Company lists · Data refreshed October 2026
Top 25 AI personal finance software companies based in the United States
RevenueBase identified 206 company matches for AI personal finance software companies associated with the United States as of October 2026 and tracks 3,046 professional contacts across them, including 1,139 with verified work emails. San Francisco is the largest hub.
This list covers company matches for AI personal finance software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest AI personal finance software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 721 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 293 contacts → | ||||
Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 262 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 238 contacts → | ||||
Exact match “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 188 contacts → | ||||
Exact match “Ready to transform your relationship with money?” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 180 contacts → | ||||
Exact match “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 171 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 119 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 57 contacts → | ||||
Exact match “We’re on a mission to make financial health effortless for everyone.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 53 contacts → | ||||
Exact match “Our mission is to help people find money happiness.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 41 contacts → | ||||
Exact match “Hiatus was founded in 2016 in order to democratize financial advice.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 37 contacts → | ||||
Exact match “Navigate your finances with confidence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 34 contacts → | ||||
Exact match “FlyFin is a consumer startup focused on automating the financial lives of US consumers.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “While cash optimization is top of mind for most businesses, it is often neglected by households, with the average middle-class family losing thousands of dollars a year due to…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 15 contacts → | ||||
Exact match “Qube Money helps people spend intentionally and live freely.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “Trim's mission is to make Americans financially healthy at scale.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 10 contacts → | ||||
Exact match “Kiro Money embeds agentic AI into fintech and banking platforms to deliver contextual, personalized financial intelligence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Pefin is the world's first AI financial advisor.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “Make more of your money with an AI for your finances.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Lucid Finance is an AI personal finance app that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Apriority is the first AI debt concierge for individuals- monitoring all your loans, finding hidden savings, and helping you build credit along the way.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI personal finance software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 206 AI personal finance software companies based in the United States
See the full list, filter by size, metro and specialty, and access 1,139 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI personal finance software companies based in the United States at a glance
As of Oct 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 206 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “AI personal finance software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,139 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI personal finance software companies by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI personal finance software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI personal finance software companies are there based in the United States?
RevenueBase identified 206 company matches for AI personal finance software companies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Freedom Financial Network tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI personal finance software companies?
San Francisco leads with 29 company records, followed by New York (18) and Los Angeles (12).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,139 professional contacts with verified work emails tracked across these 206 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 206 AI personal finance software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
AI personal finance software companies by geography
- AI personal finance software companies based in London, United Kingdom
- AI personal finance software companies based in San Francisco, United States
- AI personal finance software companies based in Australia
- AI personal finance software companies based in India
- AI personal finance software companies based in the United Kingdom
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI personal finance software companies based in London, United Kingdom
- AI personal finance software companies based in San Francisco, United States
- AI personal finance software companies based in Australia
- AI personal finance software companies based in India
- AI personal finance software companies based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 AI personal finance software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 206 matching company records for AI personal finance software companies based in the United States, with 3,046 tracked contacts and 1,139 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI personal finance software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 721 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Rocket Moneyrocketmoney.comHQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 293 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Albertalbert.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 262 contacts → |
“We believe in making money simple.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  STASHstash.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 238 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  YNABynab.comHQ: Lehi, UT, United StatesReported employees: 201-500 | Lehi, UT, United States | 201-500 | Exact match | 188 contacts → |
“Ready to transform your relationship with money?” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  M1m1.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 180 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 171 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Originuseorigin.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 119 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  DIGITdigit.coHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 57 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Qapitalqapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“Our mission is to help people find money happiness.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hiatushiatusapp.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Copilot Moneycopilot.moneyHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Navigate your finances with confidence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Flyfin AIflyfin.taxHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 34 contacts → |
“FlyFin is a consumer startup focused on automating the financial lives of US consumers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Earnup, INCearnup.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 33 contacts → |
“With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Savvi Financialsavvifi.comHQ: Waltham, MA, United StatesReported employees: 11-50 | Waltham, MA, United States | 11-50 | Exact match | 25 contacts → |
“SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Clerkieclerkie.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CACHEmycache.ai HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 16 contacts → |
“While cash optimization is top of mind for most businesses, it is often neglected by households, with the average middle-class family losing thousands of dollars a year due to…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Qube Moneyqubemoney.comHQ: Pleasant Grove, UT, United StatesReported employees: 11-50 | Pleasant Grove, UT, United States | 11-50 | Exact match | 15 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TRIMasktrim.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Trim's mission is to make Americans financially healthy at scale.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Kiro Moneyjoinkiro.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 10 contacts → |
“Kiro Money embeds agentic AI into fintech and banking platforms to deliver contextual, personalized financial intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  nav.itnavitmoney.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 10 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | PEFINpefin.com HQ: NY, United StatesReported employees: 11-50 | NY, United States | 11-50 | Exact match | 9 contacts → |
“Pefin is the world's first AI financial advisor.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ERA Financeera.app HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 8 contacts → |
“Make more of your money with an AI for your finances.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lucid Financetrylucidfinance.comHQ: Springville, UT, United StatesReported employees: 1-10 | Springville, UT, United States | 1-10 | Exact match | 7 contacts → |
“Lucid Finance is an AI personal finance app that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | apriority.aiapriority.ai HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 6 contacts → |
“Apriority is the first AI debt concierge for individuals- monitoring all your loans, finding hidden savings, and helping you build credit along the way.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 206 company matches
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AI personal finance software companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
206 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 206 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI personal finance software companies by metro
Questions about this company list
What does Exact match mean for AI personal finance software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI personal finance software companies did RevenueBase find based in the United States?
