Top Financial Services Startups in 2024

We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own. Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices.

Founded in 2021, Method enables real-time access to user financial data and enables seamless liability repayment. Method’s mission is to make personal finance more autonomous. With Method’s APIs, financial institutions, credit unions, banks, and financial management apps can embed loan repayment, data, balance transfers, and bill pay automation into their user journey. As a result, Method is improving accessibility and control over financial information via open finance. We’re a Series A start-up and are backed by our partners, advisors, and investors from Andreessen Horowitz, Truist Ventures, Y Combinator, Ardent Ventures, Abstract Ventures, SV Angel, Truebill, Upstart, and more.

Pilot specializes in bookkeeping and tax prep for high-growth technology startups, ranging from pre-seed to Series C. (We're built by startup founders for startup founders. This is the third startup for this founding team and we've felt this pain before, so we know what it's like.) When you work with Pilot, you’re paired with a dedicated finance expert who takes the work off your plate (and is available to answer your questions)—so you can focus on your business.

We are a leading U.S. financial technology platform serving the needs of Americans who are working to create a better future for themselves. Our mission is to enable members to change their lives by creating better financial outcomes. Leveraging the best technology, we deliver inspirational and motivational products as we all move forward in a world of increasing digitization and complexity. To learn more about us, visit current.com or download our app on the App Store or Google Play. Current is backed by investments from Andreessen Horowitz, Tiger Global Management, TQ Ventures, Avenir, Sapphire Ventures, Foundation Capital, Wellington Management, QED Investors and EXPA.

We're a Public Benefit Corporation and B Corp with a mission to fix capitalism and keep the American dream alive. Our goal is to help get 20,000 more founders off the ground before 2029. We've funded over $123 million into hundreds of companies: flying cars, rockets, breweries, movie studios, and more. From ostrich farms to startups now worth over $1 billion. In 40 of 50 states. We have a legal obligation to follow the mission in our Public Benefit Corporation Charter. We are working on spreading the rewards of capitalism more fairly - by funding more deserving founders, backed by their friends and community who believe in what they are doing. We believe there are tens of thousands of potential founders with unrealized raw potential. They deserve the opportunity to take their shot. We match their dreams with those who can inspire and help them - not just with their funding, but with their mentorship and support. Open jobs: wefunder.com/jobs Wefunder's story: wefunder.com/wefunder Our Public Benefit Corp mission: wefunder.com/charter Results: wefunder.com/results

Caribou is a fast-growing, mission-driven fintech that delivers financial security and peace of mind to consumers by providing better auto refinancing, insurance and financial protection products. Through our partnerships with top local and community lenders, we bring customers great rates and lower monthly payments. Our secure, digital platform makes it easy for our customers to see exactly how much they can save and complete the refinance process quickly, all from the comfort of their home. What's more, we do all the heavy lifting, including paying off the old lender as well as re-titling the vehicle, saving our customers those dreaded trips to the DMV.

Recurly is the subscription and billing platform trusted by leading brands to grow their recurring revenue faster, smarter, and stronger. Too many subscription businesses are struggling to grow simply because their platform won’t let them anticipate and respond to customer demand. They can’t see where their most profitable customers come from. And they can’t iterate and update their offerings accordingly. To keep a good thing growing, they need an easy-to-use platform that lets them adapt quickly, data-driven insights to capture and keep more business, and an experienced partner to help them manage subscriptions at scale. That’s why everyone from Paramount+ to TIME to BarkBox all turn to Recurly. It’s also how we support over 50M subscribers and $10B in payment volume annually – 98% customer retention five years in a row.

Nav is democratizing small business financing. In other words, we give small business owners access and control. Yes, this challenges the norm, but it means working with curious, purpose driven, dedicated, and inquisitively smart people who push themselves, our company and the community to the next level (and every level after that). We are the people behind the tech. And when it’s good, we look for better. We don’t over think the value we bring nor spend time trying to revamp mantras. We also do not come up with some crafty way to tell you who we are and what we offer. We are Nav! Here, you’ll gain a wealth of experience, learn the tricks of the trade, and work with winners. All companies say people are connected to their mission but in our case our mission and our people are one – it is a way of being not just a cause you are committed to. And since 2013, Nav has holistically and organically developed its own ideology because Nav can only be Nav. At Nav, we celebrate what makes our employees unique because the businesses we serve are progressively diverse and distinctly original. Navericks are diverse, side hustlers, immigrants, veterans, queer, and we push generational boundaries. We are college dropouts, PhDs, special needs parents, allies, pet owners and community leaders. Navericks are human. We are committed to upholding a safe, supportive environment where everyone matters. We are committed to making a better future for all of us. We have created a workplace where people of all backgrounds can express their identities authentically. To put it simply we want you to be proud to be you. Competitive Pay. Company Ownership. Unlimited Vacation. Benefits Day One. 6 Weeks Paid Parental Leave. Work From Anywhere (yes we were distributed before it was cool). Flexible Work Arrangements. Free Telehealth and Telemental Health For All Employees. Employee Networking and Events. Community Network Groups (women’s, PRIDE, culture). Meaningful Perks and Rewards.

Ripple is the leading provider of crypto solutions for businesses. Founded in 2012, our vision is to enable a world where value moves as seamlessly as information flows today—an Internet of Value. As a leading enterprise blockchain company with products in commercial use by hundreds of customers across 50+ countries, our unique crypto solutions are faster, more transparent, and more cost effective than traditional financial services – solving inefficiencies that have long defined the status quo.