At Just Funded Media we track over 1,000,000 recently funded startups and over 3,800,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 86 Personal Finance funded companies in United States. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Personal Finance Companies & Startups (United States)
Tornado
Tornado is an investing app that advances financial wellness through community, insights & data for investors at all stages.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Internet, Personal Finance, Social Network
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EQUITYMULTIPLE
EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
Last Funding Round: Seed
Industries: Crowdfunding, FinTech, Personal Finance, Real Estate, Real Estate Investment, Wealth Management
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Agora
Agora Services is a provider of digital platform banking solutions.
Last Funding Round: Seed
Industries: Banking, Debit Cards, FinTech, Mobile Payments, Payments, Personal Finance
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Iris
Iris is a social trading stock app which allows users to connect a brokerage account and follow friends’ trades/portfolios in real time.
Last Funding Round: Seed
Industries: Finance, FinTech, Personal Finance, Social Media, Wealth Management
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Honeyfi
Honeyfi is an app that helps couples handle their everyday finances and save for their biggest life goals together.
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Mobile Apps, Personal Finance
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Nexus
Last Funding Round: Pre-Seed
Industries: Consumer Software, Financial Services, Personal Finance
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Vola
Vola utilizes users existing transaction data to help them get small advances, save and build their credit scores.
Last Funding Round: Seed
Industries: Financial Services, Lending, Micro Lending, Personal Finance
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Guac
Guac is a saving app designed to help the user to save while spending towards their goals.
Last Funding Round: Seed
Industries: Apps, FinTech, Personal Finance
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GoodCall.com
GoodCall is a consumer-focused education and personal finance website that launched in April 2015. It is based in Fort Mill, South Carolina.
Last Funding Round: Seed
Industries: Education, Financial Services, FinTech, Personal Finance
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Birch
Birch is democratizing credit card rewards by helping consumers maximize rewards with every purchase.
Last Funding Round: Seed
Industries: Consumer, Credit Cards, Finance, FinTech, Personal Finance, Travel
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Tuttle Ventures, LLC
Investment Management Services – Southern California Registered Investment Advisory Firm. Fundamental Value Equity Investment Strategy.
Last Funding Round: Pre-Seed
Industries: Financial Services, Impact Investing, Personal Finance, Wealth Management
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MortgageHippo
MortgageHippo is a B2B fintech company delivering white-labeled web and mobile-ready digital platforms to banks and mortgage lenders.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance, Real Estate
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The Wealth Factory
Financial Literacy Education Technology Games, Curriculum, and FinTech Products
Last Funding Round: Seed
Industries: Education, Financial Services, FinTech, Information Technology, Personal Finance, Software
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Quiltt
The Quiltt platform empowers anyone to launch modern consumer fintech experiences, no backend required.
Last Funding Round: Seed
Industries: Banking, Developer APIs, Financial Services, FinTech, Personal Finance, Software
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Astra
Astra is an automation platform for the movement of money.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance, Software
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SimplyWise
SimplyWise is a smart filing cabinet that keeps users on track of their data.
Last Funding Round: Seed
Industries: Personal Finance, Retirement
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StellarFi
StellarFi is an app set out to solve one of the biggest economic problems faced by American consumers — access to credit.
Last Funding Round: Seed
Industries: Credit, FinTech, Personal Finance
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Finch
Finch is a seamless, all-in-one account that provides the benefits of investing with the flexibility of checking
Last Funding Round: Seed
Industries: Banking, FinTech, Personal Finance
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Ownwell
Ownwell is an online solution that helps people reduce the cost of owning real estate.
Last Funding Round: Seed
Industries: Commercial Real Estate, Home Services, Personal Finance, Real Estate, Residential
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Finhabits
Finhabits is the leading fintech for U.S. Latinos.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Health Insurance, Personal Finance, Small and Medium Businesses, Wealth Management
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MaxRewards
MaxRewards maximizes credit card rewards, cashback, and benefits.
