đź’ˇ Ideas AI

Powered by OpenAI

Ideas on this page are 100% generated by OpenAI's GPT-3, an artifically intelligent deep learning model, without human involvement, and trained by you and 834,635+ other people who liked or disliked ideas. How it works

by @levelsio



Financial Startup Ideas

Sponsor: You don't need to go back to the office! Find a remote job on Remote OK and work from anywhere


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

1,251

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.

271

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.

167

A tool for managing all your financials and tax information.

166

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

148

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.

134

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

117

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

117

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

113

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.

112

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

107

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

104

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.

104

An AI system to recommend and execute financial transactions

104

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

104

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.

103

A mobile app for managing student financial aid.

103

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

102

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

102

A financial services startup that offers small business loans.

100

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.

100

A web-based platform for financial advisors to manage clients

99

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.

99

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.

99

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

98

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

96

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

95

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

95

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.

95

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

93

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.

92

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

92

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

91

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

91

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

91

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.

91

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

90

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.”

90

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

89

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.

89

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

89

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.

88

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.

88

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.

88

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.

88

A company that wants to help banks and other financial institutions offer financial advice to their customers

88

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.

87

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.

87

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

87

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.

87

A platform that helps you find the best trades for your portfolio by building a personalized trading algorithm. The startup gets its data from a network of more than 500,000 financial analysts.

86

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

86

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

85

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

85

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

85

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.

85

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

84

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

84

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

84

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.

83

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.

83

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.

83

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

83

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

83

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

82

A startup building a secure network for physical and digital authentication. The startup wants to help banks and other financial institutions identify and authenticate their customers via their physical presence at a branch or ATM.

82

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.

81

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

81

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.

81

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.

81

A B2B market analytics startup that uses AI to help financial services firms make better decisions.

81

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

80

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

80

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.

80

An AI-powered digital assistant that helps with personal finance and investing. The startup wants to become the go-to resource for financial information and advice.

79

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

79

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.

79

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.

79

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.

79

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.

79

This startup is working on a new way to manage storage for in-home vaults, which it plans to eventually work with banks and other large financial institutions as well.

79

A programmatic trading platform for financial institutions.

79

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

79

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

79

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.

78

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.

78

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

78

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.

78

The startup is building a mobile app for business owners to track spending, analyze ROI, and automate financial decisions.

78

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

78

A startup that provides a service for helping people who are looking to buy a home with assistance in the form of mortgage brokering and other financial services

77

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

77

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.

77

A platform for helping banks and other financial institutions scale their mobile interfaces. The startup says it has over 40 clients.

76

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

76

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

76

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

76

A tool that puts a financial advisor in your pocket.

76

A data analytics tool for financial institutions, aimed at helping them make better lending decisions.

75

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.

75

An analytics tool for the financial sector.

75

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,

75

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

75

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

75

A web-based dashboard for financial advisors to access real-time data and get instant notifications when something is wrong.

75

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

75

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

75

A financial analytics company that wants to help financial companies use “big data” to make sense of financial transactions.

74

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.

74

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.

74

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

73

A company that’s building a “smart gateway” that’s meant to connect small businesses directly with banks and financial institutions.

73

A “new, modern approach to commerce” that aims to serve the needs of B2B companies by giving them a single, unified interface to manage all their sales and marketing. They’re focused on helping B2B companies improve their sales and marketing, and currently have clients in the financial services space.

73

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.

73

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

73

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.

72

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.

72

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

72

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

71

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.

71

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

71

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.

71

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.

71

A financial planning platform for millennials and Gen Z.

71

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.

70

A company that wants to help freelancers with their invoicing, payments, and overall financial management.

70

These three startups are designing software for financial institutions and insurers to make it easier for them to help their customers.

69

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

68

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

68

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

68

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.

68

The startup is building a platform to help academic institutions manage their students’ financial aid and fees.

67

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.

67

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

67

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

66

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

66

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.

66

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

66

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

65

A company that wants to bring more transparency and accountability to financial services. Vantage is looking to disrupt the private equity industry. The company is building a platform that will allow investors to track and analyze investment performance.

65

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.

