Top Finance Startups in New York, US

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UtiliSave has developed a suite of proprietary software that uses intricate algorithms to capture, scrub, and parse massive amounts of data into meaningful information, imperative for a successful audit. This robust data analysis system allows UtiliSave to conduct more effective and thorough reviews resulting in more lucrative findings and the recovery of greater savings than other firms, year after year.

Qumis is redefining insurance with generative AI. We’re building the leading vertical AI platform for insurance knowledge work—trusted by top brokers, carriers, and claims professionals to analyze complex insurance policies, compare terms, and generate law-firm-quality insights in seconds. Our platform turns generative AI into real productivity gains for an industry that runs on nuance, expertise, and dense legal language. The traction is undeniable: we’ve converted 100% of pilot customers, are growing 20% month over month since first revenue, and have achieved 156% quarter-over-quarter growth in 2025—all without any outbound sales or marketing. We’ve caught lightning in a bottle.

Mercata is a secure AI sidekick for fundamental investors. We turn unstructured internal and external data into a real-time, queryable research environment so analysts and portfolio managers can move faster, ask better questions, and make more confident decisions. With Mercata, research teams ask layered, high-context questions that traverse companies, people, and time, and get traceable, source-linked answers. The system scans filings, press releases, and news in real time and surfaces what is new and factual, highlighting potential impacts on existing investment theses. It frees analysts from data mining so they can produce unique insights and apply their judgment. Teams can integrate proprietary research into Mercata’s dynamic intelligence layer, creating a unified system of record for faster recall, deeper analysis, and clear decision trails.

Technology has revolutionized the operations of public markets. The improvement in capabilities has raised investor expectations and regulatory demands, but the private markets can’t keep up. Global private markets manage $15 trillion dollars. Despite its importance in the global economy, investment managers still run their operations on a patchwork of legacy software providers and manual spreadsheets, creating massive inefficiencies and operational risk. Maybern is changing that. By equipping fund managers with intuitive, flexible fund management software, Maybern is modernizing fund operations, making it more efficient, more accurate, and more seamless. In doing so, Maybern is enabling investment managers to spend more time doing what they do best: creating value for their investors.

We are a leading Compliance advisory firm and RegTech Solution provider. Our platform connects companies around the world with leading Next-Gen Compliance Subject Matter Experts (SMEs) and top-tier RegTech solutions to cover the full spectrum of compliance risk in the digital age transformation. The business environment is continuously evolving with tighter regulations, while compliance turns digital. We give access to the best SMEs in the industry on matters intersecting Compliance, AML, KYC, FinTech, RegTech, Blockchain, Cryptocurrencies and technical implementation. We have also vetted and selected leading partner RegTech solutions, helping you identify what’s best suited for your business needs, saving time and money choosing among different vendors. Our holistic approach to risk help our clients be safe and overcome their reputational risk and financial crime challenges by customizing solutions, combining automated technologies and analytical expertise tailored to specific needs. With flexible and competitive pricing models, our clients can plan, prioritize, and execute against strategic compliance projects without increasing the size of their team or get budget approval. We proudly work with Banking Services, Investment Firms, Money Transfer Providers, FinTechs, Payment companies, Online Lenders, Money Transfer Businesses, Crypto Exchanges, Digital Wallets, and Blockchain companies around the world.

We offer outsourced finance (CFO) and accounting (Controller) services. Finance support includes forecasting, monthly FP&A (e.g. Forecast vs. Actuals), strategic finance/analysis, advisory on fundraises and debt raises, preparation of Board and investor materials, and cash management. Accounting includes financial reporting, accounts payable, accounts receivable, and audit support.

Castle (castle.finance) is building crypto-native treasury management tools that enable organizations to deploy their assets in a risk-conscious manner. Our first product, Vault, is a DeFi savings account that automates the active management of stablecoins. It eliminates the need for DAOs to spend valuable resources doing so and earning them sustainable yield in a risk-managed fashion.