Financial Planning

  • AcceptEmail provides billers with the key to effective & informed customer interaction by leveraging changing consumer attitudes toward traditional billing methods.

    • Category Financial Planning
    • Founded 2007
    • Employees 11 to 20
    • Headquarters Amstelveen
    • Country Netherlands

    BHS Services is a service integrator and IT regulatory advisor in the domains of Fintech & digital transformation.

    • Category Financial Planning
    • Founded 2015
    • Employees 1 to 10
    • Headquarters Luxembourg
    • Country Luxembourg

    COCOA INVEST

    Digital Wealth Manager changing how people invest and save.

    • Category Financial Planning
    • Founded 2015
    • Employees 6
    • Headquarters Copenhagen
    • Country Denmark

    ComplianceWise assists financial institutions with ComplianceWise360º, an online compliance collaboration solution that helps financial institutions make their compliance process become both effective & efficient.

    • Category Financial Planning
    • Founded 2012
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands

    Credit Karma offers a new way to track your credit score and a unique way to benefit from it. For the first time you can get truly free credit scores and credit reports to consumers direct from the credit bureau, retrieved securely with no hidden fees or obligations. Based on your score, you gain access to attractive offers from companies that value your creditworthiness. The company started by providing free credit scores to members, and has grown into an essential platform to help Americans reach their financial goals.

    • Category Financial Planning
    • Founded 2007
    • Headquarters San Francisco
    • Country US

    Dynamic Credit is an investment management and advisory firm specialised in alternative fixed income, including mortgage and consumer loan portfolios, structured credit and illiquid assets.

    • Category Financial Planning
    • Founded 2003
    • Employees 21 to 50
    • Headquarters Amsterdam
    • Country Netherlands

    ETNetwork provides an infrastructure for digital receipts that improve daily administration for small and large corporations.

    • Category Financial Planning
    • Founded 2011
    • Employees 1 to 10
    • Headquarters Stockholm
    • Country Sweden
    • Category Financial Planning
    • Country Germany

    FreeAgent is an online accounting services that helps thousands of freelancers and small businesses manage their company accounts in a simple and stress-free way.

    • Category Financial Planning
    • Founded 2007
    • Employees 51 to 100
    • Headquarters Edinburgh
    • Country UK

    Governance.io gives investment fund professionals effortless oversight and control.

    • Category Financial Planning
    • Founded 2011
    • Employees 1 to 10
    • Headquarters Luxembourg
    • Country Luxembourg

    iiPay is a leading cloud-based payroll company delivering global technology solutions to domestic and multi-national businesses.

    • Category Financial Planning
    • Founded 2003
    • Employees 21 to 50
    • Headquarters Cheltenham
    • Country UK

    INVIVOO is a “Full Stack” actor of consultancy in IT for the financial sector.

    • Category Financial Planning
    • Founded 2004
    • Employees 51 to 100
    • Headquarters Courbevoie
    • Country France

    Kreditech Group is a technology company that delivers a range of custom-tailored financial services with a focus on underbanked consumers.

    • Category Financial Planning
    • Founded 2012
    • Employees 101+
    • Headquarters Hamburg
    • Country Germany

    MarieQuantier offers its users tools to build financial wealth independently in order to be in control while devoting the least possible time to it.

    • Category Financial Planning
    • Founded 2012
    • Employees 21 to 50
    • Headquarters Paris
    • Country France

    Nous Global Markets is a financial service provider that crowdsources financialmarket predictions using their unique app.

    • Category Financial Planning
    • Founded 2012
    • Employees 1 to 10
    • Headquarters London
    • Country UK

    PensionBee is an online pension manager that finds old pensions and combines them into an online pension plan.

    • Category Financial Planning
    • Founded 2015
    • Employees 1 to 10
    • Headquarters London
    • Country UK

    Roos is a personal & proactive digital contract assistant to organise and benchmark best deals on the market to current expenses.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands

    SRXP Mobile Expense Reporting digitises expense reporting with an expenses app and online portal.

    • Category Financial Planning
    • Founded 2010
    • Employees 11 to 20
    • Headquarters Amsterdam
    • Country Netherlands

    Swanest is a digital investment assistant that uses automation and algorithms to help building and managing personalised investment strategies.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters Brussels
    • Country Belgium

    Tink automatically collects, categorises and analyses finances across all different banks, credit cards and other financial accounts.

