Financial Startup Ideas

1 month ago

This startup tackles a problem that many startups and venture capitalists face: how to manage the startup’s finances. The startup wants to be a one-stop shop for accounting, taxes, and financial planning for startups.

2,924

2 years ago

A “personal finance tool” for people with less than $50,000 to help them with financial management.

1,868

1 year ago

An educational game for kids to help them learn about financial literacy.

866

9 months ago

A company that builds a financial management software for self-employed individuals

540

6 months ago

A tool for helping those in the restaurant industry manage the financial, administrative, and HR aspects of the business.

469

1 year ago

A platform that lets users have one app to manage all of their financial accounts.

377

3 years ago

A fintech startup that is building a platform that will let users import financial data from different platforms and create a financial dashboard that can be integrated with other platforms.

360

1 year ago

This is an API that helps banks and other financial services companies manage their data more efficiently

333

2 years ago

A B2B market analytics startup that uses AI to help financial services firms make better decisions.

258

2 years ago

A mobile app for managing student financial aid.

240

2 years ago

A startup that provides financial planning for high net worth individuals and families, and which has worked with the likes of Goldman Sachs, Credit Suisse, and Fidelity.

238

2 years ago

A tool for managing all your financials and tax information.

234

3 years ago

A startup that wants to make your money work for you, without having to do the work yourself. The company’s first product is a small device that makes it easier for people to open their credit card accounts, and has plans to expand to other financial products like insurance.

225

2 years ago

A “do-it-yourself” set of financial tools for people looking to manage their finances.

218

2 years ago

A web-based platform for financial advisors to manage clients

216

2 years ago

This app helps users find dentists, find the cheapest prices for insurance, and a host of other financial services.

210

1 month ago

A mobile financial services company that wants to help banks and consumers make better financial products for mobile users.

208

2 years ago

A startup building a secure network for physical and digital authentication. The startup wants to help banks and other financial institutions identify and authenticate their customers via their physical presence at a branch or ATM.

204

1 year ago

A company that wants to help freelancers with their invoicing, payments, and overall financial management.

195

3 years ago

For those who can’t afford to pay for a full-time financial advisor, this startup offers hourly advice via phone or video.

186

2 years ago

A company that allows people to streamline financial transactions by providing a simple interface to pay bills.

186

3 years ago

A startup for people in retirement who want to retire overseas. The startup helps people in their 50s and 60s with this goal, by building a financial blueprint for a person’s retirement and then matching them with an appropriate country.

177

2 years ago

A startup that wants to help companies make sense of the many different financial transaction systems that they manage.

177

2 years ago

A startup that helps early-stage companies with financial product development.

177

2 years ago

A cloud platform for companies handling high-volume data including financial services, utilities, manufacturing and media.

174

2 years ago

A platform for helping customers shop online while managing their financial data

173

2 years ago

An online tool for financial advising, allowing consumers to see their advisor’s track record and compare it to their peers.

171

1 year ago

A startup that wants to make “banking for the world’s poor” easier by providing access to financial services.

171

3 years ago

A financial services startup that offers small business loans.

169

3 years ago

An online platform that helps students get into college by providing information about scholarships, programs and financial aid.

168

2 years ago

A credit card that offers financial products to its users for purchases made on the card.

168

1 year ago

“The Motley Fool” is a U.S. financial and investing blog and website, founded in 1996.

168

3 years ago

A digital education platform for low-income students, helping them understand their financial aid eligibility.

167

3 years ago

A platform for people to learn their own personal finance. The startup uses gamification to teach users about their finances and to promote financial literacy.

166

2 years ago

A chat bot that helps people find the best financial services for their needs. The startup has been around for a while, and is still selling its services via a web-based chat-based platform.

165

3 years ago

A startup that does “personalized” financial planning for people who have a lot of money So, clients pay a fee and the financial planner talks with them and then helps them set up their investment portfolio

164

1 year ago

A company that offers a way for small businesses to manage their accounts, from payroll to utility bills, and find financial advice from a certified financial planner.

160

1 year ago

A financial wellness platform that is designed to help people take control of their finances, instead of leaving it to a broker.

159

3 years ago

A company that sells an AI-powered financial advisor to help people save for retirement. The company says it has had more than $30 million in AUM.

158

3 years ago

A team of bitcoin and blockchain-savvy developers building a software suite for the financial services industry.

158

1 year ago

A platform that helps organizations measure their success in more than just the traditional metrics like financials, net promoter score, market share and more. The startup is pitching their platform as a way to measure what they do in real-time, capturing the human side of their operations.

155

3 years ago

A social network for those in finance, made with the goal of “reducing the cost of the financial system by democratizing access to financial markets.”

154

3 years ago

A system for visualizing all financial data for a company, and making it actionable.

153

3 years ago

This is a financial platform for the “urban poor” that helps track their income, expenses, and savings. It connects people to financial services and also helps them understand how to make savings and investments.

153

1 year ago

This is a startup that aims to make it easier for financial institutions to raise capital by using machine learning and AI to identify potential high-return investment opportunities.

153

3 years ago

A web-based platform for financial planning, with an AI that helps users make better financial decisions through behavioral psychology.

152

2 years ago

The fund focuses on two themes: 1) creating new tools to enable better access to financial services (including micro-credit, financial products, and payment systems) and 2) creating new technologies for improving the quality of health care.

152

1 year ago

One of the most well-known startups in YC, ZestFinance is working on a suite of financial products for the cannabis industry. The company is working to build a platform that will help dispensaries and cannabis-related businesses better manage their cash flow.

152

1 year ago

A business that aims to bring financial services to rural areas of the US.

152

3 years ago

A startup that wants to help financial professionals manage their businesses.

151

3 years ago

A tool that allows you to create and manage your own variety of financial instruments. Think of it as a Pinterest and Facebook for financial funds, with a focus on helping people raise money from friends and family.

151

3 years ago

A platform for helping banks and other financial institutions scale their mobile interfaces. The startup says it has over 40 clients.

151

3 years ago

A startup that uses AI and machine learning to build financial tools that are better at predicting risk.

150

3 years ago

An AI system to recommend and execute financial transactions

150

3 years ago

A product that helps customers compare different financial products to understand which is best for them.

149

3 years ago

A startup that makes a “personalized financial advisor” out of your phone.

149

2 years ago

A platform that provides personal finance advice in the form of an AI-powered personal financial advisor. The startup is currently in private beta.

149

3 years ago

A platform for financial advisors to manage their clients’ investments. The platform is intended to help advisors avoid mistakes often made by new advisors, and set up automatic investment reports.

148

1 year ago

A startup that provides comprehensive financial data services to the growing influencer economy.

148

3 years ago

This is a solution to help small businesses manage their tax and financial obligations. Their platform is built on Slack, helping you bill, collect, and send payments to your customers, which can be done through a simple, intuitive interface.

147

3 years ago

A platform that makes it easier to build and deploy decentralized applications on the Ethereum network. The startup aims to make Ethereum as easy to use as a web app, with an initial focus on dapps for financial services.

147

3 years ago

The startup is building a way for people to keep track of their credit scores and other financials via the web or mobile.

147

1 year ago

A new kind of financial tool for freelancers and people who work on-demand. It’s a way for people to run their finances and see where their money is going.

147

2 years ago

A company that builds financial tools for the elderly and poor, and provides real-time financial advice.

146

2 years ago

A company that helps companies with employee benefit management. It fits with the financial services industry, which is already using it.

146

3 years ago

Share3X is a platform that lets people store, share, and manage their work and financial tools. The startup offers a “Workplace as a Service” for companies to house their employees’ tools.

145

2 years ago

A VC-backed startup that is looking to bring financial services to the unbanked in India. The company has started piloting its technology in Chennai and Hyderabad.

145

3 years ago

A financial services firm that helps companies get the most out of their employees.

144

3 years ago

A programmatic trading platform for financial institutions.

144

3 years ago

A financial service company that helps people get their retirement savings straightened out.

144

2 years ago

A chatbot that helps personal financial management. The startup is looking to build a platform that aggregates data from a variety of online and offline sources to provide financial guidance and advice to its users.

144

3 years ago

An AI-powered financial advisory platform that helps people make better financial decisions.

143

3 years ago

A tool that helps you figure out which of your friends are in financial trouble. It sends you a link to their profile and asks you a few questions to figure out if they’re in financial trouble.

143

3 years ago

A financial services startup that helps small businesses get loans. The company sends loan officers into the field to help small businesses get loans quickly and at low rates.

143

3 years ago

A financial analytics company that wants to help financial companies use “big data” to make sense of financial transactions.

142

3 years ago

A tool that helps companies automate their financial and operational reporting to ensure that they’re on track. The company is selling the software to businesses that aren’t online, and has worked with companies like Google and Target.

142

3 years ago

A startup that uses the power of past sales information to predict returns on investments, helping investors make better financial decisions.

142

2 years ago

A company that helps consumers create a financial plan and then makes it easier for them to execute that plan, with the goal of helping people who don’t have access to traditional financial planning.

142

2 years ago

A new financial technology company that’s building a software platform that allows anyone to invest in a new business.

