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

This article showcases our top picks for the best Georgia based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top Georgia Personal Finance Companies

Data sourced from Crunchbase and SemRush.

Agora - What's In Your Core?

Agora – What’s In Your Core?

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Agora Services offers financial institutions a robust and customizable cloud-based offering that enables banking customers to utilize and manage accounts in real-time. Community banks and credit unions leveraging Agora Services’ product offerings accelerate their digital experience without replacing their core banking system while they improve the user experience and create opportunities to increase deposits and revenues.

Agora Services’ product lines are built to attract specific audiences that sit outside of the traditional banking customer. For instance, the three product sets built offer a customized banking experience for teens and their parents, gig economy worker, contractor or individuals outside of the traditional working circumstances, and elderly accounts.

The parent and teen account offering provide parents access and oversight to a separate account offered to their teens that give the teen financial freedom but allows the parents oversight into the account. Through this product offering, teens can have a virtual or physical card, p2p payments offering and for the parent an easier way to pay allowance or loan money with insight into the transactions and parameters of the teen’s banking experience.

For gig economy workers, contractors and individuals who do not have the typical type of work, Agora Services offers a banking experience that provides offerings like virtual onboarding, physical and digital cards as well as transaction oversight for an easier way to manage their unique business. The elderly and their caretakers often struggle when it comes to finances to make sure there are adequate funds, ensuring the transactions are legitimate and that they have what they need to complete a payment.

This is where Agora Services comes in to play. Through this product line, Agora offers both account holder and either family or caretaker access to the account to ensure banking and transactional needs are fulfilled as well as the ability to stop any potential fraud that could be detrimental.

Through Agora Services, financial institutions can implement solutions that ensure the customer and their unique banking needs are met.. .

SmartPath

SmartPath

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SmartPath was founded in the shadow of the Great Recession to provide objective, trustworthy, and affordable advice to help everyday people reach financial well-being. 2020 has illuminated the prominence of existing income disparities in this country and exacerbated the stress of those one emergency away from financial calamity.

Our combination of empathetic financial coaching, targeted and timely education and easy-to-use digital and mobile tools meet employees where they are to help turn their stress into financial success.. .

MaxRewards

MaxRewards

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MaxRewards is the #1 app to manage your credit card accounts and maximize your rewards. It’s the only app where you can track credit card rewards, credit card bills, credit scores, transactions, offers and much more for all of your connected cards.

MaxRewards also gives you personalized, real-time recommendations for card usage so you can maximize credit card rewards & offers on every purchase.. .

Monstro

Monstro

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WealthTech Desktop & Mobile Application

Columbus Bank and Trust

Columbus Bank and Trust

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Columbus Bank opened its doors for business on February 2, 1935 and has remained a locally owned, hometown bank for over 78 years. In 1967, Columbus Bank obtained trust powers and changed its name to Columbus Bank & Trust Company – the only name change our bank has ever had since its inception.

Our bank officers are active in many civic and church organizations here in our hometown of Columbus and we take pride that we, as a bank, can support our community in a variety of ways.. .

NextGen Capital

NextGen Capital

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NextGen Capital provides middle-market companies with carefully structured financial options for enhancing their businesses. It is a multi-family office management and investment operation dedicated to preserving the legacies of the family clients – accomplished by way of a thoughtful appreciation of each family’s distinctive mission and the application of advanced planning and operational excellence.

It was founded in 2012 and is based in Atlanta, Georgia.. .

TradersER

TradersER

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TradersER is an online platform that connects retail traders with live financial market experts for instant trading advice or tip.

MyRatePlan

MyRatePlan

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MyRatePlan.com is a mobile phone, phone service, and credit card comparison website. The site serves primarily as an online mobile phone, phone service, credit card, and insurance marketplace.

The company operates a database of credit cards, mobile phones, wireless plans, and business phone service. The site’s mobile phone comparison tool allows users to compare cell phones by price, features, and carriers, and also provides various product comparison tools and a credit card education center..

Secure Bancard

Secure Bancard

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Secure Bancard provides payment processing services to customers. It offers credit card processing services, payment gateways, check processing, small business solutions, and software and hardware solutions.

Kevin S. Smith founded Secure Bancard in January 2011.

Its headquarters is in Alpharetta in Georgia.. .

FiPath

FiPath

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FiPath.com (www.FiPath.com), formerly eRollover.com, was formed in 2008 by Mike Rowan and Corbett Gilliam, University of Georgia grads who were frustrated by diminished value in their IRA’s and 401(k)’s, and not knowing what to do. Recognizing the need for an unbiased, trusted source in the retirement planning arena, they formed eRollover.

FiPath provides comprehensive, independent, unbiased retirement planning content, and analytical tools, so consumers can take control of their retirement planning. We’re the only integrated online community of consumers and advisors.

Through the power of choice, members find everything they need to make better, more informed decisions to take control of their financial future. Information is packaged in a digestible format so that all type of consumers – from the do it yourselfer, to those who prefer guidance along the way – can make better, more informed decisions.

We’ve targeted Gen X-er’s, 29 to 49 year olds with a penchant for changing jobs with some regularity, resulting in multiple 401(k)’s or IRA’s. They don’t really know what these retirement funds are.

They don’t know what to do with them. They have a basic mistrust of Wall Street/big financial services companies.

So they turn to the internet for answers and find FiPath! Understanding our targeted members are internet savvy, we use social media marketing methods to reach them, including facebook (www.fipath.com/facebook), twitter (www.fipath.com/twitter), and linkedin (www.fipath.com/linkedin). We even have a YouTube channel (www.fipath.com/youtube)! FiPath for Advisorsâ„¢ (www.FiPath.com/Advisors), a service of FiPath, is a total online marketing solution that provides a full complement of resources for financial advisors to connect with and attract high quality clients.

PeachTree Corners Tax Professionals

PeachTree Corners Tax Professionals

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PeachTree Corners Tax Professionals is a prominent firm in Norcross, GA that helps individuals achieve financial peace of mind. We are here to assist in protecting your income, minimizing your tax burden, and offering strategic tax planning and advice with your best interests at heart.

Our customers benefit from our years of experience and network of professional resources. Our Areas of Expertise: Tax Preparation- At Peachtree Corners Tax Professionals, we are qualified and ready to calculate, file, and sign income tax returns on behalf of individuals.

Payroll Services- Our team will help you calculate gross wages, subtract withholdings and deductions, print checks, make direct deposits, and prepare employment tax filings. Credit Repair- PeachTree Corners Tax Professionals will review your credit reports and correct or remove inaccurate items to help improve your scores..

Wickham Financial & Insurance Services

Wickham Financial & Insurance Services

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Wickham Financial & Insurance Services specializes in business retirement plans, risk analysis and insurance services.

Siegel & Siegel

Siegel & Siegel

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Siegel & Siegel provides individualized accounting services for personal clients and small businesses.

Concealed Carrie

Concealed Carrie

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Concealed Carrie is a fashion company that specializes in developed and designed collection of handbags.

Carsactive

Carsactive

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Carsactive is an internet based multi-purpose portal designed to allow consumers control over all major aspects associated with buying, selling, operating and maintaining their vehicle. It also gives car related service providers the ability to target new customers and stay connected with existing ones.

Carsactive utilizes concepts similar to Zillow, LinkedIn, Groupon, Angies List and Priceline to provide all the tools necessary to make the most of the car ownership experience.. .

Redemption Partners

Redemption Partners

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Redemption Partners is private consalting investment firm.

You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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