65

 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.

65

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.

65

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

65

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

63

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.

63

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.

63

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.

63

A startup that serves as a personal assistant for financial aid, working with schools to help students get financial aid and scholarships.

62

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

60

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

59

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

59

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

59

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.

59

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.

59

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

58

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

58

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.

57

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.

57

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.

57

A platform for international students to find financial aid.

57

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

57

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

56

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.

55

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

54

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

54

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

54

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.

50

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

50

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

50

A startup trying to make a “financial assistant” for parents that helps monitor spending and teach them financial responsibility.

49

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

49

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.

49

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

49

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

49

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.

48

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.

48

A startup that provides a virtual assistant for time-crunched financial services managers. They want to make their service as affordable as possible, too, with no monthly fees.

47

A digital assistant for checking your credit and bank accounts, aiming to be “the financial hub of your life”.

47

A SaaS platform for helping financial institutions and consumers manage their money.

47

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.

47

A startup that uses Microsoft Azure to help banks and other financial institutions build their own online banking services.

46

A B2B data analytics platform for financial services companies, most importantly banks. The company was founded in 2016 and has raised $3.7M.

46

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.

46

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

46

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

46

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.

45

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

45

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

44

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

44

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.

43

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.

43

SaaS product for keeping track of financial assets.

42

This is an “automated” loan application process for small business borrowers. The startup says its technology can analyze the financials of a business in minutes and make a quick decision on whether or not to give them a loan.

42

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

42

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

42

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.

42

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

42

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

41

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

40

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

40

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

40

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

39

Cofounder of the company, a former financial industry analyst, began researching the fintech industry in 2017. She found a dearth of female founders in the space. In her startup’s pitch deck, she highlights several female founders as part of the company’s advisory board.

39

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

39

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.

39

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.

39

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

38

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

38

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

37

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.

37

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.

37

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.

36

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

36

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

36

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.

35

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.

35

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.

35

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

35

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

35

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.

34

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

33

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

33

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

33

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

32

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

31

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.

31

A business that aims to bring financial services to rural areas of the US.

31

A startup that wants to make “banking for the world’s poor” easier by providing access to financial services.

31

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

30

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

30

This blockchain-based protocol enables the creation of new digital assets that can be traded on a peer-to-peer basis. It is designed to support the issuance of new assets and the transfer of value between existing assets, and can be used to provide financial access to unbanked individuals.

29

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

29

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

28

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

27

A robo-advisor for financial advice.

27

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.

25

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.

24

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.

24

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.

24

A financial advisor that allows you to use an app to pay bills and set up automatic withdrawals.

24

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.

23

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.

23

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.

23

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

23

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

22

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

22

A financial management tool for people who want to stick to a budget. The company wants to help people use their credit cards to buy things they actually need.

22

A web-based tool to help people plan their financial goals. It’s especially useful for people without an advisor, and uses machine learning to predict where individuals are on the financial spectrum.

22

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

21

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

21

A tool for lessors and landlords that provides a dashboard of rent history and financial reports.

21

“The Motley Fool” is a U.S. financial and investing blog and website, founded in 1996.

21

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

20

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

20

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

20

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

20

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.

19

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.

19

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.

19

This is a financial education platform, where you learn the ins and outs of various lending options to make sure you’re getting the best loan possible.

19

A startup that builds software for financial advisors to give them visibility into how their clients are doing.

19

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

18

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.

18

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

18

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.

18

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

18

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.

18

“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.

18

A startup that helps college students get a better idea of their financial aid package.

18

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

17

A startup that wants to let users track their credit scores, health, and other financial data

17

A company that helps small businesses make sense of their financial data, and offers a monthly subscription service to help them do so.

17

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

16

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

16

A startup that helps physicians and healthcare companies create a financial wellness plan.

16

An end-to-end personal financial system for millennials. The startup wants to use the blockchain to create a “democratized” personal financial system for millennials.

16

It’s 2015, and you’re still using an Excel spreadsheet to track your expenses. Monefy helps you do that, but also keeps your financial records organized.

15

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

14

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

14

A company that brings data science to financial advisors to help them more effectively manage their clients’ portfolios.