142

1 year ago

A platform for small businesses to get financial advice and coaching from experts

142

1 year ago

This startup is building a real-time financial dashboard for entrepreneurs, allowing them to track how much money they are making and how much they’re spending.

142

3 years ago

A fintech startup that wants to make it easier for financial advisors to do their job better.

141

3 years ago

A financial-tech startup that is trying to provide small business owners and independent contractors with better ways to manage and pay their bills.

141

2 years ago

A tool that lets you explore the world of retirement savings without having to read financial statements or do any complex math. As a nudge to get you started, it’s free.

141

1 year ago

A software-as-a-service company that provides a platform for financial institutions to securely sell loans and bonds to private investors.

141

3 years ago

A platform that helps consumers find the right financial options for them.

140

3 years ago

A financial technology company that helps retail clients with business expenses and operations.

140

2 years ago

A platform for social media content curation, with a focus on the financial sector. The company has been pitching the idea of creating “content factories” which can create content and deliver it in real-time to markets.

140

2 years ago

A startup that wants to solve the “capital management” problem for enterprise software startups. Instead of companies managing all of their own financial resources, they plan to provide a service that helps startups manage their capital, paying for those resources as needed.

140

11 months ago

This startup is building an AI-powered chatbot assistant for entrepreneurs, to help guide them through their first year, handling things like financial planning, tax preparation, and other needs.

140

3 years ago

A startup that’s building a way for small business owners to track and manage their financial data in one central location.

139

3 years ago

A B2B service for the financial industry that helps banks identify potential customers and understand their spending habits.

139

3 years ago

This startup is building a platform that allows companies to make financial decisions for their employees, including healthcare, retirement and other benefits.

139

3 years ago

A financial service for college students. The company is building a lending service for students.

139

3 years ago

We have been taught that investing is for the financially sophisticated. But SICAV’s goal is to make it simpler, more transparent and more accessible to people everywhere.

139

3 years ago

The company aims to be a one-stop shop for financial and legal advice.

139

1 month ago

Segment is a startup that uses AI for financial education, helping to teach users how to spend less and save more.

139

3 years ago

A platform that helps your employees to deal with regulatory requirements for their business. The company currently has a handful of clients, including a financial services company.

138

3 years ago

A software for financial advisors that helps them fish out bad investments and clients that are taking too much risk.

138

3 years ago

A tool for financial advisors that brings together data to help them make more informed financial decisions. It was launched as a beta in October.

138

1 year ago

A company that offers a suite of banking and financial service products, including a debit card, checking account, and loan.

138

8 months ago

A company that wants to use AI to cut down on fraud in the financial sector

138

3 years ago

This personal finance app helps users track and manage their finances. It’s also a platform for sharing ideas and tracking financial goals with friends.

137

3 years ago

A startup that’s helping small businesses in the US automate payroll and create financial reporting with minimal cost. The company is now focusing on being a one-stop shop for small businesses.

137

3 years ago

This startup is working on a new way to manage storage for in-home vaults, which it plans to eventually work with banks and other large financial institutions as well.

137

3 years ago

A company that wants to help banks and other financial institutions offer financial advice to their customers

137

3 years ago

A social network for financial advisors, aimed to help them find new clients and provide timely advice.

137

1 year ago

A platform to help consumers get the best return on their money in their financial accounts. The startup wants to take on a large part of the financial industry and make it more transparent to consumers.

137

1 year ago

A startup looking to bridge the gap between the financial industry and the cryptocurrency industry by providing a way for banks to offer bitcoin-based financial products.

137

1 year ago

This startup is building artificial intelligence for the financial services industry, using machine learning and natural language processing to perform complex tasks.

137

3 years ago

A startup that aims to help financial advisors in the US give advice to clients who are buying fixed-income investments. The startup is backed by the venture arm of Goldman Sachs.

136

3 years ago

A web-based dashboard for financial advisors to access real-time data and get instant notifications when something is wrong.

136

3 years ago

Speaking of the “Ikea of finance”, this startup is building a digital platform that lets you build your own financial portfolios.

136

3 years ago

To help people make better financial decisions, the startup is building a mobile app that guides users through financial modeling, much like a savings calculator.

136

1 year ago

A platform that helps you understand your payment and credit card data and helps you use it to make smarter financial decisions.

136

1 month ago

A digital credit card system that connects consumers with a variety of financial services, including loans, scholarships, savings etc.

136

3 years ago

A platform that helps you find the best trades for your portfolio by building a personalized trading algorithm. The startup gets its data from a network of more than 500,000 financial analysts.

135

3 years ago

New York - New York City is home to the largest financial district in the world, but the cost of living for interns in this area is so high that it’s difficult for companies to entice young talent to stay. This startup, known as Give, wants to make it easier for companies to hire interns.

135

3 years ago

A financial management application to help freelancers get paid, track their costs, and manage their invoices.

135

3 years ago

An online platform for secondary market transactions, where you can buy and sell stocks, bonds, and other financial instruments.

135

3 years ago

This startup helps students compare a college’s financial aid package to other colleges.

135

1 year ago

This startup wants to help companies with managing their financial operations, like payroll, bookkeeping, and accounting.

135

3 years ago

A startup for financial advisors to offer financial planning services to businesses, taking a commission on the fee. For instance, the advisor might charge $150 to help a company with a financial budget.

134

3 years ago

A product that helps financial advisors create discounted and flexible investment plans for clients.

134

3 years ago

A credit reporting agency that uses AI to predict a person’s financial risk.

134

3 years ago

A financial app that helps consumers buy insurance through their smartphones and mobile apps.

134

1 year ago

A startup that turns your phone into a bank for the unbanked. It’s looking to bring financial services to the 15% of people who are unbanked.

134

1 year ago

A platform for a new class of financial advisors, or robo-advisors, that uses machine learning to manage people’s money.

134

3 years ago

A startup building a portfolio management service that uses machine learning to help users better manage and invest in their portfolio across multiple financial services.

133

3 years ago

This startup is building a new kind of network for startups, one that allows them to share their financial data, such as their expenses, with other investors. In the past six months, the startup has raised $3 million from investors.

133

2 years ago

The startup is building a mobile app for business owners to track spending, analyze ROI, and automate financial decisions.

133

2 years ago

An enterprise resource planning solution for small businesses that lets them share key financial data with a single dashboard, rather than using different apps on different devices.

133

2 years ago

A financial service for freelancers, contractors and agencies. The service helps freelancers and agencies with payroll.

133

3 years ago

A startup that is refining the way financial advisors do their work, letting them adjust to the needs of their clients.

132

3 years ago

The company built a “crowd-sourced” platform to help people with their financial planning.

132

2 years ago

A tool that puts a financial advisor in your pocket.

132

1 year ago

A startup that’s targeting the financial services industry with the idea of developing a platform for people to sign up for payday loans. The startup has already built the back end for this app and is now working on the front end.

132

2 years ago

A startup that uses artificial intelligence to automate the process of generating a complete financial proposal for a business.

131

2 years ago

A startup that hopes to replace the need for human financial advisors with an AI-powered automated wealth manager.

131

3 years ago

An AI-powered digital assistant that helps with personal finance and investing. The startup wants to become the go-to resource for financial information and advice.

130

3 years ago

A way to help companies with daily financial transactions and invoicing. The company is based in the UK, and has raised $1.3 million.

130

3 years ago

A “full stack” financial planning and management tool, which is supposed to help people make smarter financial decisions.

130

2 years ago

This startup is building a vending machine for the financial sector. It’s an open source vending machine that lets banks and credit unions buy and sell financial products in bulk.

130

3 years ago

This startup is building out a tool for financial advisers to manage their client’s portfolios in one place.

129

3 years ago

A platform that allows financial advisors to provide their clients with a mobile app that helps them save more money. The startup has raised $1.5 million in seed funding.

129

3 years ago

A software-as-a-service platform that allows businesses to manage their financial resources like a small business.

129

3 years ago

This startup is going after the $2.5 trillion PBOC, or People’s Bank of China. A financial technology startup that wants to serve the Chinese populace that isn’t as online-savvy as westerners.

129

1 year ago

A startup that has built a way for people to organize their credit cards, bank accounts, and other financial accounts into one secure dashboard.

129

8 months ago

A financial planning tool for millennials, aimed at helping them prioritize their finances and make better decisions. This is their first product.

129

3 years ago

A data analytics tool for financial institutions, aimed at helping them make better lending decisions.

128

3 years ago

This is a software-as-a-service platform that allows members to buy and sell bitcoin with zero fees. The startup currently only works with digital currencies, and only with verified users, but plans to expand its service to other financial instruments in the future.

128

3 years ago

A financial services platform for small businesses in the UK. It’s currently on a pilot with around 100 businesses.

128

3 years ago

A platform that promises to help people manage their personal finances by combining the power of artificial intelligence with the power of crowd sourcing. The company wants to make the financial management process more efficient and accessible.

128

3 years ago

A chatbot that allows you to schedule calls with financial advisors at your convenience.

128

3 years ago

The startup is currently in stealth mode, but it’s building a venture backed company that’s making a “set of automation services” for enterprise customers in the financial services industry.

127

2 years ago

is a startup that helps businesses understand how much their employees are earning, what their biggest expenses are, and what their financial goals are.

