Data Loading...
Tracxn-Startup-Research-Consumer-Finance-Landscape-August-2017 Flipbook PDF
Tracxn-Startup-Research-Consumer-Finance-Landscape-August-2017
547 Views
120 Downloads
FLIP PDF 6.99MB
Tracxn World’s Largest Startup Research Platform
2 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Topic
Page No.
Scope of Report
04
Entrepreneur Activity
06
Investment Trend
11
Who is Investing
22
Exit Outlook - IPO, Acquisitions
26
Sub Sector Analysis
30
Interesting Companies
49
Useful Links
68
Company List
70
Team
395
3 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Sector Overview Scope of report
The report consists of companies which offer tech-enabled financial assistance to consumers, like managing their personal expenses and savings, investment portfolios and reporting, investment advisory. Companies providing comparative view on third party financial products and those providing tips and trades on financial improvement are also included. However, the consumer-centric companies of the following sectors are not included in this report: Alternative Lending, Payments, Investment Platforms, Insurance Tech, Banking Frontends. These companies are included in the corresponding sectors. Includes: All budgeting, wealth management, savings and debt management platforms targeted towards customers. Also covers all marketplaces and listing platforms for consumer-targeted financial products. Excludes: The consumer-centric companies of the sectors like Alternative Lending, Payments, Investment Platforms, Insurance Tech, Banking Frontends are not included. These companies are included in the corresponding sectors. The scope of this report includes equity as well as debt funding received by the companies.
Disclaimer: The information and data in the report is based on global developments tracked in the sector till June 21, 2017. This is to categorically state that any events and relevant developments after the said date will not reflect in the report.
4 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 5 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
YoY – Number of companies founded CoverHound
Lufax
JD Finance
Earnest
Ant Financial
Madai Licai
Clarity Money
Max
FINANZCHECK
Rong360
51Zhangdan
Raisin
Jubaohui
VertaaEnsin.fi
Huddle Money
Mango
600 527
# of Companies
480 383 360
321 269
240
213 164
120
106 24
0
2010
2011
6 Consumer Finance – August 2017
2012
2013
2014
2015
2016
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
2017
Large Upcoming Sectors (1/2) # of Companies Founded
Average # of Companies Age Funded
Business Model
Total Funding
Example
70
Aug-2014
23
Savings Management > Savings Platforms > Personal > Automated
$125M
digit.co
Digit 2013, San Francisco
111
Jun-2013
21
Expense Management > Group
$26M
bundle.com
Bundle 2009, New York City
151
Nov-2012
50
Expense Management > Personal > Automated > Account-Linked
$180M
etmoney.com
ETMoney 2014, Gurgaon
186
Sep-2012
52
Wealth Management > Financial Planning & Advisory
$175M
learnvest.com
Learnvest 2009, New York City
329
Jan-2012
88
Financial Product Aggregators > Loans
$631M
wishfin.com
Wishfin 2008, Noida
25
Jan-2012
12
Debt Management > Debt Consolidation & Settlement > Refinancing
$457M
earnest.com
Earnest 2013, San Francisco
60
Nov-2011
17
Bill Management > Horizontal
$195M
mycitypayments.com
MyCityPayments 2013, Fayetteville
468
Jul-2011
130
Financial Product Aggregators > Insurance
$1.0B
policybazaar.com
Policybazaar 2008, Gurgaon
7 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Large Upcoming Sectors (2/2) # of Companies Founded
Average # of Companies Age Funded
Business Model
Total Funding
Example
62
Jun-2011
32
Debt Management > Credit Reporting
$529M
creditkarma.com
Credit Karma 2007, San Francisco
227
Jun-2010
83
Financial Product Aggregators > Horizontal
$1.0B
rong360.com
Rong360 2011, Beijing
90
Jun-2010
18
Tax Management > E-Filing
$116M
cleartax.in
Cleartax 2010, Delhi
8 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Niche Upcoming Sectors # of Companies Founded
Average # of Companies Age Funded
Business Model
Total Funding
Example
21
Aug-2015
7
Expense Management > Personal > Automated > Account-Linked > Chatbots
$28M
clerkie.io
Clerkie 2016, Palo Alto
10
Jun-2015
2
Debt Management > Debt Repayment > Automated
$5M
motivatehq.com
Motivate 2016, San Francisco
31
Sep-2013
7
Expense Management > Group > MoneyPooling
$12M
supportpay.com
SupportPay 2011, San Francisco
5
Sep-2013
2
Financial Product Aggregators > Savings > Fixed Term Deposits
$75M
raisin.com
Raisin 2013, Berlin
5
May-2013
3
Fraud Protection
$20M
billguard.com
BillGuard 2010, Tel Aviv
15
Nov-2012
9
Savings Management > Savings Platforms > Group Savings
$2M
givted.com
GIVTED 2012, New York City
24
Jun-2012
3
Bill Management > Education
$44M
9
Jan-2012
4
Debt Management > Debt Consolidation & Settlement > Refinancing > Credit Card
$90M
meettally.com
Tally App 2015, San Francisco
12
Aug-2011
9
Pay-Me-Now
$71M
doreming.com
Doreming 2015, London
9 Consumer Finance – August 2017
Way2pay 2005, Dublin
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 10 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
YoY – Number of Rounds and Total Funding 9000
300 $8.2B 260
7200
240
5400
180 142
3600
120
112 $2.5B 72
1800 27
0
68
58
60
45
35
$120M
$110M
$110M
$200M
$153M
2008
2009
2010
2011
2012
11 Consumer Finance – August 2017
$396M
$664M
$462M 0
2013
2014
2015
2016
2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
# of Rounds
Funding Amount in ($M)
245
YoY – Number of Rounds by Stage 300
240
18
# of Rounds
19
180
109
90
6
120 6
44
47 60
4 16 36
0 2011
3 17
118
121
35
78 46
52
2012
2013
26
2014 Seed
12 Consumer Finance – August 2017
4
Early
2015
2016
Late
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
2017
YoY – Funding by Stage 9000 $642M
Total Funding in ($M)
7200
5400
$7.4B
3600
$704M
1800
$62M $126M 0 $11M 2011
$65M
2012
$54M $20M
$104M
2014 Seed
13 Consumer Finance – August 2017
$1.5B
$281M $297M
$256M $28M 2013
Early
$122M
$232M
$76M
2015
$73M
2016
$120M
Late
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$27M
2017
Average Ticket Size – Early Stage 400.0 $349.6M
Funding Amount in ($M)
320.0
240.0
160.0
80.0 $12.2M
$4.7M 0.0
$0.4M 2011
$3.0M
$12.3M
$5.1M
$5.1M 2012
$0.7M
$15.7M $1.1M
$4.2M 2013
$0.8M
Seed
14 Consumer Finance – August 2017
$32.0M
$17.0M
2014 Series A
$1.5M
2015
$35.3M
$10.2M
$1.4M
$7.7M $1.3M
2016
2017
Series B
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top investments in last one year (1/5) Company
Funding Amount
Round Name
Date
Investors
u51.com
51Zhangdan (Hangzhou, 2012)
$310M
Series C
Sep-2016
Xinhu Zhongbao, Tiantu Capital, Angel Plus, HG Capital
jbh.com
Jubaohui (Shenzhen, 2014)
$200M
Series A
Nov-2016
RRJ Capital
u51.com
51Zhangdan (Hangzhou, 2012)
$84M
Series C
Oct-2016
Ample Harvest Capital
trov.com
Trov (Danville, 2012)
$45M
Series D
Apr-2017
Oak HC/FT, Suncorp Group, Guidewire Software, Anthemis Group, Munich Re
jinrong.suning.com
Suning Finance (Nanjing, 2013)
$45M
Series B
Oct-2016
smava.de
smava (Berlin, 2006)
$34M
Series C
Sep-2016
Verdane Capital, Runa Capital, Mojo Capital
raisin.com
Raisin (Berlin, 2013)
$32M
Series C
Jan-2017
Thrive Capital, Ribbit Capital, Index Ventures
EverQuote (Cambridge, 2011)
$31M
Series B
Oct-2016
Savano Capital Partners, Stratim Capital, Oceanic Partners, T Capital Partners
everquote.com
15 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top investments in last one year (2/5) Funding Amount
Round Name
Date
PolicyGenius (New York City, 2014)
$30M
Series C
Apr-2017
Norwest Venture Partners, Revolution
FinanceFox (Zurich, 2014)
$28M
Series A
Sep-2016
Horizons Ventures, Idinvest Partners, Speedinvest, Seedcamp, AngelList, Victory Park Capital, Salesforce, Target Global
Digit (San Francisco, 2013)
$23M
Series B
Jun-2016
Ribbit Capital, General Catalyst Partners
Max (Le Relecq-kerhuon, 2017)
$22M
Series A
Jun-2017
Credit Mutuel Arkea
Activehours (Palo Alto, 2012)
$22M
Series A
Jan-2017
Matrix Partners, March Capital Partners, Ribbit Capital, Felicis Ventures
vertaaensin.fi
VertaaEnsin.fi (Helsinki, 2015)
$21M
Series B
Jan-2017
ACE and Company, Nova Founders Capital, SBI Holdings
compareeuropegroup.com
CompareEurope (London, 2015)
$21M
Series A
Jan-2017
ACE and Company, Nova Founders Capital, PineBridge Investments, SBI Holdings
Goji (Boston, 2007)
$19M
Series D
Jun-2016
Company policygenius.com
financefox.ch
digit.co
aumax.fr
activehours.com
goji.com
16 Consumer Finance – August 2017
Investors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top investments in last one year (3/5) Funding Amount
Round Name
Date
Uno (Surry Hills, 2015)
$17M
Series B
Sep-2016
Westpac
Huize (Shenzhen, 2006)
$15M
Series B
Aug-2016
Fortune Venture Capital
Wishfin (Noida, 2008)
$15M
Series B
Jul-2016
Franklin Templeton Investments
Coverfox (Mumbai, 2011)
$15M
Series C
Jun-2017
Transamerica, SAIF Partners, Accel Partners, Catamaran Ventures
Clark (Berlin, 2015)
$15M
Series A
Aug-2016
FinLeap, Yabeo Management, GMPVC, HitFox Group, TA Ventures, Tenderloin Ventures, SevenVentures, Axel Springer SE, Kulczyk Investments
renrenaijia.com
Renrenaijia (Hangzhou, 2015)
$15M
Series B
Mar-2017
xiaoyusan.com
Xiaoyusan (Shenzhen, 2015)
$14M
Series B
Mar-2017
Matrix Partners China
Cleartax (Delhi, 2010)
$12M
Series A
Jun-2016
SAIF Partners
Company unohomeloans.com.au
huize.com
wishfin.com
coverfox.com
clark.de
cleartax.in
17 Consumer Finance – August 2017
Investors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top investments in last one year (4/5) Funding Amount
Round Name
Date
SmartAsset (New York City, 2011)
$12M
Series B
Sep-2016
IA Capital Group, TTV Capital, Contour Venture Partners, Javelin Venture Partners, Transamerica Ventures, Fitz Gate Ventures
Touzhijia (Shenzhen, 2014)
$12M
Series A
Aug-2016
CDF-Capital
OkChexian (Shanghai, 2014)
$12M
Series A
Jul-2016
JD.Com, IDG Capital Partners, Yunqi Partners
Sindeo (San Francisco, 2013)
$12M
Series B
Sep-2016
Clarity Money (New York City, 2016)
$11M
Series A
Mar-2017
Citi
Money Forward (Tokyo, 2012)
$11M
Series D
Oct-2016
Isten Mitsukoshi Holdings, Mizuho Capital Partners, Fenox Venture Capital, Toho Bank, Gunma Bank, Fukui Bank, North Pacific Bank, Shiga Bank
Credible Labs (San Francisco, 2014)
$10M
Series B
Jan-2017
Regal Funds Management, Carthona Capital
MoneySmart (Singapore, 2011)
$10M
Series B
Jun-2017
Kakaku.com, SPH Media Fund, Golden Gate Ventures
Company smartasset.com
touzhijia.com
okchexian.com
sindeo.com
claritymoney.com
moneyforward.com
credible.com
moneysmart.sg
18 Consumer Finance – August 2017
Investors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top investments in last one year (5/5) Company
Funding Amount
Round Name
Date
moneytree.jp
Moneytree (Tokyo, 2012)
$9M
Series B
Mar-2017
Mizuho Bank, SMBC Venture Capital, Salesforce, Hiroshima Venture Capital, Senshu Ikeda Capital, Baillie Gifford
sureapp.com
Sure (San Diego, 2014)
$8M
Series A
Jun-2017
IA Capital Group, Menlo Ventures, ff Venture Capital, Nationwide Mutual Capital, Assurant
CreditMantri (Chennai, 2012)
$8M
Series B
Feb-2017
Newid Capital, Elevar Equity, Accion, Quona Capital, IDG Ventures India
Bankin (Paris, 2011)
$7M
Series A
Jan-2017
Omnes Capital, CommerzVentures
Shaxiaoseng (Beijing, 2015)
$7M
Series A
Nov-2016
Datang Finance Holdings
Habito (London, 2015)
$7M
Series A
Jan-2017
Ribbit Capital, Mosaic Ventures
HealthSherpa (San Francisco, 2012)
$7M
Series A
Jan-2017
Applied Data Finance (New York City, 2014)
$7M
Convertible Debt
May-2017
creditmantri.com
bankin.com
shaxiaoseng.cn
habito.com
healthsherpa.com
applieddatafinance.com
19 Consumer Finance – August 2017
Investors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Funnel view of Sector Percent of Previous Founded
2520
Funded
29%
736
Series A
38%
276
Series B
41%
114
Late
52
M&A & IPO
111
0
600
1200
1800
2400
3000
# of Companies
20 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 21 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Most Active Investors in Sector Credit Karma
SmartAsset
JD Finance
FriendlyScore
Credit Sesame
Cuvva
Flywire
Cleartax
Rong360
CreditSeva
PayActiv
Self Lender
14
14
13
13
CompareAsiaGroup Credit Karma
VertaaEnsin.fi
Policybazaar
Learnvest
CreditMantri
Flywire
RevolutionCredit
7
7
Accel Partners
Accion
30
Total Number of Companies
25 24
18 15 12
12
11
6
0 500 Startups
Y Combinator
Sequoia Capital
22 Consumer Finance – August 2017
Startup bootcamp
Plug and Play Tech Center
Techstars
Nova Founders Capital
Ribbit Capital
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Where are Top Investors investing Y 500 Startups Combinator
Horizontal
Sequoia Capital
Startup bootcamp
Plug and Play Tech Center
Techstars
Nova Founders Capital
Ribbit Capital
Accel Partners
Accion
JD Finance
Financial iMoney Group, Product Finda, Rocket Aggregators
SmartAsset, HealthSherpa, Leaky
Rong360, BankBazaar, Jinfuzi
Credit Karma, ReadyForZero, Debt Lenda, Lendedu.com, Management ReadyForZero NOVA Credit
Expense PayByGroup, Feidee, Walnut, Buxfer, Cheddar Albert, FinCheck Cardniu Management Bill Management
Flywire
Wealth Management
Call Levels, Homebot
Savings Collegebacker, Rize Management
Spixii, QuikkLoan, PolicyPal
CompareAsiaGr Policybazaar, Credit Sesame, Cuvva, Maxwell, oup, Raisin, HealthSherpa, Impact Health VertaaEnsin.fi, ComparaOnline Healthpocket CompareEurope Chile
FriendlyScore, CreditSeva
Revolution Credit
Self Lender, Civilize
Credit Karma, Bonify
Lenddo
Budgently, Mobillity
MoneyStream, Sweep
MyFin
GuiaBolso, MoneyView
MoneyView
Prism
SimpleMoney, True Link Financial
Paribus
23 Consumer Finance – August 2017
Caifupai
Coverfox, Scripbox, CHECK24
Visualize Wealth, HiHedge, MyFutureNow
DRAFT
KyePot, Hektor, MoneyFellows
SavedPlus, Swave
CreditMantri, Revolution Credit, Aire
Flywire
Learnvest
Squirrel, ImpulseSave
Digit
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
eMoneypool
Top Investor by Stage of Entry Seed
Series A
Series B
Later Stage
500 Startups
16
Sequoia Capital
10
Sequoia Capital
6
Accel Partners
3
Y Combinator
13
Accel Partners
6
Ribbit Capital
5
Menlo Ventures
3
Startupbootcamp
8
KPCB
5
Accel Partners
3
Ribbit Capital
3
Kapor Capital
6
IDG Capital Partners
4
Blumberg Capital
3
Ample Harvest Capital
2
Dreamit Ventures
5
Orange Growth Capital
4
Omidyar Network
3
Benchmark Capital
2
Kima Ventures
5
Ribbit Capital
4
QED Investors
3
Maveron
2
Techstars
5
500 Startups
3
Route 66 Ventures
3
Sequoia Capital
2
Accion
4
Atlas Venture
3
Accion
2
Spark Capital
2
First Round Capital
4
BlueRun Ventures
3
Atlas Venture
2
Technology Crossover Ventures
2
Start-Up Chile
4
Blumberg Capital
3
Benchmark Capital
2
Tiger Global Management
2
24 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 25 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Recent IPOs IPO Date
Company
Overview
Jul-2015
wxb.com.cn
WXB (Hangzhou, 2014)
Mobile based auto insurance aggregator platform Share Capital
Jul-2015
jpinvestment.cn
Jupai Holdings (Shanghai, 2010)
Wealth management platform Sina, E-House China, Julius Baer, Zero2IPO Ventures, Greenwoods Investments
26 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Funding Amount $10M
Recent Acquisitions (1/2) Date
Company
Acquirer
May-2017
turboappeal.com
TurboAppeal (Chicago, 2014)
Paradigm Tax Group
Mar-2017
blinkblink.io
Blink (London, 2016)
CPP Group plc
Feb-2017
wealthminder.com
WealthMinder (Reston, 2013)
AdvisorEngine (Vanare)
Feb-2017
topcheck.com.ng
TopCheck (Lagos, 2015)
Silvertree
Dec-2016
meilleurtaux.com
meilleurtaux (Paris, 1999)
goldmansachs.com
Dec-2016
moneypark.ch
Oct-2016
brightscope.com
Oct-2016
lecomparateurassurance.com
MoneyPark (Wollerau, 2011)
Helvetia
BrightScope (San Diego, 2008)
Strategic Insight
LeComparateurAssurance (Lille, 2011)
27 Consumer Finance – August 2017
meilleurtaux
Deal size
Overview Oline platform for preparing and filing residential property tax appeals. Hyde Park Angels, Hyde Park Venture Partners, @properties, Barbara Corcoran, Garland Capital Group, Guaranteed Rate, Camber Creek, KGC Capital
$1M
$8.5M
Flight-disruption insurance solution provider Investment management tools for financial advisors and financial advisors marketplace for individuals. Doublerock, Green Visor Capital, Signatures Capital
$1.5M
Compare insurance quotes online Mountain Partners
$1.2M
Financial product comparison platform Galileo Partners, Ventech $104M
Total Funding
$25.1M
Advisory platform for financial products Tamedia Financial information and data analytics software provider Steelpoint Capital Partners, Haystack Partners Insurance comparison platform Aurinvest, Finorpa, Generis Capital Partners
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$5.9M
Recent Acquisitions (2/2) Date
Company
Oct-2016
paribus.co
Paribus (Brooklyn, 2014)
Aug-2016
rabbit.co.th
Rabbit Finance (Thailand, 2013)
Aug-2016
financialguard.com
Jul-2016
gradible.com
Jun-2016
estudentloan.com
Jun-2016
aboutlife.com
Acquirer
VGI Global Media PLC.
Legg Mason
Gradible (New York City, 2013)
CommonBond
eStudentLoan (Lake Oswego, 1998)
Education Dynamics
28 Consumer Finance – August 2017
NerdWallet
Overview Refund from purchases. Y Combinator, Greylock Partners, General Catalyst Partners, Foundation Capital, Slow Ventures, Conversion Capital, One Zero Capital, Soma Capital
Capital One
Financial Guard (Salt Lake City, 2009)
aboutLife (Menlo Park, 2013)
Deal size
$56M
Total Funding $2.1M
Online car insurance policy comparison portal
Online platform for portfolio recommendation Cherokee & Walker
$2M
Student debt repayment alternative 500 Startups, Kima Ventures, AngelPad Education loan comparison platform
Retirement Goal Planning and Savings App KPCB
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$3M
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 29 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
June 2017
Tracxn BlueBox: Consumer Finance
500+ companies in the sector, 500 funded in last 5 years, $8.7B invested in 2016-17 Most Active Investors: 500 Startups, Sequoia Capital, Y Combinator, Techstars FINANCIAL PRODUCT AGGREGATORS
EXPENSE MANAGEMENT
$3B
$766M
SAVINGS MANAGEMENT
Personal
Horizontal
51Zhangdan (2012, $509M)
Insurance Goji (2007, $90M)
Loans
Horizontal
Acorns (2012, $76M)
Mint (2006, $31M)
Group
FeeX (2012, $12M)
SupportPay (2011, $7M)
TAX MANAGEMENT
Zillow (2005, IPO)
FINANCIAL LITERACY
Cards
ZUU (2013, $4.75M)
$58M
Billdesk (2000, $157.5M) $115M
Education
Cleartax (2010, $15M)
Flywire (2009, $43M)
$67M
ActiveHours (2012, $26M)
WEALTH MANAGEMENT
Savings Financial Advisors
Madai Licai (2015, $65M)
Financial Engines (1996, IPO)
FileThis (2010, $8.4M)
Investment Tools
FRAUD PROTECTION
Wikinvest (2006, $61.5M)
BillGuard (2010, $17M)
$8.7M
Credit Reporting Credit Karma (2007, $370M) $17M
Debt Consolidation & Settlement Earnest (2013, $107M)
HORIZONTAL Ant Financial (2014, $4.5B)
$859M
EarnUp (2014, $3.25M)
DOCUMENT STORAGE
VouchedFor (2011, $7.7M)
Investment Products
DEBT MANAGEMENT Debt Repayment
$263M
Financial Planning & Advisory
$468M
Household
E-Filing
PAY-ME-NOW
Credit Cards (2004, $59M, Acq.)
BILL MANAGEMENT
Savings Platforms Savings Advisory
Rong360 (2011, $255M)
Raisin (2013, $68M)
$164M
Lufax (2011, $1.71B)
$7.4B JD Finance (2012, $1B) Cumulative funding in the sector
30 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top Business Models by Funding
Total Funding in ($M)
8000
Ant Financial
Rong360
Credit Karma
51Zhangdan
Billdesk
Learnvest
Acorns
TaxACT
Activehours
The Motley Fool
Lufax
Trov
EquiDebt
Money Forward
Check
Wikinvest
Digit
Cleartax
PayActiv
DirectAdvice
$859M
$766M
$469M
$263M
$164M
$115M
$67M
$59M
Savings Management
Tax Management
Pay-Me-Now
Financial Literacy
$7.4B
6000
4000
$3.1B
2000
0
Avg. Age #Cos.
Horizontal
Financial Product Aggregators
Debt Management
Feb-13
Jun-11
Nov-10
Nov-12
Nov-10
Jun-12
Feb-14
Jan-11
Aug-11
Jan-11
5
1167
134
465
118
266
137
111
12
90
31 Consumer Finance – August 2017
Expense Bill Management Wealth Management Management
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal – Business Model Description & Key Trends Companies offering multiple consumer-centric financial solutions YoY – No. of Companies Founded
Distribution of Companies across Countries 6
2
2.0 1.5 1.0
1
1
1
0.5
# of Companies
# of Companies Founded
2.5
5
5 4 2 1
0.0
0 2011
2012
2014
2015
China
YoY – Total Funding and No. of Rounds 6400
4
3
$6.9B
4
4800
3
3200
2
1600
1
$489M 0
0 2015
32 Consumer Finance – August 2017
5
# of Rounds
Funding Amount in ($M)
8000
2016
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal – Most Funded Companies Overview
Ant Financial (2014, Hangzhou)
Internet finance company Yunfeng Capital, China Life Insurance, China Investment, National Social Security Fund, China Post Group Corp., China Development Financial Holding, Primavera Capital Group, PICC, CCB trust, CDB Capital
Horizontal
$4.5B
lu.com
Lufax (2011, Shanghai)
Online platform providing wealth management, credit-rating services and other institutional businesses CDH Investments, Arbor Ventures, CICC, China Minsheng Bank, Guotai Junan Securities, Ping An Insurance, BlackPine Private Equity Partners, Bank of China Group Investment
Horizontal
$1.7B
jr.jd.com
JD Finance (2012, Beijing)
Internet based financial services and products for consumers and SMEs Sequoia Capital, China Taiping Insurance Group, Ample Harvest Capital
Horizontal
$1B
jbh.com
Jubaohui (2014, Shenzhen)
Integrated financial technology products platform RRJ Capital
Horizontal
$200M
antgroup.com
33 Consumer Finance – August 2017
Business Model
Funding Amount
Company
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators – Business Model Description Companies offering comparative quotes of different products Insurance
Loans
Horizontal
Investment Products
Cards
Companies offerin quote comparison for Insurance Products
Companies offerin quote comparison for Loan Products
Companies offerin quote comparison for multiple Financial Products
Distributors of Investment Products
Companies offerin quote comparison for Payment Cards
34 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators – Key Trends YoY – No. of Companies Founded 300
226
200
175 136
150
108
105 100 50
# of Companies
# of Companies Founded
250
Distribution of Companies across Countries
77 49
50
49
275
240 168
180
110
120
53
60
43
38
6
0 2009
2010
2011
2012
2013
2014
2015
2016
2017
United States
India
United Kingdom
YoY – Total Funding and No. of Rounds 112
$527M
52 37
24 20 $191M 14 $103M $119M $79M $75M $28M
$334M
$259M
16
2008
2009
2010
2011
2012
2013
35 Consumer Finance – August 2017
36
56 28
0 2014
2015
2016
2017
# of Rounds
84
63
480
0
116
127
720
Australia Singapore Germany
South Africa
960
$1.1B
140
$1.0B
112
130 83
720
88
84
$592M
480
56 $257M
240
31
9
4 $80M
$70M
Savings
Cards
0
28
0 Insurance
Horizontal
Loans
Investment Products
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
# of Funded Companies
960
1200
Funding Amount in ($M)
140 $1.0B
China
BM wise Investment
1200
240
34
0 2008
Funding Amount in ($M)
97
Financial Product Aggregators – Most Funded Companies Funding Amount
Company
Overview
Business Model
rong360.com
Rong360 (2011, Beijing)
Financial products comparison platform Sequoia Capital, KPCB, Lightspeed China Partners, Zero2IPO Capital, Yunfeng Capital, Pavillion Capital, Sailing Capital, DW Fund, Sky9 Capital
Financial Product Aggregators > Horizontal
$255M
trov.com
Trov (2012, Danville)
An app that helps in organizing and protect the things you own Anthemis Group, Guidewire Software, Munich Re, Suncorp, Suncorp Group, Oak HC/FT, Pivot Investment Partners, Clark Enterprises
Financial Product Aggregators > Insurance > Horizontal
$90M
goji.com
Goji (2007, Boston)
Auto insurance marketplace Village Ventures, Spark Capital, Thayer Street Partners Management, Five Elms Capital
Financial Product Aggregators > Insurance > Property & Casualty
$89.9M
zillow.com
Zillow (2005, Seattle)
Real Estate Marketplace Benchmark Capital, Technology Crossover Ventures, Legg Mason, PAR Capital Management
Financial Product Aggregators > Loans > Mortgage
$87M
instony.com
Instony (2011, Shanghai)
Mobile based insurance distribution platform Leading capital
Financial Product Aggregators > Insurance > Horizontal
$84M
policybazaar.com
Policybazaar (2008, Gurgaon)
Leading online insurance aggregator in India. Info Edge India, Inventus Capital Partners, Intel Capital, Tiger Global Management, Ribbit Capital, ABG Capital, Steadview Capital, Premji Invest
Financial Product Aggregators > Insurance
$82.9M
bankbazaar.com
BankBazaar (2008, Chennai)
Loan comparison platform Amazon, Sequoia Capital, Walden International, Eight Roads Ventures
Financial Product Aggregators > Horizontal
$80M
empruntis.com
Empruntis (2000, Saint-denis)
Online broker of financial products 3i Group, Aurinvest, European Capital, Capnamic
Financial Product Aggregators > Horizontal
$72M
36 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management – Business Model Description Online platforms which offer debt repayment and refinancing, debt settlement and negotiation, credit reporting and improvement services Credit Reporting Online credit reporting platforms
37 Consumer Finance – August 2017
Debt Consolidation & Settlement
Debt Repayment
Online platforms which enable customers to consolidate, refinance, negotiate and settle their existing debts with the lenders
Online platforms which enable users to repay their debts
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management – Key Trends YoY – No. of Companies Founded
Distribution of Companies across Countries 100
24
24
24
18
15 12
11
12 6
# of Companies
# of Companies Founded
30
8
6
4
3
87
80 60 40 13
20
1
0 2009
2010
2011
2012
2013
2014
2015
2016
2017
United States
United Kingdom
YoY – Total Funding and No. of Rounds
4
2
2
2
India
China
South Africa
Australia
Brazil
Singapore
24
$504M 18
360
18 10
240
8
$197M 6
1
5
4
$0.1M $10M
$4M
$5M
$10M
2008
2010
2011
2012
2009
6
$119M $106M
$45M
12 6
0 2013
38 Consumer Finance – August 2017
2014
2015
500
2016
2017
400
$445M 32
35
$402M
28
20
300
21
200
14
4
100
$13M
0 Credit Reporting
Debt Consolidation & Settlement
Debt Repayment
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
7
0
# of Funded Companies
480
30
27
Funding Amount in ($M)
27
BM wise Investment
# of Rounds
Funding Amount in ($M)
600
0
4
0 2008
120
7
Debt Management – Most Funded Companies Overview
creditkarma.com
Credit Karma (2007, San Francisco)
Aggregator of various consumer financial products. SV Angel, 500 Startups, Founders Fund, Felicis Ventures, QED Investors, Tiger Global Management, Ribbit Capital, Susquehanna Growth Equity, Ashby Point Capital, CapitalG, Viking Global Investors
Debt Management > Credit Reporting
$369.8M
equidebt.co.uk
EquiDebt (1992, Bolton)
Debt management and collection services provider. Patron Capital Partners
Debt Management > Debt Consolidation & Settlement
$168.2M
earnest.com
Earnest (2013, San Francisco)
Direct lender for student loan refinancing and personal loans First Round Capital, Andreessen Horowitz, Atlas Venture, Maveron, Battery Ventures, Adams Street Partners, Collaborative Fund, Cross Creek Advisors, Arizona Bay Consulting, New York Life Insurance, Scott Belsky, Wildcat Venture Partners, CSC Venture Capital, FJ Labs
Debt Management > Debt Consolidation & Settlement > Refinancing
$107M
payoff.com
Payoff (2009, Long Beach)
Provides loans to pay off credit card debt FirstMark Capital, Great Oaks Venture Capital, Anthemis Group, SparkLabs Global Ventures, Innovate Partners
Debt Management > Debt Consolidation & Settlement > Refinancing > Credit Card
$71.1M
applieddatafinance.com
Applied Data Finance (2014, New York City)
Lender focused on non-prime and unbanked borrowers Victory Park Capital, Colchis Capital, Fenway Summer Ventures
Debt Management > Credit Reporting
$25.3M
39 Consumer Finance – August 2017
Business Model
Funding Amount
Company
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management – Most Funded Companies Overview
credible.com
Credible Labs (2014, San Francisco)
An alternate lending platform for financing student loans and refinancing student loan debt. Redbus, Seraph Group, Orrick, Herrington & Sutcliffe, Cap-Meridian Ventures, Cthulhu Ventures, Carthona Capital, Regal Funds Management, Soul Htite, Ron Suber, Scott Langmack
Debt Management > Debt Consolidation & Settlement > Refinancing
$22M
meettally.com
Tally App (2015, San Francisco)
Credit Card management app Shasta Ventures, Silicon Valley Bank, Ludlow Ventures, Cowboy Ventures, Accelerate-IT Ventures
Debt Management > Debt Consolidation & Settlement > Refinancing > Credit Card
$17M
Lenddo (2011, Singapore)
Alternative credit scoring Accel Partners, Omidyar Network, Metamorphic Ventures, Western Technology Investment, Inovia Capital, Lumia Capital, Blumberg Capital, Life.SREDA, Golden Gate Ventures, Alpine Meridian, Kickstart Ventures, Future Perfect Ventures, AT Capital, FinTech Innovation Lab, Compound, Geoff Judge, Scott Heiferman, David Kidder, Barry Silbert
Debt Management > Credit Reporting
$14M
lenddo.com
40 Consumer Finance – August 2017
Business Model
Funding Amount
Company
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management – Business Model Description Online platforms which help in personal and group expense monitoring, budgeting, and settlement. Personal
Group
Online platforms which enable personal expense monitoring, budgeting and settlement
Online platforms which enable group expense monitoring, expense splitting and settlement
41 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management – Key Trends YoY – No. of Companies Founded
Distribution of Companies across Countries 160
98 96
9
46
45
44
48 24
74
70
72
# of Companies
# of Companies Founded
120
23
16
145
128 96
70
64
40
32
7
0
14
2009
2010
2011
2012
2013
2014
2015
2016
2017
United States
India
United Germany Australia Kingdom
YoY – Total Funding and No. of Rounds
11
11
Russia
Brazil
Canada
BM wise Investment
23
28
29
23
300
21
200
9 3
2
$2.0M
$5M
$1M
$1M
2008
2009
2010
2011
1
14
$149M
8
5 $50M
$47M $33M $16M 2012
2013
42 Consumer Finance – August 2017
2014
7
0 2015
2016
2017
640
90
$740M
72
78
480
54
320
21
160
36 18
$26M
0 Personal
Group
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
0
# of Funded Companies
27
400
800
Funding Amount in ($M)
35
$446M
# of Rounds
Funding Amount in ($M)
500
0
13
0 2008
100
13
Expense Management – Most Funded Companies Funding Amount
Company
Overview
Business Model
51Zhangdan (2012, Hangzhou)
Credit card management mobile app GGV Capital, SIG China, CrystalStream, Tiantu Capital, Meridian Capital China, Xiaomi, Xinhu Zhongbao, Ample Harvest Capital, Angel Plus, HG Capital
Expense Management > Personal > Automated
$509M
moneyforward.com
Money Forward (2012, Tokyo)
Personal Finance Management with Multiple Account aggregation Mitsui & Co, Fenox Venture Capital, JAFCO, Dentsu Digital Holdings, Fukui Bank, GMO Venture Partners, SBI Holdings, Gunma Bank, North Pacific Bank, Isten Mitsukoshi Holdings, Mitsui Sumitomo Insurance Venture Capital, Mizuho Capital Partners, Credit Saison, Shiga Bank, Shizuoka Capital, SOURCENEXT_USA, Toho Bank, ymfg.co.jp, TBS Innovation Partners, tr.mufg.jp
Expense Management > Personal > Automated > Account-Linked
$42.9M
aumax.fr
Max (2017, Le Relecqkerhuon)
Mobile-first personal assistant Credit Mutuel Arkea
Expense Management > Personal > Automated > Account-Linked > Chatbots
$22.5M
feidee.com
Feidee (2010, Shenzhen)
Consumer finance management solutions provider Sequoia Capital, Fosun International, Kunlun, Source Code Capital, Fosun Kinzon Capital
Expense Management > Personal > Manual
$15M
tinkapp.com
Tink (2012, Stockholm)
Personal finance management application Sunstone, SEB, ABN AMRO Bank, Creades
Expense Management > Personal > Automated > Account-Linked
$14.8M
u51.com
43 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management – Most Funded Companies Overview
claritymoney.com
Clarity Money (2016, New York City)
Personal finance management app Bessemer Venture Partners, SV Angel, Maveron, ff Venture Capital, Citi, RRE Ventures, Haystack Partners, Next Coast Ventures, Brainchild
Expense Management > Personal > Automated > Account-Linked
$13.5M
numbrs.com
Numbrs (2012, Zurich)
Mobile banking application Centralway
Expense Management > Personal > Automated > Account-Linked
$11.5M
moneytree.jp
Moneytree (2012, Tokyo)
Personal finance iOs app PayPal, Salesforce, Morgan Stanley, MasterCard, DG Incubation, Mizuho Capital, Mitsubishi UFJ Capital, SMBC Venture Capital, Baillie Gifford, Mizuho Bank, Senshu Ikeda Capital, Hiroshima Venture Capital
Expense Management > Personal > Automated > Account-Linked
$10.5M
44 Consumer Finance – August 2017
Business Model
Funding Amount
Company
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management – Business Model Description Online bill payment platforms Horizontal
Education
Household
Rental
Healthcare
Online bill management platforms for multiple products like rental, healthcare etc.
