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    News Analysis
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    Search Startups

    Personal Finance Management Startups

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    Processing your search... This may take a moment
    109 Startups 0 In the News 0 Recently Updated
    • Total Funding
      $2.34B
      Raised
      100
      Events
    • Private Funding
      $2.13B
      Raised
      92
      Rounds
    • Public Offerings
      $6M
      Raised
      3
      Offerings
    • M&A
      $201.5M
      Raised
      5
      Deals
    Funding
    Number of Employees
    Rounds / Deals
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    AccounTrex logo

    AccounTrex

    Presumed Inactive
    Back Office Portfolio Management System
    2011 B2B 1-10 Mature Undisclosed
    trading
    brokers
    patent-pending
    saas
    fintech
    portfolio-management
    web-platform
    accounting
    enterprise-solutions
    cloud
    back-office
    trading-and-investing
    AdvEyes logo

    AdvEyes

    Presumed Inactive
    End-to-end AI System for Optimizing Financial Advisory Services
    2020 B2B, B2C 1-10 Pre-Funding Undisclosed
    brokers
    artificial-intelligence
    big-data-analytics
    machine-learning
    compliance
    mobile-applications
    mobile-applications
    software-applications
    web-platform
    banks
    portfolio-management
    fintech
    trading-and-investing
    personal-finance
    Alfie Technologies Platforms logo

    Alfie Technologies Platforms

    Effortless Annual Income Tax Report Generation
    2022 B2C 1-10 Pre-Funding Undisclosed
    tax-refund
    Algowave logo

    Algowave

    Presumed Inactive
    Crypto Trading Platform
    2015 B2C 1-10 Pre-Funding Undisclosed
    mobile-applications
    trading-and-investing
    fintech
    artificial-intelligence
    algo-trading
    trading
    web-platform
    cryptocurrency
    april logo

    april

    Embedded Tax Experiences
    2021 B2B2C 51-200 A $40M
    artificial-intelligence
    tax-refund
    fintech
    Better Personal Finance Management logo

    Better Personal Finance Management

    Personal Finance Management Tool
    2022 B2C 11-50 Seed $2M
    fintech
    personal-finance
    BetterBill logo

    BetterBill

    Presumed Inactive
    Solution for Finding the Optimal Phone Plan
    2011 B2C 1-10 Mature Undisclosed
    behavior-analytics
    personalization
    telecommunication
    mobile-carriers
    price-comparison
    personal-finance
    fintech
    Processing your search... This may take a moment
    Startup AI Search Beta
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    Search Startups

    109 Results
    Funding Amount
    Funding Stages
    • Total Funding
      $2.34B
      Raised
      100
      Events
    • Private Funding
      $2.13B
      Raised
      92
      Rounds
    • Public Offerings
      $6M
      Raised
      3
      Offerings
    • M&A
      $201.5M
      Raised
      5
      Deals

    Funding

    Rounds / Deals

    Funding Stage

    Number of Employees

    AccounTrex logo
    Raised
    Undisclosed
    AccounTrex
    Presumed Inactive
    Back Office Portfolio Management System
    Founded:2011
    Business Model:B2B
    Employees:1-10
    Funding Stage:Mature
    AdvEyes logo
    Raised
    Undisclosed
    AdvEyes
    Presumed Inactive
    End-to-end AI System for Optimizing Financial Advisory Services
    Founded:2020
    Business Model:B2B, B2C
    Employees:1-10
    Funding Stage:Pre-Funding
    Alfie Technologies Platforms logo
    Raised
    Undisclosed
    Alfie Technologies Platforms
    Effortless Annual Income Tax Report Generation
    Founded:2022
    Business Model:B2C
    Employees:1-10
    Funding Stage:Pre-Funding
    Algowave logo
    Raised
    Undisclosed
    Algowave
    Presumed Inactive
    Crypto Trading Platform
    Founded:2015
    Business Model:B2C
    Employees:1-10
    Funding Stage:Pre-Funding
    april logo
    Raised
    $40M
    april
    Embedded Tax Experiences
    Founded:2021
    Business Model:B2B2C
    Employees:51-200
    Funding Stage:A
    Better Personal Finance Management logo
    Raised
    $2M
    Better Personal Finance Management
    Personal Finance Management Tool
    Founded:2022
    Business Model:B2C
    Employees:11-50
    Funding Stage:Seed
    BetterBill logo
    Raised
    Undisclosed
    BetterBill
    Presumed Inactive
    Solution for Finding the Optimal Phone Plan
    Founded:2011
    Business Model:B2C
    Employees:1-10
    Funding Stage:Mature
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