Last Funding Round: Seed
Industries: Consumer Applications, FinTech, Mobile Apps, Personal Finance
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Tribevest Inc.
Tribevest is OS & banking platform for Investor Groups
Last Funding Round: Seed
Industries: FinTech, Personal Finance, Real Estate Investment, Wealth Management
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Debbie
The first rewards platform for debt payoff.
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Personal Finance
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Rivia Health
Rivia Health brings efficiency to healthcare patient payments.
Last Funding Round: Seed
Industries: Financial Services, Health Care, Medical, Mobile Apps, Mobile Payments, Payments, Personal Finance, SaaS, Software
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Pinch
Pinch makes it easy to build its clients’ credit history just by paying their rent.
Last Funding Round: Seed
Industries: Credit, Financial Services, FinTech, Personal Finance
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Icon Savings Plan
Icon is a portable retirement savings plan company that simplifies retirement benefits for employers.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance, Retirement
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FranShares
FranShares will soon offer investors access to direct franchise location ownership and income for as low as $500.
Last Funding Round: Pre-Seed
Industries: Crowdfunding, Crowdsourcing, Finance, Financial Exchanges, Financial Services, FinTech, Franchise, Funding Platform, Personal Finance
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Savology
Savology is a platform that offers financial planning, financial wellness, and financial coaching.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance
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Zabo
Zabo connects any crypto wallet to any application in a few lines of code.
Last Funding Round: Seed
Industries: Bitcoin, Cryptocurrency, Developer APIs, Finance, Financial Services, FinTech, Personal Finance
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Harvest Platform
Harvest Platform identifies negotiable bank fees and gets refunds, automatically.
Last Funding Round: Seed
Industries: Artificial Intelligence, Banking, Consumer, Financial Services, FinTech, Internet, Personal Finance
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Hiatus
Hiatus is a consumer fintech company committed to improving everyone’s financial health.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Payments, Personal Finance
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SuperMoney
SuperMoney.com helps you make smart financial decisions.
Last Funding Round: Seed
Industries: Finance, Financial Services, Personal Finance
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Pillar
Pillar was a fintech startup that helped people get out of debt. Acquired by Acorns in March 2021
Last Funding Round: Seed
Industries: Internet, Personal Finance
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HonestRobin
The personal finance app for unwealthy
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance
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She’s Well
She’s Well provides subscription plans to help women and couples to preserve their fertility and have children when they’re ready.
Last Funding Round: Seed
Industries: Health Care, Information Technology, Personal Finance, Personal Health
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Guild
Guild is an investing and financial education mobile app focused on helping the military community secure financial freedom
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance, Trading Platform
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Lenme
Lenme is the subscription-based peer-to-peer lending platform in the small amount loan market.
Last Funding Round: Pre-Seed
Industries: Consumer Lending, Financial Services, FinTech, Lending, Micro Lending, Personal Finance
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Wealth Square
Wealth Square is a cryptocurrency platform combining financial tools with registered financial advisor expertise
Last Funding Round: Pre-Seed
Industries: Bitcoin, Blockchain, Cryptocurrency, Financial Services, FinTech, Personal Finance
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Lifesaver
We’re the first universal banking platform for managing, discovering and opening accounts across banks and credit unions.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance
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Thrive Savings
Mobile App, E-commerce, Fintech, Consumer
Last Funding Round: Pre-Seed
Industries: B2C, E-Commerce, FinTech, Personal Finance
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Abe AI
Abe builds conversational banking solutions for progressive banks.
Last Funding Round: Seed
Industries: Artificial Intelligence, Financial Services, Machine Learning, Personal Finance, Software
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Fisecal
Automated Financial Planning Software
Last Funding Round: Pre-Seed
Industries: Embedded Software, Enterprise Software, Finance, Financial Services, FinTech, Internet, Personal Finance, Software, Wealth Management
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Stirlingshire
Better for Clients, Better for Advisors.
