irma predicts the future state of your cash flow to facilitate your entrepreneurial decisions and finally free your mind irma predicts the future state of your cash flow to facilitate your decisions as an entrepreneur and finally free your mind Connect all your management tools and manage your business in real time. A step ahead: - Predict future cash flow to facilitate your decisions - Management of your budget and assessment of your investment capacity - Acceleration of your payments faster to better react in the event of difficulties - Consolidation of your WCR to gain peace of mind Make …

58 similar entities Type: Startup Activities: fintech

Technology at the service of heritage Wealthcome | The next-generation ecosystem for wealth management professionals Wealthcome develops a comprehensive SaaS solution for digitizing and automating wealth management. Designed for wealth management advisors, family offices, and financial institutions, our platform combines all the essential features wealth management professionals need in a single tool: data aggregation, regulatory compliance, customer relations, and sales management. Key features: - Real-time aggregation connected to 90% of financial institutions - Automation of regulatory obligations (AMF, ACPR, CNIL) - Web and mobile customer portal for a seamless and secure relationship - Multiple software integrations thanks to a modular …

151 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Advisory for a Digital Era - Driving innovation in accounting for startups and small businesses Pasquesi Partners LLC, is an innovative accounting and tax firm that helps entrepreneurs and small businesses become more profitable and focus on what they do best. We handle all aspects of small business accounting needs -- from GAAP financial statements and monthly financial reporting to payroll and tax return preparation and planning -- so that businesses have a better understanding of the numbers. We work with entrepreneurial companies and small businesses with up to $50 million in revenue, as well as all type of individuals …

331 similar entities Type: Startup Activities: fintech Technologies: SaaS

The future of relationship banking is Bolder We're a team of financial coaches and experts dedicated to helping you make the right money moves to achieve your financial (and life) goals. Money doesn't have to be so hard, and you don't have to navigate it alone. group coaching, money coaching, financial planning, financial advisory, financial wellness, personal finance, and workshops

69 similar entities Type: Startup Activities: fintech

India's first one-stop financial platform for women HerMoneyTalks is a platform to transform the financial aspirations of women. We make a difference in the way women and thereby families manage their finances. With the power of education, communities and with the convenience of technology, we empower our members to embark on a journey of financial independence and wellness. financial services, upskilling, community, entrepreneurship, women empowerment, fianncial literacy, learning and development, consultation, and finetch

87 similar entities Type: Startup Activities: fintech Technologies: SaaS

Financial wellbeing for every employee, everywhere. LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through key decision points across all life events. financial wellness, financial wellbeing, employee wellness, employee wellbeing, employee benefits education, personal finance, financial planning, digital financial planning, financial technology, human resources, total rewards, and Certified Financial Planner® professionals

59 similar entities Type: Startup Activities: fintech

Your heritage is the fruit of your work. We grow it with high standards. In France, taking care of your assets, investments or taxes can seem complex: lack of time, knowledge or trusted contacts. This is where Climb comes in: making your assets grow. Simply. We combine the expertise of our advisors and technology to provide the best possible user experience. We support our clients on: - Investments: invest intelligently, monitor your investments and your assets. - Taxes: optimize your declaration and reduce your taxes thanks to our experts and our online tools. With Climb, you benefit from: - Unique …

253 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Money Management Made Simple With Bankin’, more than 11 million users make better decisions for their money. We believe that money management should be simple, accessible and enjoyable. We take care of the tedious work so users can focus on what matters to them. We help on a daily basis to manage the budget of millions of French people automatically, optimize their spending to save money, earn money when you spend it with Cashback and carry out your projects by saving or borrowing money in just a few clicks. Independent of any financial institution, this allows us to support our …

79 similar entities Type: Startup Activities: it services Technologies: SaaS

Improve every financial decision you make. Omney was created to give you awareness and autonomy in management of your investments. We help people make informed financial decisions, with concrete tools, structured training and the support of an active community. Not generic content on finance: a complete path for build the skills and tools to manage your assets autonomously. We operate in three dimensions. 1. Training. A structured path to become an informed investor. From theory to practice: objectives, tools, strategy with the direct support of experts. 2. Technology. Asset trackers, simulators and operational tools to have a clear vision of …

449 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Improve financial life At Northmill Bank, our mission is clear: Improve financial life. Founded in Sweden, we’re a tech-driven bank with a customer-first mindset, committed to simplifying the way individuals and businesses manage their finances. By combining innovation, data insights, and a passion for creating real value, we provide intuitive, personalised solutions that empower our customers to thrive. For consumers, we deliver tailored financial tools and products, from flexible credit options to seamless saving solutions, all designed to meet their unique needs. On the business side, we empower companies with comprehensive financial solutions, including small business credit lines, large financing …

402 similar entities Type: SMB Activities: fintech martech Technologies: Data Analytics

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Every day, we publish news, how-to guides, and product reviews to help you make sense of every aspect of your financial life. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance’s 20-year-strong library of more than 10,000 pieces of content will answer your questions with straightforward personal financial advice. Our more than 50 expert writers have extensive qualifications and expertise in their topics, including MBAs, PhDs, CFPs, other advanced …

67 similar entities Type: Startup Activities: fintech

Max helps financial advisors and their clients earn top rates on cash, held in their own FDIC-insured bank accounts. MaxMyInterest (“Max”) helps financial advisors and their clients earn more on their cash, while increasing FDIC insurance coverage and maintaining liquidity. Max works by linking your existing checking, savings, or brokerage accounts to a network of high-yield savings banks. Max then monitors interest rates daily, and uses proprietary algorithms to help clients allocate their funds among these banks in a manner that maximizes both FDIC insurance coverage and yield, even as rates change. Visit MaxMyInterest.com to learn more. Financial Technology, Investments, …

57 similar entities Type: Startup Activities: fintech Technologies: A.I.

