💡The tailor-made investment, aligned with your projects 📚 Financial education at the heart of our content Nalo, plans for your money. We are an online platform that offers a new way of investing. At Nalo, it seems crazy to us that traditional financial services are also standard, as expensive and as opaque. For us, an investment must align with individual projects. Everyone has different aspirations for their money: a personal project, prepare their retirement, buy a house, or all of this at the same time. We offer investments by objectives, controlled by a sharp technology to reduce costs. But also …

53 similar entities Type: Startup Activities: fintech Technologies: IoT

Making quality financial advice free, easy & accessible. Your financial advisor in your pocket. Rethink Money changes financial services by empowering you the consumer. A digital tool to research your needs, view your financial plan, then action any shortfalls by applying for the right policies at the most cost-effective price in the market. Our mission is simple; to make quality financial advice available to everyone, everywhere for free. Personal financial management, Financial software, Financial consultancy, Life insurance, Mortgage, Pension, Income protection, Investment, Mortgage protection, and Specified illness cover

Type: Startup Activities: fintech it services Technologies: SaaS

Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and …

223 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Revolutionising the financial sector Finular is a leading multinational FinTech (Financial Technology) group operating across the UK, Europe and the US. We provide optimised financial products that reward and help customers & clients take control of their finances. We are totally committed to exposing the flaws of the current financial markets by doing things differently. Lending, Fintech, Financial technology, Consumer Credit, marketplace lending, marketplace, Banking, and peer-to-peer

211 similar entities Type: Startup Activities: fintech Technologies: SaaS

The Building Blocks of Financial Services At Basiq, our vision is Making Finance Easy. Finance is complex and it can be hard for consumers to make informed financial decisions. We see a world where consumers are empowered to make smarter financial decisions and to engage with their finances in new and unique ways. Basiq enables this by providing an Open Finance API platform for businesses to build innovative financial solutions. Our partners include some of the fastest-growing Fintechs and banks in the region. As the building blocks of financial services, the platform facilitates the relationship between businesses and consumers by …

61 similar entities Type: Startup Activities: fintech Technologies: SaaS Data Analytics

Supercharge revenue and customer experience with embeddable financial products for digital businesses. Weavr enables digital businesses to seamlessly embed financial products into their software. The fully formed financial solutions are designed for a range of B2B use cases, such as employee benefits, expenses management and accounts payable. They come with built-in control and compliance so digital businesses can launch easily and scale safely. The result is an improved user experience that builds deeper and more rewarding interactions with customers, plus new opportunities for monetisation. embedded finance and Plug-and-Play Finance

148 similar entities Type: Startup Activities: fintech Technologies: SaaS

The next level of {embedded} finance & digital assets LinkCy is the next-level of embedded finance in Europe. We transform how businesses interact with customers by seamlessly integrating financial services into their platforms. At LinkCy, we empower companies to offer tailored financial solutions directly within their user experience : - Accounts (IBANs) - SEPA payments and transfers (in or out) - Payment cards (Visa / Mastercard) - Acquiring solutions (accepting payments) Contact us if you want to create new user experiences & new revenue streams. FinTech

121 similar entities Type: Startup Activities: fintech Technologies: SaaS

Instant Payments and Insights No Screen Scraping, Smart Open Banking platform. Our platform has the power to seamlessly and intelligently connect up banking apps and financial products and services, to create new finance experiences for everyone. In doing so it allows for unprecedented freedom to design financial experiences for customers. Fintech, Payments, and Data Science in Financial Services

372 similar entities Type: Startup Activities: fintech Technologies: SaaS

We help the distributors of savings to digitize the financial council with Lila, the first financial advisor IA Odonatech's mission is to allow all savers to use their money to realize their dreams and improve their lives. Currently, only the most privileged have personalized financial support with a wealth management advisor or a private banker. We help financial institutions to offer quality savings advice to as many people as possible. Our tools are AI advisers who include humans. Available 24/24 and 7/7 to guide savers to a savings strategy perfectly suited to their aspirations. In 5 years, everyone will have …

48 similar entities Type: Startup Activities: fintech martech Technologies: Data Analytics A.I.

Avec Bruno, aidez vos salariés à couvrir leurs dépenses entre les jours de paie et offrez-leur un avantage dont ils ont We are building a new way to interact with money. Financial products were initially designed to make our daily lives easier, to support our long-term plans and help us face unexpected emergencies. Building Bruno, we want to empower each individual with the knowledge and tools to manage their financial life. We are looking for talented people with ambition who are ready to challenge the way people traditionally think about their daily financial life > https://bruno.welcomekit.co/ artificial intelligence, banking, fintech, …

60 similar entities Type: Startup Activities: fintech Technologies: A.I.