Online bill payment platforms for schools and other educational institutions
Online bill management platforms for household expenses like TV, electricity, mobile phone etc.
Online rental bill management platforms for tenants and landlords
Online Healthcarerelated bill payment platforms
45 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management – Key Trends YoY – No. of Companies Founded
Distribution of Companies across Countries 40
24
24
23
# of Companies
# of Companies Founded
30
18 12 6
7
6 3
9
7
9
2
35
32
27
24 16
9 5
8
1
0 2009
2010
2011
2012
2013
2014
2015
2016
2017
United States
India
YoY – Total Funding and No. of Rounds
3
3
5
7 5
4 $42M
$65M
1
$37M
$31M
$15M
$12M 2009
2010
2011
5
3 $12M
0 2008
10
8
6
2012
2013
46 Consumer Finance – August 2017
2014
2015
250
$8M
$2M
2016
2017
2
0
Funding Amount in ($M)
7
120
8
United Kingdom
Canada
China
Israel
$215M 200
18
17
$201M
14
150 100
11 7
7 $44M
50
3
0 Household
Horizontal
Education
1
2
$5M
$4M
Healthcare
Rental
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
4
0
# of Funded Companies
160
12
$177M
10
Indonesia Australia
BM wise Investment
# of Rounds
Funding Amount in ($M)
200
40
3
0 2008
80
5
Bill Management – Most Funded Companies Overview
billdesk.com
Billdesk (2000, Mumbai)
Payment gateway Bill Management > SBI, General Atlantic, TA Associates Management, Bank of Baroda, Temasek, Clearstone Household > Manual Venture Partners, SIDBI Venture Capital, March Capital Partners
check.me
Check (2007, Palo Alto)
Cross-platform money manager app Pitango Venture Capital, Morgenthaler, Menlo Ventures, Four Rivers Group, Canvas Ventures, TLV Partners
Bill Management > Horizontal > Automated
flywire.com
Flywire (2009, Boston)
Global money transfer in local currency Accel Partners, 500 Startups, Bain Capital Ventures, Spark Capital, QED Investors, Maveron, Boston Seed Capital, Kibo Ventures, Project 11 Ventures
Bill Management > Education > Manual
$43.2M
paytrust.com
Paytrust (1998, Menlo Park)
Bill management and payment platform American Express, SoftBank Group, Goldman Sachs, Spectrum Equity, GE Capital, Thomas Weisel Partners
Bill Management > Horizontal > Manual
$37M
softgatesystems.com
Softgate Systems (1993, Fairfield)
Retail Payments Exchange Wellington Financial, Hamilton Investment Partners, Edison Partners
Bill Management > Household > Manual
$33.6M
mint.com
Mint (2006, Kfar Saba)
Online personal finance service First Round Capital, Benchmark Capital, Founders Fund, Felicis Ventures, Shasta Ventures, SoftTech VC, Sherpalo Ventures, DAG Ventures, Hite Capital
Bill Management > Horizontal > Automated
$31.5M
ipppays.com
IPP of America (1993, )
Electronic Bill payment services
Bill Management > Household > Manual
$24.3M
nexxofinancial.com
Nexxo Financial (2003, Burlingame)
Omni-Channel alternative financial service platform provider. Menlo Ventures, Sutter Hill Ventures, Split Rock Partners
Bill Management > Horizontal > Manual
$23.6M
47 Consumer Finance – August 2017
Business Model
Funding Amount
Company
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$157.5M
$47M
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List
Team 48 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Interesting Unfunded Companies (1/3) Company
Overview
Business Model
assetbuilder.com
AssetBuilder (2006, Plano)
A financial advisory platform with ready portfolio templates
Wealth Management > Investment Tools > Portfolio Analysis
safeshareinsurance.com
SafeShare Global (2015, London)
Insurance solution for sharing economy
Financial Product Aggregators > Insurance > Horizontal
cover-now.com
CoverNow (2016, Brazil)
Mobile based Insurance and health services
Financial Product Aggregators > Insurance > Life & Health
finwizzloans.com
Finwizz Loans (2005, Mumbai)
Marketplace for loan products
prosperx.com
ProsperX (2016, Delhi)
Marketplace of financial advisors
doreming.com
Doreming (2015, London)
Real time payroll disbursement.
meed.net
Meed (2016, Santa Monica)
Social referal based monthly earning solution.
Savings Management > Savings Platforms > Personal > Manual > Social-Media
etinsure.com
ETInsure (2016, Gurgaon)
Web based insurance aggregator platform
Financial Product Aggregators > Insurance > Property & Casualty
Note: Interesting Companies are hand-picked by the Analyst of the sector
49 Consumer Finance – August 2017
Financial Product Aggregators > Loans Financial Product Aggregators > Financial Advisors Pay-Me-Now
Curated list of companies by the sector analyst are defined as Interesting Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Interesting Unfunded Companies (2/3) Company
Overview
Business Model
askarvi.com
Ask Arvi (2017, Mumbai)
Personal insurance assistant platform
Financial Product Aggregators > Insurance > Horizontal
blinkblink.io
Blink (2016, London)
Flight-disruption insurance solution provider
Financial Product Aggregators > Insurance > Travel Insurance
RentMoola (2012, Vancouver)
Global payment network platform for rent payments.
perfiqt.com
Perfiqt (2016, Montreal)
AI-based financial planning and guidance solution.
ocare.com
Ocare (2016, Mumbai)
Dental insurance plans
rentmoola.co.uk
yeyney.com
clerkie.io
bankoncube.com
Bill Management > Rental > Automated
Financial Literacy > Financial Planning
Financial Product Aggregators > Insurance > Life & Health
YeyNey App for weighing purchases to save for financial goals. (2016, Longyearbyen)
Financial Literacy > Personal Finance
Clerkie (2016, Palo Alto)
Personal finance budgeting and payment platform.
Expense Management > Personal > Automated > Account-Linked > Chatbots
Cube (2016, Mumbai)
Automated savings app
Savings Management > Savings Platforms > Personal > Automated > Goal-based
50 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Interesting Unfunded Companies (3/3) Company
Overview
Business Model
sqrrl.in
Sqrrl (2016, Delhi)
Automated micro savings app
Savings Management > Savings Platforms > Personal > Automated > Micro-Savings
nexpay.com.au
NexPay (2011, Sydney)
International student payment portal.
etmoney.com
ETMoney (2014, Gurgaon)
Wealth management and expense tracking app
myitreturn.com
myITreturn (2008, Mumbai)
Online based IT return platform
saveabhi.com
SaveAbhi (2015, Gurgaon)
Micro savings app
rupeepower.com
RupeePower (2011, Gurgaon)
Online platform for personalized loan rates and insurance quotes
clearmydues.com
ClearMyDues (2014, Delhi)
Bill Management > Education > Manual
Tax Management > E-Filing Savings Management > Savings Platforms > Personal > Automated > Micro-Savings > MicroInvestments
Web platform that enables customers to directly make settlement offers to their creditors
51 Consumer Finance – August 2017
Expense Management > Personal > Automated > Account-Linked
Financial Product Aggregators > Loans
Debt Management > Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Interesting Seed Companies (1/2) Company
Overview
Business Model
Total Funding
slice.is
Slice Labs On-demand insurance platform for sharing economy (2015, New York City) Horizons Ventures, Munich Re, XL Innovate, Tusk Ventures
Financial Product Aggregators > Insurance > Horizontal
$3.9M
getquilt.com
Insurance platform for life, personal stuff, pets. Quilt Founder Collective, NextView Ventures, Eniac Ventures, Titan Partners, (2016, New York City) Basset Investment Group, Struck Capital, Corigin Ventures
Financial Product Aggregators > Insurance > Horizontal
$3.3M
cuvva.co
Cuvva (2014, Edinburgh)
Insurance for an hour or more on a friend's car Techstars, LocalGlobe
Financial Product Aggregators > Insurance > Horizontal
$2.8M
nowo.se
Nowo (2014, Stockholm)
Automated retirment savings app from daily purchases. NFT Ventures
Savings Management > Savings Platforms > Personal > Automated > Retirement
motivatehq.com
Motivate (2016, San Francisco)
Debt management platform NFX Guild
Debt Management > Debt Repayment > Automated
gramcover.com
Gramcover (2015, Noida)
Insurance marketplace focused on rural areas Omnivore Capital
Financial Product Aggregators > Insurance > Horizontal
$1M
renewbuy.com
RenewBuy (2014, Gurgaon)
Online motor insurance comparison provider Mount Nathan Advisors
Financial Product Aggregators > Insurance > Property & Casualty
$1M
tax2win.in
tax2win (2015, Jaipur)
Online platform for income tax returns filing
Tax Management > E-Filing
$1M
52 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$2M
$1.5M
Interesting Seed Companies (2/2) Company
Overview
Business Model
Total Funding
coverfy.com
Coverfy (2016, Barcelona)
Mobile insurance broker K Fund, Pablo Szefner, Albert Armengol, Francois Derbaix, Jesus Monleon, Yago Arbeloa, Oscar Fuente, Marek Fodor
Financial Product Aggregators > Insurance > Horizontal
$785.1K
balance.tech
Balance (2015, Bangalore)
Micro-savings app Rainmatter Technology
Savings Management > Savings Platforms > Personal > Automated > Micro-Savings > MicroInvestments
$233.4K
makemyreturns.com
MakeMyReturns (2011, Mumbai)
Online Tax Advisory and Filing Service
turtlemint.com
Turtlemint (2015, Mumbai)
Online platform for Insurance comparison Nexus Venture Partners, Blume Ventures
Financial Product Aggregators > Insurance > Horizontal
financebuddha.com
FinanceBuddha (2012, Bangalore)
Loan comparison platform The Chennai Angels
Financial Product Aggregators > Loans
53 Consumer Finance – August 2017
Tax Management > E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$200K
Interesting Series A Companies (1/3) Company
Overview
Business Model
Total Funding
jr.jd.com
JD Finance (2012, Beijing)
Internet based financial services and products for consumers and SMEs Sequoia Capital, China Taiping Insurance Group, Ample Harvest Capital
Horizontal
nerdwallet.com
NerdWallet (2009, San Francisco)
Personalized advise about financial products. Institutional Venture Partners, Silicon Valley Bank, RRE Ventures, iGlobe Partners, Core Innovation Capital, BAM Ventures, Camelot Capital
Financial Product Aggregators > Horizontal
$69M
financefox.ch
FinanceFox (2014, Zurich)
Personal insurance advisor AngelList, Salesforce, Seedcamp, Horizons Ventures, Victory Park Capital, Speedinvest, Idinvest Partners, Target Global
Financial Product Aggregators > Insurance > Horizontal
$33.5M
thezebra.com
Insurance Zebra (2012, Austin)
Real-time car insurance comparison platform Floodgate, Daher Capital, AlphaLab, Innovation Works, Birchmere Ventures, Ballast Point Ventures, Silverton Partners, Birchmere Labs
Financial Product Aggregators > Insurance > Property & Casualty
$21.5M
meettally.com
Tally App (2015, San Francisco)
Credit Card management app Shasta Ventures, Silicon Valley Bank, Ludlow Ventures, Cowboy Ventures, Accelerate-IT Ventures
Debt Management > Debt Consolidation & Settlement > Refinancing > Credit Card
cleartax.in
Cleartax (2010, Delhi)
Free Income Tax preparation and e-filing portal Tax Management > E-Filing Y Combinator, Paytm, SAIF Partners, Sequoia Capital, Founders Fund, FundersClub
$15.4M
stridehealth.com
Stride Health (2013, San Francisco)
Health insurance advisor Financial Product Aggregators > NEA, KPCB, Mayo Clinic, Venrock, Rock Health, DCM Ventures, Fidelity Biosciences, Insurance > Life & Health F-Prime Capital Partners
$15.4M
clark.de
Clark (2015, Berlin)
Mobile insurance platform to manage insurance Axel Springer SE, HitFox Group, Kulczyk Investments, SevenVentures, GMPVC, ProSiebenSat.1 Accelerator, Tenderloin Ventures, FinLeap, TA Ventures, Target Global, Yabeo Management, Portag3 Ventures
$14.7M
54 Consumer Finance – August 2017
Financial Product Aggregators > Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$1B
$17M
Interesting Series A Companies (2/3) Company
Overview
Business Model
Total Funding
octanelending.com
Octane Lending (2013, New York City)
Unified loan application platform for Powersports. IA Ventures, Contour Venture Partners, FundersClub, Dreamit Ventures, Berenson and Company, Rider Insurance, FinTech Collective, Dreamit Ventures, Third Prime Capital
Financial Product Aggregators > Loans > Purchase
doctorgroup.com.cn
DoctorGroup (2013, Beijing)
Health insurance distribution service Greenwoods Investments, DW Fund, K2VC (Xianfeng Evergreen)
Financial Product Aggregators > Insurance > Life & Health
getwalnut.com
Walnut (2014, Pune)
Mobile based personal SMS assistant and expense tracking app SAIF Partners, Sequoia Capital
Expense Management > Personal > Automated > SMS-Based
$9M
moneyview.in
MoneyView (2014, Bangalore)
Personal finance smartphone app Accel Partners, Tiger Global Management, Ribbit Capital
Expense Management > Personal > Automated > SMS-Based
$8.5M
insurify.com
insurify (2013, Cambridge)
Car insurance comparison platform Nationwide Mutual Capital, MassMutual Ventures, Rationalwave
Financial Product Aggregators > Insurance > Property & Casualty
$6.6M
evenfinancial.com
EVEN Financial (2014, New York City)
Supply side platform for marketplace lending Canaan Partners, Conversion Capital, ValueStream Labs, Brooklyn Bridge Ventures, Lerer Hippeau Ventures, Social Leverage, F-Prime Capital Partners
Financial Product Aggregators > Loans
$6.1M
affordplan.com
Affordplan (2016, Delhi)
Saving plans for medical treatment Kalaari Capital, Kstart, Prime Venture Partners
Savings Management > Savings Platforms > Personal > Manual > Medical
$3.4M
grisbee.fr
Grisbee (2016, France )
Personal financial management platform Credit Mutuel Arkea
Wealth Management > Investment Tools > Portfolio Tracker
$3.3M
55 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$13.9M
$9.8M
Interesting Series A Companies (3/3) Company
Overview
Business Model
Total Funding
rubique.com
Rubique (2014, Mumbai)
Online marketplace for financial products Kalaari Capital, Globevestor, YourNest, Dexter Angel Circle
Financial Product Aggregators > Loans
$3M
fundingoptions.com
Funding Options (2011, London)
Third party customized solution provider for alternative lending. North West Fund, AXM Venture Capital, GLI Finance
Financial Product Aggregators > Loans
$2.9M
investfit.com.au
Investfit (2014, Sydney)
Predictive analytics for simulating a person’s financial future. Sapien Ventures
Wealth Management > Financial Planning & Advisory > Automated
$1.5M
compare88.com
Compare88 (2014, Jakarta)
Online platform for banks and users to get connected Monks Hill Ventures, Kejora Ventures
Financial Product Aggregators > Loans
56 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Interesting Series B Companies (1/3) Company
Overview
Business Model
Total Funding
Ant Financial (2014, Hangzhou)
Internet finance company Yunfeng Capital, China Life Insurance, China Investment, National Social Security Fund, China Post Group Corp., China Development Financial Holding, Primavera Capital Group, PICC, CCB trust, CDB Capital
Horizontal
$4.5B
Lufax (2011, Shanghai)
Online platform providing wealth management, credit-rating services and other institutional businesses CDH Investments, Arbor Ventures, CICC, China Minsheng Bank, Guotai Horizontal Junan Securities, Ping An Insurance, BlackPine Private Equity Partners, Bank of China Group Investment
$1.7B
Billdesk (2000, Mumbai)
Payment gateway SBI, General Atlantic, TA Associates Management, Bank of Baroda, Temasek, Clearstone Venture Partners, SIDBI Venture Capital, March Capital Partners
Bill Management > Household > Manual
earnest.com
Earnest (2013, San Francisco)
Direct lender for student loan refinancing and personal loans First Round Capital, Andreessen Horowitz, Atlas Venture, Maveron, Battery Ventures, Adams Street Partners, Collaborative Fund, Cross Creek Advisors, Arizona Bay Consulting, New York Life Insurance, Scott Belsky, Wildcat Venture Partners, CSC Venture Capital, FJ Labs
Debt Management > Debt Consolidation & Settlement > Refinancing
$107M
datebao.com
Datebao (2014, Beijing)
Online comparison platform and discount e-tailer for insurance products Ceyuan Investment Consulting, China Development Industrial Bank, Fosun International, Ping An Ventures, K2 VC (Xianfeng Evergreen), DW Fund
Financial Product Aggregators > Insurance > Life & Health
$49.4M
huize.com
Huize (2006, Shenzhen)
E-commerce platform to buy insurance Fortune Venture Capital, Shenzhen Eastern Investment
Financial Product Aggregators > Insurance > Horizontal
$46M
antgroup.com
lu.com
billdesk.com
57 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$157.5M
Interesting Series B Companies (2/3) Company
Overview
Business Model
Total Funding
comparaonline.com
ComparaOnline Chile (2009, Providencia)
Price comparison site for financial products Ribbit Capital, Kaszek Ventures, Rise Capital, Endeavor
Financial Product Aggregators > Horizontal
$25M
sindeo.com
Sindeo (2013, San Francisco)
Online marketplace for mortgage loans Second Century Ventures, Renren, NAR REach, New Ground Ventures, Endurance Companies
Financial Product Aggregators > Loans > Mortgage
$24M
Uno (2015, Surry Hills)
Online broker for home loans. Westpac
Financial Product Aggregators > Loans > Mortgage
$16.5M
Knip (2013, Zurich)
Mobile insurance manager QED Investors, Creathor Venture, Redalpine, Route 66 Ventures, Orange Growth Capital, Creathor Venture
Financial Product Aggregators > Insurance > Horizontal
$15.7M
Wishfin (2008, Noida)
Loan comparison platform Franklin Templeton Investments, Venture Highway
Financial Product Aggregators > Loans
Xiaoyusan (2015, Shenzhen)
Online insurance aggregator platform Sequoia Capital, Matrix Partners China, AV Capital
Financial Product Aggregators > Insurance > Life & Health
Lenddo (2011, Singapore)
Alternative credit scoring Accel Partners, Omidyar Network, Metamorphic Ventures, Western Technology Investment, Inovia Capital, Lumia Capital, Blumberg Capital, Life.SREDA, Golden Gate Ventures, Alpine Meridian, Kickstart Ventures, Future Perfect Ventures, AT Capital, FinTech Innovation Lab, Compound, Geoff Judge, Scott Heiferman, David Kidder, Barry Silbert
Debt Management > Credit Reporting
MoneySmart (2011, Singapore)
Financial products comparison platform National Research Foundation, Golden Gate Ventures, Kakaku.com, Singapore Press Holdings, OPTSEA, Convergence Ventures, SPH Media Fund
Financial Product Aggregators > Horizontal
58 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$15M $14.5M
$14M
$12.4M
Interesting Series B Companies (3/3) Company
Overview
Business Model
Total Funding
creditmantri.com
CreditMantri (2012, Chennai)
Credit score improvement platform and lending marketplace IDG Ventures India, Accion, Elevar Equity, Newid Capital, Quona Capital
Debt Management > Credit Reporting
imoney-group.com
iMoney Group (2012, Kuala Lumpur)
Financial products comparison platform 500 Startups, Jungle Ventures, Fenox Venture Capital, Rebright Partners, Cradle, Econa AG, iSelect, Vogel Ventures, IMJ Investment Partners, Asia Venture Group
Financial Product Aggregators > Horizontal
$6.5M
Aire (2014, London)
Company offering credit scores to individuals using machine learning algorithms. White Star Capital, Sunstone, Accion, SparkLabs Global Ventures, Tom Glocer, Barclays Accelerator, Craigie Capital, zeroth.ai
Debt Management > Credit Reporting
$3.4M
Scripbox (2012, Bangalore)
Web-based platform enabling investing in mutual funds Accel Partners, Omidyar Network, NuVentures, Rajesh Magow, Girish Mathrubootham, Deep Kalra, Shan Krishnasamy, Mohit Gupta, Subba Rao Telidevara, Balakrishna Adiga, Srini Sriniwasan, Shamik Sharma, H S Nagaraja
Financial Product Aggregators > Investment Products
$3.2M
Easypolicy (2011, Noida)
Online selling and comparison platform for insurance Unilazer Ventures
Financial Product Aggregators > Insurance > Horizontal
$2.2M
Call Levels (2014, Singapore)
Financial news and alerts for trading 500 Startups, Lippo Karawaci
Wealth Management > Investment Tools > Portfolio Analysis
$600k
Yuguo (2012, Beijing)
Medical insurance distribution platform Sequoia Capital
Financial Product Aggregators > Insurance > Life & Health
59 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$10.1M
Interesting Late Stage Companies (1/3) Company
Overview
Business Model
Total Funding
u51.com
51Zhangdan (2012, Hangzhou)
Credit card management mobile app GGV Capital, SIG China, CrystalStream, Tiantu Capital, Meridian Capital China, Xiaomi, Xinhu Zhongbao, Ample Harvest Capital, Angel Plus, HG Capital
Expense Management > Personal > Automated
creditkarma.com
Credit Karma (2007, San Francisco)
Aggregator of various consumer financial products. SV Angel, 500 Startups, Founders Fund, Felicis Ventures, QED Investors, Tiger Global Management, Ribbit Capital, Susquehanna Growth Equity, Ashby Point Capital, CapitalG, Viking Global Investors
Debt Management > Credit Reporting
rong360.com
Rong360 (2011, Beijing)
Financial products comparison platform Sequoia Capital, KPCB, Lightspeed China Partners, Zero2IPO Capital, Yunfeng Capital, Pavillion Capital, Sailing Capital, DW Fund, Sky9 Capital
Financial Product Aggregators > Horizontal
$255M
trov.com
Trov (2012, Danville)
An app that helps in organizing and protect the things you own Anthemis Group, Guidewire Software, Munich Re, Suncorp, Suncorp Group, Oak HC/FT, Pivot Investment Partners, Clark Enterprises
Financial Product Aggregators > Insurance > Horizontal
$90M
goji.com
Goji (2007, Boston)
Auto insurance marketplace Village Ventures, Spark Capital, Thayer Street Partners Management, Five Elms Capital
Financial Product Aggregators > Insurance > Property & Casualty
$89.9M
instony.com
Instony (2011, Shanghai)
Mobile based insurance distribution platform Leading capital
Financial Product Aggregators > Insurance > Horizontal
$84M
policybazaar.com
Policybazaar (2008, Gurgaon)
Leading online insurance aggregator in India. Financial Product Aggregators > Info Edge India, Inventus Capital Partners, Intel Capital, Tiger Global Management, Insurance Ribbit Capital, ABG Capital, Steadview Capital, Premji Invest
$82.9M
60 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$509M
$369.8M
Interesting Late Stage Companies (2/3) Company
Overview
Business Model
Total Funding
acorns.com
Acorns (2012, Irvine)
Micro saving investment app PayPal, Greycroft Partners, Rakuten, Greycroft Partners, Eventures, Great Oaks Venture Capital, Steelpoint Capital Partners, Garland Capital Group, Jacobs Asset Management, KG Investments, Point72, Cruttenden Partners, GroundSwell Inc, cruttendenpartenrs.com, Math Venture Partners, Sound Ventures
madailicai.com
Madai Licai (2015, Shanghai)
Online based wealth management products CITIC Capital
Financial Product Aggregators > Investment Products
$65M
jfz.com
Jinfuzi (2012, Shenzhen)
Online platform to buy financial securities and wealth management products Sequoia Capital, Renren, Jiangsu Huaxi Group, China Merchants Capital, Bridge Capital, Sky9 Capital
Financial Product Aggregators > Investment Products
$60M
coverhound.com
CoverHound (2010, San Francisco)
Insurance marketplace for comparing and purchasing insurance plans Tugboat Ventures, Bullpen Capital, RRE Ventures, Blumberg Capital, AngelPad, Core Innovation Capital, ACE Group, Route 66 Ventures, Bullpen Capital, American Family Ventures, Haystack Partners
Financial Product Aggregators > Insurance
$53.1M
policygenius.com
PolicyGenius (2014, New York City)
Online insurance shopping Norwest Venture Partners, Revolution, Baroda Ventures, Karlin Ventures, Susa Ventures, MassMutual Ventures, Transamerica Ventures, AXA Strategic Ventures
Financial Product Aggregators > Insurance
$52.1M
gohealthinsurance.com
GoHealth (2001, Chicago)
Price comparison and shopping portal for health insurance Norwest Equity Partners
Financial Product Aggregators > Insurance > Life & Health
$50M
61 Consumer Finance – August 2017
Savings Management > Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$75.6M
Interesting Late Stage Companies (3/3) Company
Overview
Business Model
gohealthinsurance.com
GoHealth (2001, Chicago)
Price comparison and shopping portal for health insurance Norwest Equity Partners
flywire.com
Flywire (2009, Boston)
Global money transfer in local currency Bill Management > Education > Accel Partners, 500 Startups, Bain Capital Ventures, Spark Capital, QED Manual Investors, Maveron, Boston Seed Capital, Kibo Ventures, Project 11 Ventures
$43.2M
Coverfox (2011, Mumbai)
Insurance aggregator and selling platform Accel Partners, SAIF Partners, Catamaran Ventures, Transamerica, NuVentures, InnoVen Capital, Chandrashekhar Iyer, Anurag Mehrotra, Rajeev Sathe, Chetna Duggal, Sanjay Bhandarkar, Milind Merchant
$28.9M
coverfox.com
62 Consumer Finance – August 2017
Financial Product Aggregators > Insurance > Life & Health
Total Funding
Financial Product Aggregators > Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$50M
Top Funded Deadpooled Companies (1/4) Company
Overview
Business Model
Total Funding
moneyaisle.com
MoneyAisle (2008, Burlington)
Reverse auction marketplace for loans Neonet, Wellington Management
Financial Product Aggregators > Loans
$12.5M
dineronet.com
Dineronet (1999, Argentina)
Personal Finance portal. SoftBank Group
Financial Product Aggregators > Horizontal
$11.1M
doughnet.com
Doughnet (1996, San Francisco)
Financial education and internet transaction company for teens Mayfield, Maveron, Labrador Ventures
Expense Management > Personal > Manual > Teenage
bundle.com
Bundle Social media personal finance application that rates local businesses. (2009, New York City) Microsoft, Morningstar, Citi
Expense Management > Group
wesabe.com
Wesabe (2005, San Francisco)
Expense Management > Personal > Automated > Account-Linked
$4.7M
nailyourmortgage.com
Nail Your Mortgage (2009, Chicago)
Financial Product Aggregators > Loans > Mortgage
$3.1M
moneyworkout.co.uk
Money Workout (2010, Southampton)
Online mortgage search & comparison tool Octopus Ventures
Financial Product Aggregators > Loans > Mortgage
$2.5M
mywealth.com
MyWealth (New York City)
Online finance courses Five Elms Capital
Financial Literacy > Investor Education
PFM web and mobile app like Mint OReilly AlphaTech Ventures, Union Square Ventures Solutions for borrowers and lenders to interact in an open electronic marketplace.
