30 Top San Francisco Personal Finance Companies and Startups of 2021

June 18, 2021

This article showcases our top picks for the best San Francisco 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 San Francisco Personal Finance Startups

Data sourced from Crunchbase and SemRush.

Kraken

Kraken

Crunchbase Website Twitter Facebook Linkedin

Kraken is a cryptocurrency exchange that provides spot and futures trading between Bitcoin, Ethereum and 40+ other digital assets.

NerdWallet

NerdWallet

Crunchbase Website Twitter Facebook Linkedin

NerdWallet helps people find the right credit cards and mortgage rates, refinance their student loans.

NerdWallet

Lending Club

Crunchbase Website Twitter Facebook Linkedin

Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors.

NerdWallet

Prosper Marketplace

Crunchbase Website Twitter Facebook Linkedin

Prosper Marketplace is an online lending platform that connects people who want to borrow money with individuals and institutions.

NerdWallet

Gusto

Crunchbase Website Twitter Facebook Linkedin

Gusto provides a cloud-based payroll, benefits, and human resource management solution for businesses.

NerdWallet

Keeper Tax

Crunchbase Website Twitter Facebook Linkedin

Discover the tax write-offs you’ve been missing

NerdWallet

EarnUp

Crunchbase Website Twitter Facebook Linkedin

EarnUp is an intelligent loan payment automation.

NerdWallet

River Financial

Crunchbase Website Twitter Facebook Linkedin

River Financial is a Bitcoin financial institution allowing long-term investors to buy, sell, and manage Bitcoin.

NerdWallet

Noah

Crunchbase Website Twitter Facebook Linkedin

Noah is a fintech company enabling homeowners to tap into the value of their homes without incurring new monthly payments or interest.

NerdWallet

Lendtable

Crunchbase Website Twitter Facebook Linkedin

Lendtable provides income-constrained individuals with wealth-building cash advances.

NerdWallet

Juvo

Crunchbase Website Twitter Facebook Linkedin

Juvo is a developer of mobile identity scoring software designed to establish financial identities who are creditworthy.

NerdWallet

Credit Karma

Crunchbase Website Twitter Facebook Linkedin

Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.

NerdWallet

TomoCredit

Crunchbase Website Twitter Facebook Linkedin

TomoCredit helps millennials get the credit cards they deserve by analyzing alternative data sets.

NerdWallet

FutureAdvisor

Crunchbase Website Twitter Facebook Linkedin

FutureAdvisor is a registered investment advisory firm that manages a user’s existing IRA, 401(k), and other investment accounts.

NerdWallet

Cushion

Crunchbase Website Twitter Facebook Linkedin

Cushion scan users accounts 24/7, finds and alerts them about bank and credit card fees, lets them know which ones are negotiable, which banks are cooperative, and much more. Also, if the users would like them to negotiate their fees with high refund probability, they can do so as well.

NerdWallet

Apto Payments

Crunchbase Website Twitter Facebook Linkedin

Apto Payments is a card issuance platform that helps companies issue new kinds of cards in new ways.

NerdWallet

Icon Savings Plan

Crunchbase Website Twitter Facebook Linkedin

Icon is a portable retirement savings plan company that simplifies retirement benefits for employers.

NerdWallet

She’s Well

Crunchbase Website Twitter Facebook Linkedin

She’s Well provides subscription plans to help women and couples to preserve their fertility and have children when they’re ready.

NerdWallet

Clara Lending

Crunchbase Website Twitter Facebook Linkedin

Building the fastest, simplest way for consumers to finance their home.

NerdWallet

Pinch

Crunchbase Website Twitter Facebook Linkedin

Pinch makes it easy to build its clients’ credit history just by paying their rent.

NerdWallet

Federal Reserve Bank

Crunchbase Website Twitter Facebook Linkedin

Federal Reserve Bank is a regional bank of the central banking system in the United States.

NerdWallet

Atomic

Crunchbase Website Twitter Facebook Linkedin

Atomic is a personalized investment management service API that lets companies offer their end-users a disciplined way to invest with them.

NerdWallet

Empower

Crunchbase Website Twitter Facebook Linkedin

Empower is building the best mobile-banking experience in the world.

NerdWallet

SimplyCredit

Crunchbase Website Twitter Facebook Linkedin

SimplyCredit operates an online platform intended to create lending products that are fair and transparent for consumers.

NerdWallet

Sweep

Crunchbase Website Twitter Facebook Linkedin

Save intelligently, spend confidently.

NerdWallet

aboutLife

Crunchbase Website Twitter Facebook Linkedin

Get expert answers to your retirement questions.

NerdWallet

TurboTax

Crunchbase Website Twitter Facebook Linkedin

TurboTax builds software that helps get taxes done right and makes it easy to get the biggest tax refund.

NerdWallet

Lawnmower

Crunchbase Website Twitter Facebook Linkedin

Bitcoin & Blockchain Investing, News & Market Data

NerdWallet

Bright Money

Crunchbase Website Twitter Facebook Linkedin

The new age Digital Bank powered by Artificial Intelligence to help middle class Americans

NerdWallet

GoodApril

Crunchbase Website Twitter Facebook Linkedin

GoodApril is a TechStars-backed tax planning startup.

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