Companies in the personal finance sector developing innovative solutions and technologies.
Explore 222 recently funded personal finance companies with verified founder contact information and fundraising data.
The most boring investment app combining the ease of a bank fund with the low costs of ETFs. Our direct-to-fund model cuts out the middleman
Meet Zelvo - the organized space for all your money matters.
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.
Penfold is a pension management company that assists its users in tracking their pensions.
Stash develops a personal finance application to combine banking, investing, and advice into one platform.
Bloom Credit helps companies launch valuable lending products, report consumers' payments, and create innovative credit experiences.
Altis is a fintech infrastructure platform that uses key partners and cutting-edge technology to make credit accessible.
Inicio AI is a SaaS platform that builds the conversational AI driven tool that helps in income and expenditure assessment.
Summer is an end-to-end student loan workplace benefit solution that helps employees navigate college costs and reduce student debt.
Tuition.io delivers student loan contributions as a benefit, allowing companies and governments of all sizes to recruit and retain talent.
My Private Shares is a private securities platform for communications, management, and investor relations for businesses.
Abound is a consumer lending financial firm that assesses applicants' financial situations to provide affordable credit options.
Blockpit is offering crypto-tax and -accounting solutions for consumer and enterprise business.
Credit Genius is an American finance company and AI Credit Builder providing credit monitoring, AI insights, and stronger credit management.
Vestnomics Wealth Management provides financial services.
Monkee is a Save Now Buy Later platform that helps consumers purchase without debt & enables retailers to monetize early purchase intent.
Questis is the complete personal finance solution that empowers everyone in the employee benefits ecosystem.
Smart Bank is a softawre firm that has developed an application for money spending management.
Pipo Saúde is a Health Care Insuarance firm offering a platform that sells and manages healthcare benefits from healthcare plan.
Best Egg offers a digital platform that delivers personal finance and lending products with low interest rates.
Yova is the leading digital platform for investing with a sustainability impact and enables its users to achieve financial goals.
Habitto is a digital banking platform that offers personal wealth advice as well as deposits, investments, and insurance services.
The personal finance sector is an active area of startup innovation and venture capital investment. Companies in this space are developing new technologies, platforms, and services that address evolving market needs and create new business opportunities.
Personal Finance companies raise capital across various funding stages, from early seed rounds to late-stage growth financing. Investor interest in this sector is driven by the size of the addressable market, the pace of technology adoption, and the potential for scalable business models.
The personal finance sector is expected to continue evolving as technology advances, market dynamics shift, and new opportunities emerge. Companies that demonstrate strong product-market fit, efficient growth, and clear competitive advantages are well-positioned to attract continued investment.
Here is how funding is distributed among the 222 personal finance companies tracked in the VCBacked database.
Companies in the personal finance sector often overlap with or complement businesses in adjacent industries. Exploring related verticals can help you discover additional companies, identify partnership opportunities, and understand the broader competitive landscape.
Perfect for: B2B sales teams targeting personal finance companies, investors exploring sector opportunities, and service providers looking for funded companies ready to scale.
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