    • Category Financial Planning
    • Founded 2012
    • Employees 21 to 50
    • Headquarters Stockholm
    • Country Sweden
  • CREDITARK is a SaaS Credit Risk Management solution that uses a propriety optimizer to increase profitability and liquidity through trade receivables worldwide. Existing users have experienced a 0.5% – 1.2% improvement in EBITDA margin and 35%-84% decrease in delayed and unpaid receivables. Apart from the quantitative benefits, CREDITARK ensures transparency and objectivity in financial decision making. Through a POC we can demonstrate to the user the areas of improvement on liquidity and profitability for his global operations.

    • Category Financial Planning

    Cashforce is a smart cash flow management and forecasting platform for large capital intensive businesses.

    • Category Financial Planning
    • Founded 2012
    • Employees 1 to 10
    • Headquarters Ghent
    • Country Belgium

    Companyexpense offers digital expense management for companies and organisations.

    • Category Financial Planning
    • Founded 2011
    • Employees 1 to 10
    • Headquarters Stockholm
    • Country Sweden

    Findity is passionate about simplifying and improving the h&ling of digital receipts for both retailers & consumers.

    • Category Financial Planning
    • Founded 2011
    • Employees 1 to 10
    • Headquarters Stockholm
    • Country Sweden

    The simplest, fastest, most affordable way to claim R&D tax credits in the UK.

    • Category Financial Planning
    • Founded 2014
    • Headquarters London
    • Country UK
    • Category Financial Planning
    • Country Germany

    Money Dashboard is a free online personal financial management service that allows users to take better control of their finances.

    • Category Financial Planning
    • Founded 2009
    • Employees 11 to 20
    • Headquarters Edinburgh
    • Country UK

    Monyq offers simple, transparent and secure financial tools, freeing their users from the outdated financial industry.

    • Category Financial Planning
    • Founded 2013
    • Employees 1 to 10
    • Headquarters Rotterdam
    • Country Netherlands

    OpenGamma provides real-time market risk management technology for financial institutions by helping financial services firms evaluate, understand, and manage market risk in an open, transparent manner.

    • Category Financial Planning
    • Founded 2009
    • Employees 21 to 50
    • Headquarters London
    • Country UK

    Otly is a free platform that modernises the way families handle pocket money.

    • Category Financial Planning
    • Founded 2015
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands

    Pariti is a finance company that provides tools, guidance & access to low cost loans to help their customers out of high-interest debt towards a safer financial future.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters London
    • Country UK

    Percentile’s flagship product, RiskMine, provides an aggregated view of firm-wide risk exposures and is designed to be modular and scalable to address current & future regulatory requirements.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters London
    • Country UK

    Pritle empowers its users to get more out of their money via an easy-to-use, low cost and accessible goal online wealth management service.

    • Category Financial Planning
    • Founded 2015
    • Employees 11 to 20
    • Headquarters Amsterdam
    • Country Netherlands

    SalaryFinance is an employee benefit which helps staff to improve their financial health by saving £4 billion per annum through lower interest repayments.

    • Category Financial Planning
    • Founded 2015
    • Employees 11 to 20
    • Headquarters London
    • Country UK

    SEPASTOP enables users to cancel unwanted contracts and subscriptions without having to deal with paperwork

    • Category Financial Planning
    • Founded 2014
    • Employees <10
    • Headquarters Antwerp
    • Country Belgium

    Storecove is a leading online platform that provides people and companies with a way to view all their invoices in one online overview.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands
    • Category Financial Planning
    • Country Germany

    Vitrius is a secure platform that aims at simplifying how companies communicate with their investors and increasing engagement.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands

    VouchedFor helps its users find the best financial advisers, solicitors and accountants for help with life’s biggest decisions.

    • Category Financial Planning
    • Founded 2012
    • Employees 21 to 50
    • Headquarters Twickenham
    • Country UK

    Wealth Wizards is a fully-regulated online independent financial adviser that offers high-quality advice at costs significantly below industry norms.

    • Category Financial Planning
    • Founded 2009
    • Employees 21 to 50
    • Headquarters Warwick
    • Country UK

    Yomoni makes high quality wealth management simple, transparent and accessible to every retail investor in France at a fraction of its usual cost.

    • Category Financial Planning
    • Founded 2014
    • Employees 21 to 50
    • Headquarters Paris
    • Country France
  • Advize is a wealth management platform that analyses savers profiles to allocate the right savings solution, and dynamically monitors the match between the solutions allocated and savers’ profiles.

