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Browse Personal Finance Companies

Personal Finance technologies provide users with the tools needed to manage their money, from investments and savings to budgeting. Register today to discover how Forge can help you buy and sell private shares.

FinTech
All Consumer & Lifestyle Education Energy Enterprise Software FinTech FoodTech Healthcare Industrial Real Estate Technology Hardware Transportation
Personal Finance
All Blockchain Blockchain software Capital Markets Digital Banking FinTech software Insurance Lending Other Fintech Payments Personal Finance
Post-Money Valuation
All Less than $500MM $500MM to $1B $1B to $5B More than $5B
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FinTech
All Consumer & Lifestyle Education Energy Enterprise Software FinTech FoodTech Healthcare Industrial Real Estate Technology Hardware Transportation
Personal Finance
All Blockchain Blockchain software Capital Markets Digital Banking FinTech software Insurance Lending Other Fintech Payments Personal Finance
Post-Money Valuation
All Less than $500MM $500MM to $1B $1B to $5B More than $5B
Reset
Last Funding Round (LFR)
Company Sector & Subsector Forge Price1 Forge Price Change2 Share Class Post-Money Valuation3 Price per Share Amount Raised
RevolutRevolutFinTech
Personal Finance		----Series E------
AcornsAcornsFinTech
Personal Finance		$4.02-0.74%Series G-F$2.72B$xx.xx$180.91MM
M1 FinanceM1 FinanceFinTech
Personal Finance		----Series E$1.42B$xx.xx$150MM
TradeAlgoTradeAlgoFinTech
Personal Finance		------------
StashStashFinTech
Personal Finance		----Series G-1$505.78MM$xx.xx$6.74MM
SoFiSoFiFinTech
Personal Finance		----Series H-1$5.69B$xx.xx$879.86MM
BettermentBettermentFinTech
Personal Finance		----Series F$1.28B$xx.xx$60MM
GreenlightGreenlightFinTech
Personal Finance		$15.76-0.38%Series D$2.31B$xx.xx$260MM
Credit KarmaCredit KarmaFinTech
Personal Finance		----Series D$3.75B$xx.xx$154.05MM
CleoCleoFinTech
Personal Finance		------------
SmartAssetSmartAssetFinTech
Personal Finance		----Series D$1.06B$xx.xx$113.35MM
UpsideUpsideFinTech
Personal Finance		----Series D$1.5B$xx.xx$65MM
AvenAvenFinTech
Personal Finance		----Series D-1$1.02B$xx.xx$135.52MM
TallyTallyFinTech
Personal Finance		----Series C$284.27MM$xx.xx$57.5MM
WahedWahedFinTech
Personal Finance		----Series B$174.25MM$xx.xx$50MM
IbottaIbottaFinTech
Personal Finance		----Series D$1B$xx.xx$150MM
Credit SesameCredit SesameFinTech
Personal Finance		----Series G$824.44MM$xx.xx$60.18MM
PayActivPayActivFinTech
Personal Finance		----Series C$310.15MM$xx.xx$61.25MM
DigitDigitFinTech
Personal Finance		----Series C$290.33MM$xx.xx$32.4MM
DoshDoshFinTech
Personal Finance		------------
CurrentCurrentFinTech
Personal Finance		----Series D$2.22B$xx.xx$220MM
StoriStoriFinTech
Personal Finance		----Series C-3$1.32B$xx.xx$51.25MM
EsusuEsusuFinTech
Personal Finance		----Series B-1$1B$xx.xx$4.5MM
Facet WealthFacet WealthFinTech
Personal Finance		----Series D$268.84MM$xx.xx$28.22MM
1-24 of 46

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

  1. Forge Price™ is a custom data-point calculated and disseminated by Forge Data LLC (“Forge Data”) and is a mark of Forge Data. Forge Price may rely on a very limited number of inputs in its calculation. Forge Price is prepared and disseminated solely for informational purposes. Redistribution is permitted solely with Forge’s written consent. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of Forge Price, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of Forge Price. Forge Price is derived from secondary activity on the Forge platform and other private market trading platforms, and other publicly-available datapoints collected by Forge. Forge Price is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Neither reference to company names, nor calculation of Forge Price for a specific company, implies any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

  2. The dollar-figure and percentage displayed indicates the per share change in dollar amount and percentage since the most recent Forge Price change. Percentages are rounded to the nearest whole number.

  3. Post-Money Valuation represents the estimated valuation based on company-submitted Certificates of Incorporations (COIs).

Sector and subsector descriptions focus primarily on the types of companies within the respective sectors and subsectors that are typically available through Forge Markets. Any sector or subsector as a whole may include companies that participate in business lines in other sectors or subsectors. Companies are classified into sectors and subsectors according to the problem(s) they seek to solve rather than the method by which the solution is delivered