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50 Best New York City Personal Finance Companies and Startups

This article showcases our top picks for the best New York City 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

Top New York City Personal Finance Startups

Data sourced from Crunchbase and SemRush.

Stash

Stash

Crunchbase Website Twitter Facebook Linkedin

Stash is a personal finance app that combines banking, investing, and advice into one platform.

SmartAsset

SmartAsset

Crunchbase Website Twitter Facebook Linkedin

SmartAsset is the web’s go-to resource for financial advice connecting consumers with financial advisors.

SmartAsset

Tornado

Crunchbase Website Twitter Facebook Linkedin

Nvstr is now Tornado! Backed by Marc Lore, Alex Rodriguez & Dave Portnoy. Advancing our mission of financial wellness.

SmartAsset

Brigit

Crunchbase Website Twitter Facebook Linkedin

A financial health app helping every American build a brighter financial future.

SmartAsset

Catch

Crunchbase Website Twitter Facebook Linkedin

Catch creates a new personal safety net that is accessible, affordable, and effective.

SmartAsset

FutureFuel.io

Crunchbase Website Twitter Facebook Linkedin

FutureFuel.io empowers employers and financial institutions to deploy digital solutions designed to crush student debt.

SmartAsset

Qapital

Crunchbase Website Twitter Facebook Linkedin

Qapital empowers people to maximize their happiness by saving, spending, and investing with goals in mind.

SmartAsset

HonestRobin

Crunchbase Website Twitter Facebook Linkedin

The personal finance app for unwealthy

SmartAsset

Zoe Financial

Crunchbase Website Twitter Facebook Linkedin

Zoe Financial helps its customers find an independent and fiduciary financial advisor.

SmartAsset

BloomCredit

Crunchbase Website Twitter Facebook Linkedin

Bloom Credit is a fintech platform that works to improve the financial eligibility of people declines for lending products.

SmartAsset

LearnVest

Crunchbase Website Twitter Facebook Linkedin

LearnVest is a program that makes financial planning affordable, accessible, and even delightful.

SmartAsset

FeeX

Crunchbase Website Twitter Facebook Linkedin

FeeX provides automated in depth and personalized financial analysis for retirement accounts.

SmartAsset

Status Money

Crunchbase Website Twitter Facebook Linkedin

Status Money is a social personal finance app that enables people to compare finances and crowdsource advice from peers.

SmartAsset

Pillar Life

Crunchbase Website Twitter Facebook Linkedin

Pillar is a digital platform that helps families better protect and care for their aging loved ones.

SmartAsset

EQUITYMULTIPLE

Crunchbase Website Twitter Facebook Linkedin

EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.

SmartAsset

Kindur

Crunchbase Website Twitter Facebook Linkedin

We are making smart retirement planning more accessible than ever, helping you or your loved ones retire fearlessly.

SmartAsset

Harvest Platform

Crunchbase Website Twitter Facebook Linkedin

Harvest Platform identifies negotiable bank fees and gets refunds, automatically.

SmartAsset

Borro Private Finance

Crunchbase Website Twitter Facebook Linkedin

Borro Private Finance provides discreet loans secured exclusively against luxury assets.

SmartAsset

Finhabits

Crunchbase Website Twitter Facebook Linkedin

Finhabits is the leading fintech for U.S. Latinos.

SmartAsset

investFeed

Crunchbase Website Twitter Facebook Linkedin

The World’s First Cryptocurrency Social Investment Network

SmartAsset

Simplywise

Crunchbase Website Twitter Facebook Linkedin

The Smart Filing Cabinet that keeps you on track.

SmartAsset

Peerform

Crunchbase Website Twitter Facebook Linkedin

Peerform is a peer-to-peer lending platform that connects lenders and borrowers for fixed-rate personal loans.

SmartAsset

Validity Finance

Crunchbase Website Twitter Facebook Linkedin

Validity Finance provide financing for a variety of legal disputes, share financial risk and provide assistance to its clients.

SmartAsset

Itemize Corp.