127

1 year ago

This startup aims to help people use AI to understand their financial and professional performance and improve their earnings.

127

3 years ago

The team behind CardCounting is building a mobile app that helps improve the spending habits of low-income people, and provide a platform for financial services aimed at those people.

126

3 years ago

A brand new CRM product from Capital One, which boasts a product team of two people. The product is designed to help small businesses manage their customer relationship management, with a focus on helping businesses handle financial transactions and invoicing.

126

3 years ago

A cybersecurity startup offering enterprise-grade security for small companies. The company claims to have already brought in $1.5M in revenue. Possibly a conflation of the financial services startup and the cybersecurity startup,

126

3 years ago

A startup that wants to bring a similar UI to the world of online banking, except that instead of generic banks, the startup offers a wide array of financial products.

126

3 years ago

A company that lets you build a personal financial plan in the cloud by taking a quiz.

126

1 year ago

A financial software company that works with a lot of banks to provide technology solutions for those banks to use.

126

1 year ago

A company that is building a new tool that allows people to conduct a financial analysis of their own investment portfolio. They’re currently focused on analyzing retirement savings.

126

2 years ago

A platform for international students to find financial aid.

125

1 year ago

A mobile app that helps customers make their own personalized financial plans.

125

3 years ago

A startup that provides a service for helping people who are looking to buy a home with assistance in the form of mortgage brokering and other financial services

124

3 years ago

A platform that helps the elderly maintain independence and control over their finances. The company wants to provide financial tools to help the elderly maintain independence and control over their finances.

124

3 years ago

A B2B tool for financial services companies to automate the onboarding process like account opening and risk management.

124

2 years ago

A smartphone app that helps a person manage their finances in real-time, with the goal of helping people make better financial decisions.

124

1 year ago

A startup that helps consumers with access to loans or debt consolidation find the best financial services partner for their needs.

124

3 years ago

A “new, modern approach to commerce” that aims to serve the needs of B2B companies by giving them a single, unified interface to manage all their sales and marketing. They’re focused on helping B2B companies improve their sales and marketing, and currently have clients in the financial services space.

123

3 years ago

This startup is building a network for the more than 60 million people who don’t have bank accounts — but are still expected to receive a loan, rent payments, or pay utility bills. As a result, they often don’t have access to the basic financial services they need. Envelope lets them become a platform for next-day payment, and offers payment-by-phone for small transactions.

123

2 years ago

A software startup that helps financial professionals create report dashboards for executives to make better decisions.

123

3 years ago

An analytics tool for the financial sector.

122

3 years ago

A platform that offers financial services, with a focus on the unbanked and underserved.

121

3 years ago

A software company that helps financial advisers and insurance carriers streamline the process of dealing with individual clients.

121

2 years ago

A startup that uses machine learning to provide its more than two million members personalized financial advice. Users input their financial goals and the startup generates a personalized financial plan.

121

2 years ago

A startup that serves as a personal assistant for financial aid, working with schools to help students get financial aid and scholarships.

121

2 years ago

A financial planning platform for millennials and Gen Z.

121

1 year ago

A company that seeks to use behavioral science, data and technology to help people with financial and entrepreneurial goals.

121

3 years ago

A software company building a “search engine for financial markets” that enables investors to find the best stocks to buy and sell.

120

3 years ago

A tool that allows users to create a “happiness curve” to track their financial progress over time.

119

3 years ago

A company that provides financial planners with a tool that lets them manage a client’s retirement accounts from their phone.

119

2 years ago

A startup that wants to teach young people in the developing world about money management and financial literacy. It hopes to do this through written workbooks, games, and a messaging platform that supports peer-to-peer learning.

119

2 years ago

A tool that measures a company’s chances of going under based on their current financial situation.

119

2 years ago

Another digital banking app for Brazil, offering a new way for micro-businesses to manage their financials.

119

3 years ago

This personal finance startup plans to help people make better financial decisions–based on AI and behavioral science. It hopes to use machine learning to help users make better decisions based on data, rather than allowing people to just “use their gut”. The company is based in San Francisco, but is looking to hire a CTO.

118

3 years ago

The startup is trying to build a kind of big data database that can be used by the financial services industry to make better business and investment decisions.

118

2 years ago

Zach wants to help people who don't want to use a traditional bank — they don't want to install an app, or they want to use a specific app for different financial needs. Zach is a mobile application that lets you do this, with a free service called Zach Wallet.

118

3 years ago

These three startups are designing software for financial institutions and insurers to make it easier for them to help their customers.

117

2 years ago

A B2B data analytics platform for financial services companies, most importantly banks. The company was founded in 2016 and has raised $3.7M.

117

1 year ago

A provider of AI-driven software for financial advisors to manage client portfolios.

117

3 years ago

A startup run by former Microsoft employee Jason Pelczer, that’s developing a system for companies to accept crypto payments for their enterprise software. The company is targeting companies in the financial services sector.

116

2 years ago

A single source of financial records for a company's employees, providing one unified way to view all their financial information and transactions.

116

2 years ago

Personal financial management system for businesses that want to understand what their clients’ lives are like, and what products they’re buying, and help them manage their money.

116

1 year ago

A startup building a software platform that helps financial institutions and other companies find the right credit analyst for their loan products.

116

3 years ago

The startup is building a platform to help academic institutions manage their students’ financial aid and fees.

115

2 years ago

A system that tracks how people spend and save their time, and uses that information to help people quantify and improve their financial well-being.

115

2 years ago

A tool that helps people organize investment accounts in their minds to make better financial decisions.

115

2 years ago

A startup trying to make a “financial assistant” for parents that helps monitor spending and teach them financial responsibility.

114

1 year ago

This startup is building an AI-powered role playing game, “The Sims” for financial advisors.

114

3 years ago

A company that’s building a “smart gateway” that’s meant to connect small businesses directly with banks and financial institutions.

113

2 years ago

A platform that will allow users to access their credit scores and other financial information, whether or not they’re currently signed up with a bank.

113

1 month ago

A financial platform that helps businesses and consumers budget for the next year in a single app.

113

3 years ago

A financial services startup that helps companies and employees track their cash flow and financial status. The company is building a software platform that says can help companies manage their funds, from paying employees and issuing paychecks to buying inventory.

112

2 years ago

a bank that uses Bitcoin to make it easier for emerging markets to access financial services.

112

3 years ago

A company that wants to bring more transparency and accountability to financial services. Vantage is looking to disrupt the private equity industry. The company is building a platform that will allow investors to track and analyze investment performance.

111

2 years ago

A startup aimed at the elderly, who are currently excluded from a lot of financial products and services.

111

2 years ago

This startup is creating a platform for financial markets that can be accessed and used by both startups and big financial firms.

111

2 years ago

A platform that hooks up investors to teams of entrepreneurs. The startup is trying to build a way for investors and companies to make more financial sense by linking them up.

111

2 years ago

This startup is building a financial tool that helps companies manage all of the money they spend on advertising. The startup converts all of that data into digital marketing reports and services.

110

2 years ago

A startup that aims to create a new type of financial advisor – one that connects you with a financial advisor and a financial product provider that can help you get the best deal possible.

110

2 years ago

The equity crowdfunding platform for startups, which is working on a financial services platform for small businesses.

110

2 years ago

A tool to help businesses manage both the financial, and human aspects of their businesses. Businesses can use the tool to manage their customer relationships, manage their revenue, and create and communicate with their teams.

110

3 years ago

VaynerMedia is an advertising agency that has pivoted its business into a platform for influencer marketing, with the goal of creating “a financial engine” for influencers, allowing them to monetize their content.

109

2 years ago

A B2B “banking for business” startup that helps clients with business banking needs, including payroll, invoice financing, and other financial services.

109

2 years ago

A company that helps people build their own financial plans, and one that helps companies bring in insights from these plans to make management decisions.

107

2 years ago

A startup that helps artists understand the financial value of their works, the value of their brand, and how much they should charge for their work.

107

27 days ago

A platform which helps people build and manage a relationship with a financial advisor.

107

2 years ago

A software company that simplifies and automates the process of creating and managing financial reports.

106

2 years ago

A startup that helps customers create custom financial plans for themselves with an emphasis on helping people age in place.

106

2 years ago

A startup that helps people get their wages deposited electronically into their bank accounts. They’re using data from the US government’s MyEBT card and are aiming to make getting paid faster and easier for people who are on the edge of the financial system.

105

2 years ago

An AI-based chatbot that helps you plan your financial goals and track the progress of achieving them.

105

1 year ago

An AI-powered assistant that provides financial advice to users based on their goals, ideas, and personal interests.

105

3 years ago

A startup that provides a virtual assistant for time-crunched financial services managers. They want to make their service as affordable as possible, too, with no monthly fees.

104

2 years ago

A financial planning startup looking to help people plan for retirement.

104

1 year ago

A startup that provides health insurance by matching employers with employees to help mitigate the financial risk of employees with pre-existing conditions.

104

2 years ago

A tool to keep track of financial obligations, such as rent or credit cards or student loans.

103

1 year ago

A platform for automating data quality testing for the financial services industry.

