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List of AI personal finance companies

List of AI personal finance companies
List of AI product research companies
List of AI fashion companies
List of AI geographic information system companies
List of Mohr Davidow Ventures portfolio companies
Companies in the Cinematography industry
Companies where
Industry
is
Artificial Intelligence (AI)Artificial Intelligence (AI)
and
Industry
is
Personal financePersonal finance
Name
Description
Industry
Official Website
Location
Personetics Technologies
Personetics Technologies

Personetics' self-driving finance platform for banks to anticipate a customer's personalized banking needs through artificial intelligence.

Financial technology
Financial technology
Banking
Banking
Information technology
Information technology
Personal finance
Personal finance
Technology
Technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Finance
Finance
Managerial finance
Managerial finance
personetics.com
New York
New York
New York City
New York City
Upstart (company)
Upstart (company)

Founded by ex-Googlers, Upstart is the first lending platform to leverage artificial intelligence and machine learning to price credit and automate the borrowing process. Upstart has demonstrated unparalleled credit performance and the industry's highest consumer ratings. In addition to its direct-to-consumer lending platform, Upstart provides tech

Financial services
Financial services
Finance
Finance
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Personal finance
Personal finance
Financial inclusion
Financial inclusion
Financial technology
Financial technology
Technology
Technology
Machine learning
Machine learning
upstart.com
‌
San Carlos
San Mateo, California
San Mateo, California
Peculium
Peculium

Peculium is a blockchain-based cryptocurrency savings management platform using big data, artificial intelligence and natural language processing to grow and protect its users investments.

Blockchain
Blockchain
Personal finance
Personal finance
Financial technology
Financial technology
Cryptocurrency
Cryptocurrency
Web3
Web3
Artificial Intelligence (AI)
Artificial Intelligence (AI)
peculium.io
France
France
Paris
Paris
Petal
Petal

Petal is a credit card company based in New York.

Payment
Payment
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Finance
Finance
Financial technology
Financial technology
Technology
Technology
Machine learning
Machine learning
Credit (finance)
Credit (finance)
Credit card
Credit card
Financial services
Financial services
Personal finance
Personal finance
Loan
Loan
petalcard.com
New York
New York
New York City
New York City
Cushion (company)
Cushion (company)

A financial service software company that aids users in preventing or refunding bank fees that users may incurred. It is located in San Francisco, California and was founded in 2016.

Technology
Technology
Financial services
Financial services
Banking
Banking
Finance
Finance
Personal finance
Personal finance
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Financial technology
Financial technology
cushion.ai
United States
United States
San Francisco
San Francisco
Plum (finance company)
Plum (finance company)

Plum is the AI assistant that boosts your bank balance. It analyses your income and outgoings and automatically sets small safe amounts of money aside for you. You can also invest* in hand-picked funds and switch your bills to better deals instantly. We estimate that, with the help of Plum, you can be ᅢï3⁄4'ï¿'ï3⁄4£186k better off over your lifetime! So how does Plum work? (1) Link your current account: Plum analyses your account so it can learn about your income, expenses and spending patterns. Your data is safe with us œ we employ bank-grade security and work with the main UK banks and challengers like Monzo and Revolut. (2) Plum sets money aside for you: Plum monitors your current account and every few days moves some money, if you can afford to, to your Plum account. You can access that money instantly at any time, so you don't have to worry about unexpected expenses. (3) Chat with Plum: Plum notifies you about your balance, gives you super-fast access to your money and offers tips on how to save more. Plum is available on iOS and Android. You can find out more at https://withplum.com/ *Capital invested is at risk and not FSCS protected

Finance
Finance
Personal finance
Personal finance
Technology
Technology
Financial technology
Financial technology
Banking
Banking
Software as a service (SaaS)
Software as a service (SaaS)
Artificial Intelligence (AI)
Artificial Intelligence (AI)
withplum.com
United Kingdom
United Kingdom
London
London
Cleo
Cleo

Cleo is a fintech company providing an application for personal finance management.

