Top Finance Startups in New York, US

We enable financial institutions to acquire, engage, support, and transact with their customers via human-like, intelligent conversations, anytime, anywhere. Kasisto’s conversational AI platform, KAI, powers omni-channel bots and virtual assistants with deep domain expertise across mobile, web, messaging platforms, and IoT devices. Built with the deepest AI portfolio in the industry, KAI is an enterprise-ready platform with self-service tools to customize and continually improve consumer experiences and seamlessly add new features. The agile, modern platform saves companies time and money with easy customization, simple APIs and modern SDKs, deep learning, security and compliance, and fast deployment. Some of the world’s most innovative financial institutions license KAI – DBS Bank, Mastercard, Standard Chartered, TD Bank, Wells Fargo, among others. Together, we're creating entirely new experiences to fulfill requests, solve problems, and predict needs for their customers.

LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

Tradable simplifies syndication, deal management and tokenization workflows for asset managers and provides investors access to the best liquid, institutional-grade private assets.

We’re the most active seed-stage venture firm in the country – and collectively our partners have helped fund and start over 200 companies, so there’s not much we haven’t seen before. We believe in collective teamwork: each portfolio company gets the support of the entire First Round Capital family, not just one board member.

Upwell Water supplies, treats, and manages water assets globally. We own operating and new build assets, partnering with solution providers to provide supply and treatment as a service to customers in need. Water scarcity, pollution, and aging infrastructure are among the greatest challenges of our time. Upwell Water is on the cutting edge of solutions and capital to enable a sustainable water future.

HelixIntel is on a mission to help insurers move from paying for losses to predicting and preventing them. HelixPrevent turns real maintenance activity into risk intelligence carriers can underwrite against, giving insurance partners visibility into equipment condition, maintenance discipline, and emerging failure risk across their books, long before a claim is filed. That intelligence is powered by HelixCMMS, the maintenance platform their insureds use every day to stay organized and proactive.

AI is great at understanding what you're asking for. It's terrible at giving you answers you can trust. Everyone else is trying to make AI more accurate. We made accuracy the only possible outcome by building a platform that separates what AI does well from what code does well. AI handles the conversation. Code handles the truth. The result is the first AI system that can show its work. We automatically ingest data from scattered sources, structure it into a unified platform, and deploy specialized AI agents that conduct deep research with full transparency. Every insight links back to authoritative sources. Every conclusion reveals its reasoning. Every answer can be defended with complete confidence. We're starting in finance, where being wrong costs millions and speed wins deals, but we're building the foundational data layer for the AI era, applicable anywhere that decisions depend on trustworthy data. We're a team of ex-Palantir engineers who built data infrastructure for the world's most demanding organizations. We've raised from top investors, we're working with partners who need this yesterday, and we're building a small team obsessed with foundational technology. If you want to build the platform that becomes the ground truth for AI, we're just getting started.

At Yuzu, we’re building the next-generation health insurance company. We are NOT building a digital brokerage or an AI wrapper - we are going deeper to build the foundational infrastructure required to power tomorrow’s health plans. We believe that software can unlock the ability to build health insurance that is affordable, adaptable, and scalable. Yuzu’s platform will be core to this future.

BEBURAS is a decentralized venture technology syndicate building, funding and scaling technology ventures. We partner with founders, investors and enterprises across Europe, Africa, Asia and North America to provide venture building, fundraising, AI, technology delivery and strategic execution capabilities. By combining capital access, engineering expertise, AI and deep technology, we create a unified execution model for ambitious technology ventures. Core capabilities: Venture Building, Fundraising, Technology Delivery, AI, Technical Due Diligence, Strategic Partnerships, Deep Technology and Digital Transformation. One Partner. Total Execution.