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.
Finary is a platform that allows everybody to track and manage their wealth online.
Atomic is a platform that provides embedded investing and savings products for financial institutions and fintechs.
Juvo is a developer of mobile identity scoring software designed to establish financial identities who are creditworthy.
Lightyear is a digital investing platform that provides access to global equity markets, money market funds, and multi-currency savings.
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
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.
Bloom Credit helps companies launch valuable lending products, report consumers' payments, and create innovative credit experiences.
Inicio AI is a SaaS platform that builds the conversational AI driven tool that helps in income and expenditure assessment.
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.
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.
Investments for the people Earn income through investments usually reserved for institutional investors and high-net-worth individuals.
QPLIX provides a digital wealth management platform for family offices, RIAs, foundations and private banks.
MoneyStack's platform helps clients rebuild their financial lives after a behavioral health crisis, starting with gambling addiction.
Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone :)
Sustainable banking. Green Finance. A bank that funds and promotes Renewable Energy, Solar Power, Wind Power and sustainable agriculture.
Icon is a retirement technology company pioneering Portable Retirement Plans (PRPs) and infrastructure solutions for the industry.
Reach Alternative Investments helps investors and advisors to get access to the world's leading alternative asset investment opportunities.
Beeline is a developer of a digital home loan lending platform intended to simplify the process of financing.
Savvy Wealth is a technology-enabled wealth management firm.
Blockpay is a comprehensive platform that provides global access to essential everyday financial services
HealthNow provides a financial solution that gives control of health. Manage how you access care, when need it.
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.
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