Deep learning
Deep learning
‌
AI-enabled cybersecurity
Cinematography
Cinematography
Machine learning
Machine learning
Manufacturing
Manufacturing
Data security
Data security
Cybersecurity
Cybersecurity
‌
Consumer packaged goods (CPG)
Finance
Finance
Financial software
Financial software
Financial services
Financial services
Financial Wellness
Financial Wellness
Software as a service (SaaS)
Software as a service (SaaS)
Computer Vision
Computer Vision
Personal finance
Personal finance
Technology
Technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
‌
Bot
Financial technology
Financial technology
meetcleo.comcleo.com
United Kingdom
United Kingdom
‌
Loves Park, Illinois
United States
United States
San Francisco
San Francisco
London
London
Rockford, Illinois
Rockford, Illinois
Cinch Financial
Cinch Financial

Cinch Financial is a company that acts as a personal financial manager and intelligence platform, founded by Sean Collins.

Finance
Finance
Personal finance
Personal finance
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Software
Software
Enterprise software
Enterprise software
Technology
Technology
Financial technology
Financial technology
Financial services
Financial services
cinchfinancial.com
Boston
Boston
Pynk
Pynk

Pynk is a company that provides a game-changing investment platform that is built for everyday people.

Investing
Investing
Finance
Finance
Wealth management
Wealth management
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Prediction market
Prediction market
Impact investing
Impact investing
Financial technology
Financial technology
Cryptocurrency
Cryptocurrency
Crowdsourcing
Crowdsourcing
Software
Software
Education
Education
Predictive analytics
Predictive analytics
Personal finance
Personal finance
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Educational Technology
Educational Technology
Technology
Technology
Hedge fund
Hedge fund
Clean technology
Clean technology
Machine learning
Machine learning
Analytics
Analytics
Blockchain
Blockchain
pynk.io
London
London
Homebot
Homebot

Homebot is a client-for-life portal that maximizes repeat and referral business for lenders and real estate agents by empowering consumers to build wealth through homeownership. The award-winning portal delivers personalized, actionable intelligence throughout the entire homeownership lifecycle to every client and prospect. With an average 50% monthly engagement rate, Homebot ensures lenders and agents remain the trusted advisors consumers rely on to make informed decisions about the largest asset they may ever own, their home.

Finance
Finance
Technology
Technology
Personal finance
Personal finance
Real estate technology
Real estate technology
Real Estate
Real Estate
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Mortgage loan
Mortgage loan
Financial technology
Financial technology
homebot.ai
Denver
Denver
United States
United States
Dyme
Dyme

Dyme is an all-in-one subscription-based financial platform founded in 2018 by David Knap, David Schogt, Joran Iedema and Wouter Florijn.

Banking
Banking
Financial technology
Financial technology
Solution Analysts
Solution Analysts
Mobile Devices
Mobile Devices
Technology
Technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Apps
Apps
Personal finance
Personal finance
iOS
iOS
Machine learning
Machine learning
Finance
Finance
dyme.app
Amsterdam
Amsterdam
SESAMm
SESAMm

SESAMm is a Paris-based software development company utilizing artificial intelligence to develop financial software designed to provide ESG, sentiment, and thematic analytics for investors.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Retail
Retail
Machine learning
Machine learning
Financial technology
Financial technology
Finance
Finance
Software as a service (SaaS)
Software as a service (SaaS)
Data visualization
Data visualization
Natural language processing (NLP)
Natural language processing (NLP)
Clean technology
Clean technology
Data analysis
Data analysis
Personal finance
Personal finance
Investing
Investing
Data science
Data science
Technology
Technology
Analytics
Analytics
sesamm.com
Metz
Metz
Île-de-France
Île-de-France
Paris
Paris
France
France
Olivia AI
Olivia AI

Artificial Intelligence company based in San Francisco, CA.

Personal finance
Personal finance
Finance
Finance
Technology
Technology
Financial technology
Financial technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
olivia.ai
San Francisco
San Francisco
Palo Alto, California
Palo Alto, California
Finanzguru
Finanzguru

Finanzguru is a Frankfurt-based developer of a financial planning application intended to allow users to take control of their money by tracking income and expenses and analyzing them to determine a user's saving potential.

Financial services
Financial services
Financial technology
Financial technology
Finance
Finance
Technology
Technology
Personal finance
Personal finance
Artificial Intelligence (AI)
Artificial Intelligence (AI)
finanzguru.de
Frankfurt
Frankfurt
Earthbanc
Earthbanc

The world's most advanced data driven carbon and finance marketplace. Venture backed by the European Space Agency incubator.