63 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$9.5M
$5M
$2M
Top Funded Deadpooled Companies (2/4) Company
Overview
Business Model
Total Funding
rudder.com
Rudder (2006, Houston)
Personal Finance Monitoring Meakem Becker Venture Capital
Expense Management > Personal > Manual
$2M
kiboo.com
Kiboo (2007, New York City)
Automated saving platform Hobnox
Savings Management > Savings Platforms > Personal > Manual
$1M
givted.com
GIVTED (2012, New York City)
Crowd Gifting service that let's user save & fund gifts to friends
Savings Management > Savings Platforms > Group Savings
$1M
creditcoach.net
Credit Coach (2008, Kaukauna)
Platform that helps identify errors in Credit report
Debt Management > Credit Reporting
$1M
greensherpa.com
greensherpa (2007, Santa Barbara)
Personal Finance & Cash Flow Management
Expense Management > Personal > Automated > Account-Linked
$725k
leaky.com
Leaky (2010, San Francisco)
Comparison website for insurance quotes Y Combinator, 500 Startups, BoxGroup
Financial Product Aggregators > Insurance > Property & Casualty
$675k
creditping.com
CreditPing (2009, Los Angeles)
Consumer finance lead gen Allen Debevois, Mitch Rubin, Peter Bordes
Financial Product Aggregators > Cards > Credit Cards
$580k
prosperitypersonal.com
Prosperity Financial Services (2006, Singapore)
Personal Finance Tool
Expense Management > Personal > Automated
$370k
64 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top Funded Deadpooled Companies (3/4) Company
Overview
yourpolicymanager.co.uk
Your Policy Manager (2008, United Kingdom)
Insurance policy data storage and review
tidalwavetrader.com
Tidalwave Trader (2008, Mountain View)
Platform to educate users on Stock markets
chorepay.com
ChorePay (2011, Seattle)
captalis.com
Business Model
Total Funding
Financial Product Aggregators > Insurance > Horizontal
$235K
Financial Literacy > Investor Education
$200K
Savings platform for Kids
Savings Management > Savings Platforms > Personal > Manual > Kids
$165K
Captalis (2008, Sao Paulo)
Consumer financial products comparison platform Kima Ventures, Fabrice Grinda
Financial Product Aggregators > Horizontal
$150.3K
mymoneybutler.com
My Money Butler (2013, Palo Alto)
Financial advisors for women SixThirty
Financial Product Aggregators > Financial Advisors
$100K
redmica.com
RedMica Inc (2012, Maynard)
Personal Finance and Guidance
Wealth Management > Financial Planning & Advisory
$100K
finrek.com
Finrek (2014, Jaipur)
Online marketplace for loan offers
alekto.co
Alekto (2012, Durham)
Credit Reporting Solutions
65 Consumer Finance – August 2017
Financial Product Aggregators > Loans
$50K
Debt Management > Credit Reporting
$50K
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Top Funded Deadpooled Companies (4/4) Total Funding
Company
Overview
Business Model
biletu.com
Biletu (2011, Tallinn)
Mobile app to pay between friends including, expenses, photos, audio and location Start-Up Chile, Startup Wise Guys
Expense Management > Group > Settlement
$40K
rocketrelief.com
Rocket Relief (2009, Salt Lake City)
Tax Planning & Dispute handling Platform Start-Up Chile, Venture Capital
Tax Management > Planning
$40K
FeeSeeker (2011, Henderson)
Credit Card Aggregator
feeseeker.com
Financial Product Aggregators > Cards > Credit Cards
$20K
kiseguro.com
Kiseguro (2014, Tallahassee)
Insurance platform fo consumers to get quotes, recommendations etc. Angel Investment Network
Financial Product Aggregators > Insurance > Horizontal
Oroscas (2014, Diliman Primero)
Online rotating savings and credit association platform
oroscas.com
Savings Management > Savings Platforms > Personal > Manual
reelmoneysmarts.com
Reel Money Smarts (2013, San Diego)
Educational service on personal finance Plug and Play Tech Center
Financial Literacy > Investor Education
clutterfi.com
clutterfi (2012, Sydney)
Personal finance & Financial planning BlueChilli
Wealth Management > Financial Planning & Advisory
receept.com
receept (2011, Columbus)
Online Receipt Management and personal finance tracking The Brandery
Expense Management > Personal > Manual
66 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 67 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Useful Links Slide Title
Content
List of All Companies in readable format
Companies
Link
Large Upcoming Sectors
Entrepreneur Activity
Link
Niche Upcoming Sectors
Entrepreneur Activity
Link
Top investments in last one year
Investment Trend
Link
Top IPOs in last three years
Exit Outlook - IPO, Acquisitions
Link
Major Acquisitions in last one year
Exit Outlook - IPO, Acquisitions
Link
Horizontal – Most Funded Companies
Sub Sector Understand
Link
Financial Product Aggregators – Most Funded companies
Sub Sector Understand
Link
Debt Management – Most Funded Companies
Sub Sector Understand
Link
Expense Management – Most Funded Companies
Sub Sector Understand
Link
Bill Management– Most Funded companies
Sub Sector Understand
Link
Top Funded Deadpooled Companies
Companies
Link
68 Consumer Finance – August 2017
Platform Link
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Contents Scope of Report Entrepreneur Activity Investment Trend Who is Investing Exit Outlook - IPO, Acquisitions
Sub Sector Analysis Interesting Companies Useful Links Company List Team 69 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Consumer Finance – List of Companies
736 FUNDED COMPANIES AND 1784 UNFUNDED COMPANIES
COVERS THE FOLLOWING SECTORS Horizontal
Financial Product Aggregators
Debt Management
Expense Management
Bill Management
Wealth Management
Savings Management
Tax Management
Pay-Me-Now
Financial Literacy
Fraud Protection
Document Storage
70 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Go to BM List >>
Financial Product Aggregators
Horizontal paytm.com
Overview
Ant Financial (2014, Hangzhou)
Internet finance company Yunfeng Capital, China Life Insurance, China Investment, National Social Security Fund, China Post Group Corp., China Development Financial Holding, Primavera Capital Group, PICC, CCB trust, CDB Capital
$4.5B
Lufax (2011, Shanghai)
Online platform providing wealth management, credit-rating services and other institutional businesses CDH Investments, Arbor Ventures, CICC, China Minsheng Bank, Guotai Junan Securities, Ping An Insurance, BlackPine Private Equity Partners, Bank of China Group Investment
$1.7B
JD Finance (2012, Beijing)
Internet based financial services and products for consumers and SMEs Sequoia Capital, China Taiping Insurance Group, Ample Harvest Capital
Jubaohui (2014, Shenzhen)
Integrated financial technology products platform RRJ Capital
Baidu Jinrong (2015, Beijing)
Business Model
Total Funding
Company
Internet Finance Company offering products across multiple finance verticals
71 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$1B
$200M
Horizontal
>
Debt Management
Financial Product Aggregators (1/147) paytm.com
Company
Overview
InstaEMI.com (2012, Hyderabad)
Aggregator platform for loans and investment product
Limpid Market (2013, Montbeliard)
Online platform for seraching and comparing payment services.
Credit Cards (2004, Austin)
Credit card comparison platform and marketplace Austin Ventures, American Capital
WhizWallet (2016, )
Online marketplace for cards
CardHub (2008, Washington D.C.)
Credit Card & Gift Card Marketplace
Prepaid365 (2009, London)
Prepaid cards retailer
KargoCard (2008, Shanghai)
Gift card issuer and marketplace Western Technology Investment
CARDPOW (2013, Puchong Batu Dua Belas)
Comparison portal for credit & debit card discounts and promotions
72 Consumer Finance – August 2017
Business Model
Total Funding
Card Processing
Cards
Cards
Cards
Cards
Cards
Cards
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$58.8M
Horizontal
>
Debt Management
Financial Product Aggregators (2/147) paytm.com
Overview
LowCards.com (2000, )
Comparison platform for credit and debit cards
51credit.com (2003, Beijing)
Credit card marketing portal SIG China, SB China Capital, Ample Harvest Capital, Jingbei
Cards > Credit Cards
$10M
Rocket (2011, Mexico City)
Credit Card Aggregator Platform 500 Startups, Escala.VC, Angel Ventures, T2M Capital
Cards > Credit Cards
$800k
CreditPing (2009, Los Angeles)
Consumer finance lead gen Allen Debevois, Mitch Rubin, Peter Bordes
Cards > Credit Cards
$580k
FeeSeeker (2011, Henderson)
Credit Card Aggregator
Cards > Credit Cards
$20k
Merchant Negotiators (2014, Houston)
Credit card comparison platform
Kostenlose Kreditkarte (2000, Dresden)
Comparison platform for credit cards
moneySaver (2016, Brussels)
Credit card comparison platform
73 Consumer Finance – August 2017
Business Model
Total Funding
Company
Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (3/147) Company paytm.com
Credit Without Borders (2016, New York City)
Overview
Business Model
Portal connecting international student and workers with financial services providers.
Cards > Credit Cards
Credit Land (2000, Miami)
Online Credit Card comparison
Credit Card Comparison (2008, )
Credit card comparison platform
Kortio (2014, Stockholm)
Online aggregator of credit cards. NFT Ventures
Pilih Pintar (2014, Jakarta)
Credit card comparison platform
Promopedia (2014, Jakarta)
Credit card promotional information provider
Pilih kartu (2014, Jakarta)
Credit card comparison platform
MileCards.com (2006, New York City)
Online platform for travel card comparison. Ronoc
74 Consumer Finance – August 2017
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (4/147) paytm.com
Company
Overview
TopCompare.be (2015, Brussels)
Platform to compare financial products in Belgium
CreditCard (1998, Shanghai)
Credit card aggregator platform
CreditCardGuide (2001, Chicago)
Credit Card comparison platform
ThaiCyberCard (2009, Bangkok)
Credit card comparison platform
CreditBrite (2014, Arlington)
Credit Card Aggregator Platform with educational content
Cardinform (2012, New York City)
Credit Card Discovery and Comparison Platform
Silver App (2014, New York City)
Credit Card Comparison App
Finance Choices (2011, )
Credit card comparison website.
75 Consumer Finance – August 2017
Business Model Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (5/147) paytm.com
Overview
CreditCard.ie (2009, )
Credit card comparison platform
CreditDonkey (2009, Pasadena)
Credit Card Comparison Website
Creditnet (1995, Seattle)
Financial Product Comparison Site
GiftZip.com (2008, Des Plaines)
Electonic Gift Card Kiosk
Bitcoin Gift Cards (2013, )
Australian retailer of gift cards
VouchedFor (2011, London)
Financial Advisor Comparison Site DN Capital, Samos Investments, Octopus Investments
Financial Advisors
$7.7M
BrightScope (2008, San Diego)
Financial information and data analytics software provider Steelpoint Capital Partners, Haystack Partners
Financial Advisors
$5.9M
AdviceIQ (2012, New York City)
Database for looking up financial advisors Penton Media, Stonehenge Growth Equity
Financial Advisors
$5M
76 Consumer Finance – August 2017
Business Model
Total Funding
Company
Cards > Credit Cards
Cards > Credit Cards
Cards > Credit Cards
Cards > Gift Cards
Cards > Gift Cards
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (6/147) paytm.com
Total Funding
Company
Overview
Business Model
WealthMinder (2013, Reston)
Investment management tools for financial advisors and financial advisors marketplace for individuals. Doublerock, Green Visor Capital, Signatures Capital
Financial Advisors
$1.5M
MNFA (2009, Santa Barbara)
Client-referral network for financial advisors Wavemaker Partners
Financial Advisors
$1.1M
Financial Advisors
$731.6k
Financial Advisors
$705k
Financial Advisors
$300k
Financial Advisors
$100k
Find A Wealth Manager (2012, London)
Online matching service for high net worth individuals and wealth managers.
Wealth (2016, Singapore)
Lead generation for financial advisors Prive Financial, Vulpes Invest
WealthVisor (2009, Seattle)
Directory of financial professionals
My Money Butler (2013, Palo Alto)
Financial advisors for women SixThirty
Xi Finserv (2015, Mumbai)
Platform to search finance professionals
fundMyLife (2016, Singapore)
Marketplace for financial advisors
77 Consumer Finance – August 2017
Financial Advisors
Financial Advisors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (7/147) paytm.com
Company
Overview
ProsperX (2016, Delhi)
Marketplace of financial advisors
Consultwho.sg (2015, Singapore)
Platform to connect with financial planner
WhoFinance (2009, Berlin)
Platform for rating and comparing financial service providers.
Findbroker (2015, Surry Hills)
Digital platform for finance and mortgage brokers
FinancialAsk (2014, Melbourne)
Community of financial advisers
Adviser Ratings (2011, Sydney)
Financial advisory rating and customer review service.
Unbiased (1989, London)
Marketplace connecting consumers with independent advisers.
Advisorkhoj (2012, Bangalore)
Location based online search engine for financial advisors and CAs
78 Consumer Finance – August 2017
Business Model Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (8/147) paytm.com
Company
Overview
Business Model
Beratung.de (, Freilassing)
Financial advisors & professional consultants portal DvH Ventures
Financial Advisors
Money Uncle (2015, Mumbai)
Personal finance advisory marketplace
Locatexprt (2015, Mumbai)
Smartphone app to locate financial professionals for services.
Finvestor.in (2015, Pune)
Aggregator of Financial Advisors in India
Eccho (2015, Sydney)
Financial Advisors
Platform that connects consumers and finance professionals in the form of a Q&A
Papaya Finance (2015, Coppell)
Financial Advisory Services for subscribed members
Tradingnav (2012, Melbourne)
Forex and binary options broker rating portal
WeFile.it (2013, San Francisco)
WeFile.it - Making taxes easier and more affordable, but cutting out the middlemen and connecting users directly with experienced Tax Pros.
79 Consumer Finance – August 2017
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (9/147) paytm.com
Company
Overview
Business Model
Livewire (2014, Fort Worth)
On demand financial professionals Dreamit Ventures, Dreamit Ventures
Financial Advisors
Loany (2016, Bangalore)
Loan agent discovery app
TacoTax (2015, Paris) Taxaroo (2014, New York City)
Total Funding
Financial Advisors > Loan Agents
A coaching solution for tax management. Kima Ventures, Iron Capital, Thibaud Elziere, Xavier Niel, Nicolas Steegmann, Eduardo Ronzano, Celine Lazorthes, Damien Guermonprez, Julien Foussard On-demand tax preparation platform
Financial Advisors > Tax Advisors
$662k
Financial Advisors > Tax Advisors
Rong360 (2011, Beijing)
Financial products comparison platform Sequoia Capital, KPCB, Lightspeed China Partners, Zero2IPO Capital, Yunfeng Capital, Pavillion Capital, Sailing Capital, DW Fund, Sky9 Capital
Horizontal
$255M
BankBazaar (2008, Chennai)
Loan comparison platform Amazon, Sequoia Capital, Walden International, Eight Roads Ventures
Horizontal
$80M
Empruntis (2000, Saint-denis)
Online broker of financial products 3i Group, Aurinvest, European Capital, Capnamic
Horizontal
$72M
NerdWallet (2009, San Francisco)
Personalized advise about financial products. Institutional Venture Partners, Silicon Valley Bank, RRE Ventures, iGlobe Partners, Core Innovation Capital, BAM Ventures, Camelot Capital
Horizontal
$69M
80 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (10/147) paytm.com
Total Funding
Company
Overview
Business Model
CompareAsiaGroup (2013, Hong Kong)
Leading Financial Comparison Group Goldman Sachs, ACE and Company, Internet Initiatives Development Fund, Jardine Matheson, Nova Founders Capital, Route 66 Ventures, Stem Financial
Horizontal
$45M
Horizontal
$44.6M
Suning Finance (2013, Nanjing)
Online finance platform providing different products
91JinRong (2011, Beijing)
Online Financial Intermediary- Loan and Insurance CBC Capital, Lightspeed China Partners, Haitong International Securities Group, Matrix Partners China, China Venture Capital
Horizontal
$42M
Money Expert (2004, London)
Financial Product Comparison Site Technology Crossover Ventures, MMC Ventures
Horizontal
$38.5M
iSelect (2000, Melbourne)
Aggregator of financial products. Spectrum Equity
Horizontal
$30.2M
Totally Money (2006, London)
Credit Comparison Platform Scottish Equity Partners
Horizontal
$28.5M
TotallyMoney.com (2006, London)
Credit comparing website Scottish Equity Partners
Horizontal
$26.7M
meilleurtaux (1999, Paris)
Financial product comparison platform Galileo Partners, Ventech
Horizontal
$25.1M
81 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (11/147) paytm.com
Total Funding
Company
Overview
Business Model
ComparaOnline Chile (2009, Providencia)
Price comparison site for financial products Ribbit Capital, Kaszek Ventures, Rise Capital, Endeavor
Horizontal
$25M
SmartAsset (2011, New York City)
Finance and insurance aggregator Y Combinator, SV Angel, Javelin Venture Partners, Quotidian Ventures, North Bridge, Contour Venture Partners, TTV Capital, IA Capital Group, Peterson Partners, Transamerica Ventures, Fitz Gate Ventures
Horizontal
$23.4M
VertaaEnsin.fi (2015, Helsinki)
Free online financial products comparison platform. ACE and Company, SBI Holdings, Nova Founders Capital, Peter Thiel, Mark Pincus
Horizontal
$21.5M
CompareEurope (2015, London)
Platform to compare financial products in Europe Goldman Sachs, ACE and Company, SBI Holdings, Nova Founders Capital, PineBridge Investments, Seier Capital, Peter Thiel, Mark Pincus
Horizontal
$21.2M
APNAPAISA (2007, Mumbai)
Online marketplace for loans and investment products Sequoia Capital, JAFCO Asia, Intel Capital, ChrysCapital
Horizontal
$20.2M
Renrenaijia (2015, Hangzhou)
Online consumer products aggregator
Horizontal
$19M
Gaosouyi (2013, Shenzhen)
Finance distribution platform Haier, Shenzhen Eastern Investment
Horizontal
$17.1M
MoneySmart (2011, Singapore)
Financial products comparison platform National Research Foundation, Golden Gate Ventures, Kakaku.com, Singapore Press Holdings, OPTSEA, Convergence Ventures, SPH Media Fund
Horizontal
$12.4M
82 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (12/147) paytm.com
Total Funding
Company
Overview
Business Model
Dineronet (1999, )
Personal Finance portal. SoftBank Group
Horizontal
$11.1M
JR1 (2013, Beijing)
Online financial products aggregator JD.Com, Neusoft, Inno Angel Fund, River Ventures, Yihua Group, Tsinghua capital, Nuts Ventures
Horizontal
$9.1M
compareit4me (2011, Dubai)
UAE Financial Products Comparison Platform STC Ventures, Dubai Silicon Oasis Authority (DSOA), MULVERHILL ASSOCIATES, Wamda Capital, Saned Equity Partners
Horizontal
$8.9M
Bayzat (2012, Dubai)
A UAE based aggregator of financial and insurance products. BECO Capital, Precinct Partners, Raed VC
Horizontal
$7.5M
TouTouJinRong (2015, Shanghai)
Diversified asset allocation platform for consumers
Horizontal
$7M
Horizontal
$6.5M
Horizontal
$6M
Horizontal
$6M
iMoney Group (2012, Kuala Lumpur)
Financial products comparison platform 500 Startups, Jungle Ventures, Fenox Venture Capital, Rebright Partners, Cradle, Econa AG, iSelect, Vogel Ventures, IMJ Investment Partners, Asia Venture Group
Huddle Money (2016, Sydney)
P2P platform for financial products.
Jingbei (2014, Beijing)
Online aggregator of financial products Lakala
83 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (13/147) paytm.com
Total Funding
Company
Overview
Business Model
JeChange.fr (2009, Estillac)
Insurance, savings accounts and loan product aggegator iSource Gestion, Ardian, Gocapital
Horizontal
$4.8M
ComparaGuru (2014, Mexico City)
Comparison portal for financial products QED Investors, Nova Founders Capital, Seaya Ventures
Horizontal
$4M
HelpMyCash (2007, Barcelona)
Aggregator for banking products Debaeque
Horizontal
$3.9M
Cermati (2014, Jakarta)
Portal for finding and discovering financial products East Ventures, Beenos, Orange Growth Capital
Horizontal
$1.9M
Yilu Caifu (Beijing) Information Technology (2013, Beijing)
Online service provider aiming to search and match users with suitable financial products.
Horizontal
$1.6M
Finda (2016, Seoul)
Financial product comparison platform 500 Startups, Strong Ventures, D.CAMP, FuturePlay, MashupAngels
Horizontal
$1.5M
uchoose (2007, )
Multi faceted comparison platform
Horizontal
$1.4M
souqalmal.com (2012, Dubai)
Platform to compare Financial products in the Middle East hummingbird Ventures
Horizontal
$1.2M
84 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (14/147) paytm.com
Total Funding
Company
Overview
Business Model
moneymatika.ru (2008, Moscow)
Financial product comparison platform InVenture Partners
Horizontal
$1M
iAhorro (2009, Madrid)
Multi faceted comparison platform Inveready
Horizontal
$700k
ENUYGUN (2008, Istanbul)
Price comparison site on financial and other utility services International
Horizontal
$539k
Captalis (2008, Sao Paulo)
Consumer financial products comparison platform Kima Ventures, Fabrice Grinda
Horizontal
$150.3k
Hardbacon (2016, Montreal)
Online marketplace for financial product comparison.
Horizontal
$50k
Comparabien (2010, Arequipa)
Financial products aggregator Start-Up Chile, Saatchinvest
Horizontal
$40k
Gigaparsec (2016, Mumbai) Money (2008, Cirencester)
Online marketplace and offline fulfillment services for personal financial products Aggregator platform for loans, insurance and utility products
85 Consumer Finance – August 2017
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (15/147) paytm.com
Company
Overview
CrediMarket (2008, Sant Cugat)
Comparison platform for loans, mortgages and credit cards
Bankiton (2014, Helsinki)
Online platform for credit card, account and loan comparison.
Applykaroo (2017, Bhopal)
Online platform for seraching various financial services.
Fintechdb (2017, Berlin)
Online platform for fintech product comparison.
TotalMoney (2008, Warsaw)
Comparison platform for financial and other products
Vanilla Banking (2003, Berlin)
Comparison platform for financial products
MedPro (2015, Jacksonville) elMejorTrato (2008, Cordoba)
Business Model
Platform for student loan refinancing and insurance products for medical professionals Online marketplace for financial product price comparison.
86 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (16/147) paytm.com
Company
Overview
Senzu (2016, San Francisco)
Online tool for personal finance management.
GoBear (2014, Singapore)
Business Model
Comparison portal for financial products including insurance, credit card, personal loan.
Tudecide (2007, Mexico City)
Financial products, vehicles, telecom products comparison platform
Rateseer (2016, Calgary)
Loan and saving products comparison platform
Crediat (2017, Brno)
Aggregator platform for financial products
Bnext (2016, Madrid)
Financial product marketplace with a checking account.
Compare Village (2008, London)
Comparison platform of financial products
Choose wisely (2013, Bournemouth)
Cards and loans comparison platform and marketplace
87 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (17/147) paytm.com
Company
Overview
Mkopo-online (2013, Nairobi)
Aggregator of financial products for individuals and businesses
Save It (2015, Chennai)
Insurance & Real estate aggregator for tax savings
LeverageRx (2015, Omaha) GoBear Philippines (2014, Makati)
Business Model Horizontal
Horizontal
Financial product marketplace for physicians,dentists and other medical professionals
Horizontal
Comparison portal for financial products such as credit card, personal loan, travel insurance.
Horizontal
Givemecredit (2013, Truro)
Credit card, loans aggregator platform with credit score calculator.
Hipos (2011, Mexico City)
Mortgage loans aggregator
Shanghai Computer Technology (2014, Shanghai)
Aggregator of banking products Riverhillfund
InsureFirst (2016, Kolkata)
Insurance and financial products distribution platform
88 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (18/147) paytm.com
Company
Overview
Fineela (2016, Hyderabad)
Marketplace for financial products
GoBear Thailand (2014, Bangkok)
Business Model Horizontal
Comparison portal for financial products including insurance, credit card, personal loan.
Rastreator (2009, Madrid)
Financial products comparison platform
MoneyBrag (2015, Los Angeles)
Online financial product comparison platform
Lifesaver (2016, New York City)
Online financial marketplace platform
Moneysite (2006, London)
Online comparison platform of financial solutions.
RatesOnline (2007, Caulfield South)
Home loan & insurance comparison platform
natloans (2000, Melbourne)
Loan and insurance products comparison platform
89 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (19/147) paytm.com
Company
Overview
Fintastico (2015, Milan)
Online platform to search for financial services
GoBear Malaysia (2014, Petaling Jaya)
Business Model
Comparison portal for financial products such as credit card, personal loan.
Beyond Comparison (2012, Salford)
Financial product comparison platform Maven Capital Partners
Life's Great (2016, Macclesfield)
Financial product comparison platform
CompareGuru (2015, )
Online comparison platform for financial products
FinPrism (2016, Mumbai)
Online platform for financial products comparison
Banksalad (2013, Seoul)
Financial product aggregator
Prestum (2011, Sao Paulo)
Online comparison of consumer financial products
90 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (20/147) paytm.com
Company
Overview
Afinoz (2015, Delhi)
Financial product comparison platform
Like Money (2015, Johannesburg)
Financial product comparison platform
Tarifcheck.de (2011, Hamburg)
Business Model Horizontal
Horizontal
Online comparison portal for insurance, credit cards, utilities and other comsumer products
Your Financial Planner (2016, Delhi)
Financial products comparison platform
paisaindia.com (2015, )
Marketplace for financial products
GoCompare (2015, Singapore)
Financial products marketplace
Money Haat (2015, )
Loan and credit cards comparison platform
Robin Hood (2015, Tel Aviv)
Virtual advisor for pension, insurance, and savings plans
91 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (21/147) paytm.com
Company
Overview
Samlino.no (2016, Oslo)
Financial product comparison platform
Finansemble (2012, )
Financial product comparison platform
Masii (2015, Bangkok)
Aggregator platform of financial product rates.
Canstar (1992, )
Comparision plaform for financial products.
C88 Financial Technologies (2013, Singapore)
Business Model Horizontal
Horizontal
Financial products aggregator Telstra, Altitude Partners, Monks Hill Ventures, Kejora Ventures, Mountain Partners, Captii, Barito Pacific
CreditLoan.com (1998, Florida)
Financial products aggregator platform.
Rocket (2011, Mexico City)
Financial products comparison platform
Segugio (, Milano)
Comparison platform for financial products
92 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (22/147) Company paytm.com
kliker.ba (2014, Sarajevo)
Overview
Business Model
Online comparison platform for financial & telecommunications products
Horizontal
Fincheck (2015, Johannesburg)
Financial products comparison website
Cinch Financial (2012, Boston)
Recommendation platform for financial products
LowerYourQuote (2015, London)
Reverse Quote Exchange for Insurance products
MoneyBuddy (2010, Adelaide)
Online financial products comparison platform
Agos Web (2009, )
Aggregator for consumer financial products.
CompareBanks (2014, Karachi)
Online portal for comparing banks for deposits and financing options
Bank Monitor (2012, Budapest)
Horizontal
Financial products comparison platform for both retail and corporate consumers. Euroventures
93 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (23/147) paytm.com
Company
Overview
87Money (2013, Chengdu)
Online financial products marketplace platform
Choose Wisely (2013, Bournemouth)
Financial product comparison platform
Penger.no (2011, Oslo)
Online comparison site for loans and insurance.
Mybanker.dk (2012, Copenhagen)
Online aggregator of consumer financial products.
Monera (2015, Copenhagen)
Online financial advisory platform. Southern Innovation
Horizontal
Where To Bank (2013, )
RSA's online banking product comparison platform Angel Investment Network
Horizontal
FinansCepte (2014, )
Multiple financial products aggregator
Wikiplata (2012, )
Online distributor of credit cards, loans and savings accounts.
94 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (24/147) paytm.com
Company
Overview
DialaBank (2011, Chandigarh)
Phone and online based price comparison services for financial products
Multicaja (2007, Santiago)
Aggregator of financial products Austral Capital
Avanza Bank (1999, Stockholm)
Online bank and marketplace for financial products
Lowest Rates (2012, Toronto)
Comparison platform for financial products
Money Advice Online (2015, London)
Online platform for financial products
InvestmentZen (2015, San Francisco)
Financial products comparison platform
prodengi.kz (2010, Almaty)
Aggregator of financial products.
BankingCheck (2011, Berlin)
Rating platform for financial products
95 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (25/147) paytm.com
Company
Overview
Business Model
Netrisk (1994, )
Aggregator of financial products. Enterprise Investors
Horizontal
Compare The Market (2012, Toowong)
Insurance comparison platform
AssurAgency (2006, )
Aggregator for credit and insurance products. Ciclad
Horizontal
Hangikredi (2006, Istanbul)
Aggregator of consumer financial products. ilab Ventures, AccessTurkey Capital Group
Horizontal
Incremint (2016, Delhi)
Whitelabel platform for financial products
BankBazaar.sg (2015, Singapore)
Financial product comparison platform
TestiMoney.com (2016, Bangalore)
Marketplace of financial product distributors
Money Mart (, )
Comparison platform for financial products
96 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (26/147) paytm.com
Company
Overview
Comparadise (2012, Paris)
Insurance and banks product comparison platform
SingSaver (2015, Singapore)
Financial products comparison platform Nova Founders Capital
iMoney Thailand (2013, Bangkok)
Financial products comparison platform
Independer (1999, Hilversum)
Financial products comparison platform
ComparaJa (2015, Lisbon)
Credit Card and Personal loan comparison platform. Nova Founders Capital
CompareMyRates (2013, Toronto)
Financial and consumer product comparison platform
Chytrý Honza (2009, Prague)
Financial product comparison platform Rockaway Capital
Horizontal
Money101 (2014, Taipei)
Financial product comparison platform Nova Founders Capital
Horizontal
97 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (27/147) paytm.com
Company
Overview
99fund (2005, Shanghai)
Financial planning and investment management application
NextAdvisor (2006, San Francisco)
Business Model
Research, reviews and comparison platform for consumers and small businesses
Horizontal
Horizontal
geldshopgroep (2006, )
Financial advisor and mediator Qmulus
Horizontal
Smart Money People (2014, Newcastle Upon Tyne)
Customer review platform for financial services providers Northstar Ventures, Twentythreemiles
Horizontal
Karlo Compare (2015, Karachi)
Personal finance price comparison platform
BankGo (2016, Hanoi)
Financial products aggregator
Increment (2016, Delhi)
Financial products platform
Mortgage Choice Aust (1994, )
Financial products comparison platform.
98 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (28/147) paytm.com
Company
Overview
Mwyn Tech (2015, Bangalore)
Fintech startup in stealth mode
eBroker (, Krakow)
Financial products comparison platfrom MCI Capital
MoneyShop.vn (2012, Singapore)
Platform for providing money advices
LepszaOferta (2011, Krakow)
Financial Products Aggregator MCI Capital
Compricer (2005, Stockholm)
Comparison platform for personal finance
Moneyland-Team (2013, Zurich)
Comparison platform for financial products in Switzerland
finder.com.au (2006, Sydney)
Financial products comparison platform in Australia
finder (2014, Santa Monica)
Financial products comparison platform
99 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (29/147) paytm.com
Company
Overview
Invest Guru (2003, Delhi)
Online platform for comparing investment products
Smart Comparison Limited (2015, Dhaka)
Platform to compare financial products in Bangladesh
MotorPocket (2015, )
Car finance and insurance Aggregator
Bankaholic.com (2006, North Palm Beach)
Platform to compare financial products
Investkart (2015, Delhi)
Aggregator for financial products
Personaloans (2014, Singapore)
Marketplace for moneylenders
Money Monster (2013, Manila)
Platform to compare financial products
Moneyone (2009, Ho Chi Minh City)
Financial products aggregator
100 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (30/147) paytm.com
Company
Overview
carikredit (2010, Jakarta)
Financial products aggregator
MoneyLine (2010, Singapore)
Online platform to compare financial products
RajaMoney.com (2014, Jakarta)
Aggregator for financial products
Moneyhub (2014, Bangkok)
Online comparison of Credit Card, Loan and Insurance
Inafina (2015, Jakarta)
Marketplace for financial products and services
DuitPintar.com (2014, Jakarta)
Financial products comparison platform Golden Gate Ventures
eCompareMo (2014, Makati)
Financial products comparison portal
Localasia (2013, Singapore)
Platform for providing money advices
101 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (31/147) paytm.com
Company
Overview
Business Model
TheBank (2013, Hanoi)
Financial products aggregator
Dompet Pintar (2012, Jakarta)
Platform for providing money advices
Aturduit (2012, Jakarta)
An aggregator and a loan comparison platform
Horizontal
Horizontal
Horizontal
MoneyGuru (2014, Bangkok)
Online comparison platform for car insurance, credit cards and personal loans Nova Founders Capital
Horizontal
HaloMoney (2013, Jakarta)
Financial products and services comparison platform Nova Founders Capital
Horizontal
FinQi (2014, New York City)
Aggregator of financial products
Money Mall (2012, Dubai)
Platform to compare financial products offered by UAE Banks
Money Camel (2010, Dubai)
Platform to compare financial products offered by UAE Banks
102 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (32/147) paytm.com
Company
Overview
Business Model
IndianMoney (2008, Bangalore)
Web based platform for financial advice/education Hyderabad Angels, Brand Capital, The Times Group
Horizontal
Bnooki (2011, Beirut)
Bank product comparison portal Middle East Venture Partners
Horizontal
KreditGoGo (2013, Jakarta)
Online financial products comparison platform
CekAja (2013, Jakarta)
Online platform to compare financial and Insurance products Kejora Ventures, Mountain Partners
DEEFI Courtage (2015, Tours)
Distribution of insurance products, savings or investments in Islamic Finance
YNOME (2015, Zurich)
Financial Service/product comparison platform
Canstar (1992, Brisbane)
Financial Product Comparison Platform
Kudi Services (2015, Dar Es Salaam)
Financial product comparison platform
103 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (33/147) paytm.com
Company
Overview
Uplift Financial (2015, Cambridge)
Financial products aggregator platform
Quizzle (2008, Detroit)
Provider of free credit score to individuals.
SAVESOUQ (2013, Dubai)
Price comparison platform for financial products
Comparativa de Bancos (2008, Molina De Segura)
Financial products comparator
durchblicker.at (2009, Vienna)
Price Comparison Website for financial products and utility services
CompareGlobal (2013, Hong Kong)
Financial product aggregator platform Nova Founders Capital
Hesapkurdu (2010, Istanbul)
Retail financial products comparison site
MoneyShop (2012, Singapore)
Platform for providing money advices
104 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (34/147) paytm.com
Company
Overview
Maanimo (2008, Kiev)
Financial Product Aggregator with editorial content
LeverLoan (2015, Bangkok)
Rate comparison platform for financial products
RupeeTalk (2007, Mumbai)
Online content portal for personal finance Seedfund
lovemoney_com (2009, London)
Financial Product Aggregator with educational content
Choose (2003, London)
Price comparison site for Financial, Media and generic products
EZRateQuotes (2005, San Diego)
Financial Products' Rate comparison site.
