This article showcases our top picks for the best Washington 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 Washington Personal Finance Companies
Life Dreams is an internet company that specializes in the fields of financial planning, cloud services, and personal finance. The company let their customers see how their income, expenses, goals, and investments will play out in the future.
It was founded in 2011 and headquartered in Seattle, Washington.. .
GROUPIRA’s founders, all retirement plan professionals with 60+ years of collective retirement planning experience, observed an alarming trend: individual investors generally paid substantially more for investment management and advice than 401k plan participants. But, what if individual investors could benefit from the scale provided in 401k plans within their IRAs… GROUPIRA was launched July 4, 2011 to solve this problem.
We incorporated under the name GROUPIRA, Inc. on September 8, 2011.
Since then, we have grown steadily to over $130 Million in IRA assets and have established several partnerships with investment advisers, retirement plan recordkeepers, and retirement plan third party administrators. Our Member-clients benefit from leading technology, which provides for a simple and cost effective way to invest for retirement..
Saving isn’t about what’s left over. Saving money should be done intentionally and not just from the left over change of your daily purchases.
This concept of spending money to save money doesn’t make sense, does it? We have a better way that makes saving money suck less. Similar to the envelope system, the Money Clouds™ platform offers customers the ability to deposit and set aside funds for each financial goal and extends that concept to provide options to connect with friends, contribute or request funds from connections, and collect money as a group for a shared savings goal.
With focus, inspiration, and easy to fund capabilities, Money Clouds™ empowers you to reach every goal.. .
LifeCounts:registered: (www.lifecounts.com)is a standalone, subscription-based online platform that allows users to optimize their financial lives for greater clarity and control. A simple, one-time setup enables users to securely link and view all of their financial accounts in one place, even if accounts are held at different institutions.
Transactions and account information are automatically downloaded into LifeCounts where users receive straightforward budgeting guidance to help them proactively manage their finances. The experience includes a console for customizable alerting and notifications, complete with goal management tools, to help users track their progress to easily identify spending trends and sidestep financial pitfalls.
LifeCounts employs bank-level security and is dedicated to responsible data management, and we do not distribute any data to advertisers. In exchange for a small monthly service fee, we safeguard users’ data and serve as an unbiased advocate for their financial freedom.
BuiltSteady is an early-stage, self-funded, Seattle-area startup. Our mission is to help people organize and simplify their lives.
Our product is called TwoStep – we believe it is different from any of the organizational tools you’ve ever used.. .
Pick2Pay is like a juicy sandwich of savings. Layered with Credit Card rewards, discounted gift cards, CardLinked Offers and Shopping Portal Discounts.
There are more to come. Keep Watching.
We currently bring savings to Consumers in four flavors all in one app 1. We help consumers maximize credit card rewards across categories and stores they purchase at.
2. We offer consumers discounted e-gift cards for 100’s of stores that they can buy and immediately redeem for their online purchase in a few minutes.
These can be stacked on top of credit card rewards. 3.
We gather discounts from over 20 different portals that offer cashback, points or miles for shopping at over 2000 online stores and save anywhere from 5-40% on online shopping. 4.
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