These are the Top Personal Finance Companies in Colorado (2021)

Kelly Klee

Crunchbase Website Twitter Facebook Linkedin

Kelly Klee is a digital insurance broker providing plans designed to cover important personal assets and wealth. Their service is engineered for busy professionals that wants a modern, technology-enabled solution for their personal insurance.

Bob Klee and Jon Kelly established the firm in 2014 in Aspen, Colorado.. .

LendingRobot

Crunchbase Website Twitter Facebook Linkedin

LendingRobot operates as a robo-advisor investment platform. It provides simplified access to alternative lending investment opportunities for family offices, financial advisors, and individuals.

The company was founded in 2013 and is headquartered in Denver, Colorado.. .

Thrive Savings

Crunchbase Website Twitter Facebook Linkedin

Spend happy! Shop guilt-free with cashback. Backed by Techstars, Thrive is the anti-budget, no-brainer way to save up so you can shop guilt-free.

We empower our customers to buy whatever it is they want without racking up credit card debt or financing charges, all while getting joy from their shopping (and generous cashback too!) Thrive is available for download by U.S. consumers from the Apple App Store and coming soon to the Google Play Store..

EARNEDCARD

Crunchbase Website Twitter Facebook Linkedin

EARNEDCARD provides access to workers’ unpaid wages, before every payday, with its hybrid credit/debit card. The company’s services offer smart options for workers to access their money and pay whenever they’ve earned it, providing workers convenience to consumers and lower costs for merchants at the same time.

The mobile app allows viewing the hours worked, available to spend, transaction history, and more. EARNEDCARD was founded in 2017 and is headquartered in Niwot, Colorado, USA..

zavvie

Crunchbase Website Twitter Facebook Linkedin

Zavvie is a real estate technology company that seamlessly connects brokerages with iBuyers. Zavvie’s Offer Optimizer Suite is the only enterprise iBuyer Platform available to brokerages, acting as the middleware for their agents to efficiently bring all options to sell to their clients — bridging the gap for consumers who may not be aware of all their options for selling.

Currently operating in iBuyer markets and rapidly expanding, Zavvie gives top brokerages and agents all they need to thrive by serving their clients in today’s evolving real estate landscape: easy to use tools, technology, training, marketing, and strategy.. .

American Financing

Crunchbase Website Twitter Facebook Linkedin

American Financing is a national mortgage banker licensed in all 50 states. Founded by Damian and Gabie Maldonado, the Colorado family owned company employs salary-based mortgage consultants who guide borrowers through the mortgage process.

Trust American Financing for a customized home purchase loan, refinance, or reverse mortgage. They have access to every loan in the industry, ensuring you get into the right program for your financial situation.

And as importantly, you’ll find competitive rates, superior customer service, and some of the industry’s fastest closings. Get started now to access lower interest rates, shorten your mortgage term, consolidate debt, remove mortgage insurance, or even take out cash.

Their products include FHA, conventional, VA, CHFA (Colorado specific), HARP, USDA, ARM, jumbo and reverse mortgages.. .

Divvz

Crunchbase Website Twitter Facebook Linkedin

Divvz enables transparency, validation, and accountability between parties seeking to split the cost of goods. It does this in a way that leads to confidence and trust in the Divvz app, and between the parties, saving relationships in the process.

Divvz is an intuitive app, with patent-pending technology, that’s focused around the complex process of validating, tracking, communicating, and transacting with others. Divvz is the best way for people to split the cost of the things they share, and does so through a single platform that users can trust..

Rental Kharma

Crunchbase Website Twitter Facebook Linkedin

Good Renters Deserve Good Credit. Rental Kharma enables renters to report rent payments and build their credit.

Rent has traditionally not been included on credit reports and Rental Kharma enables renters to get the credit they deserve for making timely rent payments. Through the easy registration and verification process, renters can report up to two years of past rent payments all at once.

Renters who use Rental Kharma’s rent reporting service can expect to improve their credit history and credit score.. .

Level Up Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Level Up Financial Planning, LLC was created to bring financial planning to those who need it most, young professionals & growing families. After all, you are facing a lot of crucial financial decisions that will impact your life in more ways than just financially.

It is our belief that by tiny improvements through education and informed decision making that your life can be taken to the next level. My affiliations are important to my clients.

All three of my affiliations require that I act as a fiduciary for my clients, which means I have to act with your best interest in mind. It’s really unfortunate that not all advisors have this requirement.

Being a part of NAPFA means that we’re Fee-Only and all costs are transparent with no sales… ever. As a CFP® professional, it confirms for my clients that I’m able to assist them with their planning needs across many planning disciplines: Financial, Tax, Estate, Retirement, Investment, Insurance, and Employer Benefit, etc.

XY Planning Network has been leading the charge for advisors to provide financial planning for the next generation and is a significant resource that allows me to tap the knowledge of like-minded advisors across the country to always be on the cutting edge of creating value for my clients.. .

Wallet Squirrel

Crunchbase Website Twitter Facebook Linkedin

Wallet Squirrel is a personal finance blog that focuses on how to build multiple streams of income to build wealth. Data shows most people struggle to save money with a stagnant income, so we write about creative ways people make extra money outside of a normal 9-5 job.

We share how these work, saving tips and demonstrate ourselves how you could live off the interest and dividends if that extra money was invested.. .

Bync

Crunchbase Website Twitter Facebook Linkedin

Bync provides a free service that syncs to users’ banks and credit cards, and delivers relevant deals.

Vaulted

Crunchbase Website Twitter Facebook Linkedin

Vaulted is the easy-to-use gold buying app that gives you stability and self sufficiency in building your financial future. Gold you buy remains securely locked at the Royal Canadian Mint, where it was manufactured and certified conflict-free, until you choose to take the delivery and have it delivered via FedEx within two days.

You can also instantly sell and transfer the money wherever you desire in your preferred currency.. .

AdvisorLoans

Crunchbase Website Twitter Facebook Linkedin

AdvisorLoans exclusively provides lending solutions to advisors and firms in the financial services industry.

Newfination

Crunchbase Website Twitter Facebook Linkedin

Newfination is a website about the new finance sector. They find and explain consumer online financial services and provide a space for users and financial service providers to discover each other.

The company promotes the internet forces of deconstruction and information symmetry which transfer power from traditional financial providers to the people through innovative financial technology services.. .

Plan&Act

Crunchbase Website Twitter Facebook Linkedin

Plan&Act is a free financial planning service platform that offers independent money management.