The saved snapshot records 206 matching company records, 3,046 tracked contacts and 1,139 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI personal finance software companies by geography
- AI personal finance software companies based in London, United Kingdom
- AI personal finance software companies based in San Francisco, United States
- AI personal finance software companies based in Australia
- AI personal finance software companies based in India
- AI personal finance software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 AI personal finance software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/ai-personal-finance-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI personal finance software companies based in London, United Kingdom
- AI personal finance software companies based in San Francisco, United States
- AI personal finance software companies based in Australia
- AI personal finance software companies based in India
- AI personal finance software companies based in the United Kingdom
- AI companies based in the United States
Company intelligence · public preview
Top 25 AI personal finance software companies based in the United States
RevenueBase records 206 matching company records for AI personal finance software companies based in the United States, with 3,046 tracked contacts and 1,139 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI personal finance software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 721 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rocket Moneyrocketmoney.com HQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 293 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Albertalbert.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 262 contacts → |
“We believe in making money simple.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | STASHstash.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 238 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | YNABynab.com HQ: Lehi, UT, United StatesReported employees: 201-500 | Lehi, UT, United States | 201-500 | Exact match | 188 contacts → |
“Ready to transform your relationship with money?” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | M1m1.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 180 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 171 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Originuseorigin.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 119 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | DIGITdigit.co HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 57 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Qapitalqapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“Our mission is to help people find money happiness.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hiatushiatusapp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Copilot Moneycopilot.money HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Navigate your finances with confidence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Flyfin AIflyfin.tax HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 34 contacts → |
“FlyFin is a consumer startup focused on automating the financial lives of US consumers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Earnup, INCearnup.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 33 contacts → |
“With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Savvi Financialsavvifi.com HQ: Waltham, MA, United StatesReported employees: 11-50 | Waltham, MA, United States | 11-50 | Exact match | 25 contacts → |
“SAVVI is a leading technology-enabled financial wellness platform that allows people to easily plan, manage and track their full financial picture in minutes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Clerkieclerkie.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 25 contacts → |
“Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can't afford it.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CACHEmycache.ai HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 16 contacts → |
“While cash optimization is top of mind for most businesses, it is often neglected by households, with the average middle-class family losing thousands of dollars a year due to…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Qube Moneyqubemoney.com HQ: Pleasant Grove, UT, United StatesReported employees: 11-50 | Pleasant Grove, UT, United States | 11-50 | Exact match | 15 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TRIMasktrim.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Trim's mission is to make Americans financially healthy at scale.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Kiro Moneyjoinkiro.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 10 contacts → |
“Kiro Money embeds agentic AI into fintech and banking platforms to deliver contextual, personalized financial intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | nav.itnavitmoney.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 10 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | PEFINpefin.com HQ: NY, United StatesReported employees: 11-50 | NY, United States | 11-50 | Exact match | 9 contacts → |
“Pefin is the world's first AI financial advisor.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ERA Financeera.app HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 8 contacts → |
“Make more of your money with an AI for your finances.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lucid Financetrylucidfinance.com HQ: Springville, UT, United StatesReported employees: 1-10 | Springville, UT, United States | 1-10 | Exact match | 7 contacts → |
“Lucid Finance is an AI personal finance app that helps individuals understand, manage, and improve their financial health from one unified dashboard.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | apriority.aiapriority.ai HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 6 contacts → |
“Apriority is the first AI debt concierge for individuals- monitoring all your loans, finding hidden savings, and helping you build credit along the way.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 206 company matches
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AI personal finance software companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
206 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 206 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI personal finance software companies by metro
Questions about this company list
What does Exact match mean for AI personal finance software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI personal finance software companies did RevenueBase find based in the United States?
The saved snapshot records 206 matching company records, 3,046 tracked contacts and 1,139 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI personal finance software companies by geography
- AI personal finance software companies based in London, United Kingdom
- AI personal finance software companies based in San Francisco, United States
- AI personal finance software companies based in Australia
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- AI personal finance software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 AI personal finance software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/ai-personal-finance-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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