1) BGL Group
BGL Group is an insurance and financial consultancy group that utilizes the latest software to digitally distribute a wide range of products.
Details of the startup:
- Valuation: $3.00B (November 2017)
- Country: United Kingdom
- State: England
- City: Peterborough
- Started in: 1992
- Founders: Douw Gerbrand Steyn
- Number of employees: 1,000-5,000
- Funding: $900.00M
- Funding rounds: 1
- Number of investors: 1
You can find their website here.
2) Addepar
Addepar is a wealth management software that offers data analytics and portfolio visualization capabilities.
Details of the startup:
- Valuation: $2.17B (June 2021)
- Country: United States
- State: California
- City: Mountain View
- Started in: 2009
- Founders: James Rothschild, Jason Mirra, Joe Lonsdale, Justin Rockefeller
- Number of employees: 250-500
- Funding: $513.93M
- Funding rounds: 12
- Number of investors: 38
You can find their website here.
3) Akulaku
Akulaku is Southeast Asia's premier banking and digital financial platform.
Details of the startup:
- Valuation: $2.00B (February 2022)
- Country: Indonesia
- City: Jakarta
- Started in: 2014
- Founders: Gordon Hu, William LI
- Number of employees: 1,000-5,000
- Funding: $455.00M
- Funding rounds: 10
- Number of investors: 15
You can find their website here.
4) Acorns
Acorns is a finance company that allows people to round up their purchases and automatically invest the difference.
Details of the startup:
- Valuation: $1.90B (March 2022)
- Country: United States
- State: California
- City: Irvine
- Started in: 2012
- Founders: Jason Martell, Jeff Cruttenden, Mark Dru, Walter Cruttenden
- Number of employees: 251-500
- Funding: $506.96M
- Funding rounds: 10
- Number of investors: 39
You can find their website here.
5) M1 Holdings
M1 is a finance super app.
Details of the startup:
- Valuation: $1.45B (July 2021)
- Country: United States
- State: Illinois
- City: Chicago
- Started in: 2015
- Founders: Brian Barnes
- Number of employees: 251-500
- Funding: $323.22M
- Funding rounds: 7
- Number of investors: 8
You can find their website here.
6) Stash
Stash is a personal finance app that combines banking, investing, and advice into one platform.
Details of the startup:
- Valuation: $1.40B (February 2021)
- Country: United States
- State: New York
- City: New York
- Started in: 2015
- Founders: Brandon Krieg, David Ronick, Ed Robinson
- Number of employees: 250-500
- Funding: $439.25M
- Funding rounds: 10
- Number of investors: 12
You can find their website here.
7) SmartAsset
SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.
Details of the startup:
- Valuation: $1.00B (June 2021)
- Country: United States
- State: New York
- City: New York
- Started in: 2012
- Founders: Michael Carvin, Philip Camilleri
- Number of employees: 100-250
- Funding: $157.62M
- Funding rounds: 8
- Number of investors: 25
You can find their website here.
8) MobiKwik
MobiKwik is India’s leading fintech platform, operating businesses in consumer payments, payment gateway, and financial services.
Details of the startup:
- Valuation: $1.00B (October 2021)
- Country: India
- City: Haryana
- Started in: 2009
- Founders: Bipin Singh, Chandan Joshi, Upasana Taku
- Number of employees: 250-500
- Funding: $248.96M
- Funding rounds: 16
- Number of investors: 27
You can find their website here.
9) Human Interest
Human Interest helps employees of small and medium-sized businesses save for retirement.
Details of the startup:
- Valuation: $1.00B (August 2021)
- Country: United States
- State: California
- City: San Francisco
- Started in: 2015
- Founders: Paul Sawaya, Roger Lee
- Number of employees: 500-1,000
- Funding: $335.02M
- Funding rounds: 8
- Number of investors: 27
You can find their website here.