Companies in the personal finance sector developing innovative solutions and technologies.
Explore 216 recently funded personal finance companies with verified founder contact information and fundraising data.
Wealthyhood is a wealth-building app that enables individuals to learn, save, and invest in a private manner.
Kore is an infrastructure platform for regulated intermediaries in the private capital markets.
BTO redefines financial advice, enabling everyone everywhere regardless of net worth or financial acumen, to make better financial decisions
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals.
Abound is a consumer lending financial firm that assesses applicants' financial situations to provide affordable credit options.
Fully-automated withholding tax reclaim platform to make your dividends tax-efficient.
Blockpit is offering crypto-tax and -accounting solutions for consumer and enterprise business.
EarnUp is an intelligent loan payment automation.
Credit Genius is an American finance company and AI Credit Builder providing credit monitoring, AI insights, and stronger credit management.
Bafu provides gamified early wage access with AI-powered repayment optimization for paycheck-to-paycheck workers.
Abundera, Inc. provides AI-driven financial advocacy tools that help individuals identify and recover lost funds.
Stilt offers financial services for immigrants, visa holders, and the underserved.
Climb is a FinTech that helps individuals achieve their financial goals by optimizing their taxes and investments.
Sidekick offers expertly-managed portfolios for the modern investor.
RD Impulsora de Negocios is a financial solutions and business management company that offers loans and Fintech solutions.
ContaFuturo is a platform that builds financial tools for reducing costs and relieving monthly bills.
Fintual is an asset management startup that manages the investments of young professionals who want to invest well.
Array delivers embeddable, custom-branded credit and identity tools, personalized offers, and more.
Ownwell is a property tax monitoring company that helps owners reduce real estate tax overpayments.
Monark Markets is the back-end infrastructure connecting brokerages, advisors and custodians to private markets.
eCLUB is a fintech company that aims to make banking accesible and easier to all in Latin America
Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money.
PropShopTrader is a Financial Services offering firm providing their platform for capital allocation, risk management and trading programs.
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 216 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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