InfoChoice (1993, Sydney)
Financial Comparison Provider
banksnob (2011, Houston)
Financial Product Comparison Site
105 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (35/147) paytm.com
Company
Overview
FinanceSource (2013, Carlsbad)
Financial Product Aggregator
SuperMoney (2013, Santa Ana)
Financial Products Aggregator and Reviewer
MoneyHero (2012, Hong Kong)
Financial comparison site
Credio (2015, Santa Barbara)
Financial Products Comparison Website
ThinkMoney (2007, Sandton)
Financial Quote Comparison Website
iMoney (2012, Kuala Lumpur)
Financial products comparison platform Rebright Partners, IMJ Investment Partners, Coffee Ventures
MoneySuperMarket (1993, Ewloe)
A comparison site for financial products.
uSwitch (2006, London)
Multi-faceted consumer products comparison platform LDC
106 Consumer Finance – August 2017
Business Model Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (36/147) paytm.com
Company
Overview
Credit Card Finder (2006, Sydney)
Credit Card Comparison Service
Mozo (2008, Sydney)
Business Model Horizontal
Comparison platform for financial products with crowd soured data serving as reference
RateHub (2010, Toronto)
Mortgage comparison platform National Research Council Canada
Myrate (2014, Colombo)
Multi brand comparison platform of consumer products
BeatThatQuote.com (2005, London)
An online aggregator of financial products and more Ariadne Capital
Rate Supermarket (2008, Toronto)
Comparison site for financial products
Kanetix.ca (1999, Toronto)
A comparison portal for insurance, mortgage, and credit card products
Interest Rate Comparison (2008, Sydney)
Interest rate comparison platform
107 Consumer Finance – August 2017
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (37/147) paytm.com
Company
Overview
Confused.com (2002, Cardiff)
Comparison site for financial, utility, and insurance products.
Interest (1994, Stuart)
A comparison site for loans and investment products.
RateCity (2007, Point)
Consumer financial product comparison website.
CHECK24 (1999, Munich)
Multi-offering comparison solutions. Accel Partners
Horizontal
Comparo.dk (2013, Copenhagen)
Aggregator for insurance and car loan Northcap Partners
Horizontal
Bankrate (1976, North Palm Beach)
Personal finance aggregator ABS Ventures, Apax Partners, Antares Capital
Horizontal
WalletHub (2012, Washington)
Financial Products Aggregator: Rate, Review and Compare
Policybazaar (2008, Gurgaon)
Business Model
Leading online insurance aggregator in India. Info Edge India, Inventus Capital Partners, Intel Capital, Tiger Global Management, Ribbit Capital, ABG Capital, Steadview Capital, Premji Invest
108 Consumer Finance – August 2017
Total Funding
Horizontal
Horizontal
Horizontal
Horizontal
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$82.9M
Horizontal
>
Debt Management
Financial Product Aggregators (38/147) paytm.com
Total Funding
Company
Overview
Business Model
CoverHound (2010, San Francisco)
Insurance marketplace for comparing and purchasing insurance plans Tugboat Ventures, Bullpen Capital, RRE Ventures, Blumberg Capital, AngelPad, Core Innovation Capital, ACE Group, Route 66 Ventures, Bullpen Capital, American Family Ventures, Haystack Partners
Insurance
$53.1M
PolicyGenius (2014, New York City)
Online insurance shopping Norwest Venture Partners, Revolution, Baroda Ventures, Karlin Ventures, Susa Ventures, MassMutual Ventures, Transamerica Ventures, AXA Strategic Ventures
Insurance
$52.1M
InsWeb Insurance (1995, Gold River)
Online insurance comparison and lead generation platform SoftBank Group
Insurance
$30M
Bidu (2011, Sao Paulo)
Insurance aggregator and comparison platform Bertelsmann, Amadeus Capital, Monashees+
Insurance
$8.9M
TaCerto (2011, Sao Paulo)
Brazil's online insurance supermarket
Insurance
$5M
Comparaencasa (2010, America)
Financial Product Search and Comparison Tool
Insurance
$2.1M
TopCheck (2015, Lagos)
Compare insurance quotes online Mountain Partners
Insurance
$1.2M
109 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (39/147) paytm.com
Company
Overview
Business Model
Assurely (2013, New York City)
Offers insurance for both pledge and equity crowdfunding platforms Scout Ventures
Insurance
iForsikring (2012, Copenhagen)
Online insurance retailer
Inzurer (2016, Hong Kong)
Price comparison platform for insurance products.
TotalAnbud (2012, Kristiansand)
Insurance policies comparison platform.
Policy Uncle (2012, Mumbai)
Online platform for comparing financial products
We Protect India (2015, Pune)
Online insurance directory
Payshop (2015, Patna)
Bill payment and insurance product aggregator
finanzen.de (2004, Berlin)
Aggregator of insurance proeducts. BLACKFIN CAPITAL PARTNERS
110 Consumer Finance – August 2017
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (40/147) paytm.com
Company
Overview
Yibaijin (2014, Dalian)
Financial products aggregation platform
Verivox (1998, Heidelberg)
Comparison platform for financial and electronic products Oakley Capital
GreenLife Insurance (2009, Kolkata)
Online platform for comparing various types of insurance policies
PolicyOwl (2012, Bellmore)
Insurance Management and Comparison site.
Secure Term Insurance (2015, California)
Insurance marketplace
LeComparateurAssurance (2011, Lille)
Insurance comparison platform Aurinvest, Finorpa, Generis Capital Partners
insuranceQuotes.com (1976, Denver)
Insurance quote comparison platform
Free Price Compare (2013, London)
Price comparison portal for insurance and utility services
111 Consumer Finance – August 2017
Business Model Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (41/147) paytm.com
Company
Overview
Findforsikring (2012, Copenhagen)
Insurance comparison portal
US Insurance Online (2005, Austin)
Online aggregator of insurance products available in the United States.
US Insurance Agents (2014, )
Insurance rate comparison platform
Insplanet (1999, Stockholm)
Online insurance aggregator in Sweden
You Insure (2008, Sandton)
Quotes comparison for car, home, business and life insurance
QuoteBee (2010, Bryanston)
Online insurance aggregator
iHound (2006, Johannesburg)
Online insurance comparison
InsureAfrika (2015, Nairobi)
Free online insurance quotes
112 Consumer Finance – August 2017
Business Model Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (42/147) paytm.com
Company
Overview
FSP Solutions (1993, )
Insurance aggregator in South Africa
Insurance South Africa (2015, )
Online insurance comparison
Click n Compare (2013, Cape Town)
Financial Products Comparison site Silvertree Capital
Insurance.co.za (1996, Pretoria)
Insurance quotes Comparison engine
insurancejunction.co.za (2008, Pretoria)
Business Model Insurance
Insurance
Insurance
Insurance
Car Insurance, Household Insurance and Life Insurance Quotes InsuranceJunction.co.za
Insured (2013, Lagos)
Insurance comparison site in Nigeria Silvertree Capital, Spark
QuoteCruncher.co.za (2011, Randburg)
Insurance and Loans Quote comparison site
Life Ant (2013, New York City)
Life insurance brokerage in New York.
113 Consumer Finance – August 2017
Insurance
Insurance
Insurance
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (43/147) paytm.com
Company
Overview
Business Model
Lifebroker (2003, Victoria Park)
Insurance comparison platform Partners For Growth
Insurance
Quotezone.co.uk (2005, Belfast)
Insurance comparison platform
CompareNI.com (2008, Belfast)
Insurance comparison platform
Compare Now (2014, Auckland)
Insurance Comparison Platform
MyRatePlan (1999, Los Angeles)
Multipurpose comparison platform
Insurox (2013, Garfield)
Insurance Comparison Platform
ActiveQuote (2008, Cardiff)
Online insurance broker that offers a comparison tool
Beat the Market (2014, Dubai)
Insurance comparison platform
114 Consumer Finance – August 2017
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (44/147) paytm.com
Company
Overview
Squaremouth (2006, Miami)
Travel insurance aggregator
GoBear Singapore (2014, Singapore)
Insurance comparison portal
Efinancial (2001, Bellevue)
Insurance aggregation and comparison
Bountify (2015, Adelaide)
Insurance comparison portal
InsurEye (2011, Toronto)
Insurance Comparison and Reviews
InsuranceQuotesFor (2008, )
Insurance Comparison Platform for Auto, Home, and Health offerings.
QuoteLab (2012, Los Angeles)
Online Insurance Comparison Platform
InsuranceLevel (2009, Orchard Park)
Insurance aggregator
115 Consumer Finance – August 2017
Business Model Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (45/147) paytm.com
Company
Overview
Business Model
GoCompare (2006, Newport)
Price comparison website.
CompareTheMarket (2006, Peterborough)
Insurance comparison site
ComparaMejor.com (2011, Bogota)
Comparison website for financial products and insurance policies
QualityAutoInsurance (2007, Colorado Springs)
Comparison shopping platform for auto insurance.
CompareChecker (2011, )
Aggregator of price comparison portals for auto insurance
Total Funding
Insurance
Insurance
Insurance > Car
$815k
Insurance > Car
Insurance > Car
Trov (2012, Danville)
An app that helps in organizing and protect the things you own Anthemis Group, Guidewire Software, Munich Re, Suncorp, Suncorp Group, Oak HC/FT, Pivot Investment Partners, Clark Enterprises
Insurance > Horizontal
$90M
Instony (2011, Shanghai)
Mobile based insurance distribution platform Leading capital
Insurance > Horizontal
$84M
Huize (2006, Shenzhen)
E-commerce platform to buy insurance Fortune Venture Capital, Shenzhen Eastern Investment
Insurance > Horizontal
$46M
116 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (46/147) paytm.com
Company
Overview
Business Model
Total Funding
FinanceFox (2014, Zurich)
Personal insurance advisor AngelList, Salesforce, Seedcamp, Horizons Ventures, Victory Park Capital, Speedinvest, Idinvest Partners, Target Global
Insurance > Horizontal
$33.5M
Coverfox (2011, Mumbai)
Insurance aggregator and selling platform Accel Partners, SAIF Partners, Catamaran Ventures, Transamerica, NuVentures, InnoVen Capital, Chandrashekhar Iyer, Anurag Mehrotra, Rajeev Sathe, Chetna Duggal, Sanjay Bhandarkar, Milind Merchant
Insurance > Horizontal
$28.9M
WuKongBao (2015, Beijing)
Insurance distribution platform Plum Ventures, Hwazing Capital
Insurance > Horizontal
$17.5M
Knip (2013, Zurich)
Mobile insurance manager QED Investors, Creathor Venture, Redalpine, Route 66 Ventures, Orange Growth Capital, Creathor Venture
Insurance > Horizontal
$15.7M
Clark (2015, Berlin)
Mobile insurance platform to manage insurance Axel Springer SE, HitFox Group, Kulczyk Investments, SevenVentures, GMPVC, ProSiebenSat.1 Accelerator, Tenderloin Ventures, FinLeap, TA Ventures, Target Global, Yabeo Management, Portag3 Ventures
Insurance > Horizontal
$14.7M
Sure (2014, San Diego)
App for On-demand travel insurance ff Venture Capital, Menlo Ventures, Nationwide Mutual Capital, Assurant, Montage Ventures, IA Capital Group, Fosun Kinzon Capital
Insurance > Horizontal
$10.6M
Comparameglio (2011, Rome)
Online price comparison and purchase in Italy Strathtay Ventures, Envestors
Insurance > Horizontal
$7.1M
117 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (47/147) paytm.com
Company
Overview
Business Model
Total Funding
Shebaotong (2014, Shanghai)
Online social security and insurance buying platform ZhenFund, Yuan Jing Capital, zzgroup.co
Insurance > Horizontal
$4.6M
Slice Labs (2015, New York City)
On-demand insurance platform for sharing economy Horizons Ventures, Munich Re, XL Innovate, Tusk Ventures
Insurance > Horizontal
$3.9M
Courtanet (2007, Paris)
Online insurance comparison and purchase assor.com
Insurance > Horizontal
$3.8M
Quilt (2016, New York City)
Insurance platform for life, personal stuff, pets. Founder Collective, NextView Ventures, Eniac Ventures, Titan Partners, Basset Investment Group, Struck Capital, Corigin Ventures
Insurance > Horizontal
$3.3M
6sicuro.it (2000, Milano)
Online insurance aggreagtor in Italy Principia SGR
Insurance > Horizontal
$3.1M
Cuvva (2014, Edinburgh)
Insurance for an hour or more on a friend's car Techstars, LocalGlobe
Insurance > Horizontal
$2.8M
Easypolicy (2011, Noida)
Online selling and comparison platform for insurance Unilazer Ventures
Insurance > Horizontal
$2.2M
SravniKupi (2009, Moscow)
Insurance comparison portal Buran Venture Capital
Insurance > Horizontal
$2M
118 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (48/147) paytm.com
Business Model
Total Funding
Insurance > Horizontal
$1.5M
Online insurance distribution platform PreAngel Partners, K2VC (Xianfeng Evergreen), Wisdomont Assets
Insurance > Horizontal
$1.5M
Gramcover (2015, Noida)
Insurance marketplace focused on rural areas Omnivore Capital
Insurance > Horizontal
$1M
Coverfy (2016, Barcelona)
Mobile insurance broker K Fund, Pablo Szefner, Albert Armengol, Francois Derbaix, Jesus Monleon, Yago Arbeloa, Oscar Fuente, Marek Fodor
Insurance > Horizontal
$785.1k
Tikkr (2015, Stockholm)
On-demand hourly insurance Nordea
Insurance > Horizontal
$718.2k
InsureStreet (2016, London)
On-demand platform for lifestyle based insurance products
Insurance > Horizontal
$662.4k
Click Quote Save (2012, Fort Lauderdale)
Offering quotes and comparisons for consumers
Insurance > Horizontal
$500k
HAN Benefit Advantage (2013, New York City)
Aggregator of Insurance products
Insurance > Horizontal
$495.5k
Company
Overview
ANDIAST (2011, St. Gallen)
Online insurance aggregator
ABFX (2015, Hangzhou)
119 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (49/147) paytm.com
Company
Overview
Pesabazzar (2015, Nairobi)
Insurance aggregator
RateElert (2008, Clinton)
Insurance aggregator
MIOAssicuratore (2013, Rome)
Online insurance aggregator H-Farm, Vito Lomele
Your Policy Manager (2008, )
Insurance policy data storage and review
Spixii (2015, London)
Automated digital insurance agent Startupbootcamp
Local Insurance (2000, Humble)
Online insurance aggregator
Insurance Market (2015, Singapore)
Online insurance broker
QuickInsure (2016, Pune)
Online platform for comparison of insurance providers
120 Consumer Finance – August 2017
Business Model
Total Funding
Insurance > Horizontal
$396k
Insurance > Horizontal
$325k
Insurance > Horizontal
$322k
Insurance > Horizontal
$235k
Insurance > Horizontal
$21.2k
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (50/147) paytm.com
Company
Overview
Ask Arvi (2017, Mumbai)
Personal insurance assistant platform
Paddy Compare (2013, Ballymun)
Insurance comparison platform
Leo (2016, Tel Aviv)
Renters insurance platform for personal things
Insureme (2011, Dubai)
Online insurance comparison platform
Bon Accord Life (2012, Stirling)
Insurance quote comparison platform
Insuranks (, )
Online insurance platform for multiple products
Rover (2016, Seattle)
Virtual insurance assistant platform
Quelupa.com + Aon (2012, Buenos Aires)
Insurance comparison platform
121 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (51/147) paytm.com
Company
Overview
Segurize (2016, Sao Paulo)
Online platform for insurance leads
Worry+Peace (2014, London)
Online Insurance platform for personal and business products
Riopo (2016, )
Online to offline insurance quote portal
MY Lucy (2016, Zurich)
Mobile first insurance broker
Choosi (2012, )
Online insurance comparison platform
Assurland (2000, Paris)
Insurance comparison platform
Meet Mia (2016, London)
Mobile insurance manager
Insurance.com (2008, Foster City)
Insurance comparison platform StarVest Partners
122 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (52/147) paytm.com
Company
Overview
Baobao Tong (2015, Beijing)
Online insurance buying and claims settlement platform
InsuranceInBox (2014, Hyderabad)
Insurance comparison platform with direct broker license
Regard (2015, New York City)
Online platform to avail insurance benefits 500 Startups
Sheilas Wheels (2005, Reigate)
Insurance quote Platform for car, home and travel insurance
QuoteWizard (2006, Seattle)
Insurance comparison marketplace for consumers
LeLynx (2010, Paris)
Insurance comparison platform
insureatclick (2008, Mumbai)
Online portal to compare and buy insurance
Assurax (2000, Schoten)
Online insurance broker platform
123 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (53/147) paytm.com
Company
Overview
Vergelijkdirect (2014, Antwerp)
Insurance comparison platform
Kanopy Insurance (2012, Los Angeles)
Platform to compare quotes for personal and business insurance
PolicyAdvisor (2008, Pune)
Business Model Insurance > Horizontal
Online insurance tools & products to aid consumers in choosing insurance
MyThin.gs (2014, Canberra)
Claim Management app
Appsichern (2012, )
Spot Insurance for situations and products
esurance.ch (2013, Meilen)
Mobile Insurance management for consumer
SafelyStay (2013, Atlanta)
Safeguards for Vacational Renting Plug and Play Tech Center
Ottoinsure (2015, Seattle)
Time based insurane
124 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (54/147) paytm.com
Company
Overview
UexGlobal (2016, Singapore)
Mobile first health insurance service provider
GetSafe (2013, Heidelberg)
Business Model
Manage all insurances via App Iris Capital, Partech Ventures, b-to-v Partners, Global Founders Capital, HW Capital GmbH, Rocket Internet, Capnamic, Acton Capital Partners, CommerzVentures, btov Partners
Lendy (2015, London)
On-demand short term car insurance
Brolly (2015, London)
Personal insurance management app Entrepreneur First
Oulala (2015, Earth)
Social Insurance
Keepr (2013, Sydney)
Online storage manager
feelix (2012, Berlin)
Insurance manager app
PolicyPal (2016, Singapore)
App to compare and buy insurance online 500 Startups, Startupbootcamp
125 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (55/147) paytm.com
Company
Overview
SafeShare Global (2015, London)
Insurance solution for sharing economy
Choov (2016, Aubenas)
Business Model Insurance > Horizontal
Personal digital assistance application to optimize insurance and value one's belongings
asuro (1999, Frankfurt)
App for Insurance management
Advisr (2016, Sydney)
Online Platform to manage Insurance
Fluo (2013, Paris)
Insurance manager for consumers
allesmeins (, )
Digital Insurance manager
Confidant (2016, New York City)
Digital Insurance manager
Roos (2014, Amsterdam)
Digital tool to track user's contract (Insurance, energy etc.)
126 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (56/147) paytm.com
Company
Overview
Coverpocket (2015, New York City)
Mobile insurance manager
SAcover (2013, )
Online insurance aggregator
Santiane (2006, Nice)
Insurance comparison and purchase
RatedInsurance (2015, Valley)
Online insurance aggregator
simplesurance (2014, Columbia)
Marketplace to buy affordable health insurance plans in South Carolina
Policy Boss (2012, Mumbai)
Online platform for insurance comparison TPG
Rubear Insurance (2014, Ottawa)
Broker on demand
Ubao (2007, Xiamen)
Online insurance service website
127 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (57/147) paytm.com
Company
Overview
Poncho Insurance (2015, Boston)
Insurance advisor
Xiangrikui (2007, Guangzhou)
Insurance distribution with Q&A platform Decent capital, Bridge Capital
Rates.ca (2014, Toronto)
Insurance comparison portal
STARiNSURED (2016, Satna)
Direct insurance broker
ToGarantido (2014, Sao Paulo)
Insurance comparison portal
OkBao (2012, Guangzhou)
Online insurance shopping in China
RenRenBx (2015, Shanghai)
Mobile based insurance distributor Taoshi capital
Virtue Insurance (2015, Houston)
Quote comparison
128 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (58/147) paytm.com
Company
Overview
Business Model
SecureNow (2011, Delhi)
Group and commercial insurance comparison platform Elevar Equity
Insurance > Horizontal
Policybachat (2013, Hyderabad)
Web based insurance aggregator and comparison engine
Nuera Insurance (2015, Calgary)
Online Insurance broker for consumer
Zhongmin (2008, Guangzhou)
Insurance e-commerce platform
Zibika (2007, Mumbai)
Online insurance platform
PolicyMantra (2010, Mumbai)
Insurance aggregator
PolicyTiger (2010, Delhi)
Online platform for policy comparison
Seek2Insure (2015, Bangkok)
Online insurance quote service provider
129 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (59/147) paytm.com
Company
Overview
VisaCover (2015, Lagos)
Portal to compare and buy insurances
Oabima (2014, Lucknow)
Insurance comparison portal
PlanCover (2011, Delhi)
Insurance comparison portal
Weibaodashi (2015, Xiamen)
Online insurance distribution platform
TenesSeguro.com (2015, Montevideo)
Insurance comparison marketplace
RajaPremi (2013, Jakarta)
Online Insurance Comparison Portal Fatfish
Policy Vendor (2012, Delhi)
Online platform for comparing insurance policies
PolicyX (2013, Gurgaon)
Web-based insurance comparison and buying platform
130 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (60/147) paytm.com
Company
Overview
polisku (2014, Bandung)
Online quotes for insurance
Turtlemint (2015, Mumbai)
Online platform for Insurance comparison Nexus Venture Partners, Blume Ventures
Insurance > Horizontal
Sigortam (2001, Istanbul)
Online insurance aggregator ilab Ventures, AccessTurkey Capital Group
Insurance > Horizontal
QuoteSearcher (2005, Teddington)
Online insurance aggregator
Policy99.com (2015, Chennai)
Web and app based multi-insurance e-commerce platform.
Turtlemint (2015, Mumbai)
Online platform for Insurance comparison
Quickbima (2013, Delhi)
Insurance comparison provider
PromoPremi (2014, Jakarta)
Online insurance comparison platform
131 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (61/147) paytm.com
Company
Overview
Business Model
Bigins (2015, Shanghai)
Insurance products for consumers and enterprises Haier
Insurance > Horizontal
Fangxinbao (2013, Beijing)
Online insurance aggregator
Insurance Clarity (2014, )
Insurance Quote provider
Insurax (2014, Ahmedabad)
Life and Non-Life insurance aggregator
ebaohiem (2010, Hanoi)
Marketplace for insurance services
Buysmartpolicy (2012, Pune)
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Online insurance aggregation platform helping users with purchasing insurance and other financial products
Ejsino (2006, Shanghai)
Third party insurance distributor platform CBC Capital, Meridian Capital China, Marathon Venture Partners
e-Policybazaar (2014, Kolkata)
Online portal for insurance comparison
132 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (62/147) paytm.com
Company
Overview
Assur Up (2015, Paris)
Online Insurance broker
MintWise (2015, Mumbai)
Insurance aggregator platform in stealth mode.
Insurance Finder (2014, Singapore)
Online platform to discover insurances
Caring Papa (2014, Noida)
Online platform for insurance comparison
Kaixinbao (2012, Dalian)
Insurance e-commerce marketplace
PasarPolis (2015, Jakarta)
Insurance comparison portal in Indonesia
CoverNest (2016, Chennai)
Insurance web aggregator portal
Cekpremi (2014, Jakarta)
Online insurance comparison
133 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (63/147) paytm.com
Company
Overview
Passt Digital Services (2015, Cologne)
Insurance comparison portal
Insurance Finder (2014, Jakarta)
Getting insurance quotes online
Grün Versichert (2014, Hamm)
Insurance broker offering green products
i4CT (2013, Paris)
Insurance for clinical trials operations
Companion Insurance Services (2015, Benicia)
Insurance quote provider
MyInsuranceClub.com (2009, Mumbai)
Online platform to compare & apply for insurance policies
Espanol Seguros (2007, Miami)
Insurance Quote provider
InsureMe.com (1993, Englewood)
Online provider for insurance quotes
134 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (64/147) paytm.com
Company
Overview
Insurance Pandit (2007, Delhi)
Insurance comparison portal
InsuringIndia (2010, Mumbai)
Online platform for insurance comparison
LesFurets.com (2005, Paris)
Insurance comparison portal
ComparePolicy.com (2015, Noida)
Insurance comparison portal
Bimadirect (2010, Hyderabad)
Online insurance distribution portal
Active Coverage (2015, Chicago)
Online agency for insurance quotes
Madison Insurance (1997, Denver)
Insurance Agency for commercial and personal insurance
Enhance (2011, Minneapolis)
Enhanced Insurance offers online insurance advisory
135 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (65/147) paytm.com
Company
Overview
Business Model
Mobassurance (2009, Vilnius)
Insurance products through MNO's Practica Capital
Insurance > Horizontal
Happinsure (2014, Delhi)
Online insurance comparison portal
Ensuprecio (2014, Madrid)
Online web aggregator
einsurance (1996, Chicago)
Online insurance aggregator
Dajiabao (, Shanghai)
Search engine for insurance Iheima, Qiming Venture Partners
Insurance > Horizontal
Free2Ask (2015, Shanghai)
Online insurance platform helping users to find right insurance K2VC (Xianfeng Evergreen)
Insurance > Horizontal
Level3 Insurance (2011, Houston)
Agent for Personal and Commercial Insurance
Easy Insurance India (2008, Chennai)
Online platform to compare & buy insurance quotes
136 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (66/147) paytm.com
Company
Overview
Five Insurance (2015, Erpent)
Customized insurance products provider
Asuransi88 (2013, Jakarta)
Insurance comparision site
Mister Prakan Insurance (2014, Bangkok)
Online insurance comparison
NammaPolicy (2014, Chennai)
Online insurance aggregator
Freedom-Insurance (2015, England)
Insurance Quotes provider for business and consumer
Discount Insurance (2001, London)
Insurance Marketplace
BXD365 (2012, Zhengzhou)
Online distributor of insurance and Q&A platform
Insure.com (2015, Foster City)
Insurance quotes provider
137 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (67/147) paytm.com
Company
Overview
AsuransiTop (2014, Jakarta)
Insurance comparison platform and agent listing
Minute Insurance (2011, Brasilia)
Online insurance brokerage firm. Eventures, Redpoint eVentures, Infinity Ventures
Boon Insurance (2015, Mumbai)
Insurance comparison portal
123vergleich (2010, Wallisellen)
Insurance comparisons portal
Klik Insure (2015, Lagos)
Online insurance comparison portal
1st Option Insurance (2010, Jacksonville)
Online insurance agregator
InsureMy (2014, Calgary)
Insurance brokerage providing insurance quotes
AsuransiKita (2014, Yogyakarta)
Portal for insurance comparision
138 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (68/147) paytm.com
Company
Overview
Fingoogle (2013, Mumbai)
Insurance web aggregator
My Insurance Broker (2008, )
Insurance quote provider
CompareXpress (2009, Singapore)
Comparison platform for insurance products
Compare (2013, Virginia)
Compare and buy insurances online
Dianjinb (2015, Shanghai)
Insurance distributors for SMEs and consumers
BuffaloQuotes.com (2015, Buffalo)
Insurance Agency Focusing On web-based Leads
5paisa Insurance (2015, Mumbai)
Life insurance comparison platform
Baoxian (, Beijing)
Online insurance aggregator platform
139 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (69/147) paytm.com
Company
Overview
Business Model
Kiseguro (2014, Tallahassee)
Insurance platform fo consumers to get quotes, recommendations etc. Angel Investment Network
Insurance > Horizontal
MyLifeProtected (2015, Phoenix)
Online insurance comparison broker
GradGuard (2009, Phoenix)
Insurance platform for tuition protection and renters insurance product
Insurance4Good (2015, London)
Online Insurance broker that donates a part of its commission
Bankbazaar Insurance (2015, Chennai)
Insurance web aggregator
SelfAssured (2014, Durbanville)
Providing Insurance on the spot
Inzsure (2016, Singapore)
On-demand corporate insurance solutions
Gabi (2016, San Francisco)
Mobile Insurance manager
140 Consumer Finance – August 2017
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (70/147) paytm.com
Company
Overview
Suggest Insurance (2015, Noida)
Online platform to compare insurance policies
Questor Insurance (2006, Rainham)
Online Insurance platform for vehicle, travel etc.
AsegurateAqui.com (2012, Santiago)
Online insurance comparison platform
okcompare (2013, Provo)
Insurance comparison platform
Asegúrate Fácil (2011, )
Insurance comparison portal
TED Versicherung (2015, Munich)
Mobile-first insurance broker
DirectInsure (2015, Gurgaon)
Online insurance aggregator
Ridrr (2016, Melbourne)
On Demand insurance for Riders
141 Consumer Finance – August 2017
Business Model Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (71/147) paytm.com
Company
Overview
Business Model
Inzmo (2015, Tallinn)
Insurance via mobile app 500 Startups
Insurance > Horizontal
Contador (2016, San Francisco)
Insurance manager
wobi (2010, Tel Aviv)
Online insurance price comparison paltform
Covera (2016, Montreal)
Digital insurance distribution platform Ferst Capital Partners
Quote Me Less (2015, Worcester)
Insurance comparison platform
Hippo (2007, Johannesburg)
Price Comparison Platform
Facile (2009, Milano)
Multi faceted comparison platform Oakley Capital
Insurance > Horizontal
GoHealth (2001, Chicago)
Price comparison and shopping portal for health insurance Norwest Equity Partners
Insurance > Life & Health
142 Consumer Finance – August 2017
Total Funding
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Insurance > Horizontal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$50M
Horizontal
>
Debt Management
Financial Product Aggregators (72/147) paytm.com
Total Funding
Company
Overview
Business Model
Datebao (2014, Beijing)
Online comparison platform and discount e-tailer for insurance products Ceyuan Investment Consulting, China Development Industrial Bank, Fosun International, Ping An Ventures, K2 VC (Xianfeng Evergreen), DW Fund
Insurance > Life & Health
$49.4M
eHealth (1997, Mountain View)
Health insurance exchange & online resource for individuals, families, small businesses & Medicare Lightspeed Venture Partners, Dell, Goldman Sachs, KPCB, Questmark Partners, New Leaf Ventures, Sprout Group, Stratim Capital
Insurance > Life & Health
$44M
HealthCare.com (2006, Miami)
Insurance comparison platform PeopleFund, Interplay Ventures, Monster Venture Partners, Annox Capital, Brothers Brook
Insurance > Life & Health
$17.4M
Stride Health (2013, San Francisco)
Health insurance advisor NEA, KPCB, Mayo Clinic, Venrock, Rock Health, DCM Ventures, Fidelity Biosciences, F-Prime Capital Partners
Insurance > Life & Health
$15.4M
Xiaoyusan (2015, Shenzhen)
Online insurance aggregator platform Sequoia Capital, Matrix Partners China, AV Capital
Insurance > Life & Health
$14.5M
DoctorGroup (2013, Beijing)
Health insurance distribution service Greenwoods Investments, DW Fund, K2VC (Xianfeng Evergreen)
Insurance > Life & Health
$9.8M
HealthSherpa (2012, San Francisco)
Compare Healthcare.gov plans easily and buy online Y Combinator, Kapor Capital, Plug and Play Tech Center, SGVC
Insurance > Life & Health
$6.6M
HealthPlanOne (2006, Shelton)
Online marketplace for health insurance policies FirstMark Capital, Greycroft Partners, Greycroft Partners, Peloton Equity
Insurance > Life & Health
$6.5M
143 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (73/147) paytm.com
Total Funding
Company
Overview
Business Model
Health I.Q. (2012, Mountain View)
Offers health quizzes to improve health consciousness and provides life insurance quotes using science and data Greylock Partners, First Round Capital, Charles River Ventures, Menlo Ventures, Rock Health, Western Technology Investment, Ribbit Capital
Insurance > Life & Health
$5.5M
SeniorQuote (2001, San Diego)
Helping senior citizens to chose the best Medicare supplements Tech Coast Angels
Insurance > Life & Health
$2.2M
Health Solutions One (2015, Atlanta)
Customized health insurance solutions for consumers
Insurance > Life & Health
$2M
Healthpocket (2012, Sunnyvale)
Health insurance comparison with publicly available data Lightspeed Venture Partners, Plug and Play Tech Center
Insurance > Life & Health
$2M
Emerge (2016, New Hartford)
Comparison platform for supplemental health insurance
Insurance > Life & Health
$1.8M
121policy.com (2012, Kolkata)
Online insurance platform focused on health insurance Xelpmoc
Insurance > Life & Health
$1.5M
Abaris Financial (2013, Philadelphia)
Platform to provide and compare longevity insurance Dorm Room Fund
Insurance > Life & Health
$720k
BeneFinder (2013, Richmond Hill)
Online health insurance - compare and buy
Insurance > Life & Health
$303k
144 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (74/147) paytm.com
Total Funding
Company
Overview
Business Model
Impact Health (2014, Pasadena)
Health insurance comparison provider using predictive modeling Techstars, Birchmere Ventures, Right Side Capital Management, Wavemaker Partners
Insurance > Life & Health
$205k
Insurance > Life & Health
$40k
Simbiosis (2012, )
Health Insurance comparison platform for consumer
BestFitMe (2016, London)
Online insurance advisor and comparison portal.