103

8 months ago

A SaaS platform for helping people make sense of the plethora of financial data that’s out there.

103

2 years ago

A financial technology company that wants an AI-based product that will help users track their spending and help them avoid financial crime.

102

2 years ago

Some people like to own a car, which is usually a pretty big financial investment. Zendrive aims to be the Uber of cars, providing a way for people to get around without having to deal with insurance or renting or buying a car.

101

2 years ago

A digital assistant for checking your credit and bank accounts, aiming to be “the financial hub of your life”.

100

2 years ago

A blockchain-based insurer that wants to give people a way to “secure financial services” and help them “build better credit and financial lives.”

100

2 years ago

A startup that focuses on helping businesses organize their bills, invoices, and other financial paperwork.

100

2 years ago

A tool that helps consumers create a budget and track their spending. The startup has raised $12 million for its technology thus far, and is looking to pivot into a basic financial management tool as it grows.

99

2 years ago

A subscription-based service for managing and sharing your money. The company is building a service for people who want a personalized, financial dashboard, but don’t want to pay the hefty $200 per month that a traditional financial advisor charges.

99

2 years ago

A financial services system for the unbanked, intended to be much cheaper and less complex than existing options. The startup is building the product for users in India and Nigeria.

99

8 months ago

This startup wants to be the one-stop shop for filling out college financial aid forms. It’s currently working with a national bank to help people fill out their FAFSA forms online.

99

2 years ago

A startup that uses Microsoft Azure to help banks and other financial institutions build their own online banking services.

98

2 years ago

A startup that is building a network of independent financial advisors who will work with people to get them the best insurance rates available.

98

2 years ago

A new kind of digital wallet that helps people plan and track their finances, manage their spending, and get support from their bank. The startup wants to be a “one-stop shop for financial services” that includes a portfolio, banking, investing, and insurance.

98

2 years ago

A startup working to democratize credit in the developing world, creating a new financial product that would give people access to credit in a way they haven’t had before. The company, which was founded in India, wants to make it more affordable for people in the developing world to use and maintain credit.

98

2 years ago

A financial services startup that helps individuals invest in their own retirement accounts.

98

2 years ago

A financial services startup that aims to simplify the process of managing employees’ payroll.

98

1 year ago

Mobile-first financial service for women who want to invest

98

8 months ago

A startup that’s developing a product for financial advisors and wealth managers to manage their client’s investments.

98

8 months ago

A financial startup that focuses on generating investment opportunities, and helping investors make better investment decisions.

98

8 months ago

A big data startup focused on making it easier to understand the risks associated with financial products to make more informed decisions.

98

2 years ago

A software company that’s helping people organize their finances on their phones. The software was built by the founder of a financial services company that was acquired by VC firm Andreessen Horowitz.

97

2 years ago

A financial data platform that aims to make it easier for people to apply for credit and loans.

97

2 years ago

A platform that lets you build a financial plan to get debt repayment, saving, and retirement in the right order.

96

2 years ago

The world of finance is changing dramatically, and there’s a lot of confusion around how new technologies like fintech will impact financial services. Fintech can take the form of apps, startups, and platforms, or it can be composed of a mix of all three. Fintech is a catch-all term that can include everything from cryptocurrencies, to artificial intelligence, to machine learning, and more. Fintech startup solutions help companies navigate these changes.

96

2 years ago

A startup to help people manage their wealth, and provide them with the tools to help them achieve their financial goals.

96

2 years ago

This is an “automated” loan application process for small business borrowers. The startup says its technology can analyze the financials of a business in minutes and make a quick decision on whether or not to give them a loan.

95

2 years ago

A tool for people to track and visualize their financial transactions. The startup is building the platform around the idea that people don’t want to track everything, but they want to track their finances.

95

2 years ago

A tool for businesses that want to give employees of their own choosing access to their own company financial records.

94

2 years ago

A daily “personal financial guidance” coach for people who are financially illiterate.

94

2 years ago

A platform for building apps that can monitor financial transactions and alert users if transactions are fraudulent.

94

2 years ago

A financial literacy app for students. The startup is in the final stages of funding and gearing up to release its product.

94

2 years ago

A cloud-based accounting system (and financial advisor) which works across all sorts of small businesses: doctors, dentists, plumbers, lawyers, etc.

94

2 years ago

A startup that’s looking to make a white paper for every financial transaction, enabling business and regulators to make sense of it all.

94

2 years ago

A financial services company that offers loans to entrepreneurs. It’s a portion of a $1 billion personal loan portfolio.

93

2 years ago

A financial service that helps manage non-bank financial products in Latin America.

93

2 years ago

A company that offers an AI-based process for fraud prevention during the financial transactions process.

93

2 years ago

A startup that builds a prediction engine for how different financial instruments will perform. It’s first application is a prediction for bitcoin.

92

2 years ago

The company’s goal is to simplify the financial management of companies with their SaaS platform.

92

2 years ago

A food delivery platform for small businesses that is focused on reducing the financial burden of running a brick and mortar restaurant. It aims to lower the cost of running a restaurant by providing the owner with the tools to order their own food and have it delivered. The company has raised $10 million in funding.

92

2 years ago

What if the internet let you check on your stocks, find a doctor, and pay your bills The company’s app connects users to the information they need, from financial news to local restaurant reviews. The company has raised $6.4 million in funding.

91

2 years ago

This is a startup that builds financial products for the European travel industry, with a focus on the global student market. It offers a student loan re-finance product in the UK, as well as a personal loans product in the UK, Germany, and Ireland.

91

8 months ago

A financial services business that allows people to trade stocks & cryptocurrencies, with plans for a mobile app later this year.

91

8 months ago

A digital financial advisor for individuals with no bank account or credit history, using a digital model that connects individuals with lenders and leads to loans for people with low credit scores.

91

2 years ago

This company is building a way to track the financial life of a real estate property by using machine learning and artificial intelligence to help people decide whether to sell or hold onto a property.

90

2 years ago

A company that wants to build a digital platform to help people with chronic conditions, such as asthma or diabetes, manage their health and financial health.

90

8 months ago

A platform that allows users to create their own financial product, and sell that product via the web. The startup claims to offer a platform that’s “even easier to use than the current market player”.

90

2 years ago

This blockchain-based protocol enables the creation of new digital assets that can be traded on a peer-to-peer basis. It is designed to support the issuance of new assets and the transfer of value between existing assets, and can be used to provide financial access to unbanked individuals.

89

2 years ago

A startup that’s been using AI to help companies make better financial decisions, allowing them to make “retail-like decisions” that are more targeted and make better predictions.

89

2 years ago

A company that builds a software-as-a-service platform that helps people manage their wealth.They provide a way to create a savings plan that’s customizable based on the user’s specific needs. They also provide a digital portfolio that allows people to manage all of their financial accounts in one place.

89

2 years ago

A startup that helps companies in the financial services industry integrate data from multiple systems through one API.

89

1 year ago

A web-based tool to help people plan their financial goals. It’s especially useful for people without an advisor, and uses machine learning to predict where individuals are on the financial spectrum.

89

2 years ago

SaaS product for keeping track of financial assets.

88

2 years ago

A SaaS platform for helping financial institutions and consumers manage their money.

87

2 years ago

A startup that helps companies set up and manage employee stock-based incentive deals, such as 401k plans, stock options, and other financial instruments.

87

2 years ago

A cloud-based ERP that helps shed light on a business’s financials and keep control of its cash flow.

86

27 days ago

A startup that provides a suite of tools for financial professionals that help them manage budgeting, forecasting, and more. It’s in the process of becoming a full-fledged bank.

86

1 year ago

A startup in the financial services space that helps banks get banking relationships from clients.

85

1 year ago

A financial advisor that allows you to use an app to pay bills and set up automatic withdrawals.

84

2 years ago

A financial app for students that helps colleges accept payments directly from a student’s bank account, instead of charging fees or taking checks.

83

2 years ago

A mobile and web-based intelligence platform for financial advisors and those doing financial planning.

83

1 year ago

A company that helps businesses build their own financial plans using a web-based platform.

83

1 year ago

A startup to help people make good financial decisions by presenting them with an income forecast for every month of a job and helping them see how much they need to save for retirement.

83

3 months ago

A startup looking to help Indian businesses raise capital from US investors and US investors from India. It provides legal, financial advisory and consulting services.

83

2 years ago

A platform that connects borrowers with financial services and technology to transform the way they borrow and pay. They have a $2.5M seed round and are close to a round of growth.

82

2 years ago

A software platform for financial services. The startup aims to make the process of understanding numbers easier.

81

2 years ago

A financial management tool for small businesses in China, with a focus on going global.

81

2 years ago

A financial and investment platform that facilitates and provides insurance and retirement plans. The company says it wants to take the fees and costs out of these products. The company says it wants to take the fees and costs out of these products. The company wants to simplify the insurance and retirement plans experience for customers and consumers, and for companies to manage their employees’ plans.

81

10 months ago

A tool for financial professionals, or portfolio managers, to create and manage investment portfolios. The startup offers a web-based, drag and drop interface to create portfolios.

81

2 years ago

Cofounder of the company, a former financial industry analyst, began researching the fintech industry in 2017. She found a dearth of female founders in the space. In her startup’s pitch deck, she highlights several female founders as part of the company’s advisory board.

