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Financial Startup Ideas

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

1,207

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.

264

A tool for managing all your financials and tax information.

161

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.

157

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

139

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.

126

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

108

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

108

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

107

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.

104

An AI system to recommend and execute financial transactions

100

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

98

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.

98

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

98

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.

97

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

94

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

94

A financial services startup that offers small business loans.

93

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

93

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

92

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.

92

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

91

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.

90

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.

89

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

88

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.

87

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

87

A mobile app for managing student financial aid.

86

A web-based platform for financial advisors to manage clients

86

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

86

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.

85

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

85

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

85

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.

85

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

84

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

84

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

83

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.

83

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

83

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.

83

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.

82

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.

82

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

82

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.

82

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.

82

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

81

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

81

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.

80

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.

80

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.

79

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

79

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

79

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.

79

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

78

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.”

78

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

78

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

78

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.

77

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

77

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.

77

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.

76

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.

74

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

74

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

74

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

74

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.

74

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.

74

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

74

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.

74

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

74

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,

73

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.

73

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

73

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.

73

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

72

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.

72

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

72

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

72

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

72

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.

71

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

71

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.

71

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

71

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.

71

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

70

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.

69

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.

69

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

68

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.

68

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.

68

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

68

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.

68

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

67

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

67

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.

67

A financial planning platform for millennials and Gen Z.

67

A tool that puts a financial advisor in your pocket.

67

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

66

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

65

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

64

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

64

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

63

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.

63

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.

63

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

63

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.

62

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

62

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

62

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

61

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.

60

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

60

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.

59

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.

59

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.

59

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

59

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.

58

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

58

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

58

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.

58

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.

58

 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.

57

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

57

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

56

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

56

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.

55

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

55

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.

55

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

54

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

54

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.

53

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.

53

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

52

A platform for international students to find financial aid.

52

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

51

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.

51

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

51

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

51

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.

51

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

51

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.

50

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

50

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

50

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.

48

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.

47

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

47

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

45

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.

44

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

43

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

42

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

41

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.

41

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.

39

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.

39

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.

39

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

37

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

37

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

37

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

36

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.

36

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

36

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

35

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.

35

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

35

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

35

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

35

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

35

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.

34

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.

33

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

32

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.

32

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.

32

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

31

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

31

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

31

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.

30

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

30

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

30

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

30

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

29

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.

29

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

28

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.

28

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.

28

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

28

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.

26

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.

26

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.

25

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

24

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

23

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

23

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

23

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

23

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

22

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.

22

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

20

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

20

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.

20

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

20

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.

19

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

18

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

17

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.

17

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

17

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.

17

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.

16

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

16

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

16

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

16

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.

15

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.

15

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

15

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.

15

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.

14

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.

14

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

14

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.

13

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

13

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

13

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

13

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.

13

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

12

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

12

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

12

“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.

12

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

11

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

11

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.

11

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

11

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

9

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.

9

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

9

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

9

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

8

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

7

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.

7

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

7

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.

0

Idea: A mobile-first consumer financial services company for emerging markets

-1

Idea: A way to help companies and their employees understand what a raise means for them financially, and take the time to ask for one

-1

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

-1

Idea: A software company that’s helping the big four accounting firms and financial services companies cut down on the time it takes to onboard new hires

-1

Idea: A business intelligence platform that allows big companies to keep track of their financial data It’s basically a way to manage multiple data silos in one place

-1

Idea: A startup that wants to connect freelancers with large companies The company says it has a “sizable pipeline” of customers and has already signed up its first paying client, a “large financial services company”

-1

Idea: A tool for financial advisors to help them build stronger relationships with clients. The startup helps advisors keep track of how they’re spending time with clients and helps with communication like text messages and phone calls.

-1

Idea: A startup that’s building a credit card for people with low credit scores, currently working with a data provider to build on top of their database of people who could qualify for the card. The company is looking to build a suite of financial products and services for the people who can’t access them.

-1

The startup wants to help people who have bad credit get a better score by helping them manage their finances and make more informed financial choices.

-1

Idea: A B2B company that helps pull financial data from multiple sources and makes it available inside a CRM-style interface. The founders say they’ve already worked with a few dozen companies.

-1

Idea: A B2B company that helps lawyers, financial advisors, and other financial service professionals market themselves via their social media pages.

-1

Idea: A financial education platform that teaches users about credit cards and loans

-1

Idea: A startup that’s building a service for the Australian market that brings together different automated and intelligent financial advice into a single website.

-1

Idea: A non-profit in Brazil that provides free financial planning to low-income families. The startup works with banks to offer credit to qualifying customers, and works with the family to create a plan for them to pay it back. They already work with 8 banks and offer credit to 300 families.

-1

Idea: A software as a service company that sells an enterprise software platform to manage all of the administrative and financial details of an import/export business. The startup has a special focus on helping small businesses secure loans or payments from a bank.

-1

Idea: This startup is building a tool for people looking to understand their own credit and financial health. The app answers questions like “How much money do I need to retire” and helps them make projections for future expenses.

-1

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.

-1

A startup that helps companies manage their books and finances, including keeping track of revenue, expenses, cash flow, and company financials.

-1

 A startup that offers a service to help people who are under financial stress manage their money better

-1

A financial technology company for managing online payments in emerging markets.

-3