Independent financial advice, tailored to you. Lubbock Fine Wealth Management (LFWM) is the wealth management and financial planning arm of Lubbock Fine. Established in 2006 and based in the heart of the City of London, we help private clients and businesses to preserve and grow their wealth. We offer unbiased, independent financial advice, based on our detailed assessment of your needs, concerns and objectives. As your advisers, we'll consider every aspect of your circumstances to gain a full picture of your financial position. Our advice will always include a fair and comprehensive analysis of the whole market. We also work …

61 similar entities Type: SMB Activities: fintech

Money advice, news and reviews from a name you trust. Navigating your financial decisions starts here. Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives. We support your pursuit of success by making smart financial decisions simple, to help you get back to doing the things you care about most. We do this by helping turn your aspirations into reality. By arming you with trusted advice and guidance, you can make informed financial decisions you feel confident in and achieve your financial goals. Visit Forbes Advisor for unbiased personal finance …

88 similar entities Type: SMB Activities: fintech Technologies: IoT

💚 Discover a new world of savings that rhymes with simplicity, accessibility and proximity. 🍀 Created by Thomas Perret, Mon Petit Placement is a fintech that makes investing simpler and more accessible to everyone. From €300, you can grow your money with life insurance or a PER while benefiting from personalized (and human) support and a simplified interface. In a few figures, My Little Placement is: • 35,000 customers • 300M€ managed • 3 trusted insurance partners (Apicil, Generali and La France Mutualiste) Investing involves risks of loss of capital. Investment platform, Savings, Financial education, Fintech, and Investment advice

210 similar entities Type: Startup Activities: fintech Technologies: SaaS

Save and invest for what’s next. Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, we deliver high-yield savings through partner banks, diversified ETF and bond ETF investing, zero-commission stock investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth. To learn more please visit www.wealthfront.com or download the app on the App Store or Google Play. Disclosures: https://bit.ly/3NFsXzg wlthfrnt.co/m/linkinbio personal finance, investment management, portfolio management, software, and financial planning

335 similar entities Type: Startup Activities: fintech Technologies: SaaS

One place to manage your money & your life. Trusted by 20M+ Your financial life doesn't fit in a single category. Neither do we. Quicken builds forward-looking tools that help you stay ahead of your money, not just track what happened. Quicken Simplifi gives you predictive cash flow, smart budgeting that adapts in real time, and a unified view of your personal finances and investments. Quicken Business & Personal brings that same clarity to freelancers and self-employed professionals — combining business cash flow, invoicing, expenses, and tax readiness with personal finance in one app. 40+ years. 20+ million customers. One …

61 similar entities Type: Startup Activities: it services Technologies: SaaS

Get up to €6,000 in just 5 minutes—fast & simple Founded in 2021, Moneybounce quickly established itself as one of the leading platforms for online microloans, offering a simple, fast, and flexible solution for those in need of a financial boost. In just a few clicks, our users can borrow up to €6,000 and spread their repayments over several months—all through a 100% digital, seamless, and transparent experience. 💸 Our mission? To give our customers greater financial freedom, help them bring their projects to life without being held back by unexpected expenses, and support them in achieving more peace of …

404 similar entities Type: Startup Activities: fintech Technologies: SaaS

Le 1er coach du bonheur financier Founded by a duo of passionate engineers, Mr. Zoukh Mahdi and Mr. Assab Abderrahim, Eliz emerged as a fintech game-changer. Their shared enthusiasm for personal finance laid the cornerstone for Eliz's unique approach. At Eliz, we blend behavioral finance, positive psychology, and cutting-edge technology to pave the way for "Financial Happiness." Our mission is to empower users to save and spend more mindfully and knowledgeably. We've developed an innovative mobile app that acts as your personal financial wellness coach. But that's not all – Eliz also pioneers in providing Save Now, Buy Later (SNBL) …

55 similar entities Type: Startup Activities: fintech

We are a team of expert research analysts, striving to help you find the best financial products Under AMTD Group and AMTD Digital, AMTD PolicyPal Group is a leading Singapore-based Fintech and InsurTech company. AMTD PolicyPal Group consists of: PolicyPal Pte. Ltd., Baoxianbaobao Pte. Ltd., PolicyPal Tech Pte. Ltd., and ValueChampion. Fintech and Insurtech is about leveraging technology, data, partnerships and lifestyle to empower users in their financial health. Here, we aim to change the mindset about finance. We make finance fun and convenient for everyone by: building a user friendly platform. This platform allows management of your financial portfolio, …

185 similar entities Type: Startup Activities: insurtech fintech Technologies: SaaS

High-end wealth management firm · Human expertise & advanced digital solutions · Versailles Grisbee Gestion Privée is a digital wealth management firm that offers you a 360° experience: a dedicated advisor, high-end investments and services as well as a unique tool. **** Grisbee Gestion Privée supports individuals and business leaders in managing their assets and finances. Grisbee relies on a unique online asset management tool in France which allows you to: - consolidate and track all of your assets in one place. Say goodbye to the Excel file for tracking your finances! - discover a complete diagnosis of your financial …

68 similar entities Type: Startup Activities: fintech proptech

Expert financial advisory in M&A, Fundraising & Outsourced CFO services Impulse Corporate Finance is an investment bank specializing in financial advisory. Since 2016, we have been supporting high-growth companies – industrial groups, startups, family businesses, and investment funds – in their strategic operations. Our team, composed of experienced professionals and senior advisors from top-tier financial institutions, provides tailored support built on trust and proximity. Looking for financial advice? Let’s talk! Mergers & Acquisitions, Fundraising, Strategic & Financial Advisory, High tech, Real Estate, Media, TMT, Corporate Finance, Energy, Internet, Venture Capital, Fusions, Cessions, and Acquisitions

258 similar entities Type: Incubators & VCs Startup Activities: fintech proptech

💡Tailored investment, aligned with your projects 📚 Financial education at the heart of our content Nalo, plans for your money. We are an online platform that offers a new way to invest. At Nalo, it seems crazy to us that traditional financial services are so standard, so expensive and so opaque. For us, an investment must align with individual projects. Everyone has different aspirations for their money: a personal project, preparing for retirement, buying a house, or all of these at the same time. We offer objective-based investments, driven by cutting-edge technology to reduce costs. But also 100% human personalized …

