Exploring New York’s Innovative Financial Services Startups in the US

January 25, 2024

The Financial Services industry thrives when combined with innovative solutions, and New York City has always been a hotbed for such burgeoning startups. Firms hailing from financial hubs like this are revolutionizing the industry with unique technological solutions, helping bring about a significant jump in the industry’s growth. The year 2020 became a turning point for many startups founded during this challenging period. In this article, we are showcasing startups based out of New York City, founded in 2020 or later, operating in the Financial Services industry.

The digital age has opened up a plethora of opportunities paving the way for fresh, innovative, and forward-thinking startups. These companies have not only withstood the test of time but are advancing at a substantial pace. So, let us look at these promising startups offering their notable contributions to the ever-evolving financial services sector.

Each company listed below was carefully selected due to their unique offering, the creativity of their approach, and their overall impact on the sector. These startups are burgeoning powerhouses that are setting the tone for future trends in financial services.


Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs get compelling consumer products and features to market quickly. It enables its clients to drive more revenue while increasing digital engagement and financial literacy for their customers. The company was founded in 2020 by Martin Toha and Phillip Zedalis. Visit them on their LinkedIn page for more information.


Kasheesh is an app where individuals can spend flexibly by splitting their online payments multiple debit and credit cards at once. This helps keep card utilization lower but also helps boost credit health. Our main goal at Kasheesh is to educate our users on personal finances and give them spending power.. More can be discovered about this promising startup on their LinkedIn page.


Imprint is a financial service company building the future of payments, rewards, and loyalty services. The company was founded in 2020 by Daragh Murphy and Michael Pechman and is headquartered in New York. Check out their LinkedIn page to learn about their future endeavors.


Coast, founded by Daniel Simon, is a modern financial services platform providing solutions for managing fleet’s expenses, and a smart Visa fleet and fuel card. Learn more about their innovative solutions on their LinkedIn page.


Founded by Maximilian Eber and Maik Taro Wehmeyer, Taktile is a software platform enabling businesses to build, run, and evaluate automated decision flows. They assist in financial decision-making by converting decision logs and historical data into actionable means. Get to know more about them on their LinkedIn page.


Mundi is an all-in-one platform providing financial, trade development, strategy, freight, and international trade services. Founded by Juan Carlos Christensen, Martin Pustilnick, Paulina Aguilar Vela, and Sebastian Kontarovsky, their efforts in reinventing global trade can be learned on their LinkedIn page.


Capchase is a fintech company that helps SaaS companies finance their growth by leveraging cash tied up in future monthly payments. It was founded in 2020 by Ignacio Moreno, Przemek Gotfryd, Luis Basagoiti, and Miguel Fernandez. Read more about them and their innovative work on their LinkedIn page.


A platform harnessing AI, Trullion aims to automate workflows for accounting and audit teams, helping businesses stay compliant, work faster, and improve accuracy. It was founded by Amir Boldo and Isaac Heller. Check out their LinkedIn page for more information on their solutions.


Founded by Alex Ehrlich, Percapita is a finance company focusing on financial wellness for everyday people and communities. It addresses individual stories, financial needs, and aspirations. Learn more about them on their LinkedIn page.


Serum is the world’s first completely on-chain cryptocurrency ecosystem with trustless trading. It facilitates fast and efficient transactions. To know more about their unique services, visit their Facebook page.


Alenia allows for investing in playlists and stocks. Offering fractional investing, $0 commissions, and a minimum as low as $1, they are making investing accessible and affordable. Founded in 2020 by Anam Lakhani, Eve Halimi, and Nikhil Agrawal, they’re based in New York. Find out more about their platform at their LinkedIn page.

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