Mark Smith
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
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Top New York City Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Stash
Crunchbase Website Twitter Facebook Linkedin
Stash is a personal finance app that combines banking, investing, and advice into one platform.
SmartAsset
Crunchbase Website Twitter Facebook Linkedin
SmartAsset is the web’s go-to resource for financial advice connecting consumers with financial advisors.
Tornado
Crunchbase Website Twitter Facebook Linkedin
Nvstr is now Tornado! Backed by Marc Lore, Alex Rodriguez & Dave Portnoy. Advancing our mission of financial wellness.
Brigit
Crunchbase Website Twitter Facebook Linkedin
A financial health app helping every American build a brighter financial future.
Catch
Crunchbase Website Twitter Facebook Linkedin
Catch creates a new personal safety net that is accessible, affordable, and effective.
FutureFuel.io
Crunchbase Website Twitter Facebook Linkedin
FutureFuel.io empowers employers and financial institutions to deploy digital solutions designed to crush student debt.
Qapital
Crunchbase Website Twitter Facebook Linkedin
Qapital empowers people to maximize their happiness by saving, spending, and investing with goals in mind.
Zoe Financial
Crunchbase Website Twitter Facebook Linkedin
Zoe Financial helps its customers find an independent and fiduciary financial advisor.
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.
LearnVest
Crunchbase Website Twitter Facebook Linkedin
LearnVest is a program that makes financial planning affordable, accessible, and even delightful.
FeeX
Crunchbase Website Twitter Facebook Linkedin
FeeX provides automated in depth and personalized financial analysis for retirement accounts.
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.
Pillar Life
Crunchbase Website Twitter Facebook Linkedin
Pillar is a digital platform that helps families better protect and care for their aging loved ones.
EQUITYMULTIPLE
Crunchbase Website Twitter Facebook Linkedin
EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
Kindur
Crunchbase Website Twitter Facebook Linkedin
We are making smart retirement planning more accessible than ever, helping you or your loved ones retire fearlessly.
Harvest Platform
Crunchbase Website Twitter Facebook Linkedin
Harvest Platform identifies negotiable bank fees and gets refunds, automatically.
Borro Private Finance
Crunchbase Website Twitter Facebook Linkedin
Borro Private Finance provides discreet loans secured exclusively against luxury assets.
Finhabits
Crunchbase Website Twitter Facebook Linkedin
Finhabits is the leading fintech for U.S. Latinos.
investFeed
Crunchbase Website Twitter Facebook Linkedin
The World’s First Cryptocurrency Social Investment Network
Simplywise
Crunchbase Website Twitter Facebook Linkedin
The Smart Filing Cabinet that keeps you on track.
Peerform
Crunchbase Website Twitter Facebook Linkedin
Peerform is a peer-to-peer lending platform that connects lenders and borrowers for fixed-rate personal loans.
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.
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.
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.
Hiatus
Crunchbase Website Twitter Facebook Linkedin
Hiatus is a consumer fintech company committed to improving everyone’s financial health.
Stirlingshire
Crunchbase Website Twitter Facebook Linkedin
The Full-Service Broker Dealer model is broken. A fix is coming soon.
Starship
Crunchbase Website Twitter Facebook Linkedin
Starship is mobile health savings account (HSA) with automated investing built for humans.
Exeq
Crunchbase Website Twitter Facebook Linkedin
Exeq is a personal finance company helping people spend better.
CreditCards.com
Crunchbase Website Twitter Facebook Linkedin
CreditCards.com is a marketplace that enables consumers to search, compare, and apply for credit cards.
eCreditHero
Crunchbase Website Twitter Facebook Linkedin
Credit Hero will help you become credit confident!
AdviceIQ
Crunchbase Website Twitter Facebook Linkedin
AdviceIQ offers a database that enables individuals to find suitable financial advisors for diverse needs.
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
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.
National Debt Relief
Crunchbase Website Twitter Facebook Linkedin
BBB accredited debt negotiation company helping consumers with credit card debt problems
Money.Net
Crunchbase Website Twitter Facebook Linkedin
Leading Financial Information Platform For Professionals World-Wide
The Balance
Crunchbase Website Twitter Facebook Linkedin
Simplifies and demystifies personal finance by delivering clear, practical advice to strengthen consumers’ lifelong relationship with money
Lifesaver
Crunchbase Website Twitter Facebook Linkedin
We’re the first universal banking platform for managing, discovering and opening accounts across banks and credit unions.
Aurigin
Crunchbase Website Twitter Facebook Linkedin
Aurigin is an investment bank that provides private equity fund, financial, and banking services.
Teller
Crunchbase Website Twitter Facebook Linkedin
Teller helps financial institutions around the world provide better customer service and education.
Payne Capital Management
Crunchbase Website Twitter Facebook Linkedin
Payne Capital Management operates as a financial advisory group and fiduciary.
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.
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.
Goldbean
Crunchbase Website Twitter Facebook Linkedin
GoldBean is offering investment advice for beginners.
Sprintax
Crunchbase Website Twitter Facebook Linkedin
Sprintax is US Federal and State tax preparation software for nonresident aliens.