260 similar entities Type: Startup Activities: fintech Technologies: IoT

Here at Trevor Downing we want to help you achieve your unique financial goals and help you plan for your future. GUIDING YOU WITH EXPERT FINANCIAL ADVICE Through the provision of highly specialised financial guidance, we will help you make money, save money and plan for your future and the future of your family.Our aim is to work with yout o first fully understand your present financial position before putting forward our proposals to help you achieve your unique financial goals. Financial Guidance, Pensions, Protection, Investment Solutions, Estate Planning, Independant Financial Advice, Mortgages, Private Medical Insurance, Investment Solutions, Financial Planning, …

87 similar entities Type: SMB Activities: fintech

No hassle. Just well organised Moneywise is the independent online guide to financial products. By comparing financial products based on price, quality and customer experience, we help consumers understand which financial products are suitable for them. We distinguish ourselves from other comparison sites because we show all products and do not act as a bank, insurer or intermediary. This is how we remain independent. Term life insurance, Annuity, Bank savings, Savings accounts, Mortgages, Borrowing & Credits, and pensions

72 similar entities Type: Startup Activities: fintech

Everyone can go to De Hypotheekshop for a clear story about mortgages, finance and insurance. Make an appointment Call me (free) Request for free About The Mortgage Shop » About us About us De Hypotheekshop is the largest financial advisory chain. Everyone can go to a branch of De Hypotheekshop for a clear story about mortgages, pensions and insurance. The advisors at De Hypotheekshop provide unbiased advice and are not tied to a bank, insurance company or other financial institution. mortgage advice, mortgage, insurance, mortgage, financial planning, financial advice, mortgage, and personal finance

57 similar entities Type: Startup Activities: fintech

Our Mission CompareHero.my is committed to helping Malaysians find the right credit cards, personal loans, and other financial products with easy-to-use self-serve comparison tools. In a constantly changing financial landscape, CompareHero.my strives to provide the most up-to-date accurate data and personal finance guides. Our mission is not only to help Malaysians find the right financial products, but to empower everyone to make sound financial decisions. What We Do We provide free, quick and easy-to-use tools to help everyone understand consumer finance products in Malaysia. Through CompareHero.my you can find the right credit card or personal loan by seeing interest rates, …

62 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

We develop customer-centric consulting software for credit institutions and insurance companies. In financial advice, customers and advisors will work together digitally in every sales channel. We develop the software for this. You can find our products in many banks and savings banks. Imprint: https://www.moneymeets.com/imprint digital financial management, fintech, insurtech, robo advisor, digital asset management, investment funds, robo advisory, robo advisor insurance, robo advisor professional investment strategies, and financial technology

633 similar entities Type: Startup Activities: fintech insurtech Technologies: SaaS

Stay on the top of your finance. BudgetBakers is a Prague-based startup that offers tech solutions that help people save money and lead a richer life. Makers of Wallet, a personal financial assistant, which is currently available on Android, iOS and as a web app. Wallet brings all your finances in one place. It helps you budget flexibly and track your spending so that you can stay in control and achieve your goals. Wallet works all over the world, across multiple currencies and multiple accounts, and also allows you to share your finances with your loved ones. Android, Mobile Application, …

78 similar entities Type: Startup Activities: fintech Technologies: SaaS

Germany's largest financial community 🚀 We help people take their finances into their own hands. In 2015, we made it our mission to encourage people to take their finances into their own hands. Starting as a YouTube channel with explanatory videos, within just a few years we have developed into the largest community for financial decision-makers in the German-speaking region. With our videos, guides, comparisons, calculators and exchange platforms, we want to enable you to take responsibility and make your own, well-founded financial decisions. Finanzfluss is a brand of Finflow GmbH.

74 similar entities Type: Startup Activities: fintech Technologies: SaaS

Your mortgage in your pocket Finteca is the digital platform that guides you through every step of the mortgage process, helping you select and contract the best mortgage, quickly and easily, directly from your mobile. Our mission is to simplify mortgage management, offering expert advice and access to the best options on the market in one place. All through an efficient, personalized and 100% secure digital experience. Finteca is a digital platform that simplifies the mortgage process, guiding you to choose and secure the best option quickly and easily from your mobile. We offer expert advice and access to top …

83 similar entities Type: Startup Activities: fintech Technologies: SaaS

Pay, round up, invest | www.kasparund.ch We combine decades of experience in professional asset and portfolio management in the service of Swiss financial institutions - and make this accessible to everyone via our app. Put your money to work and achieve your goals from just one franc.

83 similar entities Type: Startup Activities: fintech

Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management. Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence. With over £14bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a multi-asset fund range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, …

57 similar entities Type: Startup Activities: silvertech fintech Technologies: SaaS

We created Financial Care, a new category in employee benefits that improves the financial health of working families. Brightside created Financial Care, a new category in employee benefits. We’re on a mission to improve the financial health of the seven in 10 working families living paycheck to paycheck. How? By partnering with progressive employers who understand financial wellness is a critical pillar to the wellbeing of their employees – and their organization. We then combine behavioral science, technology, and care to meet employees where they are, in the moments that matter most, and support them in establishing financial comfort. Our …

57 similar entities Type: Startup Activities: fintech

Make the most of it 💰 Money is committed to helping readers take charge of their finances and their futures. We provide advice about all aspects of people’s financial lives: jobs, savings, investments, spending, real estate and retirement. finance, personal finance, financial services, savings, investment, mortgage, insurance, retirement, real estate, credit cards, shopping, and wealth

195 similar entities Type: SMB Activities: fintech Technologies: NFC

Oval Money is a fintech company with one soul and two brands - Oval and OvalX, each reflecting a product. Oval app to save and invest automatically and recurrently and OvalX trading platform (formerly ETX Capital) to access Forex, Indices, Shares, and Commodities. Our aim is to make finance accessible to all through promoting education, inclusion, fairness, and empowering people to make the smartest financial decisions. We are a global team of 200+ employees with offices in London (UK), Turin (Italy), and Limassol (Cyprus). We are regulated in the UK by the Financial Conduct Authority (FCA) and in Europe by …

97 similar entities Type: Startup Activities: fintech Technologies: SaaS

Payroll savings solution, helping employees save effortlessly from their pay with great rates and automated savings. Sync helps people to save effortlessly and build financial resilience. We partner with businesses to offer impactful financial wellness tools that reduce stress and improve overall wellbeing, through seamless, embedded savings solutions.

