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Best Personal Finance in United States

A curated list of the top personal finance platforms and companies based in United States. 28 platforms found.

Acorns
United StatesFounded 2012
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Micro-investing app automatically investing your spare change from everyday purchases into a diversified portfolio. Offers automated investing, retirement accounts, checking, and financial education for new investors.

Albert
United StatesFounded 2015
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Financial wellness app offering automated savings, budgeting, and personalized financial advice. Provides cash advances, investment portfolios, and AI-powered money management to improve financial health.

Bilt Rewards
United StatesFounded 2021
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Rewards platform letting renters earn points on monthly rent payments with no transaction fees, redeemable for travel and dining.

Buxfer
United StatesFounded 2006
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Long-running personal finance app with budgeting, bill reminders, investment tracking, and forecasting across global currencies.

Chime
United StatesFounded 2012
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Financial technology company providing fee-free mobile banking services. Offers early direct deposit, automatic savings, no overdraft fees, and a network of fee-free ATMs to promote financial wellness.

Copilot Money
United StatesFounded 2019
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Smart money app designed for iOS helping users manage their spending and investments. Features beautiful interface, recurring transaction detection, custom categories, and investment tracking with privacy focus.

Credit Karma
United StatesFounded 2007
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Personal finance company offering free credit scores, reports, and insights. Provides credit monitoring, personalized recommendations, and financial tools to help members make informed money decisions.

Current
United StatesFounded 2015
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Fintech company providing mobile banking services including debit card and spending accounts. Offers faster direct deposits, overdraft protection, savings pods, and teen banking features.

EveryDollar
United StatesFounded 2014
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Zero-based budgeting app from Ramsey Solutions, following the Dave Ramsey envelope-style methodology of giving every dollar a job.

Goalsetter
United StatesFounded 2015
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Family banking and financial literacy app for kids and teens with goal-based saving, debit cards, and built-in money education quizzes.

Goodbudget
United StatesFounded 2009
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Digital envelope-budgeting app for households and couples, with shared envelopes that sync across devices in real time.

Greenlight
United StatesFounded 2014
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Debit card for kids managed by parents through an app, designed to teach financial literacy. Features spending controls, chore automation, savings goals, and investing capabilities to build money management skills.

Honeydue
United StatesFounded 2017
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Personal finance app for couples to manage shared bills, budgets, and joint accounts while keeping individual spending private if desired.

Jeeves
United StatesFounded 2019
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All-in-one corporate card and expense management platform for global startups. Provides multi-currency cards, expense tracking, reimbursements, and cash flow management for international businesses.

Lunch Money
United StatesFounded 2018
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Modern budgeting and money tracking app with multi-currency support, transaction tagging, and a privacy-first approach.

Mint
United StatesFounded 2006
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Manage your money, track your spending, and create a budget. Provides free financial management tools with automatic transaction categorization, bill tracking, and credit score monitoring.

Monarch Money
United StatesFounded 2019
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Modern personal finance platform for tracking all your accounts, investments, and financial goals. Provides collaborative budgeting, net worth tracking, custom categories, and comprehensive financial dashboard.

NerdWallet
United StatesFounded 2009
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Personal finance company providing expert advice and tools for consumers to make smart financial decisions. Offers comparisons for credit cards, banking, loans, insurance, and investment products.

Origin Financial
United StatesFounded 2018
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Comprehensive money management platform combining budgeting, investing, taxes, and certified financial planner access in one app.

Personal Capital
United StatesFounded 2009
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Digital wealth management company. Offers free financial dashboard providing 360-degree view of your money with wealth management, retirement planning, and investment advisory services.

PocketGuard
United StatesFounded 2014
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Budgeting app focused on showing 'in-your-pocket' money — what you can safely spend after bills, goals, and necessities are covered.

Quicken Simplifi
United StatesFounded 2020
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Cloud-based personal finance app from Quicken offering budgeting, expense tracking, and goal-based planning without the legacy desktop install.

Stash
United StatesFounded 2015
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Personal finance app combining banking, investing, and retirement services into one platform. Offers fractional shares, automated investing, Stock-Back rewards, and financial education for beginner investors.

Step
United StatesFounded 2018
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All-in-one banking and financial literacy platform designed for Gen Z. Offers spending accounts, no-fee banking, instant money transfers, and educational tools to build healthy financial habits.

Tally
United StatesFounded 2021
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Platform for DAO operations helping users create proposals, vote, and manage their treasury. Provides governance infrastructure, delegation features, and analytics for decentralized organizations.

Tiller
United StatesFounded 2014
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Spreadsheet-based personal finance platform that auto-imports bank transactions into Google Sheets or Excel for highly customisable budgeting.

Truebill
United StatesFounded 2015
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Personal finance app helping users manage their subscriptions and bills. Provides bill negotiation, subscription cancellation, budgeting, and savings tools.

Yodlee
United StatesFounded 1999
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Data aggregation and data analytics platform helping consumers and financial institutions. Provides account aggregation, financial wellness, and personal finance management solutions.

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