Finary, Inc.
Finary provides a wealth management and investment portfolio tracking platform that helps users consolidate and monitor their financial assets across multiple accounts and institutions. The service is notable for making sophisticated financial management accessible to everyday investors who want a unified view of their wealth without the complexity or high fees typically associated with traditional wealth advisors.
See all your money in one place, finally
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Emma App
Emma App is a personal finance platform that helps users manage their money through budgeting, savings tracking, and financial planning tools. It's notable for making financial management accessible and user-friendly for everyday people looking to take control of their spending and build better money habits.
Take control of your money without the financial jargon or stress
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Moolah
Moolah is a financial aggregation platform that helps users track, manage, and optimize their spending across multiple digital services and subscriptions. They're notable for targeting consumers overwhelmed by subscription fatigue, offering a centralized dashboard to monitor, cancel, or switch between services while helping users save money on their recurring payments.
Stop paying for subscriptions you forgot you had
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Moneylion
MoneyLion offers a suite of digital financial services including investment tools, credit monitoring, banking products, and personal finance management through a subscription-based platform. They're notable for making wealth-building and financial management accessible to everyday consumers, particularly millennials and Gen Z users seeking affordable alternatives to traditional financial advisors.
Your wealth starts here, no advisor required
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MoneyFarm
MoneyFarm is a digital wealth management platform that provides automated investment portfolios and financial advisory services to individual investors. They are notable for making professional investment management accessible to everyday people through low-cost robo-advisor technology and personalized portfolio management.
Professional investing made simple and affordable for everyone
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Quicken
Quicken sells personal finance and money management software that helps users track spending, create budgets, manage investments, and file taxes. The service is notable for being one of the longest-established digital finance platforms, serving millions of individual consumers and small business owners who want centralized control over their finances.
Your money finally makes sense with Quicken
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Albert
Albert offers a personal finance app that helps users manage their money, find savings opportunities, and optimize their financial habits through AI-powered insights and automated tools. The service is designed for everyday consumers looking to take control of their finances without needing extensive financial knowledge or expensive advisors.
Your money works smarter so you don't have to
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Koho Financial
Koho offers a mobile banking app and financial management tools that help users track spending, automate savings, and access no-fee banking services. The platform is designed for digitally-native Canadians who want simplified personal finance management with features like cashback rewards and spending insights powered by AI.
Banking that actually pays attention to how you spend
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