Top Finance Technology Startups in 2027

Helmsted is the AI-native operating system for wealth advisors of complex households. Advisors use Helmsted for financial planning, tax and estate analysis, meetings and their client portal, and our goal is to replace a firm's entire tech stack. We are a small team, live with pilot firms and shipping every day.

Salesforce Sales Cloud Salesforce Service Cloud Salesforce Industries Salesforce Commerce Cloud Salesforce Marketing Cloud Salesforce Field Service Lightning Salesforce Integration Salesforce Appexchange App Development Salesforce Community Cloud

JUDI.AI provides a small business lending analytics platform, credit risk analysis, automated underwriting, cash flow performance monitoring, portfolio reporting, and analytics services. Their customers' inquiries are addressed through phone, email, and online applications.

Intapp provides software and services that enable professional services and capital markets firms to thrive in an increasingly competitive marketplace, enhancing their ability to win more business, operate efficiently, manage risk and drive project and client success. Over 1,100 customers globally, including 96 of the Global 100 law firms, five of the top eight global accounting firms, and more than 400 capital markets and advisory firms, rely on us. We offer a professional services platform – purpose-built for this industry – spanning the entire client life cycle, with solutions for client development, business acceptance and client delivery. Intapp is backed by Temasek and Great Hill Partners. For more information, visit intapp.com

Founded in 2019, Tetra is Canada's first licensed digital asset custodian. Our platform provides enterprise-grade custody of digital assets for institutional investors. Backed by Coinsquare, Canada's premier crypto-asset trading platform, and key executives from traditional financial services, Tetra provides a solution to one of the last remaining problems preventing institutional adoption of the digital asset industry -- custody. Led by a first class team of security and business experts and a board of directors with extensive trust company experience, Tetra delivers the most advanced digital asset storage technology in the industry.

AB User-Centered Design & Engineering (UCD/E) partners with different groups across the firm to create meaningful digital products driven by user research and agile development. We are a highly collaborative, cross-functional team of researchers, designers, developers, and business analysts.