List of companies in Center for Financial Services Innovation's investment portfolio
Name | Description | Industry | Official Website | Location | ||
|---|---|---|---|---|---|---|
Blueprint Income is a company that provides pre-determined retirement options | ||||||
Albert is the first financial service of its kind a team of human financial experts at your fingertips. Our geniuses find savings youre missing, identify bills youre overpaying, help you pay down debt faster, save automatically for you, and much more. Text Albert a financial question, and well not only offer guidance but help you make it happen. Backed by top tier investors including QED, American Express Ventures, Portag3, and Bessemer, were changing the way our generation makes financial decisions. Were on a mission to improve the financial lives of millions of people with a beautifully designed, simple product. | ||||||
A company offering a financial platform for managing future financial decisions. | ||||||
AccountNow is a San Ramon, California-based finance company founded in 2003 by Tim Coltrell. | ||||||
Oportun is a company founded in 2005. |
