Top Financial Services Startups in 2027

InvestCloud is a cloud-based financial services company that develops high-tech scalable solutions enabling businesses to leverage their existing technologies, applications and processes. We are the largest developer of wealth management websites and financial services applets with over 100,000 users on our cloud. Our offices are located in Los Angeles, San Francisco, New York and Tampa, Florida.

India has a vast network of over one lakh co-operative banks, and our goal at OneStack is to transform each of these banks into a NEO BANK. Presently, we are collaborating with more than 130 co-operative banks and co-operative credit societies, serving over 1.75 lakh customers.

Fnality International has been founded to create a network of decentralised Financial Market Infrastructures (dFMIs) to deliver the means of payment-on-chain in tomorrow’s wholesale banking markets. Fnality, backed by a consortium of Financial Institutions including many of the Globally Systemically Important Banks (GSIBs) who sponsored the “USC Project”, believe that there will be widespread adoption of tokenisation, both for new and for existing assets, creating new Value Chains. A means of payment is an essential need for those Value Chains.

CGI is an IT and business consulting company. Their services include business consulting, systems integration, applications, infrastructure, business process, digital transformation, analytics, intelligent automation, cloud, IT modernization, and cybersecurity services. They specialize in providing information technology and business consulting services.

NS Consultancy Global is a security and risk consultancy dedicated to helping organizations operate with confidence in an unpredictable world. We work alongside boards, executives, and operational leaders to clarify risk, strengthen protection, and build resilient organizations that can withstand disruption. Our consultants bring deep experience across security strategy, risk management, and crisis preparedness. We combine analytical rigour with practical insight, turning complex threats into clear choices and actionable plans. Every engagement is tailored, discreet, and aligned with your broader business objectives—not treated as a standalone security exercise. Whether you are safeguarding people and facilities, preparing for critical incidents, or reassuring regulators and stakeholders, NS Consultancy Global acts as a trusted, independent partner. Our focus is simple: to help you anticipate risk, respond decisively, and protect what matters most.

Gradient Labs is the conversational AI platform transforming customer operations in financial services. Headquartered in London, Gradient Labs is powering forward-thinking financial innovators like Yonder, Plum, Sling Money, Lendable, Nala, Penfold, Zego, and more, with AI that understands the complexity and nuance of regulated industries.

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

Whipair helps car dealers and car buyers close deals faster and easier. Today, after a customer agrees on a car, dealers still rely on calls, emails, PDFs, and manual follow-ups to complete the transaction. This slows deals down and causes drop-offs. We built a simple and standard journey that lets dealers go from “yes” to a signed and paid deal in one flow.

DeepRunner AI is revolutionizing the workplace by building AI-powered automations that *empower* human workers. We believe the future of work is collaborative – where AI handles repetitive tasks and humans focus on strategic thinking, creativity, and complex problem-solving. We are a fast-growing startup dedicated to developing cutting-edge solutions for [mention specific industry/industries DeepRunner AI targets]. Our culture is rooted on #Day1, #OneTeam mentality. We offer: • Competitive salary, equity options and benefits • Opportunities for professional growth and development • A dynamic and supportive work environment To learn more about DeepRunner AI and our vision, visit deeprunner.ai

Pledg eliminates friction in everyday commercial transactions by mitigating the counterparty risk. For example, Pledg: - Replaces rental deposits. - Enforces money-back guarantees. - Guarantees future payments.