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Companies in the Financial management industry

Companies in the Financial management industry
Companies in the Material handling industry
Companies in the Database-as-a-service (DBaaS) industry
Companies in the Automotive electronics industry
List of companies in nxgen's investment portfolio
List of AI no-code / low-code development companies
Companies where
Industry
is
‌
Financial management
Name
Description
Industry
Official Website
Location
Robinhood
Robinhood

Robinhood is a Palo Alto, California-based financial technology company founded in 2013. They offer free stock and equity trading and commission-free crypto-trading.

Technology
Technology
Financial services
Financial services
Financial technology
Financial technology
Investing
Investing
Cryptocurrency wallet
Cryptocurrency wallet
Trading Platform
Trading Platform
‌
Financial management
Money transfer
Money transfer
Finance
Finance
robinhood.com
Menlo Park, California
Menlo Park, California
Palo Alto, California
Palo Alto, California
United States
United States
Wealthsimple
Wealthsimple

Wealthsimple is a Toronto-based robo-advisor founded by Mike Katchen.

Technology
Technology
Personal finance
Personal finance
Financial services
Financial services
Financial technology
Financial technology
Finance
Finance
‌
Advisory
Wealth management
Wealth management
Investment
Investment
Investment management
Investment management
‌
Financial management
Financial inclusion
Financial inclusion
wealthsimple.com
Brooklyn
Brooklyn
Ontario
Ontario
Canada
Canada
New York City
New York City
Toronto
Toronto
SoFi
SoFi

SoFi or Social Finance is a finance company offering lending and wealth management services.

Social commerce
Social commerce
Real Estate
Real Estate
Banking
Banking
Insurance
Insurance
Peer-to-peer
Peer-to-peer
Loan
Loan
‌
Financial management
E-commerce
E-commerce
Educational Technology
Educational Technology
Investing
Investing
Student loan
Student loan
‌
Lending
Real estate technology
Real estate technology
Neobanking
Neobanking
Finance
Finance
Financial technology
Financial technology
Cryptocurrency wallet
Cryptocurrency wallet
Personal finance
Personal finance
Financial services
Financial services
Financial Wellness
Financial Wellness
Technology
Technology
sofi.com
United States
United States
New York City
New York City
Healdsburg
Healdsburg
San Francisco
San Francisco
Expensify
Expensify

Software company and its web and mobile application for managing personal and business expenses

Software as a service (SaaS)
Software as a service (SaaS)
Enterprise software
Enterprise software
Software
Software
Finance
Finance
Productivity software
Productivity software
‌
Financial management
Technology
Technology
Financial services
Financial services
Small- and medium-sized enterprises
Small- and medium-sized enterprises
Financial technology
Financial technology
expensify.com
San Francisco
San Francisco
Portland, Oregon
Portland, Oregon
IHS Markit
IHS Markit

IHS Markit was an information services provider, created out of a merger of IHS, Inc. and Markit Ltd in 2016. In 2022, IHS Markit completed a merger with S&P Global.

Data analysis
Data analysis
Data visualization
Data visualization
Consulting industry
Consulting industry
Information Services
Information Services
‌
Financial management
Retail
Retail
‌
Information (industry sector)
News
News
Finance
Finance
Analytics
Analytics
Financial services
Financial services
‌
Events
ESG validation
ESG validation
Technology
Technology
Financial technology
Financial technology
Cybersecurity
Cybersecurity
ihs.com
Englewood, Colorado
Englewood, Colorado
Bracknell
Bracknell
London
London
Acorns (finance)
Acorns (finance)

Acorns is an Irvine, California-based micro-investing company allowing users to round up consumer purchases and invest the change.

Neobanking
Neobanking
Financial services
Financial services
Investment tool
Investment tool
‌
Online banking
Financial technology
Financial technology
Finance
Finance
Technology
Technology
Investment
Investment
Investment management
Investment management
‌
Financial management
Banking
Banking
Saving
Saving
Wealth management
Wealth management
Financial inclusion
Financial inclusion
acorns.com
United States
United States
Irvine, California
Irvine, California
AlphaSense
AlphaSense

AlphaSense is a technology company that has developed an artificial intelligence platform for market intelligence and analysis. It was founded in 2011 and is located in San Francisco, California.

Business intelligence (BI)
Business intelligence (BI)
‌
Data management
Financial services
Financial services
‌
Enterprise search
Finance
Finance
Search engine (computing)
Search engine (computing)
Software as a service (SaaS)
Software as a service (SaaS)
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
Machine learning
Machine learning
Financial technology
Financial technology
‌
Financial management
Analytics
Analytics
Local search (Internet)
Local search (Internet)
alpha-sense.com
Finland
Finland
New York
New York
San Francisco
San Francisco
NerdWallet
NerdWallet

NerdWallet is a San Francisco-based provider of financial information, offering consumers personalized advice to help them make money decisions.