Internet
Internet
Personal finance
Personal finance
Communication
Communication
Financial services
Financial services
Web3
Web3
Impact investing
Impact investing
Technology
Technology
Engineering
Engineering
Finance
Finance
‌
Environmental Engineering
Financial technology
Financial technology
Clean technology
Clean technology
Mobile Devices
Mobile Devices
Investing
Investing
Artificial Intelligence (AI)
Artificial Intelligence (AI)
‌
Satellite communication
earthbanc.io
Stockholm
Stockholm
BOND.AI
BOND.AI

An artificial intelligence (AI) company offering a human-centered AI for banking.

Financial technology
Financial technology
Finance
Finance
Technology
Technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Personal finance
Personal finance
Machine learning
Machine learning
bond.ai
New York City
New York City
Little Rock, Arkansas
Little Rock, Arkansas
United States
United States
Hardbacon
Hardbacon

Hardbacon is an artificial Intelligence company founded in 2017 by Julien Brault.

Personal finance
Personal finance
Finance
Finance
Financial technology
Financial technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
hardbacon.ca
Canada
Canada
Montreal, Quebec
Montreal, Quebec
Charlotte, North Carolina
Charlotte, North Carolina
California
California
DAYLI Financial Group Inc.
DAYLI Financial Group Inc.

DAYLI Financial Group(DFG) is a Fintech company in Asia.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Blockchain and cryptocurrency
Blockchain and cryptocurrency
Technology
Technology
Wealth management
Wealth management
Finance
Finance
Cryptocurrency
Cryptocurrency
Personal finance
Personal finance
Financial services
Financial services
Financial technology
Financial technology
daylifg.com
Seoul
Seoul
Fego.ai
Fego.ai

Fego.ai is a company founded in 2020 by Kumar Srikanthan, Kumar Srivatsan and Vishal Prasad.

Finance
Finance
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Financial technology
Financial technology
‌
Embedded software
Technology
Technology
Financial services
Financial services
Personal finance
Personal finance
Banking
Banking
Software
Software
fego.ai
Bangalore
Bangalore
India
India
Chennai
Chennai
Tamil Nadu
Tamil Nadu
H2 Ventures
H2 Ventures

H2 Ventures is a company founded in 2015 by Toby Heap.

Financial services
Financial services
Business development
Business development
Personal finance
Personal finance
Financial technology
Financial technology
Finance
Finance
Startup
Startup
Accelerator
Accelerator
Entrepreneurship
Entrepreneurship
Wealth management
Wealth management
Technology
Technology
Educational Technology
Educational Technology
Artificial Intelligence (AI)
Artificial Intelligence (AI)
h2.vc
Australia
Australia
Sydney
Sydney
The Beans
The Beans

The Beans is a San Francisco-based company.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Finance
Finance
Financial technology
Financial technology
Personal finance
Personal finance
‌
Behavioral sciences
Machine learning
Machine learning
Technology
Technology
thebeans.io
Atlanta
Atlanta
San Anselmo, California
San Anselmo, California
San Francisco
San Francisco
Haven Money
Haven Money

A financial technology company offering personal finance software that is enhanced with artificial intelligence.

Financial technology
Financial technology
Investment management
Investment management
Finance
Finance
Bank
Bank
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
Personal finance
Personal finance
Machine learning
Machine learning
havenmoney.com
California
California
United States
United States
San Francisco
San Francisco
Kiwi
Kiwi

Fintech based on artificial intelligence that gives credit to Latinos without access to the US banking system.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Personal finance
Personal finance
Financial services
Financial services
‌
Lending
Financial technology
Financial technology
kiwicredito.com
Dobot
Dobot

Dobot is the developer of a mobile personal financial advisor.

Artificial Intelligence (AI)
Artificial Intelligence (AI)
Technology
Technology
Financial services
Financial services
Financial technology
Financial technology
Finance
Finance
Personal finance
Personal finance
mydobot.com
San Francisco
San Francisco
Shenzhen
Shenzhen
Charlie (company)
Charlie (company)

Charlie is a company founded in 2015 by Benedict Gateley, Robert O'donovan and Thomas Smith.

Pension
Pension
Artificial Intelligence (AI)
Artificial Intelligence (AI)
Personal finance
Personal finance
Technology
Technology
Enterprise software
Enterprise software
Human resources
Human resources
Software as a service (SaaS)
Software as a service (SaaS)
Cloud computing
Cloud computing
Financial technology
Financial technology
Finance
Finance
Employee benefits
Employee benefits
Software
Software
charliehr.com
London
London
United Kingdom
United Kingdom
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