Take Command Health (2014, Dallas)
Insurance comparison platform
Clearly Surely (2015, Singapore)
Insurance information and comparison platform
Ensurem (2015, Largo)
Insurance marketplace for life and health products
Community Life (2014, Kelkheim)
Online broker platform for life and health products
Ocare (2016, Mumbai)
Dental insurance plans
145 Consumer Finance – August 2017
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (75/147) paytm.com
Company
Overview
Ostraa (2015, New York City)
Micro insurance provider in stealth mode.
Qooter (2016, )
Mobile-based insurance quote comparison platform.
ifsurance (2016, Fort Worth)
Mobile based life insurance comparison platform
FeelSafe (2016, Vienna)
Online platform for health insurance for expats and students
KindHealth (2014, Austin)
Health insurance recommendation platform
Cheapest Life (2013, Poole)
comparison quote provider for life insurance policies
e-TeleQuote Insurance (2010, Clearwater)
Online insurance aggregator for Medicare trg | tech
Poe-ma insurances (2010, Phuket)
Health insurance comparison platform for expatriates
146 Consumer Finance – August 2017
Business Model Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (76/147) paytm.com
Company
Overview
HoneyInsured (2015, Bellevue)
Health Insurance Comparison Engine
iFWD Liberate (2013, )
Online distribution platform
HealthPlanforYou (2015, San Francisco)
Online health insurance comparison
CoverNow (2016, )
Mobile based Insurance and health services
Insnext (2012, Shibuya)
Insurance distribution platform.
Health Drives (2013, )
Health insurance marketplace
InsureChance (2013, Boca Raton)
Life Insurance Marketplace
AgileHealthInsurance (2015, Mountain View)
Term Health Insurance comparison portal
147 Consumer Finance – August 2017
Business Model Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (77/147) paytm.com
Company
Overview
Business Model
Baobeikeji (2015, Shanghai)
Mobile based medical insurance platform Warp Speed capital
Insurance > Life & Health
NowCompare.com (2009, Hong Kong)
Online expat health insurance comparison platform
BrokerFish (2011, Kuala Lumpur)
Health insurance comparison for expats
HealthMatchup (2015, San Francisco)
Platform for consumers to simplify health insurance buying process
PolicyTray (2015, Chennai)
Online platform for life insurance plans know-how
HealthMarkets (2010, Worth)
Health Insurance Quote provider Sopris Capital
Insurance > Life & Health
17doubao (2015, Beijing)
Healthcare insurance distributor and support services for corporates and individuals Finance Private Capital, The wing capital
Insurance > Life & Health
Yuguo (2012, Beijing)
Medical insurance distribution platform Sequoia Capital
Insurance > Life & Health
148 Consumer Finance – August 2017
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (78/147) paytm.com
Company
Overview
Business Model
CakeHealth (2010, San Francisco)
Personal Health Insurance Management Charles River Ventures, 500 Startups, Rock Health, Kima Ventures
Insurance > Life & Health
Pacific Prime Singapore (2013, Singapore)
Insurance quote provider platform
Toyro (2012, Shibuya)
Insurance distribution platform service provider. Cyberagent Ventures
Joppel (2008, )
Insurance > Life & Health
On-line tool set providing seniors & caregivers with assistance in determining the health care plan
Health Insurance Finders (2001, Miami)
Health Insurance Search Engine
GetInsured (2005, Palo Alto)
Solutions for health insurance shopping Bessemer Venture Partners, Trinity Ventures, Partech Ventures
thepolicykart (2015, Gurgaon)
Online life insurance seller website
HealthInsurance.com (2001, Los Angeles)
Health Insurance quote provider
149 Consumer Finance – August 2017
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (79/147) paytm.com
Company
Overview
Health (2009, Orange)
Health insurance quotes online
Ovid (2015, Palo Alto)
Life insurance reselling platform
Big Lou Insurance (2009, Fort Walton Beach)
Providing life insurance quotes comparison
BLbaoxian (2015, Shanghai)
Online insurance aggregator targeting health and life segment
DIY Insurance (2014, Singapore)
Insurance comparison portal
Lifequotes4u (2012, Cheadle Hulme)
Online broker for Life Insurance
Covered California (2012, California)
Health insurance marketplace
Quotacy (2013, Minneapolis)
Online broker platform for life insurance
150 Consumer Finance – August 2017
Business Model Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Insurance > Life & Health
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (80/147) paytm.com
Company
Overview
Business Model
PolicyZip (2016, Kansas City)
Health and Life Insurance comparison quotes provider Plus2 Capital
Insurance > Life & Health
Jubaopen365 (2016, Beijing)
Custom health insurance distributor Legend Capital
Insurance > Life & Health
LinXea (2001, Paris)
Distribution platform for Life Insurance Nextstage
Insurance > Life & Health
LifeDirect (2005, Wellington)
Insurance comparison portal
LifeInsuranceDirect (2006, North Sydney)
Insurance comparison portal
Total Funding
Insurance > Life & Health
Insurance > Life & Health
Goji (2007, Boston)
Auto insurance marketplace Village Ventures, Spark Capital, Thayer Street Partners Management, Five Elms Capital
Insurance > Property & Casualty
$89.9M
EverQuote (2011, Cambridge)
Car Insurance comparison platform Link Ventures, Stratim Capital, Savano Capital Partners, Blue Ivy Ventures, Green D Ventures, Oceanic Partners, T Capital Partners, Castor Ventures
Insurance > Property & Casualty
$32.7M
Insurance Zebra (2012, Austin)
Real-time car insurance comparison platform Floodgate, Daher Capital, AlphaLab, Innovation Works, Birchmere Ventures, Ballast Point Ventures, Silverton Partners, Birchmere Labs
Insurance > Property & Casualty
$21.5M
151 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (81/147) paytm.com
Total Funding
Company
Overview
Business Model
Cheche365 (2014, Beijing)
Car insurance distribution platform CBC Capital, Shunwei Capital Partner, Finance Private Capital
Insurance > Property & Casualty
$16.3M
OkChexian (2014, Shanghai)
Mobile based platform providing automobile insurance service JD.Com, IDG Capital Partners, Yunqi Partners
Insurance > Property & Casualty
$12M
WXB (2014, Hangzhou)
Mobile based auto insurance aggregator platform Share Capital
Insurance > Property & Casualty
$10M
Yibaoxian (2014, Beijing)
Online car insurance distribution platform weibovc.com
Insurance > Property & Casualty
$8.1M
insurify (2013, Cambridge)
Car insurance comparison platform Nationwide Mutual Capital, MassMutual Ventures, Rationalwave
Insurance > Property & Casualty
$6.6M
Verifly (2015, New York City)
On-demand drone insurance for recreational or commercial flights Frontline Ventures, Slow Ventures, Graph Ventures, Irelandia Aviation, Prospect Insurance Group, LocalGlobe
Insurance > Property & Casualty
$4.7M
Ichexian (2012, Nanjing)
Automobile insurance aggregator Tong Ding Internet
Insurance > Property & Casualty
$4.5M
Rankomat (2009, Warsaw)
Automotive insurance aggregator 3TS Capital Partners
Insurance > Property & Casualty
$3.1M
152 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (82/147) paytm.com
Total Funding
Company
Overview
Business Model
RenewBuy (2014, Gurgaon)
Online motor insurance comparison provider Mount Nathan Advisors
Insurance > Property & Casualty
$1M
Leaky (2010, San Francisco)
Comparison website for insurance quotes Y Combinator, 500 Startups, BoxGroup
Insurance > Property & Casualty
$675k
GoMango (2011, California)
Online auto-insurance aggregator
Insurance > Property & Casualty
$400k
Pet Insurance (2011, Columbus)
Online pet insurance comparison and shopping
Insurance > Property & Casualty
$200k
StreetOwl (2011, San Francisco)
Usage based insurance comparison portal Hub Ventures, LakelandVenturesDev
Insurance > Property & Casualty
$95k
ETInsure (2016, Gurgaon)
Web based insurance aggregator platform
Insurance > Property & Casualty
Koalay (2013, Istanbul)
Insurance comparison platform for auto
Insurance > Property & Casualty
Instant Insurance Network (2013, Longwood)
Online insurance comparison platform
Insurance > Property & Casualty
153 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (83/147) paytm.com
Company
Overview
Business Model
OOHOO (2016, Bangkok)
Car insurance aggregator platform
Insurance > Property & Casualty
CoverYou Insurance (2009, Deventer)
Online insurance platform for smartphones, tablets and laptops
Insurance > Property & Casualty
SureUp (2015, Austin)
Insurance comparison platform for auto and home products
Insurance > Property & Casualty
Marshmallow (2016, London)
Mobile first car insurance
Insurance > Property & Casualty
Swiftcover (2005, Cobham)
Online Platform to buy car and home insurance
Insurance > Property & Casualty
Row (2012, Bournemouth)
Platform for mobile phone, gadget and appliance insurance
Insurance > Property & Casualty
Insurance Quote Deals (2016, Panama)
Insurance quotes provider
Insurance > Property & Casualty
Compare Insurance (2012, Lagos)
Insurance comparison platform for auto
Insurance > Property & Casualty
154 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (84/147) paytm.com
Company
Overview
Business Model
Mylo (2015, Kansas City)
Insurance comparison platform
Insurance > Property & Casualty
CercAssicurazioni (2011, Milano)
Comparison platform for auto insurance
Insurance > Property & Casualty
Young Alfred (2016, Philadelphia)
Platform to buy insurance
Insurance > Property & Casualty
Hooly (2015, Paris)
Auto insurance comparison platform
Insurance > Property & Casualty
Merlinio Technologies (2016, Richmond)
Platform to buy auto insurance
Insurance > Property & Casualty
GetCover (2016, Petaling Jaya)
Mobile-based motor insurance
Insurance > Property & Casualty
Smartia Seguros (2010, Rio De Janeiro)
Auto Insurance quote provider
Insurance > Property & Casualty
Sossego (2011, Barueri)
Insurance comparison platform for auto
Insurance > Property & Casualty
155 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (85/147) paytm.com
Company
Overview
Business Model
epetsure (2016, San Diego)
educational and comparison portal for Pet insurance
Insurance > Property & Casualty
Pet Insurance Review (2015, Longmont)
Comparison and reviewing platform for pet insurance
Insurance > Property & Casualty
Seguros Veterinarios (2013, Seville)
Pet Health Insurance Comparison platform
Insurance > Property & Casualty
Pet Insurance Services (2016, Seattle)
Platform to compare pet insurance plans
Insurance > Property & Casualty
Mon auto assure (2015, Toulon)
Car insurance comparison portal
Insurance > Property & Casualty
Smartie (2015, )
Car insurance aggregator in Switzerland
Insurance > Property & Casualty
One Day Car Insurance Quote (2013, Garden City)
Online insurance comparison platform
Insurance > Property & Casualty
MyCaution (2014, Bern)
Online marketplace for deposit insurance
Insurance > Property & Casualty
156 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (86/147) paytm.com
Company
Overview
Business Model
Premikita.com (2011, Jakarta)
Online insurance comparison
Insurance > Property & Casualty
Insurance Panda (2012, New York City)
Online insurance quotes and purchasing
Insurance > Property & Casualty
Chillion (2014, Haifa)
Auto insurance comparison and purchase
Insurance > Property & Casualty
GluayGluay (2011, Bangkok)
Online auto insurance comparison
Insurance > Property & Casualty
NetQuote (, Denver)
Online insurance marketplace for Auto Stripes Group, Spectrum Equity
Insurance > Property & Casualty
Cover (2015, )
Mobile-based aggregator for insurance products. Shasta Ventures, Great Oaks Venture Capital
Insurance > Property & Casualty
Haoxiana (2012, Beijing)
Online insurance e-commerce
Insurance > Property & Casualty
Margo (2015, Philadelphia)
Mobile based Insurance comparison platform
Insurance > Property & Casualty
157 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (87/147) paytm.com
Company
Overview
Business Model
mfind (2013, Warsaw)
optimizing customers’ insurance budget MCI Capital
Insurance > Property & Casualty
ichoose.ph (2013, Manila)
Online car insurance comparison
Insurance > Property & Casualty
Zuihuibao (2014, Shanghai)
Mobile based platform for auto insurance
Insurance > Property & Casualty
Bike ID (2015, Berlin)
Platform for bicycle insurance Startupbootcamp
Insurance > Property & Casualty
Insurance Jack (2015, )
Providing comparison for Car Insurance
Insurance > Property & Casualty
California Auto Insurance (2010, Hayward)
Online auto insurance aggregator
Insurance > Property & Casualty
Insuranceauto (2014, Benicarlo)
Auto Insurance comparison platform
Insurance > Property & Casualty
Rabbit Finance (2013, )
Online car insurance policy comparison portal
Insurance > Property & Casualty
158 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (88/147) paytm.com
Company
Overview
Business Model
Cheap Fleet (2013, London)
Compare and buy fleet insurance
Insurance > Property & Casualty
sravni online (2016, Kiev)
Car insurance comparison platform
Insurance > Property & Casualty
Mietkautions Garantie (2013, Bern)
Deposit insurance aggregator
Insurance > Property & Casualty
Talk Car Insurance (2013, Chicago)
Cheaper auto insurance for college students
Insurance > Property & Casualty
klikPREMI.com (2015, Jakarta)
Auto insurance comparison portal
Insurance > Property & Casualty
ANIVO (2015, Baar)
Insurance quotes comparison portal
Insurance > Property & Casualty
Citinsure (2014, Manila)
Buy insurance online
Insurance > Property & Casualty
CarInCalculator (2011, New York City)
Car Insurance quotes and comparsion
Insurance > Property & Casualty
159 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (89/147) paytm.com
Company
Overview
Business Model
Sofad Broker (2006, Arad)
Online insurance aggregator for motor related insurance
Insurance > Property & Casualty
Baoyitech (2015, Guangzhou)
Online aggregator of auto insurance and servicing facilities
Insurance > Property & Casualty
Suredo (2011, Stockholm)
Digital comparison of insurances Schibsted Growth
Insurance > Property & Casualty
Covered (2015, )
Car insurance quotes provider
Insurance > Property & Casualty
AutoGenius (2014, Lagos)
Online auto insurance aggregator
Insurance > Property & Casualty
Ask Hanuman (2013, Bangkok)
Insurance comparison platform Alpha Founders Capital
Insurance > Property & Casualty
NY Motor Insurance (2012, New York City)
Car insurance quote provider in New York
Insurance > Property & Casualty
Hablamos Seguros (2004, Arizona City)
Coneects Spanish-speaking insurance buyers and agents
Insurance > Property & Casualty
160 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (90/147) paytm.com
Company
Overview
Business Model
InsuraMatch (2014, )
Insurance quote provider
Insurance > Property & Casualty
Matic Insurance (2014, )
Home insurance quote provider
Insurance > Property & Casualty
Bungalow (2014, Philadelphia)
Making renters insurance convinient Dorm Room Fund, Dreamit Ventures
Insurance > Property & Casualty
Square One Insurance (2011, Vancouver)
Offers home insurance online
Insurance > Property & Casualty
Tipi (2016, Paris)
Online insurance broker for home insurance
Insurance > Property & Casualty
Seguro Simple (2014, Santiago De Surco)
Online Insurance broker for Auto
Insurance > Property & Casualty
Kikisha (2015, Kirkland)
On-demand personal insurance
Insurance > Property & Casualty
MassDrive (2009, Boston)
Auto Insurance quotes provider platform
Insurance > Property & Casualty
161 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (91/147) paytm.com
Company
Overview
Business Model
BrightPolicy (2016, Evanston)
Service for purchasing home insurance 500 Startups
Insurance > Property & Casualty
Forsikringsportalen (2011, Copenhagen)
Insurance quote comparison platform
Insurance > Property & Casualty
Covered On Demand (2015, Preston)
On-demand learner driver insurance
Insurance > Property & Casualty
Dronify (2016, Sydney)
On-demand drone Insurance platform
Insurance > Property & Casualty
Insure A Thing (2016, London)
Online Platform for Bike insurance with premium based on claims
Insurance > Property & Casualty
Proper Insurance (2014, Lovettsville)
Vacation Rental Insurance distributor
Insurance > Property & Casualty
Roojai (2014, )
Auto insurance platform
Insurance > Property & Casualty
iGO4 (2007, Peterborough)
Online Insurance platform for Auto and Home
Insurance > Property & Casualty
162 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (92/147) paytm.com
Company
Overview
Business Model
PolicyCastle (2016, London)
Mobile-based platform for home insurance
Insurance > Property & Casualty
Belong Safe (2016, London)
Insurance platform for the home-sharing market
Insurance > Property & Casualty
Assurpeople (1970, Boulognebillancourt)
Insurance broker for Auto
Insurance > Property & Casualty
RedSeguro (2009, Bogota)
Auto Insurance comparison portal Axon Partners Group, Velum Ventures, Telefónica Open Future
Insurance > Property & Casualty
Chiarezza (2010, Paris)
Insurance comparison portal for Auto
Insurance > Property & Casualty
Car Insurance Comparison (2014, Seattle)
Comparison Platform for Car Insurance
Insurance > Property & Casualty
discount-car-insurancerates.com (2005, Austin)
Aggregation of auto insurance providers across USA.
Insurance > Property & Casualty
Best Car Insurance South Africa (2012, Cape Town)
Car Insurance Quotes
Insurance > Property & Casualty
163 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (93/147) paytm.com
Company
Overview
Business Model
car-insurance-quotes.co.za (2014, )
Car Insurance Quotes Online South Africa
Insurance > Property & Casualty
Honest Policy (2011, Lincoln)
Online insurance marketplace
Insurance > Property & Casualty
CompareNow (2013, Cardiff)
An auto insurance comparison website
Insurance > Property & Casualty
ChoiceAutoInsurance (2007, Woodland Park)
Online auto insurance aggregator
Insurance > Property & Casualty
CarInsurance (2003, Maitland)
Car Insurance Comparison
Insurance > Property & Casualty
InsuRebel (2013, Singapore)
Travel insurance platform
TravelersAlly (2014, Atlanta)
Online platform for travel insurance
Talk To TIM (2015, Northampton)
Travel Insurance comparison platform
164 Consumer Finance – August 2017
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (94/147) paytm.com
Company
Overview
Blink (2016, London)
Flight-disruption insurance solution provider
Compare Travel Insurance (, Auckland)
Travel Insurance comparison platform
Protect Travel (, Brooklyn)
Travel insurance comparison platform
Traveladder (, Colchester)
Travel Insurance comparison platform
QuoteWright (2009, Hartford)
Travel insurance comparison platform
Compare Travel Insurance Ireland (2012, )
Travel Insurance comparison platform
Medical Travel Compared (2013, Hertford)
Travel insurance platform
Flightsurance (2008, Frankfurt Am Main)
Personal accident insurance plan for leisure and business travel
165 Consumer Finance – August 2017
Business Model Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (95/147) paytm.com
Company
Overview
BuyInsuranceMalaysia (2015, Kuala Lumpur)
Online platform for travel insurance
Travel Insurance (2013, New York City)
Online platform for travel insurance
UCompare.ie (2016, )
Travel insurance quote provider
TravelInsure.ca (1990, Canada)
Online travel insurance aggregator
Easy Travel Insurance (2011, Oxenford)
Online travel insurance quotes
Covomo (2014, Frankfurt)
Travel insurance comparison portal German Startups Group
CityLife2u (2012, Kuala Lumpur)
Online Travel Insurance In Malaysia
SunAssistance (2013, Waasmunster)
Travel insurance provider
166 Consumer Finance – August 2017
Business Model Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (96/147) paytm.com
Overview
AllClear Insurance Services (2000, Romford)
Platform for Medical travel Insurance quotes
TripInsuranceZone (2014, Brooklyn)
Travel Insurance comparison platform
Tempcover (2006, Fleet)
Online distribution platform for short-term auto insurance.
Travel Insurance Zone (2014, Port Elizabeth)
Online travel insurance comparison site
InsureMyTrip (2000, Warwick)
Online travel insurance comparison website
Madai Licai (2015, Shanghai)
Online based wealth management products CITIC Capital
Investment Products
$65M
Jinfuzi (2012, Shenzhen)
Online platform to buy financial securities and wealth management products Sequoia Capital, Renren, Jiangsu Huaxi Group, China Merchants Capital, Bridge Capital, Sky9 Capital
Investment Products
$60M
Tongbanjie (2012, Hangzhou)
Investing platform that offers financial products such as mutual funds IDG Capital Partners, Legend Capital, China Growth Capital
Investment Products
$60M
167 Consumer Finance – August 2017
Business Model
Total Funding
Company
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Insurance > Travel Insurance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (97/147) paytm.com
Total Funding
Company
Overview
Business Model
Aspiration (2013, Los Angeles)
Money management platform GSV Capital, Capricorn, Renren, Mission and Market
Investment Products
$20.5M
Zhenrongbao (2014, Beijing)
Wealth management platform Sequoia Capital, Matrix Partners China
Investment Products
$10M
Qianshengqian (2014, Guangdong)
A money management service provider. BlueRun Ventures
Investment Products
$10M
Zhuaqianmao (2014, Hangzhou)
Financial investment platform
Investment Products
$6.6M
AlphaClone (2008, San Francisco)
Automated investment strategy provider. Operative Capital
Investment Products
$4.3M
Income& (2014, San Francisco)
Mortgage based alternate investment firm. iSeed Ventures, Innotech Capitals
Investment Products
$3.6M
Scripbox (2012, Bangalore)
Web-based platform enabling investing in mutual funds Accel Partners, Omidyar Network, NuVentures, Rajesh Magow, Girish Mathrubootham, Deep Kalra, Shan Krishnasamy, Mohit Gupta, Subba Rao Telidevara, Balakrishna Adiga, Srini Sriniwasan, Shamik Sharma, H S Nagaraja
Investment Products
$3.2M
168 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (98/147) paytm.com
Total Funding
Company
Overview
Business Model
Time Value (2014, Shenzhen)
Online wealth management platform Mizuho Capital Markets
Investment Products
$3.1M
5nance (2010, Mumbai)
Financial planning and management tool
Investment Products
$2.5M
Geek Financier (2014, Shanghai)
Online wealth management portal
Investment Products
$2.4M
91tianmi (2014, Jiaxing)
Financial services platform Panda Capital, DW Fund, K2VC (Xianfeng Evergreen)
Investment Products
$1.6M
YouDaoJR (2014, Wuhan)
Marketplace for financial investment for different assets Chinave
Investment Products
$1.6M
CoInvestor (2014, London)
Financial Advisor offering Enterprise Investment Scheme (EIS).
Investment Products
$1.3M
easyfolio (2008, Munich)
Online investment firm.
Investment Products
$1.1M
Investorz (2006, Bangkok)
Trading software for investors muru-D
Investment Products
$248.5k
169 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (99/147) paytm.com
Total Funding
Company
Overview
Business Model
360 Caifu (2012, Shanghai)
Online investment platfrom for users to fund trusts Meridian Capital
Investment Products
$161k
Vest Financial (2012, Mclean)
Platform that customizes a personalized investment into a protective strategy Y Combinator
Investment Products
$120k
Investment Products
$20k
CuteFund (2010, Parnu)
Crowdsourced mutual fund.
Shulaibao (2015, Sichuan)
Online wealth management platform Angel Plus, Marathon Venture Partners
Qiushicaifu (2014, Guangdong)
Wealth management platform
Fundsupermart (1999, Singapore)
Online security investment platform
Indo Premier Securities (2002, Jakarta)
Financial service provider in capital markets
SoHo FinTech (2015, Singapore)
Algorithmic tracking of active fund managers globally
170 Consumer Finance – August 2017
Investment Products
Investment Products
Investment Products
Investment Products
Investment Products
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (100/147) paytm.com
Company
Overview
MoneyMarg (2012, Udaipur)
Online mutual fund investment platform
FundsInn (2013, Bangalore)
Online platform for users to invest into financial products
Beikejinfu (2015, Hangzhou)
Online wealth management platform
Fundsupermart India (2009, Mumbai)
Content platform for mutual fund investment
Xiaojinlicai (2014, Shanghai)
Mobile based wealth management platform
Bareksa (2013, Jakarta)
Investment portal including online trading platform in Indonesia
Mediterranean Bank (2004, Valletta)
Savings, Investment and wealth management AnaCap Financial Partners
dollarDEX (1999, Singapore)
Online wealth management platform
171 Consumer Finance – August 2017
Business Model Investment Products
Investment Products
Investment Products
Investment Products
Investment Products
Investment Products
Investment Products
Investment Products
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (101/147) paytm.com
Company
Overview
Business Model
Jrgang (2014, Shenzhen)
Online based wealth management platform Sequoia Capital
Investment Products
Investimonials (2010, New York City)
Review site for trading softwares and other financial products
Bajie8 (2015, Beijing)
Mobile-based platform for financial products
May Flower Wealth (2016, Beijing)
Online investment firm
Taijs (2015, Nanjing)
Online investment platform for consumers
QianJing (2004, Beijing)
Online third party investment marketplace Shanda Group
Investment Products
ETF Securities (2003, London)
Issuer of Exchange Traded Products Millennium Technology Value Partners, FTV Capital, FTVentures
Investment Products
MySIPOnline (2015, Jaipur)
Online platform for SIP investments
172 Consumer Finance – August 2017
Investment Products
Investment Products
Investment Products
Investment Products
Investment Products
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (102/147) paytm.com
Company
Overview
Business Model
Orenda Financial (2014, Providence)
Investment management solutions for investors.
Huljevity (2015, New York City)
Investment platform for investing in stock market.
Ara Management Solutions (2012, Bangalore)
Offline investment advisory and marketplace for mutual funds
Investment Products > Mutual Funds
WealthDunk (2016, London)
Online platform for Robo Advisor's rate comparison.
Investment Products > Robo Advisor
Total Funding
Investment Products
Investment Products
smava (2006, Berlin)
A comparison platform of consumer credit products Phenomen Ventures, Verdane Capital, Earlybird Venture Capital, Runa Capital, Neuhaus Partners, Sella.it, Mojo Capital
Loans
$66.4M
Haodai (2013, Beijing)
Loan aggregator platform DCM Ventures, Cowin Capital, Vertex Ventures, Heli investment
Loans
$50M
FINANZCHECK (2010, Hamburg)
Online comparison site for personal loans and private financial products HarbourVest Partners, b-to-v Partners, TruVenturo, Acton Capital Partners, Highland Europe, TA Ventures
Loans
$37.6M
Credit Sesame (2010, Mountain View)
Personal finance management and price comparison of financial products Inventus Capital Partners, Menlo Ventures, Grail Partners, Plug and Play Tech Center, Globespan Capital Partners, Syncora Holdings, IA Capital Group, Camp One Ventures, Multiplier Capital
Loans
$35M
173 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (103/147) paytm.com
Company
Overview
Baocaiwang (, Beijing)
P2P lending internet finance company
Touzhijia (2014, Shenzhen)
Business Model
Total Funding
Loans
$21M
Online aggregator of Consumer finance products CDF-Capital
Loans
$16.5M
Wishfin (2008, Noida)
Loan comparison platform Franklin Templeton Investments, Venture Highway
Loans
$15M
Net Loan Home (2011, Shanghai)
P2P lending platform aggregator for investors SAIF Partners China, CDF-Capital, Shenzhen Eastern Investment
Loans
$15M
MoneyAisle (2008, Burlington)
Reverse auction marketplace for loans Neonet, Wellington Management
Loans
$12.5M
LowerMyBills (1999, Santa Monica)
Comparison Platform for subscription based utility services and financial products. Split Rock Partners, Evercore, eCOMPANIES, St. Paul Venture Capital, Bill Harris
Loans
$11M
Quark Finance Group (2014, Shanghai)
Consumer-focused financial services Gobi Partners
Loans
$10M
New England Funding Technologies, LLC (2014, Newport Beach)
Financial services platform providing credit tools for consumers
Loans
$10M
174 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (104/147) paytm.com
Company
Overview
Credit and Finance (2013, Surry Hills)
Home and Car Loans Credit Assistant
Shaxiaoseng (2015, Beijing)
Business Model
Total Funding
Loans
$8.8M
Online investment platform for P2P lending products Datang Finance Holdings
Loans
$7.3M
EVEN Financial (2014, New York City)
Supply side platform for marketplace lending Canaan Partners, Conversion Capital, ValueStream Labs, Brooklyn Bridge Ventures, Lerer Hippeau Ventures, Social Leverage, F-Prime Capital Partners
Loans
$6.1M
LoanHero (2014, La Jolla)
A loan origination marketplace. Alsop Louie Partners, Mucker Capital
Loans
$4.2M
Rubique (2014, Mumbai)
Online marketplace for financial products Kalaari Capital, Globevestor, YourNest, Dexter Angel Circle
Loans
$3M
Federal Finance (2010, Moscow)
Financial Product's Review and Aggregator Platform FINAM Global, Prostor Capital, Flint Capital
Loans
$3M
Funding Options (2011, London)
Third party customized solution provider for alternative lending. North West Fund, AXM Venture Capital, GLI Finance
Loans
$2.9M
RateGenius (1999, Austin)
Auto refinance loans
Loans
$2.1M
175 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (105/147) paytm.com
Total Funding
Company
Overview
Business Model
FinanZero (2015, Sao Paulo)
Online broker for vehicle financing Vostok Emerging Finance, Webrock Ventures
Loans
$1.2M
Lanbyte (2011, Stockholm)
Independent loan broker NFT Ventures
Loans
$1.1M
Roadoor (2009, Shanghai)
Loan aggregator platform for consumers and businesses SAIC Capital, Shanghai INESA Venture Capital
Loans
$1M
Shuaidanbao (2014, Beijing)
Loan search, recommendation and service platform China Venture Capital
Loans
$814k
Canal do Crédito (2009, Nova Lima)
Brazil based financial products aggregator Confrapar
Loans
$800k
Loan Street (2013, New York City)
Loan syndication platform for loans of all sizes
Loans
$750k
Akredo (2012, )
Aggregator for consolidation loans. Transferator AB, Quinary Investment
Loans
$630.2k
LoanBaba (2015, Mumbai)
Loan comparison platform
Loans
$320k
176 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (106/147) paytm.com
Company
Overview
Finrek (2014, Jaipur)
Online marketplace for loan offers
Achieve Lending (2014, New York City)
A loan comparison platform
BenchBanking (2012, Santiago)
LendingTree for Latin America Start-Up Chile, Wayra
Loandesk (2013, North Sydney)
A lead generation platform for lenders.
United Lending Services (2012, Smithtown)
Loan matching service specializing in bad credit
Octopus Loan (2014, Bangalore)
Aggregator platform for loan products
51Licai (2015, Beijing)
Financial planning and investment platform Tongxi Capital
Finwizz Loans (2005, Mumbai)
Marketplace for loan products
177 Consumer Finance – August 2017
Business Model
Total Funding
Loans
$50k
Loans
$50k
Loans
$40k
Loans
$19k
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (107/147) paytm.com
Company
Overview
Makemyloan (2012, Bangalore)
Aggregator platform for personal, home and business loans
Car Credit 123 (2013, Doncaster)
Online car finance aggregator
Loans UAE (2009, Dubai)
Matching platform for financial products
IMoney (2012, Kuala Lumpur)
Aggregator platform for unsecured consumer loan products
Money Guru (2016, Macclesfield)
Business Model
Loans
Comparison platform for loans, credit cards, mortgages, insurance and credit reports
AmOne (1999, Fort Lauderdale)
Matching service for personal loans and business loans
Pikalainavertailu (2017, )
Online based loan-aggregator platform
Daikuan (2016, Beijing)
Online loans aggregator platform
178 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (108/147) paytm.com
Company
Overview
StartCredits (2016, Lagos)
Online platform for loan comparisons and reviews.
EasyCredit (2014, Singapore)
Aggregator platform for loan products
Sulabhloan.com (2008, Bangalore)
Loan comparison website
Callforloans (2012, Bangalore)
Online loan comparison platform
Loannow (2014, Gurgaon)
Aggreggator for various personal loan products
Paisa Bazaar (2009, Gurgaon)
Online loan comparison platform
The Loans Engine (1987, Watford)
Aggregator for secured and unsecured loans
GuiaBolso (2012, Sao Paulo)
Personal financial management tool and personal loans marketplace
179 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (109/147) paytm.com
Company
Overview
Onlinekredit-Vergleich (2014, Munich)
Credit comparison platform for consumers
Banknomics (2015, Delhi)
Online loan comparison platform
Rupeefin (2016, Ahmedabad)
Stealth mode loan products aggregator
Danasedia (2015, Jakarta)
Online loan comparison and application
Préstamo en línea (2016, Mexico City)
Online personal loans aggregator
LoanSathi (2016, Jaipur)
Bank consumer loans aggregator
Comparison bazaar (2016, Gurgaon)
Loan comparison platform
Way2Loans (2016, Hyderabad)
Personal bank loans aggregator
180 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (110/147) paytm.com
Company
Overview
easyCredit (2009, Nuremberg)
Online unsecured personal loans
Gullakh (2015, Delhi)
Online loan comparison and application platform
Mortgage Chinese (2013, Guangzhou)
Mortgage loans comparison and application platform
Qianxs (2011, Beijing)
Aggregator of financial products from banks
Loanstreet Partners (2015, Kuala Lumpur)
Business Model Loans
Cloud platform that replicates partnered banks' credit scoring model for loan eligibility.