59 similar entities Type: Startup Activities: fintech Technologies: SaaS

We help you save and invest without having to move money from your bank, we only charge if we make you earn money. We offer financial advice through a website/app. Our algorithm allows us to select the best investment products tailored to each client. We think everyone should have a financial advisor to advise them on their savings and investments. From our website/app we are able to make savings and investment plans tailored to each client, regardless of the bank in which each client has their money. We offer these services in most Spanish commercial banks, so you don't have …

114 similar entities Type: Startup Activities: fintech entrepreneurship

Investieren mit Prospery - der digitalen Vermögensverwaltung der ABN AMRO Prospery is reinventing wealth management with a modern and personal approach. Our digital platform allows users to get a grip on their total wealth and supports them in building a sustainable wealth strategy to reach their goals. By charging a fixed instead of a variable fee for our services, we challenge traditional wealth management. We combine the strength and experience of a bank with the fresh, innovative mindset of an independent new company. Prospery is a German subsidiary of the ABN AMRO Bank N.V. founded in 2016 and is based …

265 similar entities Type: Startup Activities: fintech Technologies: SaaS

Germany's AI-first financial app We are building Germany's AI-First financial app: the easiest way to save time and money. Known from “The Lions’ Den”, today with over 3 million users and brand ambassador Toni Kroos. Finanzguru helps you to really understand your finances, save and plan smarter. As an AI-First Company, we combine modern AI technology with real financial expertise, making personal advice scalable. Our focus for 2027: the state-sponsored retirement savings account. We will provide you with the easiest way to prepare for old age. Easy digital access directly in the Finanzguru app, personal advice and AI-supported support as …

149 similar entities Type: Startup Activities: fintech Technologies: A.I.

We are the first digital financial advisor where you get money back for your insurance. feelix GmbH stands for a new feeling in the area of ​​financial services – financial world 3.0. – What is Finance 3.0? The future of finance is online, transparent and tailored to you through... simple and understandable to use transparent comparison options for all financial products Financial products without expensive acquisition fees TÜV-certified service – from organizing your documents to completing contract changes continuous knowledge development the opportunity to give yourself the best possible advice Information about your financial products available online (laptop or smartphone). …

82 similar entities Type: Startup Activities: fintech

When people's finances are better organised, they make better decisions about their money and they live better lives. MoneyBrilliant helps people live better lives by helping them make better decisions about their money. We use technology to make it simpler and more convenient so they have more money to do the things they want to do and more time to enjoy living. We organise account information from many institutions into a single interface, automatically categorising transactions, tracking bills and managing budgets to help customers take control of their money and meet their goals. The MoneyBrilliant service is available as a …

59 similar entities Type: Startup Activities: fintech

Experts in building wealth, driving smart financial decisions At Fintual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading investment technology company in Mexico and Chile, helping our clients build wealth and financial knowledge over time. We honor both our experts, who create our innovative investment solutions, and our clients, professionals from various areas who trust our platform to manage their finances and investments. We are backed by the world's most renowned investors, including Sequoia Capital, Kaszek and Hi Ventures. We …

662 similar entities Type: Startup Activities: fintech Technologies: SaaS

Unlocking the value of disenfranchised customers for retail financial advisers MoneySavvy is a new service designed to help financial advisers re-engage digitally with the majority of their customer base, by enabling customers to manage all of their household finances, loans & mortgages, savings, investments and pensions in one place, on a single platform, for the first time. In an increasingly digital world, clients expect immediate access to their financial information and their investment portfolios. MoneySavvy’s purpose is simple: to make high quality, bespoke financial advice digitally available to everyone, when ever they want it and on the device of their …

78 similar entities Type: Startup Activities: fintech Technologies: SaaS

Ready for a revolution in the insurance and pension insdustry?🚀 At Caveo, we're not just about making financial wellbeing accessible to all; we're also dedicated to empowering economically disadvantaged individuals to gain maximum financial knowledge and well-being. Our innovative platform offers tailored solutions and tools that assist people, regardless of their financial background, in shaping, securing, and planning for their financial future. Say goodbye to uncertainty and stress – with Caveo, we bring transparency and control to financial planning for everyone. With Caveo, you have Financial Wellbeing and Financial Literacy at your fingertips. We're driving fundamental financial change for individual …

25 similar entities Type: SMB Activities: insurtech Technologies: SaaS

We help issuers, acquirers, lenders, schemes and fintechs make better decisions on scheme fees, regulation and product. Optima is a Manchester-based specialist payments consultancy founded in 2007. We work with the organisations that move money: tier-one issuers, challenger banks, fintechs, card schemes and lenders. Payments is the only thing we do. That is why clients bring us the problems that sit too deep in the detail for a generalist firm to reach. Mobile Payments , Financial Modelling, Strategic Advice , Proposition Development/ Launch, Management Information, Training & Development, Regulatory compliance support, Banking apps, Scheme fees, PSD2, Digitisation, and Mobile banking

57 similar entities Type: Startup Activities: fintech consulting regtech Technologies: NFC

TradeRiver is an alternative finance provider helping UK businesses grow. Providing cash-flow when you really need it. TradeRiver is an alternative finance provider offering flexible working capital to fast-growing UK businesses. Our unsecured funding helps businesses pay suppliers and service providers without straining cash flow. Funding is managed through our cloud-based platform, enabling fast decisions, instant payments and minimal paperwork. Built to support growth with speed and confidence. Learn more at traderiverfinance.com 🏆 AltFi Awards 2016 – Direct Lending Platform of the Year Trade Finance, Cashflow finance, Unsecured working capital, Business Finance, Business Support, supplier finance, supply chain, business funding, …

379 similar entities Type: Startup Activities: transporttech fintech Technologies: SaaS

Your guide to everything personal finance. At The Finance Twins, we're helping everyday people take control of their finances by providing them with the best information available in an easy to understand format! Take a look through our free resources if you’re sick of living paycheck to paycheck and have dreams of financial freedom. Our guides will help our readers learn the basics to personal finance! The Finance Twins - Your Guides to Personal Finance! personal finance

