francisco, California, United States (USA)11-50201541
Intel CapitalSanta Clara, California, United States (USA)11-50199123


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