Financial technology
Financial technology
Real estate technology
Real estate technology
Insurance
Insurance
Finance
Finance
Financial inclusion
Financial inclusion
Technology
Technology
Real Estate
Real Estate
Personal finance
Personal finance
Loan
Loan
Blockchain and cryptocurrency
Blockchain and cryptocurrency
‌
Financial management
Wealth management
Wealth management
Banking
Banking
Blockchain
Blockchain
Financial services
Financial services
nerdwallet.com
San Francisco
San Francisco
GuiaBolso
GuiaBolso

GuiaBolso is a personal finance platform automatically aggregating people's financial information who also offer credit and investment products.

Management
Management
Financial inclusion
Financial inclusion
Financial technology
Financial technology
Software as a service (SaaS)
Software as a service (SaaS)
‌
Financial management
Wealth management
Wealth management
Financial services
Financial services
Finance
Finance
Technology
Technology
Personal finance
Personal finance
guiabolso.com.br
São Paulo
São Paulo
Brazil
Brazil
Digit (company)
Digit (company)

Digit is a San Francisco-based financial mobile application analyzing a users spending habits and automatically saving money for them.

Wealth management
Wealth management
Saving
Saving
Investment
Investment
Finance
Finance
Financial inclusion
Financial inclusion
‌
Financial management
Financial services
Financial services
Financial technology
Financial technology
Technology
Technology
digit.co
San Francisco
San Francisco
FutureAdvisor
FutureAdvisor

FutureAdvisor is a investment advisory firm.

Investment
Investment
Software
Software
Technology
Technology
Investor
Investor
Finance
Finance
‌
Financial management
Financial services
Financial services
Investment management
Investment management
Financial technology
Financial technology
futureadvisor.comblackrock.com/futureadvisor
San Francisco
San Francisco
BankBazaar
BankBazaar

BankBazaar is a Chennai-based company offering comparison and choice of insurance and financial products.

Technology
Technology
Insurance
Insurance
E-commerce
E-commerce
Financial inclusion
Financial inclusion
Loan
Loan
Finance
Finance
Financial services
Financial services
‌
Financial management
Personal finance
Personal finance
Wealth management
Wealth management
Credit card
Credit card
Health insurance
Health insurance
Insurance Technology
Insurance Technology
Financial technology
Financial technology
bankbazaar.combankbazaar.com/insurance/health-insurance.html
India
India
Tamil Nadu
Tamil Nadu
Chennai
Chennai
Nutmeg (company)
Nutmeg (company)

Nutmeg is an online investment service that specializes in investments, ISAs and pensions.Nutmeg is an online investment service that specializes in investments, ISAs and pensions.

Wealth management
Wealth management
Financial technology
Financial technology
Technology
Technology
Financial inclusion
Financial inclusion
‌
Financial management
Finance
Finance
Investment management
Investment management
Financial services
Financial services
Personal finance
Personal finance
nutmeg.com
London
London
Vauxhall
Vauxhall
Wealthfront
Wealthfront

The only automated financial advisor offering financial planning, investment management and banking-related services all on a mobile app.

Technology
Technology
Financial services
Financial services
‌
Financial management
Financial technology
Financial technology
Finance
Finance
wealthfront.com
Redwood City, California
Redwood City, California
Palo Alto, California
Palo Alto, California
OpenGamma
OpenGamma

OpenGamma is the analytics company dedicated to reducing the costs of trading derivatives, by providing actionable recommendations to front-office, risk and treasury. Our deep quantitative understanding of CCP margin and capital models, coupled with our cutting edge cloud-based technologies, give derivatives users the ability to uncover hidden opportunities that enhance returns. Since our founding in 2009, OpenGamma has built a global client base consisting of the world's leading financial institutions and companies across clearing houses, banks and buy-side firms. Due to our simple set-up, clients are up and running within hours, receiving actionable recommendations for immediate derivatives cost savings. With offices in London, England and New York, New York, our team brings together a unique mix of practitioner, quantitative and software engineering expertise, providing unique insights, and products designed from direct experience. With thousands of users depending on our derivatives analytics everyday, OpenGamma helps firms tackle the biggest issues in derivatives trading. For more information visit www.opengamma.com OpenGamma, shining a light on opportunity

Enterprise software
Enterprise software
Analytics
Analytics
‌
Financial management
Financial services
Financial services
Software
Software
Business intelligence (BI)
Business intelligence (BI)
Financial technology
Financial technology
Risk management
Risk management
Marketplace
Marketplace
Finance
Finance
Technology
Technology
Cloud computing
Cloud computing
Software as a service (SaaS)
Software as a service (SaaS)
opengamma.com
London
London
Flywire
Flywire

Flywire is a provider of global payment solutions.

‌
Financial management
Healthcare
Healthcare
Payment
Payment
Financial technology
Financial technology
Technology
Technology
Education
Education
Finance
Finance
Payment system
Payment system
Student loan
Student loan
Financial inclusion
Financial inclusion
Educational Technology
Educational Technology
peertransfer.comflywire.com
Valencia
Valencia
Chicago
Chicago
United States
United States
Japan
Japan
Boston
Boston
London
London
Manchester
Manchester
Singapore
Singapore
Betterment (company)
Betterment (company)

An online-investment adviser registered by the u.s. securities and exchange commission

Financial technology
Financial technology
Technology
Technology
Neobanking
Neobanking
Investment
Investment
Personal finance
Personal finance
Finance
Finance
Financial services
Financial services
Investment management
Investment management
‌
Financial management
betterment.com
United States
United States
New York City
New York City
New York
New York
Juni
Juni

Juni is a fintech company that develops a banking app and platform for e-commerce and online marketing entrepreneurs.