Crunchbase Website Twitter Facebook Linkedin

Purchase Document Data Extraction Solution

SmartAsset

SprinkleBit

Crunchbase Website Twitter Facebook Linkedin

SprinkleBit is a social investing platform that connects people to the information, tools, and community support they need to invest wisely.

SmartAsset

MagnifyMoney

Crunchbase Website Twitter Facebook Linkedin

MagnifyMoney is a site that helps consumers understand personal finance with comparisons, guides, tools, and perspective on money news.

SmartAsset

Hiatus

Crunchbase Website Twitter Facebook Linkedin

Hiatus is a consumer fintech company committed to improving everyone’s financial health.

SmartAsset

Stirlingshire

Crunchbase Website Twitter Facebook Linkedin

The Full-Service Broker Dealer model is broken. A fix is coming soon.

SmartAsset

Starship

Crunchbase Website Twitter Facebook Linkedin

Starship is mobile health savings account (HSA) with automated investing built for humans.

SmartAsset

Exeq

Crunchbase Website Twitter Facebook Linkedin

Exeq is a personal finance company helping people spend better.

SmartAsset

CreditCards.com

Crunchbase Website Twitter Facebook Linkedin

CreditCards.com is a marketplace that enables consumers to search, compare, and apply for credit cards.

SmartAsset

eCreditHero

Crunchbase Website Twitter Facebook Linkedin

Credit Hero will help you become credit confident!

SmartAsset

AdviceIQ

Crunchbase Website Twitter Facebook Linkedin

AdviceIQ offers a database that enables individuals to find suitable financial advisors for diverse needs.

SmartAsset

TaxDrop

Crunchbase Website Twitter Facebook Linkedin

TaxDrop is a mobile app that connects you to a CPA right from your phone. Let’s leave the taxes to the pros

SmartAsset

ClosingBell

Crunchbase Website Twitter Facebook Linkedin

Collaborative stock trading platform

SmartAsset

The Points Guy

Crunchbase Website Twitter Facebook Linkedin

The Points Guy is your go-to source to navigate the ins and outs of the travel world.

SmartAsset

National Debt Relief

Crunchbase Website Twitter Facebook Linkedin

BBB accredited debt negotiation company helping consumers with credit card debt problems

SmartAsset

Money.Net

Crunchbase Website Twitter Facebook Linkedin

Leading Financial Information Platform For Professionals World-Wide

SmartAsset

KoreConX

Crunchbase Website Twitter Facebook Linkedin

KoreConX is an all-in-one business platform

SmartAsset

The Balance

Crunchbase Website Twitter Facebook Linkedin

Simplifies and demystifies personal finance by delivering clear, practical advice to strengthen consumers’ lifelong relationship with money

SmartAsset

Lifesaver

Crunchbase Website Twitter Facebook Linkedin

We’re the first universal banking platform for managing, discovering and opening accounts across banks and credit unions.

SmartAsset

Aurigin

Crunchbase Website Twitter Facebook Linkedin

Aurigin is an investment bank that provides private equity fund, financial, and banking services.

SmartAsset

Teller

Crunchbase Website Twitter Facebook Linkedin

Teller helps financial institutions around the world provide better customer service and education.

SmartAsset

Payne Capital Management

Crunchbase Website Twitter Facebook Linkedin

Payne Capital Management operates as a financial advisory group and fiduciary.

SmartAsset

GammaRey

Crunchbase Website Twitter Facebook Linkedin

Personal finance management platform

SmartAsset

PocketVC

Crunchbase Website Twitter Facebook Linkedin

PocketVC is an online investment platform that allows investing in early-stage technological startups with small cheques as little as $100.

SmartAsset

Greatest Gift

Crunchbase Website Twitter Facebook Linkedin

Send and receive money gifts for children’s long term savings, and discover great ways to save & invest.

SmartAsset

Gradible

Crunchbase Website Twitter Facebook Linkedin

Student Debt Repayment Alternative

SmartAsset

Goldbean

Crunchbase Website Twitter Facebook Linkedin

GoldBean is offering investment advice for beginners.

SmartAsset

Sprintax

Crunchbase Website Twitter Facebook Linkedin

Sprintax is US Federal and State tax preparation software for nonresident aliens.

Written by Mark Smith

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