57 similar entities Type: Startup Activities: fintech

Independent financial planning delivered with exceptional customer service across the entire UK Red Star Wealth Management is a dedicated and client-focused financial planning firm, passionate about helping individuals and families achieve their financial goals and aspirations. With a strong emphasis on trust, honesty, and authenticity, the firm provides personalised financial advice and coaching, empowering clients to take control of their financial futures. From simplifying complex money matters to offering relatable, jargon-free guidance, Red Star Wealth Management is committed to improving clients' lifestyles, well-being, and long-term peace of mind. Red Star Wealth Management Limited is directly authorised and regulated by the …

73 similar entities Type: Startup Activities: fintech

News, educazione finanziaria e idee d'investimento gratuite. Il tutto parlando la lingua del web. AdviseOnly helps you to manage your savings with simplicity, autonomy and transparency. From financial education to the control platform for your portfolios, we provide all the necessary instruments for your investments. An informed saver is a better saver! What can you do with AdviseOnly? • Choose an investment idea of our financial strategies team: pick up a goal, customize your portfolio to match your needs and start saving on your own • Check your investments, it’s simple and immediate: get the max of our free financial …

98 similar entities Type: Startup Activities: fintech Technologies: SaaS

Savings solutions by DISTINGO Bank. #GrowYourSavings #LabelExcellence2026 Launched in 2013, DISTINGO Bank is the deposit activity resulting from the joint venture between Santander Consumer Finance and Stellantis Financial Services. It offers 100% online savings solutions, with some of the highest rates of return on the market: the Savings Book and Term Accounts (CAT). DISTINGO Bank uses all its know-how and experience in the development of savings products used in automobile financing, insurance and services in order to meet all the needs of customers of networks of brands such as Peugeot, Citroën, DS or FIAT of the Stellantis Group. Legal notices: …

70 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Financial clarity for your life plans. Klear is an innovative startup reshaping wealth management by providing a fully digital and independent solution. Founded in 2024 by a team of entrepreneurs with deep expertise in artificial intelligence and finance, Klear is committed to making personal finance management accessible, intuitive, and transparent for everyone. Our digital platform empowers users to take charge of their financial well-being with confidence. Powered by state-of-the-art conversational AI, Klear offers a virtual financial advisor that simplifies complex financial documents like KIID reports and product terms, helping users make informed decisions. With seamless bank account integration, real-time tracking …

58 similar entities Type: Startup Activities: fintech Technologies: A.I. SaaS

On a mission to make finance accessible for all We make financial education simple, personalized, and accessible to everyone. Through daily lessons and tailored learning paths, we help transform complex concepts into concrete decisions, from saving to investing. Finanz enables anyone to gain the knowledge needed to manage money with confidence and build a more secure future. Because finance should not be a privilege, but a right for all. Edutech and Fintech

64 similar entities Type: Startup Activities: fintech

Free analysis of financial products A wealth management advisor, Cleery is also the first online personal finance information site. Access clear and transparent information and contact our experts to obtain personalized support. Wealth management advice, Wealth management, Personal finance, Business manager, Corporate treasury, Structured products, and SCPI

64 similar entities Type: Startup Activities: fintech

The responsible savings app that takes care of your interests according to your convictions. Cashbee is a responsible & digital savings platform which makes no compromises on the safety or availability of your funds. It allows you to give meaning to your savings, and manage them very simply, from your smartphone. Subscription takes less than 6 minutes and is entirely free. Either to simply put your dormant cash to work, on a remunerated cash savings account. And/or to invest your money for the longer term, according to your convictions (Climate, Inclusion, Tech or Impact), via 100% ESG labelled long term …

101 similar entities Type: Startup Activities: fintech Technologies: SaaS

Personalized wealth management advice and implementation of solutions adapted to the profile of each client. Personalized wealth management advice and implementation of solutions adapted to the profile of each client.

59 similar entities Type: SMB Activities: fintech

Investing useful and profitable Temys makes responsible savings simple and accessible to everyone. From a few dozen euros, access a selection of readable, efficient and responsible financial products (health, education, environment, etc.). Temys combines financial performance and positive impact. finance, savings, responsible, community, impact, investment, and solidarity

62 similar entities Type: Startup Activities: fintech

eMoney is a leading provider of technology solutions and services that help people talk about money. eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com. Wealth management, financial planning, client management, advisor marketing, Computer Software, financial planning technology, and financial technology

78 similar entities Type: SMB Activities: fintech Technologies: SaaS

Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. Asset Allocation, Financial Planning, Investment Management, Retirement Planning, and Risk Management

204 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Work with the facts. Work with MoneyView. MoneyView collects and analyzes information from and about the financial services market. MoneyView wants to support organizations in operating more successfully in financial services. MoneyView provides information, helps you use this information effectively and therefore make the right decision at the right time. Information only becomes valuable if it is applicable in daily practice. That is why MoneyView develops and maintains various applications for the various sections of the business column. MoneyView serves banks and insurers as well as financial advisors with information applications that are tailored to the specific requirements associated with …

54 similar entities Type: SMB Activities: fintech

We're on a mission to help people from every walk of life be happier and more successful by mastering their money. Money Dashboard is a personal financial assistant that shows you exactly where money goes and helps you make better decisions. Use it to connect to all your current accounts, savings accounts and credit cards from whichever institutions you bank with, all together in one secure place. Money Dashboard is the only place which gives you the true view of your finances, so you can keep an eye on your day-to-day spending, and monitor whether you’re earning more than you’re …

66 similar entities Type: Startup Activities: fintech Technologies: SaaS

Canada's Robo-planner. Affordable, customized financial plans without product pushing. Fintech startup improving how Canadians benefit from financial advice. From planning your Early Career to Retirement, we got you covered! Highly Personalised Financial Plans, Zero Product Pushing, and Affordable Price Point