14

A company for people who want to automate personal financials to make their lives easier. For example, the company has a product that keeps track of your credit cards and automatically pays them off.

14

A “financial services for the modern age” platform for the US that’s “designed to meet the needs of the emerging millennial generation”.

14

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.

13

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

13

A startup that wants to help people check their credit score, which is sometimes hard to get because of privacy concerns. Its service offers the ability to report your financial well-being to the Federal Trade Commission in one step. The company is pitching it to companies like Capital One and Chase.

13

A company that offers financial training to people around the world.

13

A financial management tool for people with less than $50,000 in net worth.

13

A financial technology company that helps comprehensive research in the world of growth investing.

13

A startup that’s targeting the financial services industry with the idea of developing a platform for people to sign up for payday loans. The startup has already built the back end for this app and is now working on the front end.

13

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

12

A company that wants to build out a financial discovery platform that helps people find the right financial products for them.

12

An SMS-based financial service that helps people access money in Brazil.

12

A startup that is working to make it easier to create a credit score based on your spending habits rather than your financial history.

12

Helping small businesses with the process of applying for loans, including reviewing their financials, credit reports and personal data.

12

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.

11

A mobile, mobile-first bank designed to handle all of a customer's financial needs from a single app.

11

An AI-powered chatbot that helps with financial planning. The startup wants to bring AI to the financial planning industry, which has historically been dominated by humans, who can be biased and inefficient.

11

The startup is building an app to connect people who have experience in developing countries with those who need services like legal, financial, and accounting advice.

11

This startup is creating a package of services for small business owners that handle all of their financial needs. It includes accounting, taxes, payroll, and more.

11

A startup that turns your phone into a bank for the unbanked. It’s looking to bring financial services to the 15% of people who are unbanked.

11

A B2B company that helps financial-related businesses send payments to each other.

10

A startup that will help customers develop financial plans, at no cost, and then help them get access to an advisor or broker.

10

A platform that aims to help financial advisors manage their clients’ accounts more efficiently.

10

A platform to help consumers get the best return on their money in their financial accounts. The startup wants to take on a large part of the financial industry and make it more transparent to consumers.

10

A company that wants to add more social and emotional intelligence to the world’s financial system

10

A startup that wants to replace the tedious process of filling out financial aid forms in the US. US students and colleges can apply for aid with a form that automatically pulls in their data.

9

A way to streamline the process of getting a home loan and financial information, as well as a way to compare interest rates.

9

A tool for managing customer data. The company has signed on a number of large-scale companies in the financial services sector.

9

This is a startup that aims to make it easier for financial institutions to raise capital by using machine learning and AI to identify potential high-return investment opportunities.

8

A startup that wants to reinvent the way financial advisors do marketing. It wants to build an AI-powered system that empowers advisors to create personalized content for their clients, based on their data. The company says this will help advisors find new clients, and increase the ROI on their existing ones.

7

A startup that provides investors with information about companies they’re interested in, including their financials, their social media activity, and their networks.

7

This startup is building a platform to bring better, more efficient financial services to the world’s unbanked. They’re currently in talks with a major bank to launch their service in the fall.

7

A platform for managing and sharing your finances, tying together financial statements, portfolio allocation, and a “treasure trove of personal data.”

7

This personal finance app is meant to help you save money and get into the best financial products. It’s currently only available in the U.K. The app also claims to have access to the UK’s highest interest savings accounts, so it may not be available in the U.S.

6

This is a startup focusing on machine learning for the financial services industry. Its platform helps banks build predictions about how customers will act, and help inform decisions.

5

A platform for investing that works as a resource for financial advisors, showing them how to invest in things like individual stocks, ETFs and 401(k) plans.

5

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.

4

A SaaS company that provides the tools for the financial industry to keep employees up to date on their financial health.

4

A tool that helps small businesses find loan applications and other financial services, including asset-based loans for startups. The startup takes a 20% commission.

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: A B2B company that helps banks and financial institutions identify and classify the payments they receive.

-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 is building a product for automating the process of measuring the accuracy of financial data in Google Analytics.

-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