Origin is a financial management platform that consolidates tracking, planning, and investing in one place. Users can assess their complete financial picture, receive personalized recommendations for budgeting and savings, and get real-time, AI-powered planning assistance with Sidekick. Origin also provides direct access to Certified Financial Planners for tailored advice. Their investment arm, Origin Invest, offers automated investing with no advisory fees and an expense ratio of 0.00%. The service aims to replace fragmented and expensive financial tools with an integrated solution for $12.99 per month, offering a 30-day free trial without requiring a credit card.

Origin

Origin simplifies finance with advice, tracking, saving, and investment.

Personal finance apps

Copilot

Personal finance app for tracking spending, budgets, and investments.

Lunch Money is a personal finance and budgeting software targeted at modern-day spenders, including digital nomads, engineers, designers, and startup founders. It offers a simple interface to manage finances, with features like direct bank imports, CSV uploads, API integration, crypto wallet connectivity, and powerful transaction categorization, tagging, and searching. Users can set monthly budgets, track recurring expenses, and gain insights into their spending patterns and net worth. The platform emphasizes data security and user privacy. While it primarily serves desktop users, the product is praised for its ease of use, thoughtful design, and responsive one-person support team.

Lunch Money

Lunch Money simplifies personal finance and budgeting, with multi-currency support.

Monarch Money is a personal finance platform that consolidates various financial management tools into a single, user-friendly service. Users can track account balances, transactions, investments, and work towards financial goals. The platform offers customized budgeting with rollover options, easy visualization of spending patterns through diagrams and charts, and the capability to collaborate with partners or advisors without extra fees. Investments are manageable in one comprehensive view, with historical performance details. Financial data is secured with bank-level security, and Monarch takes pride in offering an ad-free experience and not selling user data to third parties.

Monarch Money

Personal finance tool that tracks, organizes, budgets, and invests securely.

YNAB, short for 'You Need A Budget,' is a financial management platform designed to change how users handle money. With an emphasis on budgeting and saving, YNAB guides users through a friendly, flexible method that emphasizes four core rules: Give Every Dollar a Job, Embrace Your True Expenses, Roll with the Punches, and Age Your Money. Through this structured method, users can stop wondering where their money goes, grow savings, and enjoy spending without guilt. The startup offers a 34-day trial and claims users can save significant amounts quickly, while also benefiting from increased financial awareness and stress reduction.

YNAB

YNAB provides budgeting tools for effective money management and saving.

Cleo is a personal finance AI assistant that offers budgeting tools, savings help, and credit building options without traditional credit checks. It is designed to be quick and user-friendly, with signup taking only 2 minutes. Cleo roasts or hypes users about their spending habits, encouraging better financial decisions. Users can qualify for up to $250 advances without interest or credit checks, though eligibility criteria apply. The Credit Builder Card helps users improve their credit scores. Cleo prioritizes security with bank-level encryption, never sells data, and is FDIC insured, providing a safe environment for managing finances.

Cleo

AI financial assistant app for budgeting, saving, and building credit.

Envelope is a financial technology firm providing a smart banking platform aimed at simplifying personal budgeting. Users can easily manage their finances by allocating money into different 'envelopes' for specific expenses, gaining better control over their budget. The platform offers both physical and virtual cards, giving users instant access to their accounts for online and in-person transactions. Notifications can be customized for user convenience. Envelope emphasizes security, allowing users to lock accounts or change virtual card numbers. The app supports joint accounts and automated goal achievement planning. Savings earn competitive interest rates, and funds are FDIC insured through Pacific West Bank.

Envelope

Smart budgeting platform with virtual cards, savings, and account management.

Robo advisors

Neo Financial is a fintech startup that aims to transform the traditional financial landscape through technology-driven solutions. They offer a range of digital financial products, including savings accounts, credit cards, and a rewards program. Neo's approach emphasizes user-friendly interfaces, personalized experiences, and value-driven incentives. Their rewards system is tied to a network of partners, allowing customers to earn more from everyday spending. By adopting a digital-first strategy, Neo Financial seeks to make banking more accessible, efficient, and rewarding for its users, challenging the norms of conventional banking institutions.

Neo Financial

Neo Financial offers smart banking, investments, credit cards, and mortgages.

Wealthsimple is a financial company providing easy online access to investing and saving tools. With options for custom-tailored portfolio management and self-directed stock and ETF trading without commissions, the platform tailors to various financial needs and goals. They extend support with expert advice and transparent practices to over 3 million Canadians. Wealthsimple promotes low fees and high-interest savings accounts, aiming to democratize traditionally exclusive investment opportunities to a broader audience. Their suite includes high-interest chequing accounts, often offering higher yields than traditional banks, alongside a clear-cut business model that aligns their success with their clients'.

Wealthsimple

Wealthsimple offers investing, saving, trading, and crypto services commission-free.