Experts in building heritage, promoting intelligent financial decisions In Funtual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading technology company in investments in Mexico and Chile, helping our clients build assets and financial knowledge over time. We honor our experts so much, that create our innovative investment solutions, as well as our clients, professionals from various areas that trust our platform to manage their finances and investments. We have the support of the most recognized investors in the world, including …

418 similar entities Type: Startup Activities: fintech Technologies: SaaS

Money advice, news and reviews from a name you trust. Navigating your financial decisions starts here. Forbes Advisor is a global platform dedicated to helping consumers make the best financial choices for their individual lives. We support your pursuit of success by making smart financial decisions simple, to help you get back to doing the things you care about most. We do this by helping turn your aspirations into reality. By arming you with trusted advice and guidance, you can make informed financial decisions you feel confident in and achieve your financial goals. Visit Forbes Advisor for unbiased personal finance …

23 similar entities Type: SMB Activities: fintech Technologies: IoT

Fisdom is a one-stop destination for all your financial needs. Stock Investing | Mutual Funds | Insurance | Tax Filing Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure and personal. We want to make your money work for …

43 similar entities Type: Startup Activities: fintech silvertech Technologies: IoT

Simply build performant investment plans with ETFs Easyvest is a fast-growing online financial advisor that helps all investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension. Easyvest combines the power of technology with the conviviality of a certified financial advisor. Our intuitive platform allows you to digitally open an account within 15 mins and manage your online account wherever you are. Our human financial advisors assist you at any time. We offer our solutions at the lowest price with no compromise on the quality of our …

26 similar entities Type: Startup Activities: fintech insurtech Technologies: Robotics

Digital solutions for investment advice and Wealth Management. We make money a better support for what comes next. Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial savings solutions to their clients efficiently. The platform supports the digital journey of investors—from profiling and financial planning to investment and reporting—within a multi-investment service (discretionary management or advisory) and multi-product/wrapper framework. Clients’ portfolio construction relies on an optimizer algorithm enabling hyper-personalization in the investment advice according to the client needs. A key strength of the platform is the high industrialization …

45 similar entities Type: Startup Activities: fintech Technologies: SaaS

Thank you to everybody who believed in us and has been part of our journey. GoBear is a financial services and data platform whose mission is to improve your financial health. We empower consumers with the know-how, tools, and financial products to meet their needs. Our financial services platform comprises an online financial supermarket, digital insurance brokerage, and digital lending all built on a strong foundation of alternative data. To date, we have served over 55 million users searching for more than 2,000 personal financial products. We bring innovative solutions to address important local market challenges. Our alternative data - …

60 similar entities Type: Startup Activities: fintech insurtech Technologies: Data Analytics

Simplified financial management for businesses. One platform, multiple solutions, infinite possibilities. PayTech Neo offers customisable financial solutions to simplify and control business finances. Our all-in-one platform empowers businesses to automate payments, track expenses, and gain a comprehensive view of their financial landscape. Focused on simplicity and customer-centric innovation, our goal is to facilitate unparalleled financial control for businesses. Spend less time on admin tasks and more time on growth. Expense Management, Commercial Card Management, Subscription Management, Commercial-Payments-as-a-Service, and Banking Technology

58 similar entities Type: Startup Activities: fintech Technologies: NFC

Ensure your future peace of mind Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor. Finletic offers you a whole new way to manage your life and wealth. Our goal-based investing strategy helps you follow you dreams through the management of your wealth. Thanks to the sum of the clients, Finletic obtains privileged conditions that otherwise would only be accessible to high patrimonies. Our team of professionals has extensive experience in wealth management and they select the best products, take care of investment risks and is close to …

12 similar entities Type: Startup Activities: fintech

Financial Technology Enabling Financial Wellbeing! The Fin Lit Project is on a mission to make finance accessible, engaging, and actionable for everyone. As a comprehensive financial education and investment platform, we empower individuals and organizations alike to navigate personal finance with confidence and insight. Our platform combines expert-driven content with cutting-edge technology, offering a range of tools and resources designed to help users make informed financial decisions. Among our offerings are two powerful AI-driven tools that simplify and enhance financial investments, with one tool specifically focused on mutual funds. We also provide Financial Education as a Service (FEaaS) via open …

29 similar entities Type: Startup Activities: fintech Technologies: SaaS

Financial robo-advisory platform. For policyholders, brokers and financial advisors. #insurtech #brokertech #wealthtech Your digital insurance and finance assistant. For policyholders, brokers/advisor and insurers. We store your policies, financial information & subscriptions on one intelligently automated platform. We find out if you're overinsured, if you have duplicate or missing cover, and if you can get products you need better elsewhere. Sign up for FREE at https://www.hublio.com Hublio Limited is registered in the Republic of Ireland under CRO 622391. Insurance, Risk Cover, Financial Services, Finance, Personal Finance, and Insurance Broker