Last Funding Round: Seed
Industries: Finance, Financial Exchanges, Financial Services, FinTech, Personal Finance, Stock Exchanges
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Lawnmower
Bitcoin & Blockchain Investing, News & Market Data
Last Funding Round: Seed
Industries: Apps, Bitcoin, FinTech, Personal Finance
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StockSwap
StockSwap is a mobile app that allows users to share stock trades, thoughts, and repost news articles with friends and other users.
Last Funding Round: Pre-Seed
Industries: Finance, Personal Finance, Software
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Edukate
Edukate is a workplace financial wellness provider with a mission to provide every person access to expert financial guidance.
Last Funding Round: Seed
Industries: Employee Benefits, FinTech, Personal Finance, Wellness
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Caregiven
Caregiven’s SaaS-based digital platform is reshaping modern caregiving.
Last Funding Round: Pre-Seed
Industries: Employee Benefits, Personal Finance, Software, Wellness
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CountAbout
CountAbout designs and develops online personal financial management solutions.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance, Software, Wealth Management
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Corevest
Brokerage-Validated Social Trading Platform
Last Funding Round: Pre-Seed
Industries: Consumer Applications, Finance, FinTech, Personal Finance
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HolyTransaction
HolyTransaction is a consumer-oriented multi-currency wallet with integrated exchange.
Last Funding Round: Seed
Industries: Bitcoin, Finance, FinTech, Payments, Personal Finance
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Financial Guard
Financial Guard is an online investment manager that implements investment-related ideas.
Last Funding Round: Seed
Industries: Financial Services, Personal Finance, Retirement
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Bundlefi
It Pays To Keep Your Money Close To Home
Last Funding Round: Seed
Industries: Blockchain, Finance, Financial Services, FinTech, Personal Finance
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TaxDrop
TaxDrop is a mobile app that connects you to a CPA right from your phone. Let’s leave the taxes to the pros
Last Funding Round: Seed
Industries: Accounting, Financial Services, Personal Finance
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MortgageBite.com
An online mortgage shopping platform that creates an anonymous auction where consumers receive competing offers directly from lenders.
Last Funding Round: Seed
Industries: Banking, Financial Services, FinTech, Personal Finance
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BudgetSimple
BudgetSimple is an automated financial planner and free online budget solution that helps people save money and get their finances in order.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance
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Finsophy PBC
Financial innovation and technology for transparent & mission-aligned capital
Last Funding Round: Seed
Industries: Banking, Communities, Finance, Financial Services, FinTech, Personal Finance, Social Impact
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Fincent
Fincent is a small new age finance firm whose mission is to provide services that are relevant to the modern world.
Last Funding Round: Pre-Seed
Industries: Banking, Finance, Financial Services, FinTech, Personal Finance
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Smooth
Smooth is the first financial dashboard that is truly on a lifetime scale.
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance
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Zoro Card
Build credit with a debit card.
Last Funding Round: Seed
Industries: Banking, Credit, Financial Services, FinTech, Personal Finance
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Toshl Inc.
Toshl helps you keep your finances in shape.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Mobile, Personal Finance
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GoodApril
GoodApril is a TechStars-backed tax planning startup.
Last Funding Round: Seed
Industries: Finance, Personal Finance, Software
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Reobee
Real Estate Marketplace For Expats
Last Funding Round: Seed
Industries: Marketplace, Personal Finance, Real Estate, Real Estate Investment
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Ortus Academy
Ortus Academy offers financial intelligence coaching, workshops, and online education to businesses, entrepreneurs, and their teams.
Last Funding Round: Seed
Industries: Consulting, Education, Financial Services, FinTech, Personal Finance
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Exirio
Exirio helps you track your wealth and understand how hard your money is working for you. Any asset, in any currency, on any device. No more spreadsheets to track your investments
Last Funding Round: Seed
Industries: Finance, Financial Services, FinTech, Personal Finance, Software, Wealth Management
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Pretzel
Pretzel is a mobile app that tells the story of your money.
Last Funding Round: Pre-Seed
Industries: Lifestyle, Personal Finance
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Prosperety Technologies Inc
Prosperety pays off consumer debt with advertising revenue.
