4
Funding Rounds
$167.0m
Money raised
League is a digital health benefits provider.
Industries:
Location:
Key people:
2
Funding Rounds
$39.1m
Money raised
Brightside is an employee benefits and financial wellness platform headquartered in San Francisco, California.
13
Funding Rounds
$819.0m
Money raised
DailyPay is a financial solutions company that allows employees to control when and how often they receive their pay.
4
Funding Rounds
$190.1m
Money raised
Earnin is a Palo Alto, California-based mobile banking company giving users access to their pay directly from mobile application.
5
Funding Rounds
$101.3m
Money raised
Cleo is a fintech company providing an application for personal finance management.
Location:
Key people:
- Barnaby Hussey-Yeo *******@meetcleo.com
- Chitra Akileswaran linkedin
- Srivalli Nistala
3
Funding Rounds
$10.2m
Money raised
LearnLux provides a United States-based personal finance education and planning platform for Millennials.
Location:
Key people:
- Michael Liebman
- Rebecca Liebman *******@learnlux.com
6
Funding Rounds
$46.3m
Money raised
FutureFuel.io provides a platform to help employees pay down their student debts.
11
Funding Rounds
$284.4m
Money raised
Wagestream Ltd is a financial super app for waged workers founded in 2018 by Portman Wills.
Industries:
Location:
Key people:
- Portman Wills *******.*****@wagestream.com
- Peter Briffett *****.********@wagestream.com
4
Funding Rounds
$183.5m
Money raised
Common Bond is an online student lender based in New York and founded in 2012.
Industries:
Location:
Key people:
2
Funding Rounds
$22.0m
Money raised
Clarity Money is a company that empowers and helps people to save money with transformative financial organization, transparency and advocacy.
Industries:
Location:
Key people:
- Hossein Azari *******@cmorq.com
- Matt Jacobs linkedin
- Adam Dell ****@domainmoney.com
5
Funding Rounds
$275.6m
Money raised
SalaryFinance is a company founded in 2015.
Industries:
5
Funding Rounds
$164.6m
Money raised
CaptivateIQ is a San Francisco-based company founded in 2017 by Hubert Wong, Conway Teng and Mark Schopmeyer.
Location:
Key people:
- Hubert Wong ******@captivateiq.com
- Conway Teng ******@captivateiq.com
- Mark Schopmeyer ****@captivateiq.com
2
Funding Rounds
$8.0m
Money raised
Tuition.io is a education assistance suite for employers.
Industries:
Location:
1
Funding Rounds
$10.0m
Money raised
Summer is committed to helping student loan borrowers track their loans and identify the best repayment options based on their unique financial situation. Summer was launched in 2017 by borrowers and student loan policy experts in partnership with Yale University. Our platform provides essential resources including a personalized loan payment dashboard, payment notifications, student loan policy updates, and customized repayment plans. Through our sophisticated algorithm, we can save borrowers thousands of dollars and hours of headache by helping them through the process each step of the way. Summer is based in NYC and is quickly scaling to help borrowers tackle their debt across the country. We're growing the team!
Location:
Key people:
- Paul Jao
- Willy Sealy ****@meetsummer.org
- Vincent Tran
2
Funding Rounds
$1.3m
Money raised
Modern financial planning, financial wellness, and financial coaching.
Location:
Key people:
- Spencer Barclay ********@savology.com
3
Funding Rounds
$151.8m
Money raised
Moneybox is helping a generation invest for their future. Our award-winning app makes it easy for people to take the first step and then provides the tools and information they need to confidently work towards their financial goals.
Industries:
Location:
Key people:
- Ben Stanway ***@bloomandwild.com
- Charlie Mortimer *******@moneyboxapp.com
1
Funding Rounds
$5.1m
Money raised
LIFEDOJO is a San Francisco-based company founded in 2013 by Chris Cutter, Varun Vummidi and Patricia Bedard.
2
Funding Rounds
$4.6m
Money raised
CNote is an Oakland, California-based company and impact investment platform. The company was founded in 2016 by Catherine Berman and Yuliya Tarasava.
4
Funding Rounds
$66.6m
Money raised
Unmind is a mental health platform for employees founded in 2016 by Nick Tong, Nick Taylor, Ry Morgan and Steve Peralta.
