Top Financial Services Startups in 2027

Kruze Consulting provides Startup CFO Consulting to over 235+ startups in Silicon Valley, Los Angeles and New York. The firm handles all Accounting, Bookkeeping, Finance, Human Resources and Tax. Kruze utilizes best of breed software tools such as QuickBooks, Xero, Zenpayroll, Zenefits, Expensify, Bill.com, eShares, RJ Metrics, Paychex, and ADP. Kruze helps its startup clients with Tax Compliance, Bookkeeping, Venture Debt Consulting, 409A Reporting, FP&A, Accounts Receivable and Payables, Cash Flow Management, Board Financials & Meetings, Seed & Series A Fundraising Preparation and Cap Table Management.

Eco puts your money back to work for you — creating the first consumer fintech product whose creators are aligned with its users. Financial infrastructure hasn't changed since the 1970s. All we've gotten are shinier products built on the same broken systems. The Eco App changes that, starting by building the best place to save and spend your dollars. We combine high-yield savings with rewarded spending in a single, compounding balance that's easy to manage. Soon we'll let you pay your bills and put your financial life on autopilot. And through all of this — unlike every other fintech company — we don't skim from you. That's only possible because we're working to introduce the Eco Currency, a new money built for real people. We believe that cryptocurrencies can fundamentally upgrade traditional money — but that won't happen without widespread distribution and a path to adoption. The Eco App is the first product to provide such a path, beginning with a familiar interface built for US Dollars and slowly building trust as we educate users on the benefits of this new paradigm. Every day, we're working on difficult and impactful problems which demand solutions at the intersection of technology, product, marketing, and advocacy. To achieve our mission and realize our vision, we’ve put together an incredible team and are selectively adding to it. We hope you’ll consider joining us.

We automate three key steps in the invoice to cash process: invoice delivery, invoice payment, and cash application, so businesses can meet the needs of their customers and reduce DSO (days sales outstanding). Even though the invoice to cash process is critical for companies it is typically cobbled together using manual processes and disparate tools. Billtrust creates a balance between buyer satisfaction and cash flow.

Sureify helps insurers meet the high customer engagement bar that been set by the Ubers and Amazons of the world. The Lifetime Platform puts the most effective digital customer engagement tools in the hands of insurers to drive customer loyalty, brand recognition and better customer experience. Sureify is a SaaS platform for Life and Annuity companies around the globe. Sureify’s sales, customer self-service engagement solution, and their up-sell cross-sell solutions enable life insurers to connect, service, and sell to their new and existing customers using the most life insurance focused platform in the market today. The enterprise platform solution is secure, scalable, and delivers pragmatic features with the basics of the everyday digital life insurer front of mind. The Sureify solution encompasses the consumer-facing web and mobile applications, automated messaging and self-service platform, agent engagement console, marketing dashboard, underwriters data platform with analytics and reporting for executive overview. Sureify also can be implemented right on top of existing core systems and CRM systems while integrating with existing contact center platforms, customer apps, and most life insurance emerging and traditional 3rd party applications. All this is supported by Sureify’s Customer Experience team to ensure best practices, ideation, configuration both inside enterprise and end-user digitalization. Life insurers use the Sureify platform for direct and agent digital sales, policyholder service and self service, new product education and marketing, churn reduction, upsell cross-sell, and complete digital tracking of policyholders. The time is now for the life and annuity insurer.

Our first product started out by helping churches increase giving. The goal was to build a product that made giving as frictionless as possible. Now we've added several other products to our suite including custom mobile apps for organizations, church management, and event registration. Ultimately we build products to serve churches and non-profits with a goal to keep cost low and scalable.

At ION, we enable financial institutions, central banks and corporations to digitize and automate their most business-critical processes. Our software improves decision-making, increases efficiency, simplifies complex processes, and empowers people

Who is CFGI? An invaluable extension of your corporate finance team. Today’s rapidly changing operational and regulatory environment presents a unique set of challenges for CFOs, controllers and their teams. The need to adapt to uncertainty and complexity can strain limited resources. This can also present significant – and often costly – challenges when required skill sets, experience and operational expertise are not available. Founded in 2000 by former Big 4 professionals, CFGI is an established industry leader with the resources to successfully navigate today’s complex accounting, reporting, tax and compliance landscape. An assemblage of top-flight professionals with in-depth public accounting expertise, CFGI is able to fulfill a variety of client needs without the restrictions of auditor independence. With a foundation of knowledge amassed while serving a variety of industries, CFGI is able to guide companies through a wide range of routine and complex business scenarios. The resulting partnership is an innovative resource with the power to address your most crucial accounting, finance and operational challenges. By partnering with CFGI, you gain access to a full-service financial consulting and corporate finance resource. With a solid foundation of operational and technical expertise, our well-rounded team is ready to deliver the requisite services and support to achieve your goals quickly, efficiently and effectively. - Accounting Advisory - Transaction Advisory Services - Private Equity - Risk Advisory - Valuations - Finance Transformation - Tax Consulting and Compliance - Interim Management

Capital on Tap believe that the future is all about the impact that small businesses can have in the world. As such we are on a mission to help them thrive – cash flow shouldn’t be a barrier to success. Since launching our business credit card and business loans in 2017 we have been taking off like a rocket! We are one of the fast growing companies in the UK (Sunday Time Fast Track 100 in 2017 and 2018) while still posting a profit to fund our future growth. 2019 looks to be just as exciting (and busy!) as we continue on our incredible trajectory. Our people (and our office dogs) really are the best thing about working at Capital on Tap. We have built a dynamic, fun and vibrant culture where your opportunities for growth are as big as your ambitions.

We’re the most active seed-stage venture firm in the country – and collectively our partners have helped fund and start over 200 companies, so there’s not much we haven’t seen before. We believe in collective teamwork: each portfolio company gets the support of the entire First Round Capital family, not just one board member.

Flinks is a data company that empowers businesses to provide better financial services to consumers. Trusted by over 200 world-class companies, Flinks enables businesses to connect users’ bank accounts, gain financial insights into their customers and provide better risk products. flinks.io