40 Best Colorado Personal Finance Companies and Startups

October 30, 2022

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

Data sourced from Crunchbase and SemRush.

TIFIN

TIFIN

Crunchbase Website Twitter Facebook Linkedin

TIFIN is a platform that creates and operates fintech companies in wealth management, investments, and personal finance.

Kelly Klee

Kelly Klee

Crunchbase Website Twitter Facebook Linkedin

Kelly Klee is a digital insurance broker providing plans designed to cover important personal assets and wealth.

Kelly Klee

EARNEDCARD

Crunchbase Website Twitter Facebook Linkedin

EARNEDCARD provides access to workers’ unpaid wages, before every payday, with its hybrid credit/debit card.

Kelly Klee

LendingRobot

Crunchbase Website Twitter Facebook Linkedin

LendingRobot operates as a robo-advisor investment platform.

Kelly Klee

Thrive Savings

Crunchbase Website Twitter Facebook Linkedin

Mobile App, E-commerce, Fintech, Consumer

Kelly Klee

iLending

Crunchbase Website Twitter Facebook Linkedin

iLending is a financial services company providing car loan refinancing.

Kelly Klee

American Financing

Crunchbase Website Twitter Facebook Linkedin

American Financing is a national mortgage banker, licensed in all 50 states.

Kelly Klee

Rental Kharma

Crunchbase Website Twitter Facebook Linkedin

Rental Kharma helps renters build credit by reporting their rent payments on their credit report.

Kelly Klee

Denver Employees Retirement Plan

Crunchbase Website Twitter Facebook Linkedin

Denver Employees Retirement Plan is a comprehensive provider of retirement benefits, programs, and services.

Kelly Klee

Wallet Squirrel

Crunchbase Website Twitter Facebook Linkedin

Wallet Squirrel is a personal finance blog focused on both how to make extra money on the side, and the benefits of investing it.

Kelly Klee

Divvz

Crunchbase Website Twitter Facebook Linkedin

Divvz is a mobile app that helps build trust with users by helping them split, validate, and track the cost of things they share.

Kelly Klee

Aurora Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Aurora Federal Credit Union provides banking and financial services.

Kelly Klee

Level Up Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Level Up Financial Planning offers financial planning/coaching services for Gen X/Y professionals in the tech industry.

Kelly Klee

Bonfire Financial

Crunchbase Website Twitter Facebook Linkedin

Bonfire Financial is a financial service company.

Kelly Klee

LoanCheck

Crunchbase Website Twitter Facebook Linkedin

LoanCheck is a financial service company.

Kelly Klee

Wealth Logic

Crunchbase Website Twitter Facebook Linkedin

Wealth Logic is a financial planning, and advisory firm.

Kelly Klee

Modern Mortgage

Crunchbase Website Twitter Facebook Linkedin

Modern Mortgage is a financial service firm that offers a complete range of veterans administration and federal housing loans solutions.

Kelly Klee

NannyChex

Crunchbase Website Twitter Facebook Linkedin

NannyChex provides payroll and tax service for household employers.

Kelly Klee

Newfination

Crunchbase Website Twitter Facebook Linkedin

New finance website

Kelly Klee

Benton Capital Mortgage Lending

Crunchbase Website Twitter Facebook Linkedin

Benton Capital Mortgage Lending provides purchasing and refinancing services.

Kelly Klee

Plan&Act

Crunchbase Website Twitter Facebook Linkedin

Plan&Act is a free financial planning service platform that offers independent money management.

Kelly Klee

Bync

Crunchbase Website Twitter Facebook Linkedin

Bync provides a free service that syncs to users’ banks and credit cards, and delivers relevant deals.

Kelly Klee

Sanitas Peak

Crunchbase Website Twitter Facebook Linkedin

Sanitas Peak is a financial service firm that offers investment in the hemp industry which is believed to be sustainable and fast growing.

Kelly Klee

Masten Valuation

Crunchbase Website Twitter Facebook Linkedin

Masten Valuation provides financial forensics, valuation, and litigation support for private businesses and commercial litigation.

Kelly Klee

Better Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Better Wealth Solutions is a financial consulting firm that offers education and coaching on financial products and services virtually.

Kelly Klee

Michael Sailor Insurance

Crunchbase Website Twitter Facebook Linkedin

Michael Sailor Insurance offers insurance coverage for medicare, dental, vision, and long or short term life.

Kelly Klee

Peace of Mind

Crunchbase Website Twitter Facebook Linkedin

Peace of Mind is a pioneering platform that specializes in providing integrated financial planning services to widows, widowers & divorcees.

Kelly Klee

Martin Insurance Group

Crunchbase Website Twitter Facebook Linkedin

Martin Insurance Group is an insurance agency that offers services including personal insurance, health insurance, and business insurance.

Kelly Klee

Jackson Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Jackson Insurance Agency offers insurance services for auto, homeowners, renters, landlords dwelling, builders risk, bonds, and flood.

Kelly Klee

Progress Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Progress Wealth Management offers financial planning and wealth management services.

Kelly Klee

I Can Help You Organize

Crunchbase Website Twitter Facebook Linkedin

I Can Help You Organize provides personal health insurance claims consulting services.

Kelly Klee

Sprott ETFs

Crunchbase Website Twitter Facebook Linkedin

Sprott ETFs provides exchange traded funds.

Kelly Klee

AdvisorLoans

Crunchbase Website Twitter Facebook Linkedin

AdvisorLoans exclusively provides lending solutions to advisors and firms in the financial services industry.

Kelly Klee

Berrian Insurance Group

Crunchbase Website Twitter Facebook Linkedin

Berrian Insurance Group offers business owners, pharmaceutical, cyber liability, construction, warehouse, aviation, and flood insurance.

Kelly Klee

Colorado Jumpstart Coalition

Crunchbase Website Twitter Facebook Linkedin

Colorado Jumpstart Coalition provides education that helps develop financial capabilities of the youth and improve the quality of life.

Kelly Klee

Amy Noel

Crunchbase Website Twitter Facebook Linkedin

Amy Noel is a financial service company.

Kelly Klee

Parker-Douglas Insurance

Crunchbase Website Twitter Facebook Linkedin

Parker-Douglas Insurance offers a wide range of insurance coverage for homeowners, auto, motorcycle, earthquake, and industrial businesses.

Kelly Klee

Schleibaum & Associates

Crunchbase Website Twitter Facebook Linkedin

Schleibaum & Associates provides insurance services for life, health, dental, vision, and disability, as well as executive benefits.

Kelly Klee

Tuxworth & Associates

Crunchbase Website Twitter Facebook Linkedin

Tuxworth & Associates is a financial and accounting firm.

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