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Personal Finance Startups

Updated November 2026

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.

Total Companies
222
Total Funding
$143.5M
Avg Funding
$5.7M
Global Reach
12
countries

Top Cities for Personal Finance

Riga
Múnchen
Washington
Atlanta
London
San Francisco

Recently Funded Companies

Export
Riga, Latvia

Investments for the people Earn income through investments usually reserved for institutional investors and high-net-worth individuals.

$586K raised
Nov 2024

Founder Contacts

41,000+ verified contacts

Múnchen, Germany

QPLIX provides a digital wealth management platform for family offices, RIAs, foundations and private banks.

$26.5M raised
Nov 2024

Founder Contacts

41,000+ verified contacts

Washington, United States

Empowering first-time home buyers to achieve their dream of homeownership with confidence and ease

$4.1M raised
Nov 2024

Founder Contacts

41,000+ verified contacts

Atlanta, United States

Greenlight is a debit card and money app that provides an all-in-one money management platform for families and parents.

Nov 2024

Founder Contacts

41,000+ verified contacts

Atlanta, United States

Groundfloor is a crowdsourced real estate investing and lending platform that makes private capital markets open to all.

$1.1M raised
Nov 2024

Founder Contacts

41,000+ verified contacts

London, United Kingdom

PensionBee is a consumer retirement company that simplifies pension consolidation and management.

$25.9M raised
Oct 2024

Founder Contacts

41,000+ verified contacts

San Francisco, United States

Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :)

$3.3M raised
Oct 2024

Founder Contacts

41,000+ verified contacts

Hamburg, Germany

Sustainable banking. Green Finance. A bank that funds and promotes Renewable Energy, Solar Power, Wind Power and sustainable agriculture.

$5.4M raised
Oct 2024

Founder Contacts

41,000+ verified contacts

San Francisco, United States

Icon is a retirement technology company pioneering Portable Retirement Plans (PRPs) and infrastructure solutions for the industry.

$9.2M raised
Sep 2024

Founder Contacts

41,000+ verified contacts

Sydney, Australia

Reach Alternative Investments helps investors and advisors to get access to the world's leading alternative asset investment opportunities.

$2.0M raised
Sep 2024

Founder Contacts

41,000+ verified contacts

Colombo, Brazil

Xtreme Solution is an AI powered CRM platform where users can create accounts, transactions, customize dashboards and handle card management

$110K raised
Aug 2024

Founder Contacts

41,000+ verified contacts

Providence, United States

Beeline is a developer of a digital home loan lending platform intended to simplify the process of financing.

$575K raised
Aug 2024

Founder Contacts

41,000+ verified contacts

New York, United States

Savvy Wealth is a technology-enabled wealth management firm.

$15.5M raised
Aug 2024

Founder Contacts

41,000+ verified contacts

Dallas, United States

AlgoPear is a B2B embedded agentic wealth building platform for community financial institutions looking to engage and attract young adults

$520K raised
Aug 2024

Founder Contacts

41,000+ verified contacts

Puebla, Mexico

Blockpay is a comprehensive platform that provides global access to essential everyday financial services

$675K raised
Jul 2024

Founder Contacts

41,000+ verified contacts

London, United Kingdom

Currensea is a FinTech company that offers a direct debit travel card that allows users to make transactions in multiple currencies.

$4.2M raised
Jul 2024

Founder Contacts

41,000+ verified contacts

Auckland, New Zealand

HealthNow provides a financial solution that gives control of health. Manage how you access care, when need it.

$2.1M raised
Jun 2024

Founder Contacts

41,000+ verified contacts

San Francisco, United States

The missing identity layer for financial services. Verify bank, income, investment, crypto data for loans, wealth and tax services.

$360K raised
Jun 2024

Founder Contacts

41,000+ verified contacts

Menlo Park, United States

Astra is the platform for moving money instantly and securely

May 2024

Founder Contacts

41,000+ verified contacts

Dublin, Ireland

STRATxAI is a WealthTech Company specialising in AI-driven Model Portfolios for Advisors and Institutional Investors

$1.6M raised
May 2024

Founder Contacts

41,000+ verified contacts

Madrid, Spain

Fintonic is a free application that enables anyone to organize accounts and saving money.

Apr 2024

Founder Contacts

41,000+ verified contacts

Milano, Italy

The digital platform that helps 3M Italian freelancers and small business manage finance and taxes

Apr 2024

Founder Contacts

41,000+ verified contacts

Singapore, Singapore

Plena Finance is the first crypto Super App powered by Account Abstraction

$5.0M raised
Apr 2024

Founder Contacts

41,000+ verified contacts

Sydney, Australia

Angle Auto Finance is a financial firm that offers auto loans, lending, commercial lending, leasing, and personal finance.

$33.1M raised
Mar 2024

Founder Contacts

41,000+ verified contacts

New York, United States

OneEleven is a financial wellness platform that helps people to live happier lives while helping businesses increase profits.

$1.5M raised
Mar 2024

Founder Contacts

41,000+ verified contacts

Showing 76 to 100 of 222 companies

About the Personal Finance Startup Ecosystem

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.

Funding Trends in Personal Finance

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.

Growth Outlook

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.

Personal Finance Funding Breakdown

Here is how funding is distributed among the 222 personal finance companies tracked in the VCBacked database.

Average Funding
$5.7M
Total Funding Tracked
$143.5M
Countries Represented
12

Distribution by Funding Stage

Other25 companies

Top Cities for Personal Finance

1.San Francisco
3 companies$12.9M
2.Atlanta
2 companies$1.1M
3.London
2 companies$30.1M
4.Sydney
2 companies$35.1M
5.New York
2 companies$17.0M

Related Industries

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.

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