At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 7 Personal Finance companies in Palo Alto, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Personal Finance Companies & Startups (Palo Alto, California)
Pando
Pando is a technology company providing a platform to empower people in high volatility careers to control their future earnings.
Founder(s): Charlie Olson, Eric Lax
Location: Palo Alto, California, United States
Industries: Career Planning, Management Information Systems, Personal Finance, Sports
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EquityBee
EquityBee helps startup employees get capital to exercise their stock options before they expire by linking them to investors.
Founder(s): Arik Moav, Mody Radashkovich, Oded Golan, Oren Barzilai
Location: Palo Alto, California, United States
Industries: Financial Exchanges, Financial Services, Personal Finance
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SimpleFi
Enterprise solutions company providing accessible credit education and affordable financing to client stakeholders.
Founder(s): Adam Potter
Location: Palo Alto, California, United States
Industries: Consulting, Personal Finance
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PocketGuard
PocketGuard allows users to create budgets, track bills, categorize and organize expenses, and detect recurring charges and billing errors.
Founder(s): Artem Seredyuk, Igor Kuznetsov
Location: Palo Alto, California, United States
Industries: Apps, Big Data, Financial Services, FinTech, Personal Finance
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Rebalance
Rebalance is an investment firm that provides its clients with access to a fundamentally different and better set of investment options.
Founder(s): Mitch Tuchman, Scott Puritz
Location: Palo Alto, California, United States
Industries: Asset Management, Consulting, Financial Services, FinTech, Personal Finance, Retirement
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SmartStops.net
Smartstops.net is a next-gen risk management service that helps stock market participants protect profits and minimize losses.
Founder(s):
Location: Palo Alto, California, United States
Industries: FinTech, Internet, Personal Finance, Software, Stock Exchanges
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Wealthfront
Wealthfront is a next-gen banking service that helps manage money for both short-term and long-term wealth.
Founder(s): Andy Rachleff, Dan Carroll
Location: Palo Alto, California, United States
Industries: Finance, Financial Services, FinTech, Personal Finance, Stock Exchanges, Wealth Management
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