Industries:
Location:
Key people:
- Nick Taylor ******@locus-bio.com
- Nick Tong ****@unmind.com
- Ry Morgan linkedin
2
Funding Rounds
$80.0m
Money raised
Over half of Americans live paycheck to paycheck. We're trying to fix that, by building new financial services that make it easier to make ends meet, pay down debt, and save money. And we're doing it as a transparent, straightforward business that only profits when our customers do, too. We partner with employers to offer Even as a benefit. Employers offer Even to their people; in return, employers save money because Even improves employee retention.
Industries:
Location:
Key people:
6
Funding Rounds
$13.8m
Money raised
Chip is an automated savings bot for people who wish they saved more of their money. The App connects to your online banking, calculates what you can afford to save and moves that money in to your Chip savings account.
2
Funding Rounds
$68.0m
Money raised
Origin is a company founded in 2018 by Matt Watson.
1
Funding Rounds
$9.5m
Money raised
BrightPlan is a company founded in 2016 by Marthin De Beer.
Industries:
Key people:
- Robert Wallace
- Marthin De Beer *******@brightplan.com
1
Funding Rounds
$15.0m
Money raised
ZayZoon is a financial education platform that offers earned wages on-demand in order to reduce financial stress for employees.
Industries:
Key people:
- Darcy Tuer *****.****@zayzoon.com
2
Funding Rounds
$20.2m
Money raised
Tumelo is an investment app dedicated to impact-focused investments founded in 2018 by William Goodwin, Benjamin King and Georgia Stewart.
Industries:
Location:
Key people:
- William Goodwin ****@tumelo.com
- Benjamin King
- Georgia Stewart *******@tumelo.com
2
Funding Rounds
$5.3m
Money raised
Money Dashboard is a mobile-based application for personal finance management (PFM).
Location:
2
Funding Rounds
$42.8m
Money raised
Wellthy is a company offering a personal healthcare assistance platform.
Industries:
Location:
Key people:
- Lindsay Jurist-Rosner *******@wellthy.com
- Kevin Roche (entrepreneur) *****@wellthy.com
3
Funding Rounds
$14.5m
Money raised
Instant Financial is an on-demand payment solution aimed at improving employee's financial wellness.
Industries:
2
Funding Rounds
$9.3m
Money raised
meQuilibrium is a company founded in 2010.
Industries:
Location:
1
Funding Rounds
$2.0m
Money raised
SmartPath is a financial wellness company providing financial education and budgeting tutorials for hourly and blue collar employees.
Industries:
Location:
1
Funding Rounds
$2.5m
Money raised
Emma is a London-based company founded in 2017 by Edoardo Moreni.
Industries:
Location:
Key people:
1
Funding Rounds
$1.5m
Money raised
Software to show a person's full financial status and make better decisions.
1
Funding Rounds
$4.8m
Money raised
Mintago Limited is a financial wellbeing platform for employees founded in 2019.
Location:
1
Funding Rounds
$4.5m
Money raised
Your Money Line is a financial wellness company that provides custom financial paths, expert guides, and human resource benefits.
Industries:
Location:
2
Funding Rounds
$615.0m
Money raised
Branch is a Minneapolis-based company.
Industries:
1
Funding Rounds
YOLT is a company founded in 2016.
Industries:
Location:
2
Funding Rounds
$265.0k
Money raised
Sqwire, LLC is a financial wellness company founded in 2019.
Industries:
Location:
1
Funding Rounds
$22.0m
Money raised
Aduro, Inc is a Redmond, Washington-based company founded in 2001.
Industries:
Location:
1
Funding Rounds
$9.5m
Money raised
Sentryhealth Onsite Employee Health Services is a Louisville, Kentucky-based company founded in 2018.
Industries:
Location:
1
Funding Rounds
$20.0m
Money raised
Tapcheck is a Tarzana, Los Angeles-based financial wellness company.
Industries:
Location:
1
Funding Rounds
$6.2m
Money raised
VIVA Finance is an Atlanta-based financial wellness company founded in 2019.
Industries:
Location:
1
Funding Rounds
$67.0k
Money raised
Your Financial Wellness is an Australia-based company.
Industries:
Location:
1
Funding Rounds
$73.0m
Money raised
Happify Health is a New York-based company.
Industries:
Location:
1
Funding Rounds
$7.0m
Money raised
Finfit, Llc is a financial wellness company founded in 2008.
Industries:
1
Funding Rounds
$4.0m
Money raised
Canopy is a London-based financial wellness company.