    • Category Financial Planning
    • Founded 2011
    • Employees 11 to 20
    • Headquarters Boulogne-Billancourt
    • Country France

    ChartMogul helps businesses calculate and understand their recurring revenue.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters Berlin
    • Country Germany

    Doccle cooperates to provide one click digital and connected administration in an ecosystem of companies & the community.

    • Category Financial Planning
    • Founded 2012
    • Employees 11 to 20
    • Headquarters Brussels
    • Country Belgium

    Meniga is the European market leader of white-label Personal Finance Management (PFM) and next-generation online banking solutions. Meniga’s award winning solution helps multiple retail banks across the world create mutually beneficial digital relationships with their customers by dramatically improving their online and mobile banking user experience through innovative solutions designed to get people to think about and engage with their finances. Meniga believes in a consumer driven data ecosystem where digital engagement is translated into market intelligence and helps optimise spending by offering consumers highly targeted contextualised offers (PFM driven marketing).

    • Category Financial Planning
    • Founded 2009
    • Headquarters Reykjavík
    • Country Iceland

    Moneymeets is a free personal finance management solution that helps consumers to have more success with investment and insurance decisions.

    • Category Financial Planning
    • Founded 2012
    • Employees 1 to 10
    • Headquarters Cologne
    • Country Germany
    • Category Financial Planning
    • Country Switzerland

    Financial modeling for personal finance.

    • Category Financial Planning
    • Employees 11-50
    • Headquarters New York City
    • Country US

    SOBACO Betax is an online provider that offers consolidated investment views via Bank and Investment interfaces.

    • Category Financial Planning
    • Founded 2000
    • Employees 11 to 20
    • Headquarters Regensburg
    • Country Germany

    Sparkholder offers real-time information about non-listed companies for investors & banks by decreasing the information asymmetry between the company and other stakeholders.

    • Category Financial Planning
    • Founded 2013
    • Employees 1 to 10
    • Headquarters Amstelveen
    • Country Netherlands

    Splittable is a web, iOS & android app that helps the world’s growing population of young renters manage their shared expenses.

    • Category Financial Planning
    • Founded 2014
    • Employees 11 to 20
    • Headquarters London
    • Country UK

    Squirrel is a financial wellbeing company that works in partnership with employers to empower employees to regain control of their financial lives.

    • Category Financial Planning
    • Founded 2014
    • Employees 11 to 20
    • Headquarters London
    • Country UK

    Swave allows its users to move spare cash into savings in a single go and monitor progress.

    • Category Financial Planning
    • Founded 2015
    • Employees 1 to 10
    • Headquarters London
    • Country UK

    The Moneyer is a personal finance management platform that provides users with tools and data to analyse their finances, plan their future & make better decisions.

    • Category Financial Planning
    • Founded 2012
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands

    Tradimo Interactive provides financial literacy through online courses on tradimo. com and its award-winning mobile game Little Traders.

    • Category Financial Planning
    • Founded 2014
    • Employees 11 to 20
    • Headquarters Copenhagen
    • Country Denmark

    Treasury Services structurally improves the bottom line of its customers by cutting their costs and improving financial efficiency.

    • Category Financial Planning
    • Founded 2005
    • Employees 11 to 20
    • Headquarters Antwerp
    • Country Belgium

    Trefi improves access to finance and eases management of invoices for companies.

    • Category Financial Planning
    • Founded 2001
    • Employees 1 to 10
    • Headquarters Amsterdam
    • Country Netherlands

    Trivound creates group expense reports : allowing people to quickly create a report and share it with their friends.

    • Category Financial Planning
    • Founded 2010
    • Employees 1 to 10
    • Headquarters Brussels
    • Country Belgium

    WealthObjects offers a client centric B2B2C robo-advisory & digital engagement platform with faster time to the market and at a fraction of the cost.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters London
    • Country UK

    Whitebox is an online wealth manager that offers personalised top-notch portfolio management via a goal based investment process.

    • Category Financial Planning
    • Founded 2014
    • Employees 1 to 10
    • Headquarters Wollerau
    • Country Switzerland

    Xpenditure is a leading expense management solution that helps its users save time managing their expenses.

    • Category Financial Planning
    • Founded 2011
    • Employees 21 to 50
    • Headquarters Machelen
    • Country Belgium

 

 

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