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Browse Private 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.

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M1 Finance

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1.42B

Plaid

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$13.4B

Acorns

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$2.72B

Aven

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1.02B

Revolut

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$5.5B

Betterment

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1.28B

Greenlight

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$2.31B

Stash

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$505.78MM

Opto Investments

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$481.19MM

Aspiration

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$3.13B

Upside

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1.5B

SmartAsset

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1.06B

Ibotta

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1B

Tally

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$284.27MM

Dave

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$1.04B

FreeWill

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$323.64MM

Current

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$2.22B

Personal Capital

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$982.57MM

Credit Sesame

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$824.44MM

Petal

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$361.61MM

NerdWallet

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$669.11MM

Digit

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$290.33MM

Dosh

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$300MM

Happy Money

Sector
FinTech / Personal Finance
Last Round Est. Valuation
$158.45MM

Disclosures

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.