This article showcases our top picks for the best New York City 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
Top New York City Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Stash
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Stash is a personal finance app that combines banking, investing, and advice into one platform.
SmartAsset
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SmartAsset is the web’s go-to resource for financial advice connecting consumers with financial advisors.
Tornado
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Nvstr is now Tornado! Backed by Marc Lore, Alex Rodriguez & Dave Portnoy. Advancing our mission of financial wellness.
Brigit
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A financial health app helping every American build a brighter financial future.
Catch
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Catch creates a new personal safety net that is accessible, affordable, and effective.
FutureFuel.io
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FutureFuel.io empowers employers and financial institutions to deploy digital solutions designed to crush student debt.
Qapital
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Qapital empowers people to maximize their happiness by saving, spending, and investing with goals in mind.
Zoe Financial
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Zoe Financial helps its customers find an independent and fiduciary financial advisor.
BloomCredit
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Bloom Credit is a fintech platform that works to improve the financial eligibility of people declines for lending products.
LearnVest
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LearnVest is a program that makes financial planning affordable, accessible, and even delightful.
FeeX
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FeeX provides automated in depth and personalized financial analysis for retirement accounts.
Status Money
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Status Money is a social personal finance app that enables people to compare finances and crowdsource advice from peers.
Pillar Life
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Pillar is a digital platform that helps families better protect and care for their aging loved ones.
EQUITYMULTIPLE
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EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent.
Kindur
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We are making smart retirement planning more accessible than ever, helping you or your loved ones retire fearlessly.
Harvest Platform
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Harvest Platform identifies negotiable bank fees and gets refunds, automatically.
Borro Private Finance
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Borro Private Finance provides discreet loans secured exclusively against luxury assets.
Finhabits
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Finhabits is the leading fintech for U.S. Latinos.
investFeed
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The World’s First Cryptocurrency Social Investment Network
Simplywise
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The Smart Filing Cabinet that keeps you on track.
Peerform
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Peerform is a peer-to-peer lending platform that connects lenders and borrowers for fixed-rate personal loans.
Validity Finance
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Validity Finance provide financing for a variety of legal disputes, share financial risk and provide assistance to its clients.
SprinkleBit
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SprinkleBit is a social investing platform that connects people to the information, tools, and community support they need to invest wisely.
MagnifyMoney
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MagnifyMoney is a site that helps consumers understand personal finance with comparisons, guides, tools, and perspective on money news.
Hiatus
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Hiatus is a consumer fintech company committed to improving everyone’s financial health.
Stirlingshire
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The Full-Service Broker Dealer model is broken. A fix is coming soon.
Starship
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Starship is mobile health savings account (HSA) with automated investing built for humans.
Exeq
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Exeq is a personal finance company helping people spend better.
CreditCards.com
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CreditCards.com is a marketplace that enables consumers to search, compare, and apply for credit cards.
eCreditHero
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Credit Hero will help you become credit confident!
AdviceIQ
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AdviceIQ offers a database that enables individuals to find suitable financial advisors for diverse needs.
TaxDrop
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TaxDrop is a mobile app that connects you to a CPA right from your phone. Let’s leave the taxes to the pros
The Points Guy
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The Points Guy is your go-to source to navigate the ins and outs of the travel world.
National Debt Relief
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BBB accredited debt negotiation company helping consumers with credit card debt problems
Money.Net
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Leading Financial Information Platform For Professionals World-Wide
The Balance
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Simplifies and demystifies personal finance by delivering clear, practical advice to strengthen consumers’ lifelong relationship with money
Lifesaver
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We’re the first universal banking platform for managing, discovering and opening accounts across banks and credit unions.
Aurigin
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Aurigin is an investment bank that provides private equity fund, financial, and banking services.
Teller
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Teller helps financial institutions around the world provide better customer service and education.
Payne Capital Management
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Payne Capital Management operates as a financial advisory group and fiduciary.
PocketVC
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PocketVC is an online investment platform that allows investing in early-stage technological startups with small cheques as little as $100.
Greatest Gift
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Send and receive money gifts for children’s long term savings, and discover great ways to save & invest.
Goldbean
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GoldBean is offering investment advice for beginners.
Sprintax
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Sprintax is US Federal and State tax preparation software for nonresident aliens.