Monzo, a startup, provides a user-friendly digital banking platform exclusively to UK residents. Customers can open a bank account through their phone quickly and for free. Monzo's features include instant transaction notifications, budgeting tools, categorizing expenses, savings pots, and analyzing spending with Trends. They offer overdraft and loan services, a no-fee Mastercard for international usage, and competitive exchange rates. Monzo Plus and Monzo Premium provide additional benefits for a monthly fee. They focus on security with FSCS protection, 24/7 support, and anti-fraud measures. Monzo aims to personalize banking while keeping over 8 million users' money safe.

Monzo

Digital bank with full UK account, savings, loans, fraud protection.

Autopilot is an investment app allowing users to copy trades of notable investors, including politicians and hedge fund managers. With over $1 billion of connected assets and $650 million in trade volume since launch, Autopilot offers a simple three-step setup to link with supported brokerages for trading. They emphasize transparency with flat fees, no hidden charges, and public viewing of all pilot holdings. Users can select or switch between various 'pilots' whose investment strategies they want to replicate, with the promise of bank-level security and maintaining funds within users' own brokerage accounts.

Autopilot

Autopilot mimics trades of successful investors for subscribers.

Titan Global Capital Management is an SEC-registered investment advisor providing sophisticated and transparent money management services to approximately 50,000 U.S. clients. They offer high-yield cash management options through Smart Cash, active equity strategies, and access to alternative investments like venture capital. With a focus on long-term gains, Titan provides both automated and personalized investment advice ensuring insurance through SIPC. The platform has been recognized for high interest rates and exceptional financial advisory, with an emphasis on institutional-grade investment tools, all accessible online. Their advisory fee is 0.25% annually, and they offer incentives for referring new clients.

Titan

Titan manages investments with active strategies, high yields, and advisory services.

Tax preparation

Pilot is a US-based financial services firm focused on startups and growing companies, offering bookkeeping, tax, and CFO services. They are recognized as the largest startup-focused accounting firm in the US, with over 300 employees, including accountants and tax specialists. Pilot caters to various sectors such as consumer brands and professional services, providing customized accounting solutions. Their services range from financial statement preparation to tax filings and R&D tax credit claims. Pilot's tech-forward approach integrates deep with client tools for seamless operation. They also offer scalable support for businesses at any growth stage, from small startups to larger companies.

Pilot

Accounting, CFO, and tax services for startups and growing businesses.

Fondo is an all-in-one accounting solution, targeting busy startup founders. It offers streamlined bookkeeping, tax filing, including Delaware Franchise Tax, Federal & State Corporate Income Taxes, and maximizes cash back through various tax credits like R&D and ERTC. With Fondo, startups can efficiently track metrics, analyze campaign results, and receive accurate financial reporting. For $1, the service will handle the filing of Delaware Franchise Tax before the deadline. Fondo's platform also aids in making informed business decisions by providing custom reports. They emphasize the ease of their service to save time and improve startup business operations.

Fondo

All-in-one accounting, tax, and analytics platform for startups.

Firstbase offers a comprehensive platform for launching and managing a US business from anywhere in the world. They streamline company incorporation, provide growth tools, maintain compliance, and support with 24/7 customer service. Firstbase eliminates paperwork, legal complexities, and offers options like LLC or Corporation setup, state registration guidance, and swift bank account opening without requiring an EIN upfront. They ensure ongoing compliance, offer accounting services, a US address, and access to a suite of business tools with one-click applications. Their transparent pricing, dedicated support, and money-back guarantee make starting a company accessible and straightforward for global entrepreneurs.

Firstbase

Firstbase simplifies US business formation and compliance online globally.

Every.io provides a comprehensive back-office platform for startups and businesses, integrating banking, payroll, bookkeeping, and taxes into one seamless service. With FDIC insurance via partnerships and AI-driven bookkeeping, the platform offers real-time financial insights. It includes modern payroll solutions, HR support, and benefits management. AI autopilots help reduce administrative workload, enhancing efficiency. Every.io aims to simplify operations for founders, enabling them to focus on their core business. The platform promotes ease of use and quick setup, aiming to remove friction encountered with traditional financial services and HR solutions.

Every.io

Comprehensive back office solution: banking, payroll, bookkeeping, taxes, AI assistance.

Taxfix

Online tax return service offering expert guidance and digital convenience.

CoinTracker is a cryptocurrency tax reporting and tracking platform, enabling users to easily integrate their crypto wallets and exchanges for swift tax report generation. Catering to over 2 million users, CoinTracker simplifies the complex process of crypto tax filing by considering all possible scenarios. Its user-friendly interface, comprehensive support for cryptocurrencies, and seamless TurboTax integration make it a favorite among individual investors. CoinTracker not only provides portfolio tracking but also year-round tax assistance. Users can begin with a free plan and upgrade to gain advanced tax reporting features. It's lauded for its time-saving capabilities, automated DeFi transaction detection, and robust security measures.

CoinTracker

Cryptocurrency tax reporting with wallet and exchange integration solution.

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