80

2 years ago

A French startup that wants to bring a more accessible way to access financial services to the unbanked in developing countries. The startup is building a mobile app that connects to the bank account of the unbanked, and then allows them to make international transfers and even cash out to a local currency.

80

2 years ago

A business that combines health and financial wellness, with plans to launch in the US in the fall of 2016.

80

2 years ago

According to its founders, this startup wants to be “the first social network to build a community of financial advisors”, helping advisors find clients.

80

1 year ago

A company that helps small- and medium-sized companies in financial services, insurance, and real estate get financing

79

1 year ago

A software company that helps companies visualize financial data to help them make better business decisions.

79

1 year ago

This is a financial education platform, where you learn the ins and outs of various lending options to make sure you’re getting the best loan possible.

79

1 year ago

A startup that helps college students get a better idea of their financial aid package.

79

1 year ago

A financial tool that helps SMBs manage cash flow.

79

1 year ago

A digital currency for underbanked Singaporeans. The startup builds a platform that enables individuals to join the mainstream financial system. Right now, it’s restricted to Singaporeans, and the founders are working on getting it to the wider Southeast Asian and Indian markets.

79

8 months ago

A company that helps healthcare professionals manage patient portfolios and financial accounts.

79

2 years ago

A financial services company that provides loan payments and collection services. The startup is now profitable and has a $4.5 million valuation.

78

2 years ago

A platform that helps people with no access to banking services, get small business loans and savings accounts. They’re a nonprofit and are building a platform to help people build their own financial products and have it administered by a bank, thus making it more accessible.

78

1 year ago

A financial management tool for people who want to stick to a budget. The company wants to help people use their credit cards to buy things they actually need.

78

1 year ago

A software platform for tracking and managing loans, credit, and financial products for small businesses.

78

2 years ago

A company that helps people get on the path to financial independence by saving money, cutting costs, and investing. It plans to disrupt the current financial planning industry by offering services at a fraction of the cost of traditional financial planning.

77

1 year ago

A tool for lessors and landlords that provides a dashboard of rent history and financial reports.

77

2 years ago

A cloud-based service that provides default financial advice for customers, with an emphasis on helping them manage their money

76

2 years ago

A platform that helps advisors, wealth managers, and family offices sell financial planning services to clients.

76

13 days ago

A company that wants to help companies build and run their own financial management and investment teams.

76

2 years ago

A B2B startup that wants to help banks and other financial services companies automate some of their workflows, so they can focus on products and services.

75

2 years ago

A startup has built a technology to predict and prevent stock market crashes. The company wants to use its technology to manage the flow of capital into financial markets.

75

1 year ago

A startup that wants to let users track their credit scores, health, and other financial data

75

1 year ago

This is a tool to help people make better decisions about their financial lives. The company wants to help people crunch and visualize financial data in order to make better decisions. Part of that is tracking their spending.

75

1 year ago

A search engine for insurance and financial products.

75

2 years ago

This is an app that helps companies process all their financial data for tax time. It allows companies to import data from one finance system to another.

74

1 year ago

An AI-driven tool for helping banks detect fraud and other financial crimes, and for the public sector to visualize and understand their finances and data.

74

1 year ago

A robo-advisor for financial advice.

74

1 year ago

A startup that wants to help people check their credit score, which is sometimes hard to get because of privacy concerns. Its service offers the ability to report your financial well-being to the Federal Trade Commission in one step. The company is pitching it to companies like Capital One and Chase.

74

1 year ago

A company that brings data science to financial advisors to help them more effectively manage their clients’ portfolios.

74

1 year ago

A platform that aims to help financial advisors manage their clients’ accounts more efficiently.

74

1 year ago

A company that provides a suite of financial products that help to monitor and manage a person’s money.

74

8 months ago

A platform that lets you access a variety of different financial services, like loans, banking, and insurance coverage. The startup wants to create a one-stop shop for financial services, and already has a customer base in the UK.

74

2 years ago

A San Francisco-based startup that’s building a next-generation financial services platform for the growing population of financially underserved people.

73

8 months ago

The company wants to be a financial services company that allows people to invest in startups in the way they invest in mutual funds.

73

1 year ago

A company that wants to add more social and emotional intelligence to the world’s financial system

72

7 months ago

A digital financial advisor whose goal is to help people learn how to invest like a professional, including personalized portfolio management.

72

2 years ago

A “social financial advisor” that helps people with retirement planning and wealth management.

71

1 year ago

An end-to-end personal financial system for millennials. The startup wants to use the blockchain to create a “democratized” personal financial system for millennials.

71

1 year ago

An SMS-based financial service that helps people access money in Brazil.

71

1 year ago

Helping small businesses with the process of applying for loans, including reviewing their financials, credit reports and personal data.

71

1 year ago

A Saudi Arabian startup that’s looking to help Saudi consumers make more financial decisions, but also wants to disrupt the way banks work in the kingdom.

71

1 year ago

A company that analyzes financial transaction data and helps companies reduce fraud, waste and money-losing deals.

71

7 months ago

Enter the Future is building a platform for the next generation of digital financial services.

71

2 years ago

A software company that helps insurers create reports on how they’re doing financially

70

1 year ago

A cloud-based platform for financial services, looking to help set up payment plans, make payments, and more.

70

1 year ago

A personal finance management tool for young entrepreneurs. It helps users track their net worth, investments, and expenses, and is compatible with any financial product.

70

4 months ago

A startup providing financial planning and budgeting services for “millennials”, with a focus on students and young professionals.

70

2 years ago

This is a mobile-first banking app for Latin America that wants to help customers manage their credit cards and manage their finances by aggregating and integrating all of a person’s financial data.

69

1 year ago

An AI-powered chatbot that helps with financial planning. The startup wants to bring AI to the financial planning industry, which has historically been dominated by humans, who can be biased and inefficient.

69

1 year ago

A platform for college financial aid, helping families track their student’s progress and figure out their eligibility.

69

1 year ago

A startup that’s building a digital platform for the Indian market. The startup aims to partner with financial institutions to create a digital platform for them to use.

69

8 months ago

This is a startup that wants to transform the financial industry, with a new way to invest in real estate. They’re using technology and a decentralized protocol to give investors more control over their investments and make it easier to invest in real estate.

69

2 years ago

A tool for accountants to help companies with their financial health.

68

1 year ago

A startup that helps physicians and healthcare companies create a financial wellness plan.

68

1 year ago

A platform for managing and sharing your finances, tying together financial statements, portfolio allocation, and a “treasure trove of personal data.”

68

1 year ago

A company that provides payment processing and credit card data to help companies build financial products

68

1 year ago

A financial software company that builds tools that lenders can use to manage cash flow and loan payments.

68

8 months ago

A consumer financial technology company that helps millennials manage all their financial information in one place. The startup knows the power of millennials and is aiming to build a platform that helps them do so.

68

6 months ago

A gamified board game that teaches players how to improve their financial planning abilities.

68

1 year ago

A way to streamline the process of getting a home loan and financial information, as well as a way to compare interest rates.

67

1 year ago

A startup that is working to make it easier to create a credit score based on your spending habits rather than your financial history.

67

1 year ago

This is a startup focusing on machine learning for the financial services industry. Its platform helps banks build predictions about how customers will act, and help inform decisions.

67

1 year ago

The startup is a B2B platform for HR in financial services that aims to reduce the cost of recruiting and onboarding new employees.

67

10 months ago

A startup that helps managers find the right funding for their businesses. It uses AI to crunch financial data and recommend the right financing for a startup.

67

9 months ago

A digital bank account for all of a person’s financial needs, from remittances to loans to credit cards.

67

8 months ago

A cloud-based accounting solution for small business owners. The company’s SaaS platform will connect millions of small businesses to their accounts and provide a “hub” for their financial data.

67

7 months ago

A startup that wants to build an app store for people in need of financial services that would be cheaper for people to use than traditional financial institutions.

67

7 months ago

A platform for small businesses to create a central log of their expenses, exports, etc. The company wants to help small businesses build better financial reports and track how they spend their money.

67

2 years ago

A company that equips people to take control of their financial lives by providing tools for building personal budgets, credit, savings, and investments.

66

2 years ago

“A platform that connects people with the power of AI to help them understand their financial position in real time.” The startup wants to help users make smarter financial decisions.

66

1 year ago

A financial management tool for people with less than $50,000 in net worth.

66

1 year ago

A startup that will help customers develop financial plans, at no cost, and then help them get access to an advisor or broker.

66

1 year ago

A platform that helps financial institutions, including banks and credit unions, provide services like checking accounts and loans. These services are typically offered by financial advisors and brokers.

66

1 year ago

This startup is building financial and accounting software that’s meant to make accounting quick, easy, and fun. The company is currently building out a prototype of the software and is looking to raise $1M in capital.

66

1 year ago

A platform that helps people in the Indian state of Uttar Pradesh get loans from banks and other financial institutions.

66

7 months ago

A platform for small businesses to create financial tools and cash flow management software that’s tailored to their needs.

