Mark Smith
This article showcases our top picks for the best Colorado based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Colorado Personal Finance Startups
Data sourced from Crunchbase and SemRush.
TIFIN
Crunchbase Website Twitter Facebook Linkedin
TIFIN is a platform that creates and operates fintech companies in wealth management, investments, and personal finance.
Kelly Klee
Crunchbase Website Twitter Facebook Linkedin
Kelly Klee is a digital insurance broker providing plans designed to cover important personal assets and wealth.
EARNEDCARD
Crunchbase Website Twitter Facebook Linkedin
EARNEDCARD provides access to workers’ unpaid wages, before every payday, with its hybrid credit/debit card.
LendingRobot
Crunchbase Website Twitter Facebook Linkedin
LendingRobot operates as a robo-advisor investment platform.
iLending
Crunchbase Website Twitter Facebook Linkedin
iLending is a financial services company providing car loan refinancing.
American Financing
Crunchbase Website Twitter Facebook Linkedin
American Financing is a national mortgage banker, licensed in all 50 states.
Rental Kharma
Crunchbase Website Twitter Facebook Linkedin
Rental Kharma helps renters build credit by reporting their rent payments on their credit report.
Denver Employees Retirement Plan
Crunchbase Website Twitter Facebook Linkedin
Denver Employees Retirement Plan is a comprehensive provider of retirement benefits, programs, and services.
Wallet Squirrel
Crunchbase Website Twitter Facebook Linkedin
Wallet Squirrel is a personal finance blog focused on both how to make extra money on the side, and the benefits of investing it.
Divvz
Crunchbase Website Twitter Facebook Linkedin
Divvz is a mobile app that helps build trust with users by helping them split, validate, and track the cost of things they share.
Aurora Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Aurora Federal Credit Union provides banking and financial services.
Level Up Financial Planning
Crunchbase Website Twitter Facebook Linkedin
Level Up Financial Planning offers financial planning/coaching services for Gen X/Y professionals in the tech industry.
Bonfire Financial
Crunchbase Website Twitter Facebook Linkedin
Bonfire Financial is a financial service company.
Wealth Logic
Crunchbase Website Twitter Facebook Linkedin
Wealth Logic is a financial planning, and advisory firm.
Modern Mortgage
Crunchbase Website Twitter Facebook Linkedin
Modern Mortgage is a financial service firm that offers a complete range of veterans administration and federal housing loans solutions.
NannyChex
Crunchbase Website Twitter Facebook Linkedin
NannyChex provides payroll and tax service for household employers.
Benton Capital Mortgage Lending
Crunchbase Website Twitter Facebook Linkedin
Benton Capital Mortgage Lending provides purchasing and refinancing services.
Plan&Act
Crunchbase Website Twitter Facebook Linkedin
Plan&Act is a free financial planning service platform that offers independent money management.
Bync
Crunchbase Website Twitter Facebook Linkedin
Bync provides a free service that syncs to users’ banks and credit cards, and delivers relevant deals.
Sanitas Peak
Crunchbase Website Twitter Facebook Linkedin
Sanitas Peak is a financial service firm that offers investment in the hemp industry which is believed to be sustainable and fast growing.
Masten Valuation
Crunchbase Website Twitter Facebook Linkedin
Masten Valuation provides financial forensics, valuation, and litigation support for private businesses and commercial litigation.
Better Wealth Solutions
Crunchbase Website Twitter Facebook Linkedin
Better Wealth Solutions is a financial consulting firm that offers education and coaching on financial products and services virtually.
Michael Sailor Insurance
Crunchbase Website Twitter Facebook Linkedin
Michael Sailor Insurance offers insurance coverage for medicare, dental, vision, and long or short term life.
Peace of Mind
Crunchbase Website Twitter Facebook Linkedin
Peace of Mind is a pioneering platform that specializes in providing integrated financial planning services to widows, widowers & divorcees.
Martin Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Martin Insurance Group is an insurance agency that offers services including personal insurance, health insurance, and business insurance.
Jackson Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Jackson Insurance Agency offers insurance services for auto, homeowners, renters, landlords dwelling, builders risk, bonds, and flood.
Progress Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Progress Wealth Management offers financial planning and wealth management services.
I Can Help You Organize
Crunchbase Website Twitter Facebook Linkedin
I Can Help You Organize provides personal health insurance claims consulting services.
AdvisorLoans
Crunchbase Website Twitter Facebook Linkedin
AdvisorLoans exclusively provides lending solutions to advisors and firms in the financial services industry.
Berrian Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Berrian Insurance Group offers business owners, pharmaceutical, cyber liability, construction, warehouse, aviation, and flood insurance.
Colorado Jumpstart Coalition
Crunchbase Website Twitter Facebook Linkedin
Colorado Jumpstart Coalition provides education that helps develop financial capabilities of the youth and improve the quality of life.
Parker-Douglas Insurance
Crunchbase Website Twitter Facebook Linkedin
Parker-Douglas Insurance offers a wide range of insurance coverage for homeowners, auto, motorcycle, earthquake, and industrial businesses.
Schleibaum & Associates
Crunchbase Website Twitter Facebook Linkedin
Schleibaum & Associates provides insurance services for life, health, dental, vision, and disability, as well as executive benefits.
Tuxworth & Associates
Crunchbase Website Twitter Facebook Linkedin
Tuxworth & Associates is a financial and accounting firm.