Apply For Loan (2016, Scottsdale)
Online personal loan platforms aggregator
360Finance (2007, Brisbane)
Personal loans broker
CreditExpressTrust (2015, New York City)
B2C marketplace for consumer loans
181 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (111/147) paytm.com
Company
Overview
AppliedLoans (2013, Vancouver)
Online marketplace for short-term loans
Fair Finance (2010, London)
Non-profit finance aggregator
Finheal (2015, Delhi)
Online portal for instant loan application and investment products
Finance Me Now (2016, Jaipur)
Marketplace for borrowers and lenders.
Kredit (2016, )
Bank loans comparison platform
Kredite Online (2016, )
Bank loans comparison platform
1 Hour Cash Loans (2014, )
Online personal loans aggregator
Fengchelicai (2014, Shenzhen)
P2P lending focused investment platform Greenwoods Asset Management
182 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (112/147) paytm.com
Company
Overview
Business Model
QuikkLoan (2016, Noida)
Platform for personal loans, home loans, car loans & small business loans. LetsVenture, Startupbootcamp
Loans
Loansdirect (2015, Chennai)
Online mediator between banks and customers for retail loans and credit cards
Shengcai18 (2014, Beijing)
Online P2P lending aggregator platform Jingbei
NeedCash (2016, Chennai)
Online lending marketplace platform
My Loan Partner (2013, Delhi)
Bank loans listing and comparison platform
Loans Direct (2005, Mulgrave)
Loans broker for home, auto and personal loans.
Housingway (2015, Mumbai)
Loan comparison & property listing platform
Raining Pesos (2009, Manila)
Personal loan application platform
183 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (113/147) paytm.com
Company
Overview
Jinrongweidian (2015, Shenzhen)
Online lending platform aggregator
BANQ (2013, Oslo)
Business Model Loans
Platform to negotiate loan terms with banks for all customers collectively to get a better deal
MagicLoans (2014, Gurgaon)
Lead generation platform for Loan products for Banks and NBFCs.
Myfundbucket (2016, Mumbai)
Loan comparison platform
Lendr (2016, Pasig)
Marketplace of loan providers
PrestitiOnline (, Milano)
Comparison portal for loans
HalloKredit (2016, Berlin)
Online loan calculator.
Borrowize LLC (2014, Los Angeles)
Aggregator of online lending platform
184 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (114/147) paytm.com
Company
Overview
Business Model
FinanceAcar (2009, London)
Car finance aggregation and comparison portal Seedcamp, Anthemis Group
Loans
P2P Lending Market (2013, London)
UK-based peer to peer lending platforms comparison site.
FundingTree (2011, Marina Del Rey)
Aggregator of debt and equity crowdfunding platform
Emergency Payday Loans (2015, Houston)
Payday Loans Comparison Platform
Credix (2012, Zurich)
Loan Comparison Platform
Max Credit (2010, Singapore)
Provides short term loans
KreditAja (2011, Jakarta)
Online financial product comparison platform
Antoubao (2014, Beijing)
Listing platform of different P2P lending platforms
185 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (115/147) paytm.com
Company
Overview
Business Model
Fluent Money (2008, Horwich)
Brokerage firm for secured loans. Beech Tree Private Equity
Loans
Ybanking (2015, Warsaw)
Distribution channel for banks based on social networking platform.
Indigo Leads (2015, Ukiah)
Lead generator
MyBank (2013, Shanghai)
Online loans aggregator platform
9Crore (2015, Bangalore)
Loan comparison platform
ThriveFinance (2015, Charlestown)
A marketplace of personal lenders.
Bankloankart (2015, Delhi)
Online platform for comparing and applying loans
Jucaicun (2014, Beijing)
Loan aggregator platform Meridian Capital China
186 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (116/147) paytm.com
Company
Overview
Alkredit (2014, Baku)
Loan comparison website.
Cando Loans (2013, Sydney)
Aggregator of credit products.
Axo Finans (2008, Oslo)
Online aggregator of loan products.
Credit Savvy (2015, Sydney)
Aggregator for loan products and provider of free credit score.
Canada Drives (2010, Vancouver)
Broker for vehicle financing.
NoTeCuelgues (2013, Bogota)
Online auction marketplace for loans
finaxion (2012, Medellin)
Marketplace for credit institutions.
Think Money (2015, Noida)
Mobile first business loan comparison platform
187 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (117/147) paytm.com
Company
Overview
Rocket Loans (2015, Mumbai)
Loan comparison platform
WealthWhizz (2015, Bangalore)
Loan comparison platform
Financeway.in (2015, Mumbai)
Loan comparison & property listing platform
Eloanjunction (2015, Mumbai)
Commercial and consumer loan comparison platform.
UK Loans (2014, Macclesfield)
Aggregator for consumer credit products.
iServe Financial (2014, Mumbai)
Online and Offline distributors of loans
Choice Loans (2010, Wooburn)
Loan broker for both business loans and personal loans.
Easy Loans EMI (2014, Bangalore)
Loan comparison and application platform.
188 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (118/147) paytm.com
Company
Overview
Money Laxmi (2011, Gurgaon)
Personal finance information and comparison portal
PaydayLoans (, San Antonio)
Aggregator for payday loans.
Fundboon (2013, Chennai)
Online loan comparison and application platform
Quick Fast Cash Loan (2013, London)
Aggregator for payday
Kassa365 (2013, Moscow)
Aggregator for short term loans.
Zuma (2015, Pacific Palisades)
Online loan marketplace HandsOn Global Management
Loans
1st Stop Options (2011, Blackpool)
UK-based aggregator for loan products. Pollen Street Capital
Loans
Consector (2014, Stockholm)
Aggregator for consumer credit products. Aggregate Media, Optimizer Invest
Loans
189 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (119/147) paytm.com
Company
Overview
BankCircle (2012, Delhi)
Loan comparison platform for consumer and commercial loans
Lendo (2012, Oslo)
Consumer Loans product aggregator
HousingLoanSG (2005, Singapore)
Online comparison platform for housing loans
iLoanPayday (2016, Oakland)
Aggregator of short term loans
Advisa (2011, Stockholm)
Aggregator of credit products of banks.
Centum Finans (2015, Bergen)
Aggregator of loan products. JZ International Ltd
Borrow money (, New York City)
Credit products aggregator
Verifico (2011, Los Angeles)
Online Lending Marketplace MuckerLab
190 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (120/147) paytm.com
Company
Overview
Universal Litigation Loans (2015, Bedford)
Litigation loan marketplace.
Zmarta (2015, Angelholm)
Financial product comparison platform H.I.G. Capital
Loans
WhatsLoan (2014, Bangalore)
Mobile app to connect to loan distributors Lahari Music
Loans
Teman Usaha (2015, )
Mobile-first loan aggregrator for business loans. GSMA
Loans
Realila (2015, Singapore)
Financial planning and loan application for property buying
Lend Me (2013, Perth)
Online broker for consumer loans
FinanceBuddha (2012, Bangalore)
Loan comparison platform The Chennai Angels
Loans
LoanGarage (2012, Singapore)
An aggregator for loans in Singapore and Indonesia Angel Investment Network, 8capita, SW3 Capital
Loans
191 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (121/147) paytm.com
Company
Overview
Personal Loan Malaysia (2013, Kuala Lumpur)
Financial product aggregator
Money247 (2015, Ho Chi Minh City)
Loan comparison portal
LoanOwl (2013, Singapore)
Comparison platform for loans
LaiSuat (2010, Ho Chi Minh City)
Financial products aggregator
Sikat Abis (2014, Jakarta)
Loan and mortgage comparison platform
MoneyMax (2013, Makati)
Financial comparison platform in Philippines Nova Founders Capital
RinggitPlus (2012, Kuala Lumpur)
Financial products comparison portal
Refinance4u (2015, Manchester)
Customized Car Loans aggregator
192 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (122/147) paytm.com
Company
Overview
Business Model
Banki.ru (2005, Moscow)
Banking products search engine FINAM Global, FinSight Ventures
Loans
quikrupee (2015, Chennai)
Online loan comparison platform
Thuthukani (2001, Pretoria)
Financial products aggregator
Touchpoint Lending (2014, Washington D.C.)
Lead origination platform for business lending.
Raining Pesos (2009, Manila)
Online platform to compare loans
QuickRands (2014, Cape Town)
Aggregator for personal loan products
Loanstreet (2012, Kuala Lumpur)
Loan comparison and advisory services Accelerator
Loanwalle (2015, Delhi)
Loan comparison platform
193 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (123/147) paytm.com
Company
Overview
The LoanWala (2012, Noida)
Online Retail Loan aggregator
The Lendster (2014, New York City)
Online platform for connecting business owners and lenders.
Salary Advance Loans (2012, )
Payday loans aggregator
LoanAdda (2015, Delhi)
Online based loan aggregator platform
LoanStreet (2014, Bangalore)
Online loan comparison marketplace & algorithm based advisory
SwitchMe (2012, Mumbai)
Business Model Loans
Loans
Loans
Home loan switching platform SGAN (Singapore Angel Network Pte. Ltd), 3one4 Capital, Mohandas Pai, Hiro Mashita
Loansfind (2013, Johannesburg)
Aggregator of credit products
Pendry.in (2015, Noida)
Lead generation platform for consumer loans
194 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (124/147) paytm.com
Company
Overview
TakeBestLoans (2013, Pune)
Online portal for loan comparison
y Finance Care Advisors Pvt (2013, Gurgaon)
Online Loan Comparison Platform
Loan Yantra (2013, Hyderabad)
Online platform for loan comparison
Lendia (2014, Bucharest)
Online lending marketplace for consumer loans.
Saarebank (2013, Delhi)
Loan origination platform
Loans (2013, )
Credit products aggregator
MyBankersOnline (2010, Karachi)
Financial products aggregator in Pakistan
Rupeezone (2012, Chennai)
Business Model Loans
Loans
Loans
Loans
Loans
Web platform for financial advisory and comparison of loans and insurance
195 Consumer Finance – August 2017
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (125/147) paytm.com
Company
Overview
MoneyMarket (2015, Palo Alto)
Lenders aggregator
LendersBox (2015, Miami)
Small business loans aggregator
Lend Me (2015, Manila)
Online platform for Loan Application in Philippines
RupeePower (2011, Gurgaon)
Online platform for personalized loan rates and insurance quotes
RuLoans (2014, Mumbai)
Loan & financial product comparison portal
MoneyLeo (2011, Mumbai)
Business Model Loans
Loans
Online loan comparison portal enabling customers to compare, select and apply for a Loan
LenCred (2001, Bentonville)
Online lead generation platform for business loans.
Lend Me (2013, Perth)
Online aggregator of consumer loans.
196 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (126/147) paytm.com
Company
Overview
Loan Magik (2015, Mumbai)
SME and Consumer loans marketplace
Onelyst (2014, Singapore)
Loan comparison platform for alternative lending. Spaze Ventures
Landmark Cash (2012, Los Angeles)
Aggregator for short term loans
Money Loans S.A. (2013, Cape Town)
Credit product aggregator
Letzbank (2014, Hyderabad)
Loan comparison platform
Loanfinder SA (2009, Cape Town)
Credit products aggregator
LAGOS LOANS [SANG] (2012, Lagos)
Credit product aggregator
LendTech Group (2014, Toronto)
Platform for turnkey solutions for lender
197 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (127/147) paytm.com
Company
Overview
Lendvious (2011, New York City)
Online lending marketplace.
LoanXpress (2014, Mumbai)
Loan services to SMEs
KZN Loans (2014, Durban)
Credit products aggregator in KwaZulu-Natal (KZN)
Fundastic (2013, Palo Alto)
Online lead generation platform for business loans.
LoanBoss (2002, Gurgaon)
Online platform for loan and insurance comparison
MyMoneyMantra (1989, Delhi)
Third party distributor of retail financial products
Funda (2015, London)
Aggregator of P2P lending marketplaces for SMEs
iMoney Singapore (2012, Kuala Lumpur)
Financial product comparison portal.
198 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (128/147) paytm.com
Company
Overview
LoanBaazar (2010, Pune)
Online platform for users to search, compare and apply for loans.
Fintura (2014, Darmstadt)
Online lending platform for SMB loans.
Haven Investor (2015, Los Angeles)
Online lending marketplace for non-bank finance.
CashKumar (2014, Bangalore)
Online aggregation platform for loans
Connectabank (2011, Mumbai)
Loan comparison and other banking/financial services
Enjoy Compare (2012, Singapore)
Online platform to compare financial products
Kenya Loans (2012, Nairobi)
Aggregator of credit based finance products
Cashflow Bridge (2015, Harlow)
Lead generation platform for business loans.
199 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (129/147) paytm.com
Company
Overview
FindTitleLoans.com (2015, Scottsdale)
Lead generation platform for auto loans.
Cash Loans S.A. (2013, )
Aggregator of short term credit products
Cash Centre (, Johannesburg)
Credit products aggregator
Finance Bazaar (2011, Delhi)
Online platform for financial products comparison
Fundivo (2014, New York City)
Online lead generation platform for business owners.
elMejorTrato (2008, )
Comparison site for financial services in Latin America
Grow Local Project (2014, San Francisco)
P2P lending platform for small businesses.
Banlinea (2011, Bogota)
Financial products aggregator
200 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (130/147) paytm.com
Company
Overview
Connect Lending (2011, Chicago)
Online platform for connecting business owners and lenders.
Easy loan switch (2014, Ghaziabad)
Loan comparison and switching platform
CompareLend (2015, Paris)
Peer-to-peer lending comparison service
FUNDING XCHANGE (2014, London)
Online lead generation platform for business loans.
ebroker (2015, Sydney)
Lead generation platform for business loans.
IndiaDeals (2010, Pune)
Loan listings and comparison portal
Capitalise (2014, England)
Online lending platforms for SMB loans.
CompareKing Group (2014, Warsaw)
Aggregator
201 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (131/147) paytm.com
Company
Overview
BankUdhaar (2013, Ahmedabad)
Online loan comparison portal for individuals
Compare88 (2014, Jakarta)
Online platform for banks and users to get connected Monks Hill Ventures, Kejora Ventures
Fastloans4u (2012, Pretoria)
Aggregator for personal loan products
Everest Merchant Funding (2011, New York City)
Aggregator for merchant cash advance
Cred24 (2010, Riga)
Payday loan comparison app
CompareHero (2013, Kuala Lumpur)
Online platform to compare financial products in Malaysia Nova Founders Capital
CreditSquare (2013, London)
Aggregator for SME financing
BorrowBuddi (2014, New York City)
Online lead generation platform for personal loans.
202 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (132/147) paytm.com
Company
Overview
Bad Credit Loans (2012, Cape Town)
South Africa-based credit products aggregator
Bookmybank (2015, Noida)
Business Model
Web marketplace for loan quotes and other financial services/instruments
Credit Nation (2012, Delhi)
Online marketplace for loan comparison
Apna Loan Bazaar (2013, Hyderabad)
Loans listing platform
Borrow (2015, London)
Loan products aggregator
RetailLending (2011, Bangalore)
Home loan advisory & solution provider
LoanUncle.org (2015, Delhi)
Loan comparison Web platform
MoneyVine (2013, Cape Town)
Financial Service Provider
203 Consumer Finance – August 2017
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (133/147) paytm.com
Company
Overview
CreditIQ (2014, New York City)
Platform for competitive pre-qualified loans from multiple lenders
Ratescanner (2014, Johannesburg)
Loan comparison platform
Fundity (2015, Hong Kong)
Loans Aggregator in HongKong
SwitchMyLoan (2012, Perth)
Loan comparison platform
Loan Solutions (2014, Cebu City)
Online lending marketplace and lead generation platform. Kickstart Ventures, Future Now Ventures, KK Fund
Payday-Choice (2012, London)
Payday loan comparison website
Compare Guarantor Loan (2012, London)
Loan comparison portals for guarantor loans
United Finances (2008, San Francisco)
Free online loan comparison service
204 Consumer Finance – August 2017
Business Model Loans
Loans
Loans
Loans
Loans
Loans
Loans
Loans
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (134/147) paytm.com
Total Funding
Company
Overview
Business Model
LendingTree (1996, Charlotte)
Loan and other consumer financial product comparison site. MHS Capital
Loans
AutoPay (2007, Denver)
Auto loans and refinancing online Saint Pauls Lutheran School
Loans > Auto
SimpleTuition (2006, Boston)
Marketplace for college planning services Atlas Venture, Flybridge Capital Partners, Horizon Technology Finance, ORIX, Kepha Partners, North Hill Ventures, Accomplice
Loans > Education
$26.9M
LendKey Technologies (2007, New York City)
Student & Home improvement loans online by local community lenders Gotham Ventures, Draper Fisher Jurvetson, Silicon Valley Bank, Updata Partners, Zelkova Ventures, TTV Capital, Brazos Group, JBR Media Ventures
Loans > Education
$20M
Alltuition (2010, Chicago)
Financial aid aggregator for college students Excelerate Labs, Kapor Capital, Pritzker Group, Hyde Park Angels, Sandbox Industries
Loans > Education
$4M
Student Loan Calculator (2017, Newport Beach)
Aggregator platform for student loan and refinancing products
Paras Education Foundation (2010, Mumbai)
Education loans for studies abroad
Vidya Lakshmi (2015, Mumbai)
Online education loans from banks
205 Consumer Finance – August 2017
Loans > Education
Loans > Education
Loans > Education Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$1.9M
Horizontal
>
Debt Management
Financial Product Aggregators (135/147) paytm.com
Company
Overview
Business Model
TuitionU (2004, Mather)
Student Loan Comparison Portal
eStudentLoan (1998, Lake Oswego)
Education loan comparison platform
Edvisors (1998, Las Vegas)
A private student loan comparison platform
ELM Resources (1994, Tampa)
Student loan comparison platform
Total Funding
Loans > Education
Loans > Education
Loans > Education
Loans > Education
Zillow (2005, Seattle)
Real Estate Marketplace Benchmark Capital, Technology Crossover Ventures, Legg Mason, PAR Capital Management
Loans > Mortgage
$87M
Sindeo (2013, San Francisco)
Online marketplace for mortgage loans Second Century Ventures, Renren, NAR REach, New Ground Ventures, Endurance Companies
Loans > Mortgage
$24M
Uno (2015, Surry Hills)
Online broker for home loans. Westpac
Loans > Mortgage
$16.5M
Habito (2015, London)
Online mortgage broker. Ribbit Capital, Mosaic Ventures, Samir Desai, Taavet Hinrikus
Loans > Mortgage
$9.1M
206 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (136/147) paytm.com
Total Funding
Company
Overview
Business Model
Trussle (2015, London)
Authorized online mortgage advisory firm. Seedcamp, Orange Growth Capital, Zoopla Property Group Plc, Spire Ventures, LocalGlobe, Edward Wray, Ian Hogarth, Dan Cobley, Peter Brodnicki
Loans > Mortgage
$7.2M
Click Loans (2013, Sydney)
Online platform for home loans Bailador
Loans > Mortgage
$4M
Loans > Mortgage
$3.1M
Nail Your Mortgage (2009, Chicago)
Solutions for borrowers and lenders to interact in an open electronic marketplace.
Mortgage Gym (2016, Guildford)
Mortgage robo-advisor China Pacific Insurance, Trifecta Capital
Loans > Mortgage
$2.6M
Money Workout (2010, Southampton)
Online mortgage search & comparison tool Octopus Ventures
Loans > Mortgage
$2.5M
RateGravity (2015, Boston)
Online platform for residential loans. LISTEN, Accomplice, David chang, Walt Doyle, Brent Grinna, Fred Shilmover, Diane Hessan
Loans > Mortgage
$2M
Maxwell (2015, Palo Alto)
Platform for mortgage loans. Techstars, Plug and Play Tech Center, Zelkova Ventures, Right Side Capital Management, Sovereign's Capital, Math Venture Partners
Loans > Mortgage
$2M
LoanDolphin (2015, Sydney)
Loan applications auction platform. H2 Ventures
Loans > Mortgage
$1.2M
207 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (137/147) paytm.com
Company
Overview
Business Model
JOUST (2015, Adelaide)
Home loan marketplace NOVA Entertainment
Loans > Mortgage
Mortgage Financial Services (2009, Shinjuku)
Intelligent comparison platform for mortgage loans Globis Capital Partners
Loans > Mortgage
Secured Loan Expert (2015, Welwyn Garden City)
Mortgage comparison platform
Mastloans (2004, Hyderabad)
Comparison platform for home loans
Lendifi (2016, Melbourne)
Aggregator platform for home loan products
Ikbenfrits (2015, Amsterdam)
Online mortgage platform
MiNumus (2016, Wollongong)
Online platform to optimise mortgage
Morg-e (2016, Tel Aviv)
Reverse auction platform for mortgages
208 Consumer Finance – August 2017
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding $400k
Horizontal
>
Debt Management
Financial Product Aggregators (138/147) paytm.com
Company
Overview
Qanta (2016, Tel Aviv)
Conversational AI for personalized mortgage assistance
Lendr (, London)
Online platform for mortgage comparison
Compare Home Loans (, Sydney)
Online platform to compare home loans
Homerun Mortgages (2016, London)
Online mortgage platform
Melhortaxa (2014, Sao Paulo)
Online mortgage financing
CreditDomus (2007, Paris)
Mortgage loan comprator. Finance Innovation, Finance et Technologie, Novaris Equity
CreditHeroes (2016, )
Mortgage loan aggregator.
Konut Kredisi (2013, Istanbul)
Online comparison platform for mortgage loans
209 Consumer Finance – August 2017
Business Model Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (139/147) paytm.com
Company
Overview
Business Model
Freedom Finance (2007, Manchester)
Loan quotes platform provider JZ International Ltd
Loans > Mortgage
ERATE® MortgageRates (1992, Santa Clara)
Rate comparison and marketplace for mortgage loans and refinancing
Moge Check (2015, Tokyo)
Mortgage refinancing options listing through iOS and Android App
Incredo Mortgages (2014, Brisbane)
Home loan products distribution platform.
VA Loan Captain (2012, America)
VA loans marketplace Second Century Ventures
Juus.to (2013, )
Aggregator for mortgage loans.
Home Quote Australia (2016, Melbourne)
Quoted home loan rates on demand
Home Loans Australia (1999, )
Online comparison site for home loans
210 Consumer Finance – August 2017
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (140/147) paytm.com
Company
Overview
Huffle (2015, Sydney)
Platform for collective bargaining.
myolo (2015, Washington D.C.)
Mortgage broker.
Credify (2015, Zapopan)
Comparison platform for mortgage loans.
MoneyIQ (2008, Singapore)
Online comparison platform for mortgage loans
Hypoguide (2013, Zurich)
Mortgage Financing Aggregator
MoneyPark (2011, Wollerau)
Advisory platform for financial products Tamedia
Welch (2014, Ontario)
Mortgage Brokerage
Ratemortgages (2015, Sydney)
Mortgage comparison portal
211 Consumer Finance – August 2017
Business Model Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (141/147) paytm.com
Company
Overview
Hypoplus.ch (2011, Zurich)
Mortgage Loans Brokerage Platform
MittBolån (2013, Stockholm)
Sweden-based aggregator for mortgage loans Schibsted Growth
Loans > Mortgage
MutuiOnline (2000, Milano)
Comparison platform for mortgages United Ventures
Loans > Mortgage
Singapore Housing Loan (2009, Singapore)
Provides information for housing loans
WiseLoans (2013, Singapore)
Provides information about mortgage loans
iCompareLoan (2008, Singapore)
Platform for home loan comparison services
LoanSupermart (2006, Singapore)
Mortgage Loan Calculator
Purple Home Loans (2015, Truro)
Lead generation platform for mortgage loans.
212 Consumer Finance – August 2017
Business Model Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (142/147) paytm.com
Company
Overview
HashChing (2015, Sydney)
Aggregator of mortgage brokers.
Mortgage Top Ups (2015, Truro)
Mortgage comparison platform
Mortgage Loan (1995, New York City)
Home mortgage comparison platform.
PersonalLoanHub (2011, Singapore)
Online personal loan finder platform.
MoneyNowUSA (2010, Phoenix)
Payday loans aggregator
Risicum (2009, Helsinki)
Online payday loans from banks
Smartfinance (2014, Helsinki)
Payday loan comparison platform
LoanKorner (2006, Delhi)
Online loans comparison portal in India
213 Consumer Finance – August 2017
Business Model Loans > Mortgage
Loans > Mortgage
Loans > Mortgage
Loans > Payday
Loans > Payday
Loans > Payday
Loans > Payday
Loans > Property
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (143/147) paytm.com
Business Model
Total Funding
Company
Overview
Superloans (2015, Mumbai)
Online platform to apply for home loans
AutoGravityHQ (2015, Irvine)
Marketplace for auto loans. Daimler
Loans > Purchase
$20M
Octane Lending (2013, New York City)
Unified loan application platform for Powersports. IA Ventures, Contour Venture Partners, FundersClub, Dreamit Ventures, Berenson and Company, Rider Insurance, FinTech Collective, Dreamit Ventures, Third Prime Capital
Loans > Purchase
$13.9M
Vkredit24 (2014, Moscow)
Purchase financing through banks for online shopping
Inland Capital Services (2008, Singapore)
Business financing advisory and property loan consultancy firm
Forex Express Corp (2005, Los Angeles)
Online remittances marketplace.
Monito (2013, Lausanne)
Online remittance rate comparator. MKS (SWITZERLAND) SA
Moneytis (2015, Paris)
Compare rates and transfer money.
214 Consumer Finance – August 2017
Loans > Property
Loans > Purchase
Loans > Purchase
Remittances
$1M
Remittances
$420k
Remittances
$389k
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (144/147) paytm.com
Company
Overview
Compare Money Transfer (2006, )
Comparison website on money transfers from UK
Compare Money Transfer (2006, Wickford)
Foreign exchange comparison website
CurrencyWise (2014, )
Aggregator for money transfer services.
Transfer Quotes (2015, London)
Compare money transfer rates from UK
SaveOnSend (2015, Wilmington)
Compare before you send from USA
WireCash (2015, Santa Monica)
Business Model
Remittances
Remittances
Remittances
Remittances
The only online money transfer marketplace. Access brands, compare services, and complete money transfers worldwide in real-time.
CompareRemit (2013, Santa Clara)
Compare Money Transfer Services to India
The Money Cloud (2014, London)
Aggregator of cross border money transfer services
215 Consumer Finance – August 2017
Remittances
Remittances
Remittances
Remittances
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (145/147) paytm.com
Company
Overview
My Pension Expert (2010, Doncaster)
Retirement Income Specialist
Retirement Line (2009, Peterborough)
UK's broker specializing in retirement income alone
Marianne2 (2016, Roubaix)
Financial information on online banking
Primo Banks (, )
Online platform to find different checking fees account
FeezBack (, Ramat Gan)
Online portal that helps consumers reduce their banking fees.
My Treasury (2016, Johannesburg)
Savings account aggregator
ConfrontaConti (2009, Milano)
Comparison platform for deposit , saving accounts etc.
ZINSPILOT (2014, Hamburg)
Multi-deposit account offerings in a single account
216 Consumer Finance – August 2017
Business Model Retirement Planning
Retirement Planning
Savings
Savings
Savings
Savings
Savings
Savings
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Horizontal
>
Debt Management
Financial Product Aggregators (146/147) paytm.com
Total Funding
Company
Overview
Business Model
Student Money Saver (2011, England)
Marketplace for financial products for students Miroma Ventures
Savings
Deposits (2010, Melbourne)
Deposit product listings H2 Ventures
Savings
Raisin (2013, Berlin)
Marketplace for term deposits Index Ventures, Thrive Capital, Ribbit Capital, b-to-v Partners, Raffay Digital Ventures, Avala Capital
Savings > Fixed Term Deposits
$67.6M
Savedo (2014, Berlin)
Aggregator of fixed deposit investments across EU Kreos Capital, XAnge, Point Nine Capital, Siparex, German Startups Group, HW Capital GmbH, DIE WELT, DvH Ventures, FinLeap, Cherry Ventures
Savings > Fixed Term Deposits
$12M
Savedo (2014, Berlin)
Marketplace for deposits in European banks
iStructure (2015, Herzliya)
Marketplace for structured deposits
Cashwerkz (2013, Sydney)
Term deposit marketplace
Jewelrich (2016, Mumbai)
Savings > Fixed Term Deposits
Savings > Fixed Term Deposits
Mobile and web platform to compare and invest in gold investment schemes.
217 Consumer Finance – August 2017
Savings > Fixed Term Deposits
Savings > Gold
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Horizontal
>
Debt Management
Financial Product Aggregators (147/147) paytm.com
Company
Overview
Payper (2016, Madison)
P2P recurring payment solution.
Paymentpie (2016, Palo Alto)
Recurring payment saving management.
218 Consumer Finance – August 2017
Business Model Savings > Recurring Payments
Savings > Recurring Payments
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (1/18) paytm.com
Total Funding
Company
Overview
Business Model
Credit Karma (2007, San Francisco)
Aggregator of various consumer financial products. SV Angel, 500 Startups, Founders Fund, Felicis Ventures, QED Investors, Tiger Global Management, Ribbit Capital, Susquehanna Growth Equity, Ashby Point Capital, CapitalG, Viking Global Investors
Credit Reporting
$369.8M
Applied Data Finance (2014, New York City)
Lender focused on non-prime and unbanked borrowers Victory Park Capital, Colchis Capital, Fenway Summer Ventures
Credit Reporting
$25.3M
Lenddo (2011, Singapore)
Alternative credit scoring Accel Partners, Omidyar Network, Metamorphic Ventures, Western Technology Investment, Inovia Capital, Lumia Capital, Blumberg Capital, Life.SREDA, Golden Gate Ventures, Alpine Meridian, Kickstart Ventures, Future Perfect Ventures, AT Capital, FinTech Innovation Lab, Compound, Geoff Judge, Scott Heiferman, David Kidder, Barry Silbert
Credit Reporting
$14M
CreditMantri (2012, Chennai)
Credit score improvement platform and lending marketplace IDG Ventures India, Accion, Elevar Equity, Newid Capital, Quona Capital
Credit Reporting
$10.1M
Bonify (2015, Berlin)
Credit reporting and improvement platform. Index Ventures, Ribbit Capital, DN Capital, Mosaic Ventures
Credit Reporting
$5.8M
RevolutionCredit (2012, Irvine)
Credit scoring based on consumer behaviour Omidyar Network, OurCrowd, Plug and Play Tech Center, Baroda Ventures, Accion, Fenway Summer Ventures, FinTech Innovation Lab, Partnership for New York City, Nyca Partners, FinTech Innovation Lab, Lerer Hippeau Ventures, Scrum Ventures, Green D Ventures
Credit Reporting
$4.6M
219 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (2/18) paytm.com
Total Funding
Company
Overview
Business Model
Aire (2014, London)
Company offering credit scores to individuals using machine learning algorithms. White Star Capital, Sunstone, Accion, SparkLabs Global Ventures, Tom Glocer, Barclays Accelerator, Craigie Capital, zeroth.ai
Credit Reporting
$3.4M
91Zhengxin (2015, Beijing)
Credit management and services platform Matrix Partners China, Shenzhen Infotech
Credit Reporting
$3M
Self Lender (2014, Denver)
Provider of credit builder loans. Techstars, Silverton Partners, Right Side Capital Management, Kickstart Seed Fund, Kickstart Seed Fund, Galvanize
Credit Reporting
$2.7M
Savvymoneycom (2009, Pleasanton)
Debt management service Tugboat Ventures, New Cycle Capital, Core Innovation Capital, TransUnion
Credit Reporting
$2M
Veracity Credit (2003, Denver)
Credit score improvement service provider.
Credit Reporting
$1.7M
Credit Coach (2008, Kaukauna)
Platform that helps identify errors in Credit report
Credit Reporting
$1M
FriendlyScore (2013, London)
Social media based credit scoring Startupbootcamp, Mercia Fund Management
Credit Reporting
$375k
CreditSeva (2014, Hyderabad)
Credit reports analysis, correction and monitoring Infocomm Investments, Startupbootcamp, Pix Vine Capital
Credit Reporting
$361k
220 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (3/18) paytm.com
Total Funding
Company
Overview
Business Model
eCreditHero (2015, New York City)
Credit Score builder CFSI, Corigin Ventures
Credit Reporting
$250k
Advanced Credit Technologies (2008, )
Provides credit scoring software.