66

2 years ago

A data visualization tool that offers individualized reports for each user, combining data from multiple sources and presenting them to an end user in a way that is easy to digest. The company’s first product, released in 2019, is for healthcare and financial services.

65

1 year ago

A startup that builds software for financial advisors to give them visibility into how their clients are doing.

65

1 year ago

A company that wants to build out a financial discovery platform that helps people find the right financial products for them.

65

1 year ago

This startup, founded in May, has a tool that helps companies better understand their financial health. The startup’s software goes through all of a company’s expenses, tracks revenue and profitability and gives employees a report on where all the money is going.

65

1 year ago

A financial services startup offering tools and advice for companies to help them scale up loans.

65

1 year ago

A tool for restaurants to manage their online presence, including online ordering, reservations, background checks, and all of the financials.

65

1 year ago

A home-based financial education company for low-income families. It aims to teach families about budgeting, saving and investing.

65

1 year ago

The company’s micro-loans are targeted at helping people who are faced with emergency financial needs, like medical bills, school fees and daycare payments.

65

1 year ago

A financial services startup that provides credit and financial planning tools to small businesses, helping them manage their credit and reducing the risk of default.

65

1 year ago

A startup that helps people avoid scams and fraud by offering a financial education service that teaches people how to spot lies

65

10 months ago

A startup that’s developing an AI-based machine learning platform for financial services that is “designed to help financial institutions to deliver the best customer experiences”.

65

8 months ago

A data analytics tool for banks. The startup, called River, wants to help financial institutions by offering a way to identify a customer’s behavior based on their credit and debit card purchases. It also provides a visual dashboard that lets a business see how well their customers are performing.

65

7 months ago

A program that helps students apply to college, pay for it, and manage their financial aid.

65

7 months ago

A company that offers a platform that helps Financial Advisors keep track of their clients’ portfolios, helping them get paid.

65

7 months ago

A startup that wants to use technology to help consumers find a great financial advisor. It’s a SaaS-based platform that helps consumers find a financial adviser through a series of questions.

65

2 years ago

In the same vein, this company is building an API that will help developers integrate their platforms with other financial services.

64

2 years ago

A co-op centered around giving financial advice to companies, and letting them share in the profits.

64

2 years ago

A tool for self-employed individuals to organize their taxes and financial accounts.

64

1 year ago

A platform that helps people in developing economies get around the inefficiencies of the current financial system. Its founders say that their platform is “an order of magnitude cheaper” than other existing alternatives.

64

1 year ago

A financial technology company that helps comprehensive research in the world of growth investing.

64

1 year ago

This startup is creating a package of services for small business owners that handle all of their financial needs. It includes accounting, taxes, payroll, and more.

64

1 year ago

A platform that helps businesses manage their financials and accounts, organizing information in a way that makes it easy to understand and use.

64

1 year ago

A cloud-based accounting and financial management platform for startups.

64

1 year ago

A startup that wants to create a financial ecosystem that rewards you for making smart financial decisions

64

1 year ago

This is a startup that helps people with financial planning and planning for retirement. It’s a complicated, nuanced domain that’s dominated by a handful of companies, but this startup is trying to automate the process using machine learning and artificial intelligence.

64

11 months ago

A startup that was founded in May, a company that helps the financial industry with compliance and regulatory compliance.

64

2 years ago

An API for the financial sector to allow bank customers to automate banking, track transactions, and have their data centralized

63

2 years ago

A “one click” app that helps you quickly and easily create a personal financial budget. The company has raised $1.5M to develop a web and mobile app to help people budget and save more.

63

1 year ago

A financial services startup that uses AI to process loan applications in the background.

63

1 year ago

A startup that builds a software platform for making financial decisions for seniors. It allows seniors to make financial decisions through a mobile app, and is currently working with two dozen Medicare beneficiaries.

63

1 year ago

Teller has created a system to make financial transactions much easier for individuals that have low or no credit and limited access to bank accounts. The company is currently in talks with large banks to embed its system in their ATMs.

63

1 year ago

A micro-loan company that helps people with limited credit histories to navigate the financial system.

63

1 year ago

A startup that helps people with debt or other financial obligations pay off their student loans faster with automated paychecks.

63

1 year ago

A company that provides credit data to banks and financial institutions. The company is part of an institutional group called “Funding Circle”

63

1 year ago

An AI-powered chatbot that offers financial advice to people.

63

1 year ago

A company building a chatbot that evaluates your current financial status and predicts your future.

63

2 years ago

A financial management tool for small businesses, pitched as a solution to the “$1 trillion dollar problem” of managing small business finances.

62

1 year ago

A SaaS company that provides the tools for the financial industry to keep employees up to date on their financial health.

62

1 year ago

A startup that connects the customer to a broker who can answer questions related to financial freedom and wealth creation.

62

1 year ago

The startup says its software helps financial institutions to better manage their credit risks

62

10 months ago

A $10/month service that helps people with financial difficulties.

62

2 years ago

A startup that helps users find the best rates on credit cards, loans, and insurance. They also provide tools to help people understand their credit score, get a financial plan, and get access to the best rates. The company is currently having trouble funding their expansion, but they are continuing to get new customers.

61

1 year ago

It’s 2015, and you’re still using an Excel spreadsheet to track your expenses. Monefy helps you do that, but also keeps your financial records organized.

61

1 year ago

A “financial services for the modern age” platform for the US that’s “designed to meet the needs of the emerging millennial generation”.

61

1 year ago

A tool that helps small businesses find loan applications and other financial services, including asset-based loans for startups. The startup takes a 20% commission.

61

1 year ago

The company is using machine learning and blockchain to help combat fraud and increase security on real-life financial transactions.

61

1 year ago

A personalized financial tool for developing countries that allows users to see forecasts for their future savings.

61

1 year ago

A startup that wants to make it easier to get your insurance and financial services from the same website you buy from.

61

1 year ago

A startup that aims to educate students about college debt and financial aid, as well as cover all of the free services they offer, like money management course and career counseling.

61

1 year ago

A startup that wants to make it easier for developers to build fintech apps on their own. Its API connects apps with banks, so developers can build financial tech apps without having to recruit banks or work with their own teams.

61

1 year ago

A way to make it easy for customers to set up a financial plan with a professional

61

1 year ago

A cloud-based platform for financial professionals. The startup aims to make the process of managing large investments simpler and more affordable, starting with a $1,300 annual fee.

61

1 year ago

A platform for making payments, building credit, and analyzing financial performance. It’s the first platform in India to offer the ability to make payments in a smartphone app and access information about spending habits through a dashboard.

61

7 months ago

A predictive software company that provides expert advice in the form of a series of recommendations on the customer’s financial situation. The startup looks at the customer’s spending patterns, employer, income, investments, and credit to make a series of suggestions on how to improve the customer’s financial health.

61

6 months ago

A startup that is building data tools for the financial industry that helps them make sense of the flood of data they’re now collecting.

61

5 months ago

A platform that lets individuals, small businesses, and investors connect with all the legal and financial information they need in one place.

61

4 months ago

A platform that will allow users to connect to their financial institution to purchase bitcoin.

61

1 year ago

A company that helps small businesses make sense of their financial data, and offers a monthly subscription service to help them do so.

60

1 year ago

A startup that provides investors with information about companies they’re interested in, including their financials, their social media activity, and their networks.

60

1 year ago

A startup that wants to replace the tedious process of filling out financial aid forms in the US. US students and colleges can apply for aid with a form that automatically pulls in their data.

60

1 year ago

A startup aiming to provide access to a full suite of financial services, including credit reports, debt management, and investing.

60

1 year ago

A startup that provides weekly financial planning and budgeting for young adults

60

1 year ago

A software company that helps institutions like banks, retirement funds or 401(k) plans manage and track their investments, as well as settle trades. Think of it as Uber for your financial life.

60

1 year ago

A platform for automated trading. The startup’s goal is to bring better tech to the financial markets.

60

1 year ago

A startup for financial advisors to get investment advice to clients, and for clients to get advice on portfolios and investment strategies.

60

1 year ago

A company that offers financial training to people around the world.

59

1 year ago

The startup is building an app to connect people who have experience in developing countries with those who need services like legal, financial, and accounting advice.

59

1 year ago

Based in New York, this startup uses blockchain to secure a direct bond between two people who want to be financial partners. A single digital bond is created, secure and licensed by law, that can be traded and used like a stock. The company is backed by PayPal co-founder Max Levchin.

59

1 year ago

A financial services startup focusing on the needs of business owners, who often struggle to deal with taxes and other financial demands.

59

1 year ago

A blockchain-based platform that helps automate the financial industry

59

11 months ago

A new kind of personal finance site that connects people with a shared financial goal, like paying off debt or saving for a vacation.

59

10 months ago

A smarter way to use the power of your smartphone to manage your money. The startup wants to make financial management easy, offering a service that allows you to view your bank account, transfer money, and make purchases all from your phone.

59

7 months ago

A real time, data-driven sentiment analysis for financial markets that predicts the next move, based on their historical data.

59

1 year ago

A tool for managing customer data. The company has signed on a number of large-scale companies in the financial services sector.