Last Funding Round: Pre-Seed
Industries: Advertising, Communities, Finance, Financial Services, FinTech, Internet, Personal Finance
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Alka
Alka is a tool that offers a productive way to manage finances.
Last Funding Round: Seed
Industries: FinTech, Personal Finance, Productivity Tools
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Arzus
Debit/Credit Card for Gamers
Last Funding Round: Pre-Seed
Industries: Banking, Credit Cards, Debit Cards, Financial Services, FinTech, Mobile Payments, PC Games, Personal Finance, Video Games
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Littlefund
Littlefund is a smart gifting and savings app for parents to build their child’s financial journey with ease.
Last Funding Round: Seed
Industries: Banking, Financial Services, FinTech, Personal Finance
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Rental Kharma
Rental Kharma helps renters build credit by reporting their rent payments on their credit report.
Last Funding Round: Seed
Industries: Financial Services, Personal Finance
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Oakbridge Insurance
Oakbridge Insurance is an insurance company that is deeply rooted to serve clients across the Southeast.
Last Funding Round: Seed
Industries: Financial Services, Insurance, Personal Finance
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Anasova
Anasova creates more effective and engaging lead generation tools for financial services companies.
Last Funding Round: Pre-Seed
Industries: Advertising Platforms, Digital Media, FinTech, Personal Finance, Software
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Mudani
Mudani is a cross-border investing platform for main street that offers a dual-journey investing model through a gamified experience.
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Personal Finance
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My Susu Inc
Fintech Company that helps people save in peer groups to achieve financial goals and become more financially independent
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Personal Finance
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Divvz
Divvz is a mobile app that helps build trust with users by helping them split, validate, and track the cost of things they share.
Last Funding Round: Pre-Seed
Industries: Apps, Billing, Mobile Payments, Personal Finance, Sharing Economy
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Grifin
Buy Stock Where You Shop
Last Funding Round: Seed
Industries: Apps, E-Commerce, Finance, Personal Finance
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Stokker
Anti-hype social investing app that helps users prevent costly mistakes and even monetize their investing strategies.
Last Funding Round: Pre-Seed
Industries: Content Creators, FinTech, Personal Finance
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Invessence, Inc.
Digital Wealth Management Technology for Asset Managers, Broker-Dealers and Advisors
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance
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TLCengine
Building the end-to-end solution for residential real estate using AI for Search , Offer, Mortgage, Insurance and Title and more marketplace
Last Funding Round: Seed
Industries: Insurance, Lifestyle, Marketplace, Personal Finance, Real Estate, Real Estate Investment
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Inversiones.com
Inversiones.com is a Latin America and U.S.-based Hispanic premier social investment network.
Last Funding Round: Seed
Industries: Finance, Financial Services, Personal Finance
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321Lend, Inc.
321Lend, Inc. was formed in early 2014 in San Francisco, CA by three experienced professionals in finance, technology and management.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Personal Finance, Venture Capital
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myFinancialAnswers
myFinancialAnswers is an online platform that provides financial solutions to its clients.
Last Funding Round: Seed
Industries: Financial Services, FinTech, Internet, Personal Finance
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Personal Estate Manager
Personal Estate Manager provides customers an online means to collect, organize, secure, and track all personal and financial information.
Last Funding Round: Seed
Industries: Finance, Personal Finance
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TextHog
TextHog provides an online platform that helps users track their budgets and expenses.
Last Funding Round: Seed
Industries: Messaging, Personal Finance
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Stock Market Sensei
Machine learning powered financial analysis giving meaningful insights to investors
Last Funding Round: Pre-Seed
Industries: Analytics, Artificial Intelligence, CRM, Crowdfunding, Education, Finance, Financial Services, Machine Learning, Personal Finance, Software
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LendCircle LLC
P2P Financial Lending Marketplace and Network
Last Funding Round: Pre-Seed
Industries: Financial Services, FinTech, Lending, Peer to Peer, Personal Finance
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