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The personal finance sector is attracting major investment around the world. Companies are developing tools for everything from wealth management to cash advances for workers.
South Korea's Toss has raised $1.4B, while Canada's Wealthsimple secured CA$1.1B in funding. Other notable companies include Ualett, which provides cash advances and has raised over $206M.
Below is our list of 55 Personal Finance startups worth keeping an eye on.
Everything you need to raise funding for your startup, including 3,500+ investors, 7 tools, 18 templates and 3 learning resources.
Buy It For $97 $297 →Information about the industries, countries, and cities they generally invest in.
Get the Sheet for $50Information about their valuation, HQ's location, founded year, name of founders, funding amount and number of employees.
Get the Sheet for $50List of startup investors in the BioTech, Health, and Medicine industries, along with their Twitter, LinkedIn, and email addresses.
Get the Sheet for $50List of 250 startup investors in the AI and Machine Learning industries, along with their Twitter, LinkedIn, and email addresses.
Get the Sheet for $50List of 250 startup investors in the FinTech and Finance industries, along with their Twitter, LinkedIn, and email addresses.
Get the Sheet for $50Atomic builds API infrastructure that enables fintechs and financial institutions to offer embedded investing and savings products. Their platform allows partners to quickly launch custom wealth management experiences directly to their own customers.
Finary built a platform that allows users to track and manage their entire wealth portfolio from a single online dashboard. The service automatically aggregates diverse assets, including bank accounts, investments, and real estate, to provide a comprehensive, real-time view of one's net worth.
Ualett provides independent workers in the United States with online cash advances through its mobile app. The platform is designed to help gig economy professionals bridge income gaps with quick financial support.
TomoCredit has developed a credit card that helps individuals build credit without relying on a traditional FICO score. The company uses an AI-driven underwriting model to assess financial data, offering access to credit for those often overlooked by major lenders.
Array provides a platform of embeddable financial tools that help other companies launch their own credit and identity products. Businesses use their white-label components to offer features like credit monitoring and identity protection directly to their customers.
Capital.com built an investment trading platform to help people participate in financial markets. The fintech company offers access to a wide range of assets through its user-friendly app and web-based service.
SmartAsset operates an online platform with financial tools and advice to help people navigate complex money decisions. The platform powers SmartAdvisor, a leading client acquisition platform that connects consumers with financial advisors.
Wirex developed a digital payment platform that makes crypto and traditional currencies equally accessible. Its app and payment card let users buy, hold, exchange, and spend dozens of digital and fiat currencies worldwide.
Wealthsimple builds a range of financial tools to help people grow and manage their money. Their platform offers services for automated investing, commission-free stock trading, and even cryptocurrency, making sophisticated financial products more accessible.
Toss builds a comprehensive mobile platform that puts a full suite of financial services into one app. Their product simplifies personal finance, offering everything from simple money transfers and payments to more complex services like loans and insurance.
Those top 10 companies are just the beginning of the story. There are many more founders building tools to help people with their money, and together they've raised billions of dollars to do it.
Some are just getting started, while others have been around for years. Here’s a look at the rest of the companies shaping personal finance.
| Startup | Main Industry | Year Founded | Amount Raised | Last Funding Round |
|---|---|---|---|---|
| Media | 2017 | $20.1M | Series A | |
| Fintech | 2020 | $90.8M | Series A | |
| Fintech | 2005 | $503.5M | Debt Financing | |
| AI | 2020 | $27.2M | Debt Financing | |
| Fintech | 2015 | $127M | Series E | |
| AI | 2016 | $46.3M | Series B | |
| Fintech | 2020 | $58.5M | Series B | |
| Fintech | 2016 | $70.3M | Series B | |
| Marketplace | 2012 | $159.3M | Venture Round | |
| Fintech | 2008 | $274.2M | Convertible Note | |
| Fintech | 2019 | $42.5M | Series B | |
| Fintech | 2021 | $37M | Series A | |
| Fintech | 2013 | $899.5M | Undisclosed | |
| Fintech | 2015 | $47.8M | Series B | |
| Fintech | 2017 | $4.3M | Seed | |
| Fintech | 2012 | $49.6M | Venture Round | |
| Fintech | 2020 | £1.6B | Debt Financing | |
| Fintech | 1918 | $400M | Debt Financing | |
| Fintech | 2014 | $188.3M | Venture Round | |
| Fintech | 2015 | $245.6M | Debt Financing | |
| Fintech | 2006 | $64M | Venture Round | |
| Fintech | 2012 | $323.3M | Venture Round | |
| Fintech | 2019 | $25.8M | Series B | |
| Fintech | 2005 | $80M | Private Equity | |
| Fintech | 2012 | $66M | Venture Round | |
| Fintech | 2016 | €25.3M | Series B | |
| Media | 2019 | $3.1B | Debt Financing | |
| Fintech | 2024 | $2.4M | Seed | |
| Fintech | 2016 | $27.5M | Series B | |
| Enterprise | 2009 | $33.1M | Series C | |
| Fintech | 2018 | $32M | Venture Round | |
| Media | 2021 | $2.8M | Seed | |
| Fintech | 2022 | $2.4M | Seed | |
| Enterprise | 2016 | $10.6M | Series A | |
| Analytics | 1905 | $180M | Debt Financing | |
| Fintech | 2016 | $20.4M | Series C | |
| Media | 2010 | $26.2M | Venture Round | |
| Fintech | 2010 | $7.9M | Venture Round | |
| Fintech | 2012 | $27M | Undisclosed | |
| Media | 2022 | $5M | Pre-Seed | |
| Fintech | 2007 | €20M | Grant | |
| Fintech | 2012 | CN¥2.4B | Private Equity | |
| Media | 2018 | $5.2M | Seed | |
| Fintech | 2020 | €3M | Seed | |
| Infrastructure | 2019 | $25k | Seed |