58

1 year ago

This personal finance app is meant to help you save money and get into the best financial products. It’s currently only available in the U.K. The app also claims to have access to the UK’s highest interest savings accounts, so it may not be available in the U.S.

58

1 year ago

This startup is building a platform to bring better, more efficient financial services to the world’s unbanked. They’re currently in talks with a major bank to launch their service in the fall.

58

1 year ago

A company that creates a secure file sharing service for the enterprise, with a particular focus on the financial sector.

58

1 year ago

A software company that helps identify fraud in the financial services industry by using machine learning to scan billions of financial transactions and identify patterns that exist because of fraud.

58

1 year ago

A company that works with universities to improve student outcomes and career outcomes. A student facing a financial crisis might get a loan from a university, in order to help them pay tuition. But if their grades don’t improve, they might not be able to pay it back. The startup’s platform helps universities track their students and make sure they’re on track to graduate and are actually paying back their loans when they graduate.

58

1 year ago

A startup that helps investors analyze companies by comparing their financials to those of companies they’re already invested in.

58

1 year ago

Building a system to help the underbanked get basic financial services

58

1 year ago

Small group of developers building financial products for the next generation of digital natives.

58

1 year ago

A business that helps young professionals around the world save their money for future goals and use it for their immediate needs. The company wants to help people with their finances and give them the opportunity to build a portfolio of financial products and services.

58

7 months ago

A suite of consumer credit and financial services that help consumers who need to consolidate credit cards and debt.

58

1 year ago

A financial services company that helps banks and lenders keep track of their customer’s credit score and credit card information, so they can make decisions about whether to give a loan or simply do a credit check.

57

1 year ago

The company wants to help businesses and professionals share their financial information.

57

7 months ago

A company that sells personalized financial services, focusing on helping low-wealth individuals get a handle on their finances, and finding the right financial products to fit their needs.

57

3 months ago

A tool that helps non-profits and charities build annual reports and financial reports in a way that is accessible to local donors and government agencies.

57

2 years ago

A startup that wants to bring machine learning to the world of financial trading, using advanced computer vision and AI to help traders make better investment decisions. It's raised $3.4 million to date from investors like GV and Flatiron.

56

2 years ago

A startup that helps consumers to make sense of their mortgage payments, saving them time while also helping them make smarter financial decisions.

56

1 year ago

"An online financial community for the over-50s", with a focus on saving and investing.

56

1 year ago

A platform that helps SMBs share out financial, marketing, and HR responsibilities.

56

1 year ago

A startup that wants to replace the traditional paywall with an algorithmically curated one that increases revenue for publishers. The startup wants to make subscriptions better, both financially and socially.

56

6 months ago

This startup is trying to build out a platform and API to help companies with financial services that are too small to handle their own business and customers.

56

1 year ago

A company for people who want to automate personal financials to make their lives easier. For example, the company has a product that keeps track of your credit cards and automatically pays them off.

55

1 year ago

Enterprise data intelligence for financial and healthcare customers.

55

1 year ago

A financial dashboard for bookkeepers and accountants, meant to help people better manage their bookkeeping work.

55

1 year ago

The startup’s point of differentiation is its transparency: it posts all its financials on a website.

55

1 year ago

A “software-as-a-service” company that creates tools for businesses and organizations to manage a variety of financial tasks, from accounting to payroll.

55

1 year ago

A “digital assistant” that helps you “organize your financial success and happiness”.

55

11 months ago

A digital assistant that helps people optimize their behavior, improve their health and manage their finances. The digital assistant will pair with a smartwatch to work as a personal coach, health coach and financial manager.

55

7 months ago

A platform that monitors and analyzes your credit cards and other financial data to help you make better financial decisions.

55

2 years ago

A platform that helps users manage their personal finances by connecting them with financial advisors, and then helping the advisors get paid.

54

1 year ago

A B2B company that helps financial-related businesses send payments to each other.

54

1 year ago

A mobile, mobile-first bank designed to handle all of a customer's financial needs from a single app.

54

1 year ago

A startup that brings financial advisor services to the remote workforce, giving workers access to virtual advisors 24/7.

54

1 year ago

A company that provides software for the financial services industry that aims to reduce the cost of complying with regulations.

54

1 year ago

A subscription-based platform that gives you access to a network of experts and information, including legal and financial advice.

54

1 year ago

The startup helps people get a credit score for free and use it for financial decisions.

54

1 year ago

A banking and financial app for millennials.

54

1 year ago

A startup that makes it easy to send money abroad to friends and family. The startup is looking to partner with banks, credit card companies and other financial institutions to help small businesses and families send money abroad.

54

1 year ago

A plastic surgeon’s dashboard that enables him or her to schedule and manage appointments, track financials, and view patient progress throughout the procedure.

54

1 year ago

A startup that has built an app that allows users to take a picture of their financials and then analyze them in real-time on the fly.

54

1 year ago

A company that wants to help people learn how to be more financially responsible in their lives.

54

10 months ago

A new kind of Wall Street, built to solve problems in the financial markets, including risk and transparency.

54

8 months ago

A chatbot that coaches people on how to invest their money in a way that helps them meet their financial goals.

54

6 months ago

An AI platform to help companies think through the financial risks they take.

54

1 year ago

A platform for investing that works as a resource for financial advisors, showing them how to invest in things like individual stocks, ETFs and 401(k) plans.

53

1 year ago

This startup is building a tool for managing portfolios of businesses. The idea is to make portfolio management more accessible for people without a huge financial team.

53

1 year ago

A startup that offers a suite of business-related services, from financial management to payroll, to small and medium sized businesses.

53

1 year ago

A tool for tracking, organizing, and navigating the complex web of established and emerging financial assets.

53

1 year ago

This startup is building a digital platform for the financial services industry. The startup wants to help companies collect, verify and store financial data, so they can make sure they’re getting paid for the right thing.

53

1 year ago

A way to cash out of a 401k or IRA without paying a fortune to a fee-laden financial advisor.

53

6 months ago

A digital platform for smart money in Latin America. Users can set goals, track progress and then take advantage of all kinds of financial products and services.

53

3 months ago

A startup specializing in financial management software, aimed at consumers who want to be in control of their finances.

53

1 month ago

A company that helps users negotiate financial transactions with businesses in the Philippines, India, and Indonesia.

53

17 days ago

A startup that creates apps that allow people to visualize their financial data in ways they can understand.

53

3 years ago

Idea: A pharmaceutical company that offers financial and marketing help to early-stage startups and researchers

52

1 year ago

This company builds a software tool that helps financial advisors manage their clients’ portfolios. It’s for financial advisors who want to do more with their clients’ portfolios without the need to learn new software.

52

1 year ago

A system that brings together everything from a company’s website, social accounts, emails, past financial records, etc. under one place.

52

1 year ago

A software company that creates tools for financial advisors, helping them make their own tools and integrate them with their clients’ systems.

52

1 year ago

A startup that uses machine learning to provide the type of financial advice customers would typically get from a licensed financial professional.

52

1 year ago

A digitally native financial services company that focuses on helping people with small-to-medium business loans.

52

1 year ago

The founders of this B2B fintech startup aim to improve the way banks and other financial institutions provide financial planning advice. They aim to do this by connecting banks with the people who know best how to invest, how much to save, and how to invest.

52

1 year ago

A startup that wants to translate financial services paperwork into natural language so it’s much easier to read and understand.

52

1 year ago

A B2B platform for banks to provide financial advice to small business owners. The company is working with a number of large banks and is on track to launch in the U.S. in 2019.

52

1 year ago

A platform that helps you track the financial impact of your decisions. The tool helps your business make better decisions, and it takes time and money out of the business.

52

1 month ago

A consumer-facing financial services startup which brings together data from credit reports, loan information, and other systems to deploy loans, credit, and insurance services to consumers.

52

3 years ago

A software company that helps businesses build and scale their content marketing programs. A financial services company that aims to make trading more accessible for small and medium-sized businesses.

51

1 year ago

A platform for measuring, and managing, how companies pay back their loans. The startup helps companies intelligently manage their debt portfolios, and provides software for financial planning and decision making.

51

1 year ago

This is one of the first of the non-bank digital payments startups to be funded by the super-investors of Silicon Valley — Peter Thiel. The company is building a payments platform for financial institutions, where they can send money overseas and allow their customers to pay using cryptocurrency.

51

1 year ago

A startup in the process of launching a $1 billion new venture fund called the FinTech Fund that will invest in the future of money, especially in the FinTech sector. They’re looking for “unicorns” (startups valued at over $1 billion) in the financial technology sector.

51

1 year ago

A financial services company that helps companies process payroll with less cost and more efficiency.

51

1 year ago

A tool that helps make it easier to keep track of your health, financial and work habits.

51

1 year ago

A startup that helps small businesses with their financials by putting together a monthly budget and offering financial coaching.

51

1 year ago

A startup that wants to build a new kind of database to keep track of financial information, allowing users to bring in their bank statements electronically, and also create reports that can be exported to CSV or PDF formats.

51

1 year ago

A new class of financial technology startups that are creating new kinds of financial products.

51

11 months ago

A startup that allows employees to view their team's analytics and financials — without having to open up a company accounts. SSPs provide a single dashboard of the company's performance.

