This article showcases our top picks for the best Los Angeles 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:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top Los Angeles Personal Finance Companies
Guac is designed to help you save as you spend towards your goals. Guac users set their goals, deadlines when they want to purchase/book that goal & utilize Guac’s unique percentage-based save while you spend savings tools to fund each goal.
Guac users utilize the Guac marketplace to purchase their goals and receive cash back.. .
Broadway Financial Corporation is a savings and loan holding company. The Company is primarily engaged in the savings and loan business through its wholly-owned subsidiary, Broadway Federal Bank, f.s.b.
(the Bank). The Bank’s business is that of a financial intermediary and consists primarily of attracting deposits from the general public and using such deposits, together with borrowings and other funds, to make mortgage loans secured by residential and commercial real estate located in Southern California.
Broadway Financial Corporation was founded in 1947 and headquartered in Los Angeles, California.. .
HCR Wealth Advisors
At HCR Wealth Advisors, we understand the magnitude of life’s biggest moments. No matter where a client might be in their financial journey, or what life decision they are making, we are here to guide them and stand by their side in challenging times and times of prosperity.
Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding.
We believe in doing what is right for every individual we serve so we work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. Exceptional client service is at the heart of who we are.
We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. HCR is not your average financial advisor and we refuse to be influenced by any consideration beyond the needs of our clients and their families.
To maintain objectivity and integrity, we follow four important, self-imposed rules: 1) We do not accept commissions from mutual fund companies or money managers and 2) We do provide proprietary strategies, but we do not employ the use of proprietary products 3) We use an advisory model that allows our guidance to be totally agnostic 4) All of our clients’ accounts reside at SIPC-insured institutions We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a client’s financial life so they can reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them.
At HCR Wealth Advisors, we do just that.. .
Stackin’ is the simplest entry point into finance with over one million subscribers and a mission to empower people to improve their financial lives via text message. Stackin’ provides the necessary tools & curated products for a younger generation of consumers to build healthy financial habits over time in a fun, entertaining, judgement-free relationship.
Powered by a custom messaging platform, data, machine learning and human touch, their personalized messages educate subscribers on how to save money, reduce debt and start investing.. .
Insurance Protection The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon, or become disabled.
They need products that can help them protect the life they’ve built. Retirement Strategies A key to any financial strategy is preparing for retirement.
You’ll be able to offer people a variety of options to help them prepare for their leisure years. Business Solutions Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business.
As a licensed financial professional, you can offer a variety of products and services to help them meet these needs. Legacy Strategies Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.
Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.
Long-Term Care Insurance A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Nvestly enables users to see what their friends are investing in. Share real trades, compare returns with friends, and see what top investors are holding.
All information on Nvestly is in percentage terms, so nobody will ever see how much money is being invested. Nvestly uses Intuit technology to securely sync with each brokerage using bank-level security.
All important data is protected with 256-bit level encryption. That’s the same level of encryption complexity required of most large global financial institutions.
All investment information on Nvestly is real and verified. As of May 15, 2014, Nvestly supports TD Ameritrade, Fidelity, Charles Schwab, E*TRADE, and Scottrade.
Nvestly was founded by a team of former asset management professionals, designers, and technologists to empower people to become better investors. They are based in Los Angeles and are committed to bringing institutional investment best practices and simple, intuitive design to investors, regardless of portfolio size.
Their mission is to empower people to become better investors through powerful technology and simple design. Investing today is daunting, overwhelming, and oftentimes lonely.
Munee is a secure digital wallet and payment platform that uses QR code technology instead of emails and phone numbers to easily send/receive money, shop and donate. The team at Munee imagines a world where paying for things is easy and safe.
We offer lower transaction rates, instant deposits to vendors and easy payments without needing emails, phone numbers, or credit cards at point of sale. Additionally, businesses and retailers need no additional hardware to start accepting payment from customers.
With the current state of security and payments, consumers are becoming more conscious about how and where they use and store their credit card information. Nearly every online retailer requires a customer to save their payment details on the same platform used for purchasing.
This creates a security risk in and of itself. Even Apple Pay and NFC payments can be compromised because the data is sent to and from the user’s device.
With Munee, we’re providing an alternative way to pay for things–a secure digital wallet. By separating the consumer’s payment method from the retailers and online platforms, the consumer is given more security and control.
Using QR codes and Stripe as our processor, customers store their cards in the app (actually it’s a reference to the card) and can immediately start using it to checkout at verified Munee merchants both online and offline. By simply scanning QR codes to checkout, Munee not only creates a safer method of payment but it’s much faster than any other payment platform available.
The financial architects at Treveri Capital believe wealth management is created beyond a vacuum. Wealth is the result of vision.
The vision to see the future and create it. Treveri Capital sees the power of tomorrows technology through the fluid cosmos of today.
Offering almost 20 years of experience in financial innovation, Treveri Capital invests with confidence in traditional and alternative assets. Expert navigators, Treveri Capital is a driving force in the universe of alternative assets.
Treveri Capital is progressive asset management. Services include wealth accumulation, executive liquidity, portfolio optimization, and alternative assets..
Basix, they are passionate about simplifying the lending process from beginning to end. You control your finances thanks to clear upfront pricing and low monthly payments.
Loans can be used for anything you want: debt consolidation, home improvements, medical bills, pet emergencies, or family needs. It’s up to you how you spend your money.
And every payment includes a 15-day grace period, in case life happens.. .
Yumemoney.com is an online financial services directory that covers 50+ financial categories. At yumemoney.com we search around the clock to find valuable financial resources for you, and connect you to those resources with just a click.
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