‌
Financial management
Finance
Finance
Financial technology
Financial technology
Technology
Technology
Banking
Banking
Software as a service (SaaS)
Software as a service (SaaS)
Financial services
Financial services
E-commerce
E-commerce
juni.co
Gothenburg
Gothenburg
Västra Götaland County
Västra Götaland County
Sweden
Sweden
Opsware (company)
Opsware (company)

Opsware is a Sunnyvale, California-based company founded in 2007 by Marc Andreessen, Ernest Borgnine, Ikue Mori, MC 900 Ft. Jesus, Tim Howes, Jerome Froese, RT!, Vhils, Ben Horowitz, TFOX, Ikonika, Arteezy, IJK, Civic, In Sik Rhee, Cnaan Aviv, Scott B. Geyer, Chi Pham, Samir A. Ahmed, George Eng and Fedorishcheva Tatiana.

No-code / low-code development
No-code / low-code development
‌
Financial management
Productivity software
Productivity software
Analytics
Analytics
‌
Task management
‌
No-code
Enterprise software
Enterprise software
Technology
Technology
‌
Content management system (CMS)
Software
Software
Collaboration
Collaboration
Vertical SaaS
Vertical SaaS
Platform as a service (PaaS)
Platform as a service (PaaS)
Project management
Project management
Cloud computing
Cloud computing
‌
Product management
Software as a service (SaaS)
Software as a service (SaaS)
Edge computing
Edge computing
‌
Headless content management system
Compliance
Compliance
‌
Issue tracking system
opsware.comhp.com/us/en/software/enterprise-software.html
Sunnyvale, California
Sunnyvale, California
United Kingdom
United Kingdom
Monese
Monese

Monese is an online mobile banking platform founded in 2013 by Norris Koppel.

Payment
Payment
‌
Online banking
Finance
Finance
Technology
Technology
Financial services
Financial services
‌
Financial management
Software as a service (SaaS)
Software as a service (SaaS)
Financial inclusion
Financial inclusion
Financial technology
Financial technology
Neobanking
Neobanking
Bank
Bank
monese.com/gb/enmonese.com
England
England
Europe
Europe
United Kingdom
United Kingdom
London
London
Taxfix
Taxfix

Taxfix is a well-funded tech startup in the heart of Berlin. It is our mission to make tax declaration easy! We believe that everybody, regardless of their income, deserves to get the maximum out of their tax returns. Taxfix allows everyone to file taxes in 25 minutes on the mobile phone, without any knowledge about taxes, no stress, and no forms.

‌
Financial management
Tax
Tax
Technology
Technology
Financial technology
Financial technology
Finance
Finance
Software
Software
taxfix.detaxfix.de/en
Berlin
Berlin
Germany
Germany
Scalable Capital
Scalable Capital

Scalable Capital is a digital investment platform founded in 2014 by Adam French, Florian Prucker and Erik Podzuweit.

‌
Financial management
Mobile Apps
Mobile Apps
Finance
Finance
Software as a service (SaaS)
Software as a service (SaaS)
Technology
Technology
Financial services
Financial services
Investment
Investment
Financial technology
Financial technology
Personal finance
Personal finance
Investing
Investing
uk.scalable.capital
Germany
Germany
Delaware
Delaware
Munich
Munich
London
London
Credit Karma
Credit Karma

Credit Karma is a personal finance company providing finances and credit information to improve its members financial standing.

Real estate technology
Real estate technology
Financial services
Financial services
Financial inclusion
Financial inclusion
‌
Financial management
Solution Analysts
Solution Analysts
Technology
Technology
Finance
Finance
Tax preparation
Tax preparation
Tax
Tax
Real Estate
Real Estate
Wealth management
Wealth management
Personal finance
Personal finance
Financial technology
Financial technology
Loan
Loan
creditkarma.com
United States
United States
San Francisco
San Francisco
Numbrs
Numbrs

Platform for managing bank accounts and personal finances.

Mobile Devices
Mobile Devices
‌
Financial management
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Technology
Technology
Bank
Bank
Finance
Finance
Blockchain
Blockchain
Currency exchange
Currency exchange
Financial technology
Financial technology
Lifestyle
Lifestyle
Cryptocurrency
Cryptocurrency
Solution Analysts
Solution Analysts
numbrs.comcentralway.com
Zürich
Zürich
Switzerland
Switzerland
Stockpile (company)
Stockpile (company)

Stockpile is a Palo Alto, California-based mobile application for beginners and children to learn about stocks, investing in stocks or gifting stocks.

Wealth management
Wealth management
Personal finance
Personal finance
Financial services
Financial services
Technology
Technology
Finance
Finance
Financial inclusion
Financial inclusion
‌
Financial management
Financial technology
Financial technology
E-commerce
E-commerce
stockpile.com
Palo Alto, California
Palo Alto, California
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