73 similar entities Type: SMB Activities: fintech

Smarter, Personalised Wealth Planning for Individuals, Advisors and Institutions PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale. We help financial advisors, institutions, and individuals make smarter financial decisions through intelligent, data-driven wealth planning. Our platform combines advanced analytics, AI-powered insights, Behavioural science and holistic financial modelling to deliver personalised financial guidance at scale. Advisors can better understand client goals, model financial futures, and provide more meaningful, proactive advice. At PaceUP Invest, we believe the future of wealth management is more intelligent, more inclusive, and more accessible. Our mission is …

83 similar entities Type: Startup Activities: fintech Technologies: SaaS

Redefining the future of financial wellbeing. vlot is a Zurich-based SaaS company that is reshaping the future of financial provision. Our B2B platform transforms complex financial and pension data into clear, action-relevant orientation - and supports companies in providing their customers with security, predictability and sustainable financial well-being. The offering combines a modular SaaS platform with expert consulting services. This creates end-to-end solutions for financial provision - tailor-made, integrated, data-based and always up to date with the latest regulatory requirements. Our customers are insurance companies, brokers, banks, pension funds and other financial service providers who rely on a digital, efficient …

68 similar entities Type: Startup Activities: fintech Technologies: SaaS

Digital solutions for investment advice and Wealth Management. We make money a better support for what comes next. Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial savings solutions to their clients efficiently. The platform supports the digital journey of investors—from profiling and financial planning to investment and reporting—within a multi-investment service (discretionary management or advisory) and multi-product/wrapper framework. Clients’ portfolio construction relies on an optimizer algorithm enabling hyper-personalization in the investment advice according to the client needs. A key strength of the platform is the high industrialization …

544 similar entities Type: Startup Activities: fintech Technologies: SaaS

cash.ch – banking, economic and financial information on one portal. cash combines everything from a single source on its “Information” and “Banking” portal. It stands for independent journalism and personal banking advice. cash is the shortest connection between financial information and trading. INFORMATION: cash delivers the most important economic news every day, creates editorial comments and publishes financial data. BANKING: Private investors can conduct stock market transactions online directly from cash.ch at a flat rate. Qualified customer advisors are available to provide personal and independent advice. www.cash.ch Creation of editorial financial and economic articles, online trading at a flat rate, …

61 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Simply build performant investment plans with ETFs. For private investors, company directors and employees. Easyvest is a fast-growing online financial advisor that helps all investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension. Easyvest combines the power of technology with the conviviality of a certified financial advisor. Our intuitive platform allows you to digitally open an account within 15 mins and manage your online account wherever you are. Our human financial advisors assist you at any time. We offer our solutions at the lowest price with …

249 similar entities Type: Startup Activities: fintech insurtech Technologies: Robotics

RecargaPay is a financial app that lets you invest, pay, finance, and earn money in a simple and secure way. Helping millions rethink their finances. RecargaPay is the financial platform that simplifies life for over 14 million Brazilians. We empower people and businesses to invest, pay, borrow, and earn money in a simple and secure way, and all in one app. Founded in 2010 and authorized by the Brazilian Central Bank with the SCFI License, RecargaPay combines innovation and purpose to help people get the most out of their money. Backed by over US$ 120 million in investments, we aim …

83 similar entities Type: Startup Activities: fintech e-commerce Technologies: NFC

Simply better liquidity planning. Plan and monitor cash flow development. Always up-to-date and pragmatic. Commitly helps business owners to focus on financial results. To do this, Commitly synchronizes your bank transactions and compares them to your plans - providing you with automated insight. Make the financial impact of decisions transparent. Base your business activities on insights, delegate tasks. It's all about cash flow. Not about rocket science. With Commitly, you can now closely monitor and forecast all your company's bank accounts - and sleep well at night. More at: https://commitly.com SaaS, Liquiditätsplanung, Liquiditätsmanagement, Finanzen, Treasury, KMU, and Cloud Service

117 similar entities Type: Startup Activities: fintech Technologies: SaaS

NOW Money makes money easy, for everyone, every day NOW Money is a FinTech company based in Dubai which operates across the United Arab Emirates in partnership with the Commercial Bank International and Mastercard. NOW Money is designed to meet the genuine needs of our customers through financial inclusion - it provides financial services to both corporates and employees, by offering a payroll portal to the companies and a digital bank account to the employees. Financial inclusion means giving everyone equal access to financial services, whatever is their background, income level or how much money they earn and we are …

92 similar entities Type: Startup Activities: fintech it services Technologies: Wireless

The financial solutions expert The company Partners Finances, a subsidiary of the Mentor Group (insurance, real estate, finance, etc.) was created in 1996 by Benoît MICHAUX. In just a few years, Partners Finances has become a key player in financial solutions: loan repurchase, loan restructuring, financing of a project integrated into a reduced overall monthly payment, etc.* Its experience, expertise and seriousness are recognized by all market players and allow it to offer a wide range of financial solutions. The professionalism of Partners Finances' 230 analysts is a guarantee both for its financial restructuring clients and its numerous partners: G.E …

58 similar entities Type: SMB Activities: fintech

🔵 Here you will find all the economic news and how it directly affects your personal finances. At HelpMyCash we have an obsession (a good one): that everyone understands their money without getting bogged down with technicalities. Our number one objective is financial education, explaining in normal words things that sound as complicated as mortgages, cards, loans, investment or the real estate market... and bringing them down to something very simple: how it affects you and your pocket. We started in 2010 comparing mortgages and today we are one of the main comparators of financial products in Spain. Every day …

157 similar entities Type: Startup Activities: fintech Technologies: NFC

Your online bank to invest well with low costs. We help you achieve your financial freedom. MyInvestor is a Spanish neobank expert in investments with a mission: to help its clients manage their money and guide them on their path to financial freedom. In this way, it contributes to creating a more prosperous society. It offers the full range of banking services: paid account, cards, automated management portfolios (roboadvisor), funds, shares, ETFs, plans, real estate crowdfunding, crowdfactoring, venture capital, and financing for mortgages, consumer and investments, and insurance. It is supervised by the Bank of Spain and the National Securities …