Credit Reporting
$166k
Trycera (2004, Irvine)
Personal Finance Management Tools
Credit Reporting
$143.6k
Alekto (2012, Durham)
Credit Reporting Solutions
Credit Reporting
$50k
ModernLend (2014, New York City)
Provides credit builder loans. Entrepreneurs Roundtable Accelerator, CRCM Venture Capital
Credit Reporting
$40k
Noddle (2011, Leeds)
Free credit report and marketplace for financial products
CreditPerfect (2011, Macclesfield)
Platform for credit reports and bad credit loans
Serasa Consumidor (2012, Sao Paulo)
Credit score monitoring and improvement platform
221 Consumer Finance – August 2017
Credit Reporting
Credit Reporting
Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (4/18) paytm.com
Company
Overview
Business Model
First Access (2011, New York City)
Credit risk scoring based on financial and mobile data. Acumen, Accion, Golden Seeds, Newid Capital, The Social Entrepreneurs Fund, Colle Capital
Credit Reporting
eCredable (2009, Alpharetta)
Offers credit reports based on utility bill payments.
Adap (2015, London)
Alternative credit scoring and credit card/loans/insurance marketplace
CreditMate (2016, Doral)
Credit reporting and analysis
Credit Simple (2016, Auckland)
Credit score reporting for individuals
Mycreditinfo (2012, Moscow)
Online personal credit score reporting and management
Compuscan Information Technologies (Pty) Ltd (1994, Stellenbosch)
Credit Bureau agency in South Africa Actis
Neo (2011, Palo Alto)
Credit scoring based on actual income and social data
222 Consumer Finance – August 2017
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (5/18) paytm.com
Company
Overview
Business Model
Credit Kudos (2015, London)
Credit scoring using consumer transaction data NFT Ventures
Credit Reporting
Destácame (2014, Santiago)
Alternative credit scoring Accion, Mountain Partners
Credit Reporting
Lantern Credit (2013, Newport Beach)
White label credit management platform
EWEData (2014, Shanghai)
Big data based credit rating platform
CE Analytics (2009, Dallas)
Saas-based consumer credit solutions provider.
KreditBook (2013, Prague)
Credit Reporting
Provider of credit scores calculated using self learning algorithms and big data analysis.
FarmDrive (2014, Nairobi)
Credit risk assessment of farmers using mobile phone data. Safaricom
Kredico (2015, Istanbul)
Provides credit scores to individuals and corporates.
223 Consumer Finance – August 2017
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (6/18) paytm.com
Company
Overview
Business Model
NOVA Credit (2015, San Francisco)
Cross-border credit reporting agency. Y Combinator, First Round Capital, Index Ventures, XSeed Capital, Core Innovation Capital, Pear Ventures
Credit Reporting
Shubhloans (2016, Bangalore)
Credit rating app and lending marketplace
Zhixindu (2014, Shanghai)
Credit risk management platform
MyCreditMonitor UK (2014, London)
Credit reporting platform.
Credit Crunch (2013, Cape Town)
Credit score improvement tool.
GetCreditScore (, Sydney)
Online provider of individuals' credit score.
Black Book Credit Score (2011, Boca Raton)
Provides free consumer credit score and used vehicle trade-in valuation
FreeScoreIndia (2013, Mumbai)
Credit rating improvement solution
224 Consumer Finance – August 2017
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (7/18) paytm.com
Company
Overview
Credit Angel (2014, Macclesfield)
Online platform providing credit score and reports to individuals.
Kredit Biro Indonesia Jaya (2014, Jakarta)
Credit rating agency
CreditTone (2014, Shenzhen)
Credit rating based management and risk control tool
Clear Score (2014, London)
Provides free credit score and report to individuals. QED Investors, Blenheim Chalcot, Brightbridge Ventures
MyCreditNow (2015, Pretoria)
Credit Report Provider
Credit Sudhaar (2010, Mumbai)
Credit score improvement platform
Creditshapeup (2014, Fort Worth)
Credit repair and Debt settlement solution provider Transborder Ventures
Sochi Dynamics (2014, Denver)
Credit Repair Firm
225 Consumer Finance – August 2017
Business Model Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (8/18) paytm.com
Company
Overview
CTOS (1990, Kuala Lumpur)
Malaysia-based credit reporting agency.
CreditScoreDoc (2015, Miami)
Credit builder & repair Platform
Credit Shastra (2014, Chandigarh)
Web and app based credit score analysis and management
CoPocket (2015, Los Angeles)
Financial planning service for students.
CLEAR CREDiT (2003, Sumter)
Credit Score Improvement Service
ClearMyDues (2014, Delhi) SmartCredit (, Costa Mesa) Credit (1995, San Francisco)
Business Model Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Credit Reporting
Web platform that enables customers to directly make settlement offers to their creditors
Credit Reporting
Communication Platform between Consumers and Banks, Creditors or other institutions
Credit Reporting
Provider of credit score and credit builder tools. Montage Capital
226 Consumer Finance – August 2017
Credit Reporting
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (9/18) paytm.com
Total Funding
Company
Overview
Business Model
EquiDebt (1992, Bolton)
Debt management and collection services provider. Patron Capital Partners
Debt Consolidation & Settlement
$168.2M
BeanJockey (2012, Greenville)
Debt optimization software for greater personal finance management
Debt Consolidation & Settlement
$40k
Consumer Credit (1991, Auburndale)
Consumer credit consultation solutions
Debt Consolidation & Settlement
Accredited Debt Relief (2010, San Diego)
Accredited debt relief solutions provider
Debt Consolidation & Settlement
CuraDebt (2000, Hollywood)
Debt relief services provider
Debt Consolidation & Settlement
Qbick (2010, Farnham)
Personal management platform
Debt Consolidation & Settlement
Fresh Finance (2016, Oakland)
Debt management solution.
Debt Consolidation & Settlement
Debteye (2010, Chicago)
Platform for debt management Y Combinator
Debt Consolidation & Settlement
227 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (10/18) paytm.com
Company
Overview
Business Model
Total Funding
ReadyForZero (2010, San Francisco)
Debt management tools provider Y Combinator, 500 Startups, Citi, Polaris Partners
Debt Consolidation & Settlement > Advisory
$4.8M
Student Loan Hero (2012, New York City)
Student loan tools, calculators, and repayment plans Expansion Venture Capital
Debt Consolidation & Settlement > Advisory
$65k
National Debtline (1987, Birmingham)
Debt advisory
Debt Consolidation & Settlement > Advisory
Debt Prodigy (2016, Des Moines)
Debt management solution from expenses and budgeting.
Debt Consolidation & Settlement > Advisory
ClearStart (2005, Adlington)
Debt management support
Debt Consolidation & Settlement > Advisory
Gradible (2013, New York City)
Student debt repayment alternative 500 Startups, Kima Ventures, AngelPad
Debt Consolidation & Settlement > Advisory
Guardian Debt Relief (2012, New York City)
Debt negotiation and settlement services
New Direction (2013, Austin)
Online portal for debt relief
228 Consumer Finance – August 2017
Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (11/18) paytm.com
Company
Overview
Trident Debt Solutions (1994, Denver)
Credit card debt settlement consultancy
Superior Debt Relief Services (1998, Fort Collins)
Offline debt consultation, consolidation and settlement services
Premier Debt Help (2008, Freehold)
Offline debt settlement services
Freedom Debt Relief (2002, San Mateo)
Debt negotiation and relief services provider
CareOne Services (2002, Columbia)
Debt relief services provider
NewEra Debt Solutions (1999, Camarillo)
Debt negotiation and settlement solutions provider
ZipDebt (2004, Escondido)
Do-it-yourself debt settlement support services provider
PCS Debt Relief (2010, St. Louis)
Debt relief solutions and services provider
229 Consumer Finance – August 2017
Business Model Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Product Aggregators
>
Expense Management
Debt Management (12/18) paytm.com
Company
Overview
Credimac (2017, New York City)
Debt negotiation and reduction services provider
National Debt Relief (2002, New York City)
Debt negotiation and relief services provider
QueroQuitar (2013, Sao Paulo)
Online platform for debt settlement Wayra, G-Startup, 4Legacy
SettleiTsoft (2015, Fort Lauderdale)
Online debt negotiation and debt settlement platform
Civilize (2015, Tel Aviv)
Fraud prevention & communications platform for people in debt. Techstars
Debtmerica (2006, Santa Ana)
Negotiated debt settlement company
Earnest (2013, San Francisco)
Business Model Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief Debt Consolidation & Settlement > Debt Settlement & Relief
Direct lender for student loan refinancing and personal loans First Round Capital, Andreessen Horowitz, Atlas Venture, Maveron, Battery Ventures, Adams Street Partners, Collaborative Fund, Cross Creek Advisors, Arizona Bay Consulting, New York Life Insurance, Scott Belsky, Wildcat Venture Partners, CSC Venture Capital, FJ Labs
230 Consumer Finance – August 2017
Total Funding
Debt Consolidation & Settlement > Refinancing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$107M
Financial Product Aggregators
>
Expense Management
Debt Management (13/18)
paytm.com
Total Funding
Company
Overview
Business Model
Credible Labs (2014, San Francisco)
An alternate lending platform for financing student loans and refinancing student loan debt. Redbus, Seraph Group, Orrick, Herrington & Sutcliffe, Cap-Meridian Ventures, Cthulhu Ventures, Carthona Capital, Regal Funds Management, Soul Htite, Ron Suber, Scott Langmack
Debt Consolidation & Settlement > Refinancing
$22M
Lenda (2012, San Francisco)
An alternate lending platform for refinancing mortgages. 500 Startups, Lakestar, Winklevoss Capital Management, MI Ventures, Structure Capital, Berlin Ventures, China Growth Capital, Rubicon Venture Capital, Monthly Ventures, MetaProp NYC, Zenstone Venture Capital, Cherry Ventures, Quest Ventures
Debt Consolidation & Settlement > Refinancing
$5.1M
LendStreet (2010, Sunnyvale)
Online platform for refinancing debt CrunchFund, Kapor Capital, Crosslink Capital, JPMorgan Chase & Co., Accion, Aslanoba Capital, Serious Change, Flock Specialty Finance, Cross Culture Ventures
Debt Consolidation & Settlement > Refinancing
$2.5M
Money360 (2010, Ladera Ranch)
Online marketplace for commercial real estate lending
Debt Consolidation & Settlement > Refinancing
$2M
GradSchoolLoans (2015, Cleveland)
Loans for medical school students, resident doctors and fellows
Debt Consolidation & Settlement > Refinancing
$225k
Bills (2005, San Mateo)
Mortgage loan marketplace and debt refinancing platform
Debt Consolidation & Settlement > Refinancing
231 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (14/18) paytm.com
Company
Overview
Business Model
Second Mortgage Financing (2002, Boca Raton)
Online marketplace for mortgage loans and refinancing
Debt Consolidation & Settlement > Refinancing
Prime Student Loan (2012, Boston)
Student loan refinancing help
Debt Consolidation & Settlement > Refinancing
Personal Money Service (2013, San Bruno)
Digital marketplace for credit and insurance products
Debt Consolidation & Settlement > Refinancing
Tekkredi (2016, Besiktas)
Loans consolidation platform Newid Capital
Debt Consolidation & Settlement > Refinancing
TuitionCoin (2014, Leesburg)
Student loan refinancing, servicing and investment platform Help us build a better lending system one loan and investor at a time.
Total Funding
Debt Consolidation & Settlement > Refinancing
Alternative lending to refinance student loan debts.
Debt Consolidation & Settlement > Refinancing
Payoff (2009, Long Beach)
Provides loans to pay off credit card debt FirstMark Capital, Great Oaks Venture Capital, Anthemis Group, SparkLabs Global Ventures, Innovate Partners
Debt Consolidation & Settlement > Refinancing > Credit Card
$71.1M
Tally App (2015, San Francisco)
Credit Card management app Shasta Ventures, Silicon Valley Bank, Ludlow Ventures, Cowboy Ventures, Accelerate-IT Ventures
Debt Consolidation & Settlement > Refinancing > Credit Card
$17M
Loanscribe (2013, New York City)
232 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (15/18) paytm.com
Company
Overview
Business Model
SimplyCredit (2015, San Francisco)
Credit card debt consolidation XSeed Capital, Blumberg Capital
Debt Consolidation & Settlement > Refinancing > Credit Card
LenderExchange (2015, Singapore)
Marketplace for refinancing loans. Hatcher
Debt Consolidation & Settlement > Refinancing > Credit Card
Credigo (1998, Amiens)
Online marketplace for debt reconsolidation
30CUT (2015, Seoul)
Online card loans refinancing
Versara Lending (2016, New York City)
Credit card debt refinancing
LENDLIFT (2012, Atlanta)
Online P2P marketplace for credit card pay-off.
Quick Consolidation Loans (2014, Cape Town)
Offers debt consolidation loans
Lendedu.com (2014, Cedar Rapids)
Online student loan marketplace. Y Combinator, Iowa Startup Accelerator
233 Consumer Finance – August 2017
Total Funding $1.5M
Debt Consolidation & Settlement > Refinancing > Credit Card Debt Consolidation & Settlement > Refinancing > Credit Card Debt Consolidation & Settlement > Refinancing > Credit Card Debt Consolidation & Settlement > Refinancing > Credit Card Debt Consolidation & Settlement > Refinancing > Credit Card Debt Consolidation & Settlement > Refinancing > Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$140k
Financial Product Aggregators
>
Expense Management
Debt Management (16/18) paytm.com
Company
Overview
Business Model
Purefy (2014, Washington D.C.)
Platform for student loan consolidation and refinancing
Windsor Solutions (2015, Coral Gables)
Debt consolidation platform for student debt
Achieve CCA (2007, St. Louis)
Provider of debt management and debt recovery solutions. Chrysalis Ventures
Scratch (2015, San Francisco)
Online platform to manage and pay off debts
Total Funding
Debt Consolidation & Settlement > Refinancing > Education Debt Consolidation & Settlement > Refinancing > Education Debt Repayment
$5M
Debt Repayment
EarnUp (2014, San Francisco)
Financial platform that enables saving Kapor Capital, Blumberg Capital, CFSI, Fenway Summer Ventures, Base Ventures, Camp One Ventures
Debt Repayment > Automated
$3.3M
Motivate (2016, San Francisco)
Debt management platform NFX Guild
Debt Repayment > Automated
$1.5M
Sweep (2016, San Francisco)
AI based automatic debt payer.
Money Mola (2015, Oregon)
An online loan management service for consumers.
234 Consumer Finance – August 2017
Debt Repayment > Automated
Debt Repayment > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Financial Product Aggregators
>
Expense Management
Debt Management (17/18) paytm.com
Company
Overview
Business Model
Nibble (2015, Austin)
Platform to pay student debt with spare change
Debt Repayment > Automated > Micro-Transactions
ChangEd (2016, Chicago)
Mobile platform to repay student loans
Debt Repayment > Automated > Micro-Transactions
Cents (2016, Salt Lake City)
Debt consolidation app.
Debt Repayment > Automated > Micro-Transactions
Spared (2016, Tampa)
Spare change collection to pay off student loans.
Debt Repayment > Automated > Micro-Transactions
Qoins (2016, Atlanta)
Spare change savings to pay off debt.
Debt Repayment > Automated > Micro-Transactions
Payd (2015, Cleveland)
Micro Savings for Student debt repayment
Debt Repayment > Automated > Micro-Transactions
Student Loan Genius (2013, Austin) GradFin (2015, )
Employer enabled Student Debt Management Platform Kapor Capital, Capital Factory, Village Capital, Access Ventures, Gibraltar Ventures Lending platform for refinancing employee education loans
235 Consumer Finance – August 2017
Debt Repayment > Employerenabled Debt Repayment > Employerenabled
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
$3M
Financial Product Aggregators
>
Expense Management
Debt Management (18/18) paytm.com
Company
Overview
Business Model
People Joy (2016, Philadelphia)
Employer enabled debt management platform
Debt Repayment > Employerenabled
Cash Lender (2016, Melbourne)
Mobile-first manual debt and receivables management platform
LoanGifting (2015, Thousand Oaks)
Platform for repayment of student debt
236 Consumer Finance – August 2017
Debt Repayment > Manual
Debt Repayment > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (1/59) paytm.com
Company
Overview
Nest8 (2016, Singapore)
Money management mobile app
Bundle (2009, New York City)
Social media personal finance application that rates local businesses. Microsoft, Morningstar, Citi
FeHype (2017, Haryana)
Social payments app
TravTab (2016, Danvers)
Mobile application to manage holiday payments
Whipit (2016, London)
Group payment enabler - Stealth mode
Onedox (2015, England)
Platform to manage household expenses
EquiTable (2016, San Francisco)
Bill splitting app
SocietyPay (2015, Mumbai)
Society payments solutions provider
237 Consumer Finance – August 2017
Business Model
Group
Group
Group
Group
Group
Group
Group
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
$5M
Debt Management
>
Bill Management
Expense Management (2/59) paytm.com
Company
Overview
Business Model
Paysay (2015, Bangalore)
Social payment app Axilor Ventures
Group
SamePay (2014, London)
Mobile App for group payments
Houzilla (2013, San Francisco)
Expense management & eCommerce for roommates.
Otly (2015, Amsterdam)
Digital household allowance platform for children Uber
BudiPay (2015, Bournemouth)
Collection of financial apps
DividaBill (2013, London)
Bill management for shared houses
Splito (2015, Delhi)
Mobile app for personal expense management
Mango (2017, Amsterdam)
Group expense management app
238 Consumer Finance – August 2017
Group
Group
Group
Group
Group
Group
Group > Expense Tracker
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (3/59) paytm.com
Company
Overview
Business Model
Splitify (2017, Bangalore)
Group expenses management app
Debtpocket (2015, Linz)
Group expense management app
Adnoto Plus (2015, London)
Mobile application for Household financial management
Total Funding
Group > Expense Tracker
Group > Expense Tracker
Group > Expense Tracker
SupportPay (2011, San Francisco)
Automated child support payment platform Salesforce, RPM Ventures, T5 Capital, The Angels’ Forum, Fenway Summer Ventures, Aspect Ventures, Broadway Angels, Continental Advisors, Moneta Ventures, Draper Associates, TA Ventures, TEC Ventures
Group > MoneyPooling
$7M
PayByGroup (2011, San Francisco)
Group payment checkout solution 500 Startups, Kima Ventures, MI Ventures, SparkLabs Global Ventures, Great Oak Capital, Han Hai Investment, Amino Capital
Group > MoneyPooling
$3.4M
Group > MoneyPooling
$1.2M
Harvesting Currency (2009, Irvine)
Online social bill payments platform (company sold and website taken down)
Glassjar (2013, Mountain View)
Group payments enabler Sparkbox Ventures, Global from Day One, Lightning Lab, NZVIF
Group > MoneyPooling
$200k
PayBox (2014, Tel Aviv)
Platform for pooling money with friends for group expenses Moneta Seeds
Group > MoneyPooling
$100k
239 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (4/59) paytm.com
Company
Overview
Business Model
Kolecta (2012, Madrid)
Money pooling platform Alva House Capital
Group > MoneyPooling
Moneypool (2013, Garza Garcia)
Mobile app to pool money from friends NXTP Labs
Group > MoneyPooling
Candystick (2015, Cape Town)
Money pooling and crowdfunding platform for social projects
Liquid Split (2017, Saint Louis)
Mobile and web-based platform for purchase splitting.
CashingApp (2015, Metairie)
Mobile app for P2P payments by creating events.
Groupee (2016, Sydney)
Bill splitting and in-app payments at restaurants
SplitX (2016, Bangalore)
Mobile split app along with payments.
ArmaTuVaca (2016, Bogota)
Online platform for money pooling
240 Consumer Finance – August 2017
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (5/59) paytm.com
Company
Overview
Buyvite (2011, Toledo)
Group payments platform
Splittpay (2013, )
Mobile app for splitting bills.
Roommates (2016, Tel Aviv)
Wallet apps that for bill payments among room mates.
Divi Pay (2016, Sydney)
Group bill splitting app.
Jelli (2016, Cedar Hill)
Money pooling and group expense sharing app
Contree (2015, Noida)
Money pooling app.
PayMeApp (2015, Belo Horizonte)
Group expense and payment app.
Commonbox (2009, Paris)
Money pooling wallet
241 Consumer Finance – August 2017
Business Model Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (6/59) paytm.com
Company
Overview
My RunningTab (2012, Philadelphia)
Group expense tracking and splitting solutions
GroupVite (2015, Ireland)
Groups payments enabler, in partnership with Stripe
PayMyRent (2015, Chennai)
Rent and bills payment platform
PaydIn (2014, )
Platform for group payments
Tapify (2016, Sydney)
Bill splitting with in-app payments.
Easyshare (2014, Sydney)
Rent bill splitting and rent payment management.
Sharepay (2014, Paris)
Group payment and expense sharing service provider.
Bill Hut (2014, London)
Bills Management platform with in-app payments
242 Consumer Finance – August 2017
Business Model Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Group > MoneyPooling
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (7/59) paytm.com
Company
Overview
Business Model
Tab (2011, New York City)
Mobile app for spliting bills
Splend (2014, Chicago)
Bill Splitting among friends at Point of Sale
Total Funding
Group > MoneyPooling
Group > MoneyPooling
Splitwise (2011, Providence)
Mobile app for expense sharing Silicon Valley Bank, Great Oaks Venture Capital, Walnut Venture Associates, IDG Ventures USA, 10x Venture Partners, Rocketship.vc
Group > Settlement
$6.4M
Splittable (2014, London)
Housing Expense Management Seedcamp, Playfair Capital, London Co-Investment Fund
Group > Settlement
$1.4M
Tricount (2010, Brussels)
Group expense reports and settlements Belcube
Group > Settlement
$567.4k
RentShare (2010, New York City)
Online Rent Payment The Brandery, Vine Street Ventures
Group > Settlement
$305k
Chored (2014, London)
Household Management App Startup Funding Club
Group > Settlement
$225k
Pockets United (2011, Munich)
Expense splitting application
Group > Settlement
$77k
243 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (8/59) paytm.com
Total Funding
Company
Overview
Business Model
Biletu (2011, Tallinn)
Mobile app to pay between friends including, expenses, photos, audio and location Start-Up Chile, Startup Wise Guys
Group > Settlement
$40k
Group > Settlement
$40k
Group > Settlement
$10k
BillPin (2012, Singapore)
Application for social expense management
homeslice (2013, San Luis Obispo)
House Management App with Expense Tracking SLO HotHouse, Matchfire
Dira (2015, Ashdod)
Mobile app for managing home expenses
Roommate App (2009, San Francisco)
Mobile App for managing roommates expenses
Splid App (2015, Berlin)
Expense splitting app
WhoseBill (2009, London)
Online platform to track and share bills with friends
Quick Splitter (2015, Jersey City)
Mobile splitting platform.
244 Consumer Finance – August 2017
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (9/59) paytm.com
Company
Overview
AA GO Dutch (2016, Klang)
Mobile app for expense sharing
Split The Bills (2011, Sheffield)
Expense splitting app for schoolmates and housemates.
Hobima (2015, Oslo)
Mobile app for splitting bills
Pocketbeeapp (2014, Arenys De Mar)
Mobile app for expense sharing
Contricenter (2014, Indore)
Mobile app to manage and settle group expenses
Ledger (2016, San Francisco)
Platform for sharing and tracking expense
Divide & Pay (2014, Surat)
Expense tracking and splitting app
Expenses (2011, )
Shared expense manager
245 Consumer Finance – August 2017
Business Model Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (10/59) paytm.com
Company
Overview
Piece of Cake (2016, )
Bill splitting platform.
Evenfy (2015, Rio De Janeiro)
Group expense sharing and settlement app
Crewbase (2014, Kyoto)
Platform for expense sharing
Bash (2014, Bangalore)
Smartphone app to split bill payments & track expenses in real time
Payumi (2009, London)
Mobile app for expense sharing
Expensure (2007, )
Manage shared bills and expenses
WeSplit.it (2010, London)
Social bill splitting and money manager
PayMe (2014, )
Personal debts and shared expenses management.
246 Consumer Finance – August 2017
Business Model Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (11/59) paytm.com
Company
Overview
ShareExpense (2014, Vadodara)
Expense tracking and splitting app
Doleit (2015, Mumbai)
Expense tracking and sharing app
PennySplit (2016, Kanpur)
Platform for splitting group expenses
ExpenseSplit (2013, )
Roommate expense splitting service provider.
KeepChits (2016, Chandigarh)
Expense management app
KnoDues (2015, Gurgaon)
Expense splitting app
Tabbt (2014, Hamburg)
App to track shared expenses
TrackEveryCoin (2010, Bangalore)
Web platform & mobile app for expense tracking & management
247 Consumer Finance – August 2017
Business Model Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (12/59) paytm.com
Company
Overview
MOZE (2015, )
Personal Finance App
Blue Wallet (2015, Mumbai)
Personal finance management app
SplitPea (2015, Cambridge)
Bill splitting app.
Kittysplit (2012, Berlin)
Bill Splitting web app for friends
BillHero (2015, Fort Collins)
Bill Splitting App
SplittBill (2013, New York City)
Mobile app for bill-splitting in few taps.
KnowDues (2015, Delhi)
Mobile app for expense sharing
Dinngo (2015, San Francisco)
Bill Splitting App with in-app payments
248 Consumer Finance – August 2017
Business Model Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (13/59) paytm.com
Company
Overview
Khaatha (2015, Hyderabad)
Smartphone app to split group expenses and keep records of spendings
SplitItQuick (2013, Cockeysville)
Shared expenses tracker
Billsup (2011, Nassau)
share bills and track debts
BillPin (2005, Seattle)
Social Expense Management with Payment Feature
IOU Tool (2010, Moscow)
Personal debt tracker app for Android, iPhone, Windows 8
Billr (2012, New York City)
Bill Splitting App
Budgy (2013, Paris)
Budgeting App for tracking and sharing common expenses during travel. GrowthUP
WhoPaid.It? (2012, Montreal)
Spending money with friends made easy.
249 Consumer Finance – August 2017
Business Model Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (14/59) paytm.com
Company
Overview
SpotMe (2011, Palo Alto)
Group Bill Splitting App
Divvy (2010, Chicago)
Social Expense Management App with Receipt upload
Divvy (2014, Dublin)
Shared shopping list app with receipt upload
Owesome (2014, Kuala Lumpur)
Expense sharing application to manage personal finance 1337 Ventures
Duck Duck Pay (2015, Los Angeles)
An expense sharing application
Scrooge (2011, Helsinki)
An expense sharing apps for managing bills
Tallymark (2013, Cupertino)
An online platform for living expense management.
Billofy (2012, Bay)
Social expense management.
250 Consumer Finance – August 2017
Business Model Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Group > Settlement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (15/59) paytm.com
Total Funding
Company
Overview
Business Model
JR360 (2014, Beijing)
Financial accounting and management tool China Minsheng Bank
Personal
$1.5M
MoneyReef (2011, Provo)
Mobile app for personal finance management
Personal
$650k
Pays.ly (2012, Los Angeles)
Automated budgeting app
Personal
$131.7k
GuiaBolso (2009, Rio Claro)
Expense management app ACE
Personal
$50k
MyJibe (2010, Indianapolis)
PFM platform
Budgetpot (2016, Ahmedabad)
Expense tracking app
TENQUBE (2014, Seoul)
Personal finance management platform SK Planet, FuturePlay
Money Mate (2016, Sydney)
Stealth mode PFM startup
251 Consumer Finance – August 2017
Personal
Personal
Personal
Personal
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (16/59) paytm.com
Company
Overview
Lakt (2016, Nairobi)
Manual budgeting and savings platform
HomeMoney (2007, )
Personal finance management platform.
Money Look (2008, )
Personal finance management app
Zenmoney (2009, St. Petersburg)
Personal finance management app
Qeeniao (2014, Shanghai)
Mobile application for personal accounting management Fenghou Capital, Innotech Capitals
ChangeStreet (2016, Bangalore)
Savings and financial planning platform
WealthPack (2014, Gurgaon)
Automated personal finance management app
51Zhangdan (2012, Hangzhou)
Business Model Personal
Personal
Personal
Personal
Personal
Personal
Credit card management mobile app GGV Capital, SIG China, CrystalStream, Tiantu Capital, Meridian Capital China, Xiaomi, Xinhu Zhongbao, Ample Harvest Capital, Angel Plus, HG Capital
252 Consumer Finance – August 2017
Total Funding
Personal
Personal > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$509M
Debt Management
>
Bill Management
Expense Management (17/59) paytm.com
Company
Overview
Business Model
Total Funding
Quanzi Qufay (2014, Beijing)
Mobile based personal finance management application Lakala, Plum Ventures
Personal > Automated
$1.5M
Future Penny (2015, Perth)
Automated personal financial planning
Personal > Automated
$500k
Prosperity Financial Services (2006, Singapore)
Personal Finance Tool
Personal > Automated
$370k
Money Karma (2015, Bangalore)
Personal finance management app
Bean (2016, London)
Automated subscription bill management.
Moneyspire (2007, Bellflower)
Personal finance and business accounting software
Kontomierz (2009, Warsaw)
Budgeting and expense tracking platform
Wallet (2010, Prague)
Personal expense management app
253 Consumer Finance – August 2017
Personal > Automated
Personal > Automated
Personal > Automated
Personal > Automated
Personal > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (18/59) paytm.com
Company
Overview
Moshe Goldberg (2016, Tel Aviv)
Stealth : Interactive AI-based app for financial accounting
Recpic (2015, Seocho)
Expense management platform
Petal (2016, New York City)
Stealth mode PFM app Great Oaks Venture Capital, Silicon Badia, New Ground Ventures
Cushion (2016, San Francisco)
Personal finance mangement solution.
Finism (2016, Seattle)
Mobile first personal finance platform.
Amplop (2011, Mojokerto)
Personal financial service provider
Money Forward (2012, Tokyo)
Business Model Personal > Automated
Personal > Automated
Personal > Automated
Personal > Automated
Personal > Automated
Personal > Automated
Personal Finance Management with Multiple Account aggregation Mitsui & Co, Fenox Venture Capital, JAFCO, Dentsu Digital Holdings, Fukui Bank, GMO Venture Partners, SBI Holdings, Gunma Bank, North Pacific Bank, Isten Mitsukoshi Holdings, Mitsui Sumitomo Insurance Venture Capital, Mizuho Capital Partners, Credit Saison, Shiga Bank, Shizuoka Capital, SOURCENEXT_USA, Toho Bank, ymfg.co.jp, TBS Innovation Partners, tr.mufg.jp
254 Consumer Finance – August 2017
Total Funding
Personal > Automated > Account-Linked
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$42.9M
Debt Management
>
Bill Management
Expense Management (19/59) paytm.com
Total Funding
Company
Overview
Business Model
Tink (2012, Stockholm)
Personal finance management application Sunstone, SEB, ABN AMRO Bank, Creades
Personal > Automated > Account-Linked
$14.8M
Clarity Money (2016, New York City)
Personal finance management app Bessemer Venture Partners, SV Angel, Maveron, ff Venture Capital, Citi, RRE Ventures, Haystack Partners, Next Coast Ventures, Brainchild
Personal > Automated > Account-Linked
$13.5M
Numbrs (2012, Zurich)
Mobile banking application Centralway
Personal > Automated > Account-Linked
$11.5M
Moneytree (2012, Tokyo)
Personal finance iOs app PayPal, Salesforce, Morgan Stanley, MasterCard, DG Incubation, Mizuho Capital, Mitsubishi UFJ Capital, SMBC Venture Capital, Baillie Gifford, Mizuho Bank, Senshu Ikeda Capital, Hiroshima Venture Capital
Personal > Automated > Account-Linked
$10.5M
GuiaBolso (2012, Sao Paulo)
Online personal finance management application Omidyar Network, QED Investors, Ribbit Capital, Kaszek Ventures, Valor Capital Group, Grupo RBS, E Bricks Ventures
Personal > Automated > Account-Linked
$9.3M
Bankin (2011, Paris)
Mobile Money Manager App with Account Aggregation Omnes Capital, CommerzVentures
Personal > Automated > Account-Linked
$8.9M
Money Dashboard (2008, Edinburgh)
Personal finance management application Scottish Enterprise, Par Equity, Ariadne Capital, Calculus Capital
Personal > Automated > Account-Linked
$8.1M
MoneyStream (2013, Los Gatos)
Personal finance management through mobile platform. Plug and Play Tech Center, H&R Block
Personal > Automated > Account-Linked
$5.5M
255 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (20/59) paytm.com
Total Funding
Company
Overview
Business Model
Level Money (2012, San Francisco)
Real-time money meter app for personal spending. KPCB
Personal > Automated > Account-Linked
$5M
Wesabe (2005, San Francisco)
PFM web and mobile app like Mint OReilly AlphaTech Ventures, Union Square Ventures
Personal > Automated > Account-Linked
$4.7M
Linxo (2010, Aix-en-provence)
Budgeting app with multiple account integration Credit Mutuel Arkea
Personal > Automated > Account-Linked
$3.6M
Pocketbook (2012, Sydney)
Personal finance management app Tank Stream Ventures
Personal > Automated > Account-Linked
$2.8M
Albert (2015, Los Angeles)
Financial advise provider Bessemer Venture Partners, 500 Startups, Altair Capital, CFSI
Personal > Automated > Account-Linked
$2.8M
MoneyBrilliant (2011, Sydney)
Virtual Financial Assistant App AMP
Personal > Automated > Account-Linked
$1.5M
Moneysoft (2011, Sydney)
Personal finance management software with multiple account integration functionality BlueChilli, Link Group
Personal > Automated > Account-Linked
$1.1M
Sweep (2014, San Francisco)
Personal finance management app Kapor Capital, Plug and Play Tech Center, The Valley Fund, Vulcan Capital, StartX
Personal > Automated > Account-Linked
$1M
256 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (21/59) paytm.com
Total Funding
Company
Overview
Business Model
BearTail (2012, Tsukuba)
Expense management solutions provider Incubate Fund, Nissay Capital
Personal > Automated > Account-Linked
$955k
greensherpa (2007, Santa Barbara)
Personal Finance & Cash Flow Management
Personal > Automated > Account-Linked
$725k
Treefin (2014, Munich)
Personal finance management application
Personal > Automated > Account-Linked
$555k
BudgetBakers (2010, Prague)
Platform to manage and save GE Money UK, StartupYard
Personal > Automated > Account-Linked
$323k
Buxfer (2007, Mountain View)
Personal finance management platform Y Combinator
Personal > Automated > Account-Linked
$315k
MoneyMenttor (2010, Campeche)
Online personal finance management service.
