25 Best Washington Personal Finance Companies and Startups

August 5, 2022

This article showcases our top picks for the best Washington based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top Washington Personal Finance Startups

Data sourced from Crunchbase and SemRush.

Financial Choice

Financial Choice

Crunchbase Website Twitter Facebook Linkedin

Financial Choice allows consumers to invest their checking account funds for market returns while retaining instant cash access.

GroundSwell SPC

GroundSwell SPC

Crunchbase Website Twitter Facebook Linkedin

We empower organizations improving life with sustainable funding.

GroundSwell SPC

Life Dreams

Crunchbase Website Twitter Facebook Linkedin

Life Dreams is an internet company that specializes in the fields of financial planning, cloud services, and personal finance.

GroundSwell SPC

Tiller Money

Crunchbase Website Twitter Facebook Linkedin

Tiller Money is the only service that automatically imports financial transactions into Google Sheets. Powerful templates get you started.

GroundSwell SPC

America’s Credit Union

Crunchbase Website Twitter Facebook Linkedin

America’s Credit Union is a financial firm that offers banking, loans, mortgage, credit cards and investment services.

GroundSwell SPC

GROUPIRA

Crunchbase Website Twitter Facebook Linkedin

GROUPIRA® offers retirement investing services to individual investors by leveraging collective buying power to reduce investment costs.

GroundSwell SPC

Willowfinch

Crunchbase Website Twitter Facebook Linkedin

Willowfinch is a data intelligence company that focuses on providing real estate housing data.

GroundSwell SPC

FirstBrick

Crunchbase Website Twitter Facebook Linkedin

FirstBrick is a Personal Finance, Real Estate.

GroundSwell SPC

Industrial Credit Union

Crunchbase Website Twitter Facebook Linkedin

Industrial Credit Union offers online banking, checking, savings account, credit cards and loan services for personal and business purposes.

GroundSwell SPC

Auxano Advisors

Crunchbase Website Twitter Facebook Linkedin

Auxano Advisors expertise in personal finance, estate planning, investment, tax, risk management, charitable giving and business services.

GroundSwell SPC

Ak Business Services

Crunchbase Website Twitter Facebook Linkedin

Ak Business Services is financial consultancy provides tax and accounting ideas.

GroundSwell SPC

LifeCounts (HowellCorp)

Crunchbase Website Twitter Facebook Linkedin

LifeCounts is a mobile service that monitors and optimizes personal finances.

GroundSwell SPC

Money Clouds®

Crunchbase Website Twitter Facebook Linkedin

Money Clouds® is a free money management app that enhances and energizes the way you save, share, and spend.

GroundSwell SPC

Viren and Associates

Crunchbase Website Twitter Facebook Linkedin

Viren and Associates offer an array of insurance and financial services as well as investment, retirement, and personal finances.

GroundSwell SPC

Lakeview Financial

Crunchbase Website Twitter Facebook Linkedin

Lakeview Financial is a provider of comprehensive financial planning, retirement, and income management solutions.

GroundSwell SPC

Abbey Tax

Crunchbase Website Twitter Facebook Linkedin

Abbey Tax is a financial services company.

GroundSwell SPC

First Underwriters

Crunchbase Website Twitter Facebook Linkedin

First Underwriters offer a range of business and financial insurance services as well as risk management solutions for various industries.

GroundSwell SPC

Agate Pass Investment Management

Crunchbase Website Twitter Facebook Linkedin

Agate Pass Investment Management provides financial and investment services.

GroundSwell SPC

Money Mart

Crunchbase Website Twitter Facebook Linkedin

Money Mart provides financial services.

GroundSwell SPC

Tepco Premium Financing

Crunchbase Website Twitter Facebook Linkedin

Tepco Premium Finance is a financial service provider for the business’s customer service.

GroundSwell SPC

CPW-Northwest Premier Insurance

Crunchbase Website Twitter Facebook Linkedin

CPW-Northwest Premier Insurance offers insurance services for auto, home, flood, general liability, commercial property, health, and life.

GroundSwell SPC

Cummings, Fraser & Associates

Crunchbase Website Twitter Facebook Linkedin

Cummings, Fraser & Associates provides group or individual insurance services for medical, dental, disability, vision, and term life.

GroundSwell SPC

SILVER FALLS CAPITAL

Crunchbase Website Twitter Facebook Linkedin

SILVER FALLS CAPITAL is a financial company that offers the acquisition of small and medium privately held businesses.

GroundSwell SPC

Insurance Associates Marketplace Agency

Crunchbase Website Twitter Facebook Linkedin

Insurance Associates Marketplace Agency offers auto, home, business owners, life, and health.

GroundSwell SPC

Kallberg Insurance

Crunchbase Website Twitter Facebook Linkedin

Kallberg Insurance offers insurance services for auto, homeowners, townhouses, condos, renters, and motorcycles.

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