203 similar entities Type: Startup Activities: fintech Technologies: NFC

TotallyMoney is the personal finance app that helps people move forward and achieve their financial goals. TotallyMoney is one of the UK’s best companies to work for — voted 9th best in finance and 5th best mid-sized company in London. We’re building an app that puts our customers first, giving people the information and tools they need to move their finances forward and achieve their goals . Credit Reports, Credit Scores, Credit Comparison, and Loan Comparison

256 similar entities Type: SMB Activities: fintech Technologies: IoT

Empower your workforce with personalized financial guidance from the company that created financial wellness. Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness and proven employer ROI. Employees receive unlimited access to certified financial coaches enhanced by AI-powered guidance that expands reach and personalization with trusted human oversight at every step. financial education programs, benefits planning education, strategic workplace financial education solutions, financial wellness programs, financial education and wellness best practices, financial coaching, unbiased cfps, AI powered financial coaching, AI powered financial wellness platform, and employee …

66 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

We’re on a mission to make financial health effortless for everyone. In 2015, we launched the first truly personalized and automated savings app that has helped members save over $7 billion towards their financial goals to date. Today, we fully automate the day-to-day work of managing all personal finances including banking, saving, budgeting, investing, and retirement. Digit gives members the power of an all-in-one financial app that helps them effortlessly manage their money based on their individual financial situation and goals, alongside financial best practices. Our goal is to help members stress less about their money day-to-day while helping them …

134 similar entities Type: Startup Activities: fintech Technologies: A.I. - Machine Learning A.I.

Fundment is the modern investment platform that turns advice into action with speed, clarity and precision. We've built Fundment to propel financial advice businesses through technology. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level. We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely. Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK. Financial Technology, Investing, Pensions, Discretionary Fund …

352 similar entities Type: Startup Activities: fintech Technologies: SaaS

The financial management of a large company, now for your SME Most SMEs do not have a business problem. You have a financial management problem. They sell, grow and work well... but they make financial decisions with fragmented information, reacting late and negotiating with the bank from a disadvantage. In an environment where decisions are no longer personal, but algorithmic, this puts its viability at risk. RasmIA was born to change this. RasmIA is an Intelligent Financial Agent that acts as a Digital CFO for the SME. Interprets financial information, anticipates scenarios and guides decisions on debt, treasury and relationships …

165 similar entities Type: Startup Activities: fintech Technologies: SaaS

Transforming your money relationship! Specialized in non-profits & small businesses. Virtual accounting & money coaching A Seattle-based firm delivering virtual accounting & money coaching. We transform YOUR relationship with money on business and personal levels. We provide strategies to small business owners and strong 9 to 5'ers. BUSINESS OWNERS: puzzled on how to get a smoother work day, smaller inbox and more time? Let us help you fill in the missing pieces! Outsource your accounting needs to us so you can focus on what you do best, your business. Services include: Virtual Accounting, Bookkeeping, Billing, Payroll, Taxes. WORKING 9 to …

192 similar entities Type: Startup Activities: fintech Technologies: IoT

Spreading financial awareness and promoting sound financial decisions in the UAE Bayzat is an awareness platform specialized in personal financial management, aiming to help individuals, families, and various entities understand money and make sound financial decisions. We provide content and awareness programs on topics such as budgeting, saving, debt management, insurance, investing, financial planning, and consumer protection from ill-informed financial decisions. Through Consultant Salah Al-Halyan's long experience in financial planning, insurance and financial consulting, we seek to simplify financial concepts and link them to the daily lives of people in the UAE. On this page, we publish articles, recommendations, and …

67 similar entities Type: Startup Activities: fintech Technologies: SaaS

The smarter, simpler way to budget and take control of your money The smarter, simpler way to budget and take control of your money. Budge Money is the all-in-one personal finance app that finally puts your spending and savings into context. We are on a mission to improve personal finance with tools that encourage beneficial money decisions and provide guidance to improve financial wellness. No matter your income, carefully budgeting, saving, and planning for the future is hard. Budge makes your dollars and cents easier to understand with a comprehensive set of money management tools: we'll get rid of the …

60 similar entities Type: SMB Activities: fintech

vaamo is the new way of investing your money: easy, clever, and safe. We ensure that private individuals achieve their personal financial goals. Moreover, we spare our customers effort and time and enable them to invest their money in an optimized securities portfolio based on strict scientific criteria. For more Information, please visit http://www.vaamo.de Professionelles Vermögensmanagement für Privatanleger, Intuitives Userinterface zur persönlichen Finanzplanung, and Revolutionäre Anlage-Flat-Rate ohne Transaktionskosten

423 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Platform voor financieel inzicht We provide financial advice services at-scale. Our mission? Make high-quality financial advice more accessible for everyone, through modern technology and scalable distribution. Our branded, co-branded and white-label financial advice solutions are distributed via employers, insurance brokers and pension funds to individuals. We help individuals make confident financial decisions around pension and life events.

79 similar entities Type: Startup Activities: fintech Technologies: SaaS

Your employees financial wellbeing partner. Welcome to FunniFin, your employees Financial Help Desk! As a leading Benefit Corporation in the financial wellness sector, we're committed to revolutionizing how individuals and employees manage their money. Through cutting-edge technology and a user-centric approach, we provide advanced solutions to help achieve long-term economic security and success. Our innovative platform seamlessly integrates AI-driven tools, personalized coaching sessions, and engaging educational programs to offer comprehensive support across all aspects of financial life. With a dedicated team of passionate professionals, we're on a mission to promote equitable access to financial resources and drive positive change in …

130 similar entities Type: SMB Activities: fintech Technologies: SaaS

"Your Finance lights up" ARGAFIN, your financial support. We are a consulting firm that provides financial management services for both small and large companies. Created in 2015, it is in full expansion and currently employs 40 people. Thanks to our expertise in the field of financial advice and the complementarity of our team members, we assist our clients with a constant goal of quality and integrity. Our approach is pragmatic and flexible. We support CEOs in the development of their companies. We offer support services: - For development or reorganization - For the optimization of financial processes - For the …