51

8 months ago

A financial services startup that aims to make life easier for the self-employed, providing tools for budgeting, investing, and tax planning.

51

1 year ago

This financial services startup is building a data platform to help family offices solve their risk problems.

50

1 year ago

A B2B company that helps hospitals with analytics and visualization tools for data and financial management, like hospital management software.

50

1 year ago

A tech-enabled financial advisor, allowing customers to communicate with their advisor via email, text, chat, and phone. The startup is a spin-out from the University of Texas and is currently focused on the US market.

50

1 year ago

A tool that uses a web browser to visualize financial markets, with the goal of making trading more transparent.

50

1 year ago

A platform to help users manage their expenses across multiple financial accounts, and easily convert between currencies.

50

1 year ago

A new approach to the financial industry using a mobile app. The startup wants to help companies get paid faster.

50

1 year ago

A startup that wants to use AI to replace the risk assessment that goes into many financial products.

50

1 year ago

A digital assistant for financial services.

50

11 months ago

A startup that helps banks and other financial institutions manage their finances by doing things like putting together a financial plan, tracking financial goals, paying bills and more.

50

11 months ago

A tool for small businesses to hack their inventory software, eliminating the need for laborious calculations, and providing them with instant financial reports.

50

8 months ago

A student loan repayment app that connects borrowers with a network of financial services companies that can help them refinance their loans.

50

7 months ago

A data platform for companies to see what financial products their customers are using and get insights about their spending habits. The company was founded by a former Wells Fargo executive.

50

5 months ago

A blockchain startup whose sole focus is on the underbanked and unbanked in Peru. The startup wants to help families build savings accounts and get connected to financial services.

50

5 months ago

Businesses are becoming more and more reliant on software to manage their finances. CashApp wants to be the app that helps businesses manage their money in one place, using the app to send and receive money, send and request invoices, and track financial transactions.

50

💡 Ideas AI

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Financial Startup Ideas

This startup tackles a problem that many startups and venture capitalists face: how to manage the startup’s finances. The startup wants to be a one-stop shop for accounting, taxes, and financial planning for startups.

A “personal finance tool” for people with less than $50,000 to help them with financial management.

An educational game for kids to help them learn about financial literacy.

A company that builds a financial management software for self-employed individuals

A tool for helping those in the restaurant industry manage the financial, administrative, and HR aspects of the business.

A platform that lets users have one app to manage all of their financial accounts.

A fintech startup that is building a platform that will let users import financial data from different platforms and create a financial dashboard that can be integrated with other platforms.

This is an API that helps banks and other financial services companies manage their data more efficiently

A B2B market analytics startup that uses AI to help financial services firms make better decisions.

A mobile app for managing student financial aid.

A startup that provides financial planning for high net worth individuals and families, and which has worked with the likes of Goldman Sachs, Credit Suisse, and Fidelity.

A tool for managing all your financials and tax information.

A startup that wants to make your money work for you, without having to do the work yourself. The company’s first product is a small device that makes it easier for people to open their credit card accounts, and has plans to expand to other financial products like insurance.

A “do-it-yourself” set of financial tools for people looking to manage their finances.

A web-based platform for financial advisors to manage clients

This app helps users find dentists, find the cheapest prices for insurance, and a host of other financial services.

A mobile financial services company that wants to help banks and consumers make better financial products for mobile users.

A startup building a secure network for physical and digital authentication. The startup wants to help banks and other financial institutions identify and authenticate their customers via their physical presence at a branch or ATM.

A company that wants to help freelancers with their invoicing, payments, and overall financial management.

For those who can’t afford to pay for a full-time financial advisor, this startup offers hourly advice via phone or video.

A company that allows people to streamline financial transactions by providing a simple interface to pay bills.

A startup for people in retirement who want to retire overseas. The startup helps people in their 50s and 60s with this goal, by building a financial blueprint for a person’s retirement and then matching them with an appropriate country.

A startup that wants to help companies make sense of the many different financial transaction systems that they manage.

A startup that helps early-stage companies with financial product development.

A cloud platform for companies handling high-volume data including financial services, utilities, manufacturing and media.

A platform for helping customers shop online while managing their financial data

An online tool for financial advising, allowing consumers to see their advisor’s track record and compare it to their peers.

A startup that wants to make “banking for the world’s poor” easier by providing access to financial services.

A financial services startup that offers small business loans.

An online platform that helps students get into college by providing information about scholarships, programs and financial aid.

A credit card that offers financial products to its users for purchases made on the card.

“The Motley Fool” is a U.S. financial and investing blog and website, founded in 1996.

A digital education platform for low-income students, helping them understand their financial aid eligibility.

A platform for people to learn their own personal finance. The startup uses gamification to teach users about their finances and to promote financial literacy.

A chat bot that helps people find the best financial services for their needs. The startup has been around for a while, and is still selling its services via a web-based chat-based platform.

A startup that does “personalized” financial planning for people who have a lot of money So, clients pay a fee and the financial planner talks with them and then helps them set up their investment portfolio

A company that offers a way for small businesses to manage their accounts, from payroll to utility bills, and find financial advice from a certified financial planner.

A financial wellness platform that is designed to help people take control of their finances, instead of leaving it to a broker.

A company that sells an AI-powered financial advisor to help people save for retirement. The company says it has had more than $30 million in AUM.

A team of bitcoin and blockchain-savvy developers building a software suite for the financial services industry.

A platform that helps organizations measure their success in more than just the traditional metrics like financials, net promoter score, market share and more. The startup is pitching their platform as a way to measure what they do in real-time, capturing the human side of their operations.

A social network for those in finance, made with the goal of “reducing the cost of the financial system by democratizing access to financial markets.”

A system for visualizing all financial data for a company, and making it actionable.

This is a financial platform for the “urban poor” that helps track their income, expenses, and savings. It connects people to financial services and also helps them understand how to make savings and investments.

This is a startup that aims to make it easier for financial institutions to raise capital by using machine learning and AI to identify potential high-return investment opportunities.

A web-based platform for financial planning, with an AI that helps users make better financial decisions through behavioral psychology.

The fund focuses on two themes: 1) creating new tools to enable better access to financial services (including micro-credit, financial products, and payment systems) and 2) creating new technologies for improving the quality of health care.

One of the most well-known startups in YC, ZestFinance is working on a suite of financial products for the cannabis industry. The company is working to build a platform that will help dispensaries and cannabis-related businesses better manage their cash flow.

A business that aims to bring financial services to rural areas of the US.

A startup that wants to help financial professionals manage their businesses.

A tool that allows you to create and manage your own variety of financial instruments. Think of it as a Pinterest and Facebook for financial funds, with a focus on helping people raise money from friends and family.

A platform for helping banks and other financial institutions scale their mobile interfaces. The startup says it has over 40 clients.

A startup that uses AI and machine learning to build financial tools that are better at predicting risk.

An AI system to recommend and execute financial transactions

A product that helps customers compare different financial products to understand which is best for them.

A startup that makes a “personalized financial advisor” out of your phone.

A platform that provides personal finance advice in the form of an AI-powered personal financial advisor. The startup is currently in private beta.

A platform for financial advisors to manage their clients’ investments. The platform is intended to help advisors avoid mistakes often made by new advisors, and set up automatic investment reports.

A startup that provides comprehensive financial data services to the growing influencer economy.

This is a solution to help small businesses manage their tax and financial obligations. Their platform is built on Slack, helping you bill, collect, and send payments to your customers, which can be done through a simple, intuitive interface.

A platform that makes it easier to build and deploy decentralized applications on the Ethereum network. The startup aims to make Ethereum as easy to use as a web app, with an initial focus on dapps for financial services.

The startup is building a way for people to keep track of their credit scores and other financials via the web or mobile.

A new kind of financial tool for freelancers and people who work on-demand. It’s a way for people to run their finances and see where their money is going.

A company that builds financial tools for the elderly and poor, and provides real-time financial advice.

A company that helps companies with employee benefit management. It fits with the financial services industry, which is already using it.

Share3X is a platform that lets people store, share, and manage their work and financial tools. The startup offers a “Workplace as a Service” for companies to house their employees’ tools.

A VC-backed startup that is looking to bring financial services to the unbanked in India. The company has started piloting its technology in Chennai and Hyderabad.

A financial services firm that helps companies get the most out of their employees.

A programmatic trading platform for financial institutions.

A financial service company that helps people get their retirement savings straightened out.

A chatbot that helps personal financial management. The startup is looking to build a platform that aggregates data from a variety of online and offline sources to provide financial guidance and advice to its users.

An AI-powered financial advisory platform that helps people make better financial decisions.

A tool that helps you figure out which of your friends are in financial trouble. It sends you a link to their profile and asks you a few questions to figure out if they’re in financial trouble.

A financial services startup that helps small businesses get loans. The company sends loan officers into the field to help small businesses get loans quickly and at low rates.

A financial analytics company that wants to help financial companies use “big data” to make sense of financial transactions.

A tool that helps companies automate their financial and operational reporting to ensure that they’re on track. The company is selling the software to businesses that aren’t online, and has worked with companies like Google and Target.

A startup that uses the power of past sales information to predict returns on investments, helping investors make better financial decisions.