5 similar entities Type: Startup Activities: fintech insurtech Technologies: SaaS

The 'Learn to Earn' Financial Wellbeing Coaching App and Platform Rewarding Users in Bitcoin. The 'Learn to Earn' Financial Wellbeing Coaching App and Platform Rewarding Users for improved financial behaviour in Bitcoin. financialservices, fintech, technology, innovation, customeracquisition, financial management, finanacialwellbeing, and financialwellness

93 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency

For better economic health. Give your bank super powers! We solve the problem of complex financial processes by offering a simple and secure platform. What makes us unique is our focus on user -friendliness, security and innovation. Banking, Personal Finance, Savings Accounts, Loans, Card, Debit Card, Revolving Credit, Savings, Payments, and Fintech

60 similar entities Type: SMB Activities: fintech Technologies: SaaS

We want to combine aggregated information, financial further training, exchange of investment ideas and trading. We are the Young Blood in A Dusty Wallstreet - our goal is to make young investors accessible to the traditional world of investing. Vickii is the platform that enables to invest independently by creating access to relevant information. It is time for well -thought -out and long -term investment instead of impulsive decisions. Our mission is to redefine the interaction of the next generation of investors with the financial world. With our app we link millions of data points and provide you with high …

66 similar entities Type: Startup Activities: fintech Technologies: SaaS

Personalised and engaging saving and investing. Financial health app where users start saving money and earn interest based on their spending behaviour. Personal finance management, and we do it on a B2B2C model bringing banks reach to new non-bank customers. 🍀

31 similar entities Type: Startup Activities: fintech Technologies: SaaS

Fineazy is a for-profit impact startup improving financial literacy in Africa. We have developed an innovative approach to teaching basic financial concepts using bespoke content, conversational interface, storytelling and learning personalisation. Our goal is to empower people to make excellent financial decisions, thereby unlocking the fin-tech value chain while driving sustainable financial inclusion and growth.

77 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

The hyper-personalized insights & offers platform atop of bank & card data. Your offers--10x better targeted to users. FinGoal's Insight Platform sits on top of digital banking and finance data. FinGoal’s mission is to be the most trusted enabler of hyper-personalized financial services. FinGoal builds analytics and infrastructure for trusted financial institutions all predicated on understanding their account holders on a more human level; what they care about, what they value, and what is motivating them right now. By turning transaction data into highly detailed personas of each user, FinGoal surfaces the most relevant calls to action to each user. …

46 similar entities Type: Startup Activities: fintech insurtech Technologies: Data Analytics

Transforming financial advice through technology. About Twenty7tec The power and benefits of great financial advice are unquestionable. Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology, that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes in a simpler, faster and more efficient manner. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. On a daily basis, over 16,000 mortgage, protection and wealth advisers utilise our Velocity platform. Technology, Financial Services, Mortgage Sourcing, Secured Loan Sourcing, …

Type: SMB Activities: fintech Technologies: SaaS

Wallester is an Estonian-licensed financial institution and an official Visa partner since 2018, specialising in innovative digital financial solutions and card issuance. We empower companies across the European Economic Area (EEA) and the UK to streamline payments, launch branded cards, and scale efficiently. What we do: White-Label Solution with Embedded Finance: Our White-Label solution enables businesses to integrate financial services directly into their platforms - a concept known as embedded finance. This allows companies to launch branded payment cards tailored to their specific needs, enhancing customer experiences and opening new revenue streams. We ensure a swift time-to-market with simplified integration …

95 similar entities Type: Startup Activities: fintech Technologies: NFC

We are a pioneering data aggregation and scoring technology company, delivering financial intelligence solutions. We are a pioneering data aggregation and scoring technology company, specializing in delivering financial intelligence solutions. Our expertise lies in harnessing the power of data to drive financial growth and innovation. We are passionate about using our technology to democratize access to financial opportunities. By providing intelligent, data-driven solutions, we empower small businesses and consumers to reach their financial goals. Join us on our journey as we continue to innovate and redefine the financial landscape. Together, we can unlock a world of financial opportunities. Visualisations, Behaviour …

191 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning Data Analytics

The Philippines'​ largest financial marketplace eCompareMo is the Philippines'​ largest financial marketplace connecting banks and insurance companies with millions of consumers looking for credit card, loan, and insurance products. We are part of Singapore-based C88 Financial Technologies, with presence in Indonesia and Thailand. We design and build essential financial technology infrastructure, from market-leading financial marketplaces, to modern credit risk models and financially specific AI solutions. We are licensed, vertically-integrated with over 90 financial institutions, and advance financial access to hundreds of millions of emerging consumers. Credit Card, Loans, Insurance, Time Deposit, Small Medium Enterprise, and TV & Internet

64 similar entities Type: Startup Activities: insurtech fintech Technologies: A.I.

Award-winning video engagement platform for financial advisers and pension schemes. Our mission is to change the way financial services communicate with its customers and members. We’ve built two industry-leading technology solutions: Money Alive - Our award-winning regulatory technology video platform which enables financial advisers to provide their clients with engaging, accredited and impartial education about their pensions and other key financial topics. Video Canvas - Our interactive video player solution enables scheme administrators to communicate smarter with their members using personalised video experiences. We believe that better information leads to better decisions and a better financial life and our services …

52 similar entities Type: Startup Activities: fintech Technologies: SaaS

We lead the future of transactional data analysis In Coinscrap Finance we work to be the Financial Health Artificial Intelligence Platform using transactional data and behavioral economy. We help banks and insurers to understand the financial situation of its customers and sell the product that best suits, a Win Win for both financial entities and their retail customers. Fintech, Robo-Advisor, Personal Finance Manager, Personal Finance Management, Investment Management, Incom Saving, Behavioral Economics, personal advisor, savings, pension plan, investment funds, behavioral economy, and insurtech

312 similar entities Tags: H2020 Type: Startup Activities: fintech Technologies: A.I. Data Analytics

Wealth Simplified. Get your personal WealthTech Radar Copy: https://www.fincite.de/en/wealthtech-radar-2024 fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice"​ gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services to their clients. All, seamlessly integrated into their current processes, channels, ​and architectures via one software. More than 10 major financial service providers co-create solutions based on our software. Together, we improve how the world saves, retires, and invests. Providing superior benefits to our customer's clients, we help our customers to …

71 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

finmarie: Investment Made for Women+ finmarie is the #1 online investment solution made for Women+ in Europe. finmarie’s mission is to provide financial education for Women+ and empower them to take control of their financial futures, making access to investment easier. We offer different solutions to help Women+ at any stage of their financial journey to gain control and confidence over their finances: # for Individuals - Individual Financial Advice from Certified Financial Experts: personal finances, investment, retirement planning and insurances - Investment Academy (8-Week Financial Program) - Automated Investing (Robo-Advisor) - Financial learning App # for Companies - Financial …

14 similar entities Type: Startup Activities: fintech silvertech Technologies: SaaS

Your employees financial wellbeing partner. Welcome to FunniFin, your partner in financial well-being transformation! As a leading Benefit Corporation in the financial wellness sector, we're committed to revolutionizing how individuals and employees manage their money. Through cutting-edge technology and a user-centric approach, we provide advanced solutions to help achieve long-term economic security and success. Our innovative platform seamlessly integrates AI-driven tools, personalized coaching sessions, and engaging educational programs to offer comprehensive support across all aspects of financial life. With a dedicated team of passionate professionals, we're on a mission to promote equitable access to financial resources and drive positive change …

60 similar entities Type: SMB Activities: fintech Technologies: SaaS

The leading investment monitoring & advisory boutique for fiduciaries, family offices & charities around the world. Navigating today’s fast changing financial world demands agility and independent thinking. Enhance is a partner that adds value through independence, expertise and technology. As the leading investment monitoring and advisory boutique for fiduciaries, family offices and charities around the world, we’re dedicated to protecting and growing wealth. Our proprietary Fintech platform Mosaic provides a quantitative, auditable and automated foundation for our Monitoring, Portfolio and Consultancy services. Mosaic is the intelligent investment hub that enables our talented team to manage individual client requirements. With over …

67 similar entities Type: SMB Activities: fintech Technologies: SaaS

The World's First AI Financial Advisor Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future. Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes. Pefin was founded in 2011 and is headquartered in New York. For more information, please visit http://www.pefin.com. Follow us on Facebook, Twitter and Instagram too. Banking/Financial Services, Consumer Finance, and Startup

41 similar entities Type: Startup Activities: fintech Technologies: A.I.

MoneyHero is Hong Kong's largest and most popular digital personal finance platform, on a mission to empower and connect Hongkongers to better i in financial futures. We realise this mission by giving Hongkongers more clarity, control, and confidence over their financial decisions through insightful content, personalised solutions, exclusive rewards and attentive service to find and apply for the right personal finance product. Recognised as a Financial Education Champion by the Investor and Financial Education Council in 2021, we remain staunchly committed to our mission of empowering users to make well-informed decisions regarding their financial health. In addition to being a …

Type: Startup Activities: fintech Technologies: SaaS