486 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Understand where you stand. Ready to make baffling jargon and unclear advice a thing of the past? Welcome to Ascot Lloyd. We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. Whether you’re an individual, family or a business, we offer personalised advice that will help you achieve your goals while navigating complex financial landscapes. To do that, we pride ourselves on providing clear, down to earth and transparent financial advice that gives you confidence in your financial plan. So, whether you’re ready to …

118 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Helping clients build their financial plans and investment portfolios Ritholtz Wealth is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments …

78 similar entities Type: SMB Activities: fintech

Fee-only Fiduciaries. Independent. Transparent. Investment Managers, Financial Planners, and Retirement Plan Management. We are a fee-only financial planning firm committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high quality information, services and advice to help you reach your goals. Financial Planning and Retirement Planning

63 similar entities Type: SMB Activities: fintech silvertech

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” financial firms. Our representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. Our firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. We …

109 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Powering advisory experiences intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning. Fintech, SaaS, Software, Financial Services, Cashflow Planning, and Wealth Management

94 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Sorry banks, freelancers have moved on to Juuli | Freelancer's favorite payment platform Juuli is a fintech empowering freelancers with a hassle-free invoicing and payment platform. We believe in financial freedom, allowing you to focus on your talent. Manage finances, create invoices, and receive payments faster than ever. Let us handle the financial complexities while you concentrate on what you do best. Together, we can redefine the landscape of freelancing and pave the way for a brighter, more prosperous future.

134 similar entities Type: Startup Activities: fintech Technologies: SaaS

The bank that helps you build and enjoy wealth. At Monument, we’re changing banking for the mass affluent with a new approach- exceptional client service, straightforward savings, innovative wealth-tracking tools and curated lifestyle experiences that help you build and enjoy your wealth. Based in London, we’ve quickly grown into one of the fastest-growing fintechs in the UK & Ireland (Sifted 100 2025) and are trusted with over £6 billion in savings. Our savings products include Easy Access, Limited Access, Fixed Term Deposits, Notice Accounts and an Easy Access Cash ISA.

66 similar entities Type: Startup Activities: fintech

Questis helps businesses become life-changing employers by helping employees solve the root causes of financial stress. Questis, part of the Financial Wellness Labs portfolio, provides employees with tools, resources, and education to help them manage their finances effectively. We cover the spectrum of topics, including budgeting, debt management, saving for retirement, and understanding employee benefits. By offering personalized advice and strategies, Questis empowers employees to take control of their financial situation, reduce anxiety, and build confidence in their future. Financial Wellness Software, Retirement Plan Services, Financial Planning, Financial Wellness Technology, Financial Empowerment, and Financial Coaching

62 similar entities Type: SMB Activities: fintech Technologies: SaaS

Independent Financial Advisers, IFA offering Financial Advice in Eastbourne. Qualified Financial Advisors in all aspects of Financial Advice. Investments, Pensions, Mortgages, Personal Protection. Complete Financial Planning was established to provide a level of service no longer offered by conventional banks and Financial advisors. Being fully independent ensures the clients needs are at the heart of the process and there are no external influences on the advice offered. Financial Advice

60 similar entities Type: SMB Activities: fintech

Our mission is to provide you with the tools and resources to help you become an effective “CEO of your money”TM. At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”TM. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. Legal Notice: www.marcumwealth.com/legal Family Wealth Management, Wealth Management, Plan Sponsor, Retirement Planning, Retirement Plan Services, 401(k), Financial …

62 similar entities Type: SMB Activities: fintech insurtech

Finda, Korea’s leading loan comparison platform Finda is looking for a colleague who tenaciously solves difficult financial problems. Finda is a data-based platform that provides personal financial services such as loan comparison, my data-based asset management, and loan calculator. By standardizing complex and massive financial information, we help anyone make reasonable personal finance choices with standards and figures that anyone can understand. Our goal is to reduce information asymmetry caused by difficult loan and interest rate information and make everyday financial decisions wiser. Since launching its loan comparison service in 2019, Finda has expanded its service area as a MyData …

103 similar entities Type: Startup Activities: fintech Technologies: SaaS

Manage your cash within your risk requirements - increase returns on cash and decrease risk. Give your cash the interest it deserves with a wide range of savings products from leading UK-authorised and regulated banks, all in one platform. With just one application and no minimum deposit requirements, users can enhance their FSCS protection and secure high interest rates. Available to UK individuals, businesses, charities, trusts, power of attorney, court of protection, SIPP, SSAS, and sole traders. Visit our website to find out more. SME Cash, Fintech, Financial Services, Wealthtech, IFA Solutions, Cash marketplace, Cash platform, Cash-as-a-Service, API First, Banking, …

329 similar entities Type: Startup Activities: fintech Technologies: SaaS

We match consumers to their perfect bank & other financial products by tracking info on 5,000+ banks and credit unions. MyBankTracker is an independent financial comparison website that helps consumers make smarter banking and financial decisions. The next-generation personal finance website is designed for consumers to take control of their finances while making it a fun and engaging experience. The company’s mission is to match consumers with their perfect bank account and other financial tools. MyBankTracker provides and tracks in-depth information on more than 5,000 banks, credit unions and financial products. Using a combination of technology and money management expertise, …

72 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

The complete, connected invoice finance lending platform Dancerace is the complete, connected invoice finance and ABL operating system, helping banks and lenders to do better business at every stage in the funding cycle. ・Offer a wide range of specialist products from a single, intuitive platform. Choose from invoice discounting, factoring, selective invoice finance, asset finance, loans, construction, trade finance and more. ・Add your choice of banking, accounting, insurance and other systems via our open API, to customise your workflow and define your competitive advantage. ・Benefit from expert support at every step. Moving to our cloud-hosted OS the simplest, fastest way …

377 similar entities Type: SMB Activities: fintech it services Technologies: SaaS

Independent financial advice in Guildford & the South East. Financial planning to help you succeed, whoever you are. Chapters Financial is an independent financial adviser (IFA) / planner, with over 18 years of experience in the sector. Our team is on hand to support you in making the right financial decisions to align with your goals for your future and into your retirement. Financial planning is about why you are motivated to create your life story and what you want to achieve on the way in each chapter. Established in 2004, we are Chartered Financial Planners and Independent Financial Advisers …

108 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity