Financial Planning

BrightPlan
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BrightPlan brings streamlined investment advice and tools to the masses. Anyone can open an investment account with as little as $500. BrightPlan guides users to create a personalized financial plan based on their goals and connects them with a financial advisor from Plancorp.

Location:
San Francisco, CA
Cinch
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Cinch helps local neighborhoods thrive through local commerce. With an AI powered platform, Cinch leverages dynamic pricing and transaction data to enable businesses to change prices in real time. Consumers use Cinch wallet to pay in the neighborhood and enjoy personalized savings.

Location:
New York City, NY
Even
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Even is a financial service company that allows users to get paid on demand, budget instantly, and save automatically.

Location:
San Francisco, CA
HelloWallet
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HelloWallet improves the performance of organizations by providing independent guidance that aligns corporate spending with human capital needs. They do this with web and mobile applications that provide personalized guidance to employees for converting their salary and benefits into prosperity.

Location:
Washington, DC
In Case of Emergency Binder
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The In Case of Emergency Binder includes all the information your family may need. In any situation.

Pefin
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The worlds first AI financial advisor. Pefin guides you through the priorities that matter — kids, college, a dream getaway, a new home, retirement, and more.

Location:
New York City, NY
Personal Capital
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Personal Capital is an online financial advisor and personal wealth management company. Personal Capital combines online financial tools that provide transparency into your finances.

Location:
San Carlos, CA
PocketSmith
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PocketSmith is web-based finance software that enables its users to manage their budgets and forecast their finances.

Location:
Dunedin, Otago, New Zealand
Project Finance
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Manage all your financial accounts in one place, conduct what-if scenarios, and see future cash and net worth balances with Project Finance.

Location:
Boston, MA