Top Influential Personal Finance Startups Shaping New York’s Economy in 2023

In this era where everything is digitized, managing finances has never been easier. New York, the city of dreamers and doers, has given birth to a host of innovative personal finance startups aimed at making finance more accessible, less intimidating, and easier to manage. Joining the FinTech revolution are companies like Fisecal, CHIP Professionals, Ostrich, and many others who are disrupting traditional finance in their own way, leading America towards a more digitally-equipped financial future.

One of the biggest features of these startups is that they are not just providing financial solutions; they are also working hard to educate their users about sound financial habits. They are enabling them to embrace financial literacy, build a secure financial foundation, and become financially independent. Here, we spotlight these emerging players that are shaping how we deal with our personal finances.

So, without further ado, let’s explore these exciting startups that are carving a niche for themselves in the personal finance space right from the heart of New York, the global hub of startups.

Fisecal

Founded by Lou Abrams, Fisecal aims to simplify financial planning with its automated financial planning software. The software offers solutions on a wide range of financial aspects, from retirement planning to child education budgeting. Fisecal operates in various industries such as Enterprise Software, Fintech, and Personal Finance.

CHIP Professionals

CHIP Professionals, a startup founded by Dana L. Wilson, is a B2B2C financial services marketplace. This startup provides efficient solutions for advice, finance, and personal finance in addition to offering marketplace services.

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Ostrich

Founded by Andrew Holliday and William Glass, Ostrich is all about building financial habits. The app is designed for college students who want to lay a secure financial foundation early. It offers an interactive and engaging platform to help young people understand and manage their finances.

xipi

Christine Concepcion and Ryan Christopher Lang founded xipi with a mission to uplift the financial literacy of millennials and generation Z. The platform utilizes social media, games, and pop culture to make learning about personal finance entertaining and fun.

Yotta Savings

Founded by Adam Moelis and Ben Doyle. Yotta Savings provides free FDIC-insured bank savings accounts and rewards savings account depositors with weekly prize drawings. It aims to make saving more exciting and beneficial.

Array

Co-founded by Martin Toha and Phillip Zedalis, Array is a personal finance startup that delivers embeddable, custom-branded credit and identity tools. The platform also provides personalized financial offers.

GammaRey

GammaRey is a personal finance management platform founded by David Crockett. It streamlines financial planning and allows users to manage their finances with ease. The company also incorporates blockchain, upping the fintech game.

GreenPortfolio

Founded by Bonnie Gurry and Elizabeth Landau, GreenPortfolio encourages individuals to manage their finances sustainably. The platform aims to grow clean returns and promote climate-friendly financial habits.

Calex Partners

Calex Partners specializes in providing complete real estate investment, merger, and acquisition advisory services to the healthcare industry. The platform provides a comprehensive suite of financial services.

Centsibly

Founded by Natalee McIntyre, Centsibly is a marketplace connecting individuals with financial professionals. Whether it’s about seeking advice or getting a financial plan, Centsibly brings it all under one roof!

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CanopyLife, Inc.

Founded by Daniel James, Haiayng Liu, and Mana Sanghvi,CanopyLife is a platform that enables caregivers to manage, track, and pay for dependent care finances, in collaboration with trusted family.

redxam

Founded by Max Awad and Salem Al Qassimi, redxam offers a high-interest bank account that grows the money in your account. It incorporates cryptocurrency into personal finance, taking it to next level.

Greatest Gift

Founded by Ben Arbov, Greatest Gift allows users to send and receive money gifts for children’s long-term savings. It promotes the habit of saving and investing among parents for their children’s future.

Column Tax

Founded by Gavin Nachbar, Michael R Bock, and Shehan Chandrasekera, Column Tax is a platform enabling mobile banks and fintech companies to offer top-tier tax features to their end users. The company aims to simplify tax-related concerns.

Kairos Financial

Kairos Financial, founded by Jared Welker, brings wealth management to the masses. Offering a comprehensive suite of financial services, Kairos Financial aims to make wealth management approachable and accessible to everyone.

New York’s fintech scene is booming like never before, and these personal finance startups are bright examples of that boom. With a fresh perspective on how finances could be better managed, each of these startups is making a difference. The financial future seems bright with these forward-thinking startups leading the way.


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