Personal > Automated > Account-Linked
$300k
Bankity (2014, Medellin)
Personal finance management application. Socialatom Ventures
Personal > Automated > Account-Linked
$300k
Cashpath (2011, Stamford)
Personal Financial Management Savings App with Account Aggregation Connecticut Innovations
Personal > Automated > Account-Linked
$150k
257 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (22/59) paytm.com
Total Funding
Company
Overview
Business Model
Money Toolkit (2011, Aldershot)
Fix your finances Fubra
Personal > Automated > Account-Linked
$145k
Cheddar (2014, Redwood City)
Debit card and mobile app for banking Y Combinator
Personal > Automated > Account-Linked
$120k
Budget Simple (2006, Pittsburgh)
Online budgeting solution Innovation Works
Personal > Automated > Account-Linked
$25k
Smooth (2013, Cleveland)
Lifetime Financial Dashboard flashstarts
Personal > Automated > Account-Linked
$20k
SPENT (2014, Oulu)
Personal and business expenses managment app
Personal > Automated > Account-Linked
Credit Mavin (2016, Bangkok)
Mobile app to manage credit card spending
Personal > Automated > Account-Linked
MoneyMoney (2011, Berlin)
Expense management, budgeting, and money transfer app
Personal > Automated > Account-Linked
Tiller (2014, Winthrop)
Financial tracking and budgeting spreadsheet tool
Personal > Automated > Account-Linked
258 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (23/59) paytm.com
Company
Overview
Business Model
FinanDa (2009, Haifa)
Budgeting platform for individuals and small businesses
Personal > Automated > Account-Linked
Thrive (2006, New York City)
Budgeting and free credit scoring platform
Personal > Automated > Account-Linked
Brankas (2016, Jakarta)
App to manage multiple bank accounts
Personal > Automated > Account-Linked
My Wallets (2014, Lyubertsy)
Expense management app
Personal > Automated > Account-Linked
Dave (2016, Los Angeles)
App to manage overdrafts by predicting user's expenses
Personal > Automated > Account-Linked
Bud (2015, London)
Platform for personal finance management
Personal > Automated > Account-Linked
EveryDollar (2000, Brentwood)
Budgeting and financial goal tracking platform
Personal > Automated > Account-Linked
Kiria (2017, Berlin)
Mobile platform for automated expense tracking.
Personal > Automated > Account-Linked
259 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (24/59) paytm.com
Company
Overview
Business Model
Spendee (2013, Prague)
Personal budgeting app
Personal > Automated > Account-Linked
Koin (2017, Mexico City)
Financial assitant to manage daily expenses.
Personal > Automated > Account-Linked
SecurBank (2016, Delhi)
App aggregating bank accounts
Personal > Automated > Account-Linked
FinanDa (2009, Haifa)
Personal finance management platform
Personal > Automated > Account-Linked
Outbank (2001, Dachau)
AI-enabled mobile and desktop app for personal finance management.
Personal > Automated > Account-Linked
Kotak Moneywatch (2012, Mumbai)
Budgeting app for Kotak Mahindra account holders
Personal > Automated > Account-Linked
Fymio (2016, )
Automated financial app for budgeting and goal savings.
Personal > Automated > Account-Linked
inBudget (2015, )
Personal budgeting and expense app.
Personal > Automated > Account-Linked
260 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (25/59) paytm.com
Company
Overview
Business Model
Tico (2015, Menlo Park)
Automated expense manager and budgeting app
Personal > Automated > Account-Linked
Accountz (1999, Chatteris)
Accounting software for home finances and business
Personal > Automated > Account-Linked
AntPocket (2015, )
Budgeting and expense tracking solution.
Personal > Automated > Account-Linked
Vast (2016, Toronto)
Budgeting solution for finance management.
Personal > Automated > Account-Linked
MoneyStrands (2016, Miami)
Budgeting and saving goal setting mobile app.
Personal > Automated > Account-Linked
DashFlow (2015, Dayton)
Platform to manage budgeting and goals.
Personal > Automated > Account-Linked
SimplePF (2016, Los Angeles)
Automated personal double-entry bookkeeping system
Personal > Automated > Account-Linked
TrackWealth (2014, Singapore)
Automated finances tracking tool
Personal > Automated > Account-Linked
261 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (26/59) paytm.com
Company
Overview
Business Model
Tiny Bank (2016, )
Mobile app to track and manage expenses.
Personal > Automated > Account-Linked
ETMoney (2014, Gurgaon)
Wealth management and expense tracking app
Personal > Automated > Account-Linked
Benki (2013, Zaventem)
Multi-bank expense management app
Personal > Automated > Account-Linked
Squeeze (2015, Boca Raton)
Expense tracking and bill comparison engine.
Personal > Automated > Account-Linked
Dr. Wallet (2009, Tsukuba)
Household account booking app
Personal > Automated > Account-Linked
MyMoneyPlatform (2013, Dublin)
Automated financial planning platform for millennials Enterprise Ireland
Personal > Automated > Account-Linked
Fentury (2013, Ottawa)
Automated personal finance manager.
Personal > Automated > Account-Linked
Happy Mango (2013, New York City)
Tool for tracking money and forecasting cash flow for individuals
Personal > Automated > Account-Linked
262 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (27/59) paytm.com
Company
Overview
Business Model
Planejei (2015, Porto Alegre)
Financial assistant to analyze user finances.
Personal > Automated > Account-Linked
Honeyfi (2016, Charlotte)
Financial management solution for couples.
Personal > Automated > Account-Linked
Budgently (2016, The Hague)
Budgeting app. Startupbootcamp
Personal > Automated > Account-Linked
MyFin (2016, New York City)
Personal Finance app to track expenditure, savings and budgeting. Techstars, Right Side Capital Management
Personal > Automated > Account-Linked
Spiir (2010, Aarhus)
Automated expense tracking and budgeting.
Personal > Automated > Account-Linked
1787fp Financial App (2016, Washington D.C.)
PFM and investment tracking platform
Personal > Automated > Account-Linked
Mobillity (2016, London)
Savings on bill payment . Startupbootcamp
Personal > Automated > Account-Linked
Finciero (2012, Santiago)
Automated expense and asset management app
Personal > Automated > Account-Linked
263 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (28/59) paytm.com
Company
Overview
Business Model
Mtrakr (2016, Delhi)
Mobile app to track persoinal financial expenses
Personal > Automated > Account-Linked
ZaBox (2015, Bangalore)
App-only personal finance tracking app
Personal > Automated > Account-Linked
Cashtrack (2015, Singapore)
Automatic expense tracker.
Personal > Automated > Account-Linked
Everwealth (2014, Brisbane)
Budgeting and expense management
Personal > Automated > Account-Linked
MoneyCarta (2013, Denver)
Mobile app for personal financial management
Personal > Automated > Account-Linked
BancMate (2015, )
Omni-channel banking and money management platform HandsOn Global Management
Personal > Automated > Account-Linked
22seven (2010, Cape Town)
PFM and investment app.
Personal > Automated > Account-Linked
Budgit (2016, Dallas)
Personal finance budgeting service
Personal > Automated > Account-Linked
264 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (29/59) paytm.com
Company
Overview
Business Model
Birch Finance (2014, Gainesville)
Reward points and money management service provider. H2 Ventures
Personal > Automated > Account-Linked
Pariti Technologies (2014, London)
Automated personal finance management JamJar Investments, Startup Funding Club
Personal > Automated > Account-Linked
Juggle (2014, Dublin)
Employer enabled personal financial management platform.
Personal > Automated > Account-Linked
Plant Money (2014, Bangkok)
Platform to save daily expenses digitally
Personal > Automated > Account-Linked
Seedly (2016, Singapore)
Personal wealth management platform East Ventures
Personal > Automated > Account-Linked
HowRich (2012, Taipei)
Automated personal finance management
Personal > Automated > Account-Linked
Moneyhub (2013, Bristol)
Personal finance management tool
Personal > Automated > Account-Linked
docommerce (2015, Montreal)
Dashboard for Paypal transactions
Personal > Automated > Account-Linked
265 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (30/59) paytm.com
Company
Overview
Business Model
y Money Karma (2015, Hyderabad)
Web platform helping to aggregate and manage personal finances
Personal > Automated > Account-Linked
Piggipo (2013, Bangkok)
Mobile app for managing credit cards 500 Startups, Golden Gate Ventures, DTAC
Personal > Automated > Account-Linked
DOMPETSEHAT (2012, Semarang)
Personal finance managing app
Personal > Automated > Account-Linked
PiSight (2015, Singapore)
Web and app based personal finance management tool
Personal > Automated > Account-Linked
Kontoblick (2008, Munich)
German Online personal finance service Holtzbrinck Ventures, European Founders Fund
Personal > Automated > Account-Linked
ControleFinance (2015, Rio De Janeiro)
Track Financial progress in different currencies
Personal > Automated > Account-Linked
Fintonic (2011, Madrid)
Automated Personal Finance Management app Inception Capital, Ideon Financial Solutions, Onza Capital
Personal > Automated > Account-Linked
Parabola (2015, )
Budgeting app that monitors expenses & plans retirement savings
Personal > Automated > Account-Linked
266 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (31/59) paytm.com
Company
Overview
Business Model
FlexiWealth (2015, London)
Automated Personal Finance Manager
Personal > Automated > Account-Linked
Budgea (2012, Paris)
Personal FInancial Management App with multiple account integration
Personal > Automated > Account-Linked
Cashoff (2013, Moscow)
Personal Finance Management Platform
Personal > Automated > Account-Linked
AFAS Personal (2008, Leusden)
Budgeting platform with multiple account integration
Personal > Automated > Account-Linked
The Moneyer (2011, Amsterdam)
Personal Financial Management platform
Personal > Automated > Account-Linked
2DOLife (2011, San Pablo)
Online Money and Time Management Platform Mission Main Street Grants
Personal > Automated > Account-Linked
Trakr (2015, Delhi)
Personal expense management solution with document storage
Personal > Automated > Account-Linked
PocketSmith (2008, Dunedin)
Budgeting and Financial Forecasting App
Personal > Automated > Account-Linked
267 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (32/59) paytm.com
Company
Overview
Business Model
Wallo (2011, Espana)
European Personal Finance Service with Account Aggregation
Personal > Automated > Account-Linked
LifeCounts (2013, Seattle)
Online Personal Finance Service with Account Aggregation
Personal > Automated > Account-Linked
InEx Finance (2011, Victoria)
Online personal finance tool as SaaS
Personal > Automated > Account-Linked
Spenz (2010, Toronto)
Expense Tracking and Savings App
Personal > Automated > Account-Linked
Ahorro.net (2012, Madrid)
Smart Personal Financial Management and Savings Tool with Lead Gen
Personal > Automated > Account-Linked
Scrooge (2015, Kochi)
Spend Tracking and Management application
Personal > Automated > Account-Linked
FinBox (2015, Mumbai)
Expense/bill tracking and personal finance management app
Personal > Automated > Account-Linked
Faayda (2015, Delhi)
personal expense management application
Personal > Automated > Account-Linked
268 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (33/59) paytm.com
Company
Overview
Business Model
Countabout.com (2012, Madison)
Personal Finance web and mobile app
Personal > Automated > Account-Linked
BudgetTracker (2003, Washington)
Multiple Account Money Management Tool
Personal > Automated > Account-Linked
IGG Software (2003, Putney)
financial management app developer for OS X + iOS.
Personal > Automated > Account-Linked
MinhasEconomias (2008, Curitiba)
Personal Finance Management
Personal > Automated > Account-Linked
Boomeringo (2014, Melbourne)
Automated personal finance management app
Personal > Automated > Account-Linked
mooverang (2014, Madrid)
Savings personal finance management app
Personal > Automated > Account-Linked
PocketGuard (2014, )
Personal finance management platform Noosphere Ventures
Personal > Automated > Account-Linked
Bsavi (2013, Cape Town)
Personal Finance Made Simple
Personal > Automated > Account-Linked
269 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (34/59) Company paytm.com
Simplifi (2013, San Francisco)
Overview
Business Model
A personal finance management app with automatic transaction capturing
Personal > Automated > Account-Linked
OnTrees (2012, London)
Personal finance management app
Personal > Automated > Account-Linked
PowerWallet (2011, Miami)
Online personal financial management solution
Personal > Automated > Account-Linked
Easy Finance (2009, Moscow)
Automated Personal Finance Management
Personal > Automated > Account-Linked
Finavo (2014, )
Personal finance management app for iOS.
Personal > Automated > Account-Linked
MoneyWiz (2010, San Francisco)
Personal finance app for iPhone, iPad and Mac
Personal > Automated > Account-Linked
MoneyDance (2015, Edinburgh)
A complete personal finance manager
Personal > Automated > Account-Linked
Quicken (, California)
Personal finance management software. H.I.G. Capital
Personal > Automated > Account-Linked
270 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (35/59) paytm.com
Total Funding
Company
Overview
Business Model
moneygarden (2014, Munich)
Personal finance management platform
Personal > Automated > Account-Linked
Max (2017, Le Relecq-kerhuon)
Mobile-first personal assistant Credit Mutuel Arkea
Personal > Automated > Account-Linked > Chatbots
$22.5M
Trim (2015, San Francisco)
Personal Finance Assistant Core Innovation Capital, Eniac Ventures, KohFounders, Version One Ventures, Sound Ventures
Personal > Automated > Account-Linked > Chatbots
$2.2M
Penny (2015, San Francisco)
Chat based personal finance management and analysis Social Capital
Personal > Automated > Account-Linked > Chatbots
$1.2M
Change Labs (2015, Caesarea)
AI-based automated personal finance management solution Nielsen Innovate Fund
Personal > Automated > Account-Linked > Chatbots
$800k
Cleo AI (2015, London)
Artificial intelligence meets personal finance. Jason Goodman, Alex Chesterman, Joe White, Wendy Tan White, Simon Franks, Niklas Zennström, Errol Damelin, Siraj Khaliq
Personal > Automated > Account-Linked > Chatbots
$700k
$550k
Abe.ai (2016, Orlando)
Abe is an artificial intelligence bot for personal finance
Personal > Automated > Account-Linked > Chatbots
FinCheck (2016, Tel Aviv)
AI-based conversational finance bot 500 Startups
Personal > Automated > Account-Linked > Chatbots
271 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (36/59) paytm.com
Company
Overview
Business Model
Kudi (2016, Lekki)
An AI-based chatbot to manage payments and finances.
Personal > Automated > Account-Linked > Chatbots
Ernest (2015, London)
Virtual finance assistant app
Personal > Automated > Account-Linked > Chatbots
Ledgee (2016, Chicago)
Virtual banking assistant
Personal > Automated > Account-Linked > Chatbots
Chat-based expense tracking app
Personal > Automated > Account-Linked > Chatbots
MindNodes (2016, Athens)
Develops personal assistance chatbots for consumers
Personal > Automated > Account-Linked > Chatbots
Clerkie (2016, Palo Alto)
Personal finance budgeting and payment platform.
Personal > Automated > Account-Linked > Chatbots
Optio (2016, Tbilisi)
AI-based personal finance assistant
Personal > Automated > Account-Linked > Chatbots
Simplifica (2015, Sao Paulo)
Personal financial management with chatbot.
Personal > Automated > Account-Linked > Chatbots
(2016, Chennai)
272 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (37/59) paytm.com
Total Funding
Company
Overview
Business Model
XOBI (2016, New York City)
Virtual assistant in PFM
Personal > Automated > Account-Linked > Chatbots
Olivia AI (2015, San Francisco)
AI-powered personal financial assistant
Personal > Automated > Account-Linked > Chatbots
Monty Frugal (2016, Mumbai)
App to track personal expenses
Personal > Automated > Account-Linked > Chatbots
Clare AI (2016, Hong Kong)
Personal Finance Assistance using AI
Personal > Automated > Account-Linked > Chatbots
TalkBank.io (2016, Krasnodar)
Chatbot for finance and commerce
Personal > Automated > Account-Linked > Chatbots
CACHE.AI (2015, New York City)
Automated personal finance application
Personal > Automated > Account-Linked > Chatbots
Walnut (2014, Pune)
Mobile based personal SMS assistant and expense tracking app SAIF Partners, Sequoia Capital
Personal > Automated > SMSBased
$9M
MoneyView (2014, Bangalore)
Personal finance smartphone app Accel Partners, Tiger Global Management, Ribbit Capital
Personal > Automated > SMSBased
$8.5M
273 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (38/59) paytm.com
Company
Overview
Business Model
App Money (2015, Delhi)
Expense tracking and budget tracking app
Personal > Automated > SMSBased
Qykly (2016, Noida)
Expense and transactions tracking app
Personal > Automated > SMSBased
Tickard (2014, )
Invoice-based expense tracker
Personal > Automated > SMSBased
Facturame (2015, )
e-Invoice based automated expense tracker.
Personal > Automated > SMSBased
HandWallet (2002, Pardes Hanna Karkur)
Personal and commercial expense manager app
Personal > Automated > SMSBased
Cardniu (2012, Beijing)
Credit card magnagement application tool delivered via mobile Sequoia Capital
Personal > Automated > SMSBased
MyCenter (2015, Gurgaon)
Smartphone app providing spend statistics by tracking user's SMS
Personal > Automated > SMSBased
moFi (2015, Gurgaon)
Personal finance manager
Personal > Automated > SMSBased
274 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (39/59) paytm.com
Company
Overview
Business Model
SpendWize (2013, Bangalore)
Automated expense tracker
Personal > Automated > SMSBased
MoneySmart (2014, Mumbai)
Personal finance management based mobile application
Personal > Automated > SMSBased
MoneyDoc (2011, Alfortville)
Personal Finance Management with secure storage
Personal > Automated > SMSBased
Grana (2015, Sao Paulo)
Expense Manager
Personal > Automated > SMSBased
Gullak (2015, Noida)
Mobile app for personal finance management
Personal > Automated > SMSBased
Total Funding
Feidee (2010, Shenzhen)
Consumer finance management solutions provider Sequoia Capital, Fosun International, Kunlun, Source Code Capital, Fosun Kinzon Capital
Personal > Manual
$15M
Qeeniao (2015, Shanghai)
Mobile app for personal finance management Zhe Kuan Fu, Fenghou Capital
Personal > Manual
$2.3M
Rudder (2006, Houston)
Personal Finance Monitoring Meakem Becker Venture Capital
Personal > Manual
$2M
275 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (40/59) paytm.com
Company
Overview
Wally (2013, San Francisco)
Personal finance management application
CoinKeeper (2011, St. Petersburg)
Gamified personal finance management
Life Dreams (2013, Seattle)
Personal finance management tool for future planning
Caytree Partners (2012, Nairobi)
Business and personal financial management solution. USAID
QuidClaim (2015, London)
Business expense management app for employees
7C Solutions (2015, Lublin)
Expense management app
Desi Hisab (2016, Mumbai)
Daily expense manager app
MoneyLion Malaysia (2013, Kuala Lumpur)
App for personal finance management
276 Consumer Finance – August 2017
Business Model
Total Funding
Personal > Manual
$850k
Personal > Manual
$100k
Personal > Manual
$80k
Personal > Manual
$59k
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Debt Management
>
Bill Management
Expense Management (41/59) paytm.com
Company
Overview
ThinkOMG (2016, Jakarta)
Mobile-based expense management application
Expense IQ (2010, Singapore)
Mobile application for expense management
iBudgetix (2014, Zapopan)
Personal finance management app
Bnknote (2013, Moscow)
Expense management app
Dollarbird App (2011, Bucharest)
Expense tracking app
Mobills (2013, Fortaleza)
Expense tracking and budgeting platform
Optimizing for Happiness in Personal Finance (2016, )
Expense tracking app
iSaveMoney (2015, Alexandria)
Monthly budget tracking application
277 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (42/59) paytm.com
Company
Overview
Spender (2012, New York City)
Personal finance tracking app
Gastos Diarios (2013, Tepic)
App for Personal Finance Management
Fast Budget (2016, Soliera)
Expense management and budgeting app
AndroMoney (2011, Taipei)
Budgeting and expense tracking app
Finance41 (2010, Bucharest)
Budgeting platform
AppingOn (2015, Pune)
Expense tracking app
Financial Book (2013, )
Personal Finance App for tracking single account
TheBudgetBoss (2012, Minnesota)
Personal budgeting application
278 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (43/59) paytm.com
Company
Overview
Budgt (2012, Zurich)
Personal finance management app for users with lower income
Mvelopes (2000, )
Personal finance management app providing envelope budgeting service.
Toshl (2012, Mountain View)
Personal finance management application 500 Startups
StateOfCash (2011, Bucharest)
Personal finance management application
Thu Chi MISA (2016, Hanoi)
App based personal finance manager for expenses
Money Mindz (2015, Bangalore)
Expense tracking and financial planning app
Monas (2014, Tangerang)
App for budgeting and expense tracking
Envudu (2013, Springville)
Real time budgeting card.
279 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (44/59) paytm.com
Company
Overview
Whallet (2011, Valencia)
App for personal expense management
Actfi (2016, Toronto)
Bill income and expense tracking app.
Keepsoft (1998, Moscow)
Mobile application for personal finance management
sFinance (2013, Hilversum)
Mobile (iOS) app for categorizing and reporting expenses.
Impensa (2016, Delhi)
Expense tracking app
FinArt (2015, Bangalore)
App to manage personal finances
Everypocket (2014, )
Online platform for personal finance management
Coyn (2016, Seattle)
Expense management app
280 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (45/59) paytm.com
Company
Overview
Budgetlio (2015, London)
Goal-based manual budgeting app
Divvio (2016, Toronto)
App for expense sharing
Pecunia Banking (2012, Cologne)
Open-source personal finance management desktop app for Mac OS.
East Light Software (2009, Shinjuku)
Mobile solution to manage daily expenses.
Mambo (2016, )
App for personal finance management
CashControlApp (2011, Bucharest)
Personal finance management app
MoneyCoach UG (2016, Nuremberg)
iOS-based personal finance app
Net Worth 2B (2010, Chicago)
Budgeting app provider
281 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (46/59) paytm.com
Company
Overview
ExExpense (2013, Asbury Park)
Expense management platform for divide families
Gastos App (2015, Phoenix)
Personal expense tracker app
Quick Money Recorder (2015, )
Manual budgeting app
Banck (2012, )
Manual expense management app
Travel Budget App (2013, )
Budgeting app for travelers
Accounts Lite (2014, Chennai)
Manual expense reporting app
CashBase (2010, Cluj-napoca)
Manual budgeting app
Mobills (2013, Fortaleza)
Budgeting and expense tracker.
282 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (47/59) Company paytm.com
Picniq (2016, San Francisco)
Overview
Business Model
Virtual mobile wallet for online and offline protected using blockchain technology.
Personal > Manual
Splitzee (2012, Boston)
Group expense management platform.
Sinop (2013, Makati)
Personal finance managing application
Spendful (2011, Sheffield)
Personal finance budgeting platform
Mowize (2016, Gurgaon)
Mobile app based personal finance manager
The Money Case (2007, Seagraves)
Personal budgeting and financial management software
Monivu (2015, Atlanta)
App to track spending
WellSpent (2014, Texas City)
App for personal finance management
283 Consumer Finance – August 2017
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (48/59) paytm.com
Company
Overview
Zaim (2011, )
Personal financial management app
Credit Note (2016, Pune)
Mobile app to track money
ProActive Budget (2015, Pleasant Grove)
Budgeting and payment app.
Monefy (2015, Kyiv)
PFM and expense tracking tool.
Unspent (2014, )
iOS compatible budgeting app.
MoBill Budget (2015, Oxford)
Personal finance and budgeting app.
TapDudes (2012, Stockholm)
Personal finance management app for savings.
Spend Smart App (2014, Thiruvananthapuram)
Mobile app to track personal expenses
284 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (49/59) paytm.com
Company
Overview
Saver (2015, )
Manual expense budgeting and tracking app
Money360 (2016, Pune)
Personal finance management app
Pennies for iPhone (2014, Brighton)
iOS based manual budgeting app
MyFinancialBook (2007, Provo)
Free web-based budgeting tool
Paygoal (2014, New York City)
A mobile app for tracking expenses.
Msnowball (2016, Kochi)
Personal financial management software
Qian8ao (2006, Beijing)
Expense tracking application and personal finance community Follow the Seed
Personal > Manual
receept (2011, Columbus)
Online Receipt Management and personal finance tracking The Brandery
Personal > Manual
285 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (50/59) paytm.com
Company
Overview
WhoPaze (2015, Ramat Aviv)
Physically not present payment for shopping.
PortalPay (2015, Boston)
Consumer finance app to track recurring expenses.
EasyFinance (2009, Moscow)
Personal finance management platfrom AddVenture
ManageME (2006, Delhi)
Cloud-based financial management solution for individuals
akcheapp.com (2007, Mumbai)
Personal finance management application for Windows phones
LogicalExpenses (2015, Pune)
Daily expense tracking app
Pocket Money (2015, Kochi)
Password protected expense management app
Motlay (2012, Gurgaon)
Personal finance application
286 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (51/59) paytm.com
Company
Overview
Wallet+ (2015, Mumbai)
Personal data storage and expense manager mobile app
Naturduit (2009, Jakarta)
Personal financial management silution
Jottr.in (2013, Mumbai)
E-mail based expense tallying app.
AccuFinance (2014, Brisbane)
Personal Finance Management tool for budgeting
Expns (2015, Chennai)
Expense management app
MoneyCoach (2015, Tirana)
Expense tracking iOS app
mExpense (2015, Surat)
Budgeting and Expense tracking platform
FinioApps (2012, Washington)
Budget Estimation app
287 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (52/59) paytm.com
Company
Overview
Spendtrackr (2011, )
Personal Finance Tracking
Bills Monitor (2012, Stoke-on-trent)
Bills Management App enabled with in-app payments
MK2Media (2008, Neutral Bay)
Simplifying the complicated
OnTrajectory (2014, New York City)
Financial Life-planning tool
MonSense (2014, Bangalore)
Expense tracker app
OneSmartWallet (2014, Bangalore)
Online platform for expense tracking and analysing spending patterns
Trackash (2015, Chennai)
Personal expense management tool
QUBLE (2012, Gurgaon)
Personal finance management application
288 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (53/59) Company paytm.com
Qwallety (2012, Beirut)
Overview
Business Model
A smartphone app that tracks shopping sprees and leverages on social networks
Personal > Manual
BudgetSketch (2008, Cincinnati)
Personal Finance Budgeting Application
MyMoneyManaged (2014, Petaling Jaya)
Personal finance management tool
CalendarBudget (2007, Courtice)
Free online personal finance tracking and planning on a calendar.
DailyCost (2012, Shenzhen)
Expense Tracking iOS App
Money Lover (2011, Hanoi)
Personal expense management application
Manageme7 (, New York City)
Personal Finance Management WebApp
Firp (2015, Riga)
Public and Private Budgeting App
289 Consumer Finance – August 2017
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (54/59) paytm.com
Company
Overview
Plot (2013, Stockholm)
Future oriented personal finance management application.
MoneyFlow (2011, Valley)
Family Money management software
BudgetSense (2014, Leawood)
Budgeting App
Charlie (2015, Boston)
Personal Finance Manager App
Money IO (2008, London)
Personal Finance Management Web App
Chext (2010, Grand Rapids)
Text Message Checkbook
Saveplan (2012, Virginia)
Cash Forecasting and Personal Financial Planning WebApp
Smarteys (2010, Chicago)
Business Model
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Financial Planning app to understand financial impact of savings, debt, and lifestyle choices per paycheck.
290 Consumer Finance – August 2017
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (55/59) paytm.com
Company
Overview
Gingerly (2011, San Francisco)
Location aware personal expense tracking Android app
Tapeke (2014, Ancona)
Personal Finance Application for Cryptocurrencies
TruBalance (2013, Seattle)
Personal Finance Forecasting App
Back in Black (2011, Edmonton)
Budgeting App
Moneytrackin (2012, )
Simple budgeting Web and Mobile App
Budget Ease (2012, Columbia)
Budgeting and Expense Tracking Web App
Dollarbird (2011, Cluj-napoca)
Mobile app for expense budeting
Money Mastery (1994, Bountiful)
Personal Financial Management Application
291 Consumer Finance – August 2017
Business Model Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (56/59) paytm.com
Company
Overview
Moolan Inc (2014, San Francisco)
Personal finance management app for budgeting and tracking spending
Savetastic (2015, Ireland)
Personal finance management providing savings recommendations
Spendbot (2013, )
Personal Finance Management solution to help users budget and save
Hummings (2015, New York City)
A budgeting app designed for millenials
Good Budget (, San Francisco)
Mobile app for budgeting.
monthly App (2014, Madrid)
Personal finance management app for iOS
Savings (2011, ) Debit & Credit (2014, )
Business Model
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
A simple money management app designed exclusively for Mac and iPhone. Personal finance app for iPhone, iPad and Mac.
292 Consumer Finance – August 2017
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (57/59) paytm.com
Company
Overview
Business Model
ZeroPro (2014, Canada)
iOS and Android app for personal finance management
Wesix (, London)
iOS app for personal finance management.
App for personal financial management
Spend Out (2014, Chicago)
Personal finance management tool.
BudgetPulse (2007, Vienna)
Online personal finance management tool.
Savey (2013, Cluj-napoca)
Free personal finance management tool.
You Need a Budget (YNAB) (2004, Lehi)
Personal finance management service
Personal > Manual
Personal > Manual
Personal > Manual
Personal > Manual
Online personal finance management through tools and social community connections.
293 Consumer Finance – August 2017
Personal > Manual
Personal > Manual
(2012, )
Cashflow Navigator (2010, Chesterton)
Personal > Manual
Personal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Debt Management
>
Bill Management
Expense Management (58/59) paytm.com
Company
Overview
Qontis AG (2013, Zurich)
Personal finance management platform
Canopy (2013, Charlotte)
Employer enabled financial wellness and budgeting platform
Doughnet (1996, San Francisco)
Financial education and internet transaction company for teens Mayfield, Maveron, Labrador Ventures
Todopagos (2014, Montevideo)
Money management wallet for school students
Broke App (2015, Ann Arbor)
Money management application for college students
Littlefund (2016, San Francisco)
Budgeting and saving account for children. 500 Startups
Kartu Jajan (2015, Jakarta)
Teen pocket money management solution.
Dollarwise (2016, Toronto)
Budgeting solution for parents to manage children expenses.
294 Consumer Finance – August 2017
Business Model
Total Funding
Personal > Manual Personal > Manual > Employerenabled Personal > Manual > Teenage
Personal > Manual > Teenage
Personal > Manual > Teenage
Personal > Manual > Teenage
Personal > Manual > Teenage
Personal > Manual > Teenage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$9.5M
Debt Management
>
Bill Management
Expense Management (59/59) paytm.com
Company
Overview
RoosterMoney (2011, )
Expense management tracker for children
Moco (2014, Belfast)
Teen expense and saving management app.
295 Consumer Finance – August 2017
Business Model Personal > Manual > Teenage
Personal > Manual > Teenage
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (1/15) paytm.com
Company
Overview
Business Model
ShurjoMukhi (2011, Dhaka)
End-to-end payments platform and gateway provider
Tap (2012, Kuwait City)
Payment gateway and bill payment app
FeeBank (2016, Ludhiana)
School fees payment platform
Total Funding
Education > Automated
Flywire (2009, Boston)
Global money transfer in local currency Accel Partners, 500 Startups, Bain Capital Ventures, Spark Capital, QED Investors, Maveron, Boston Seed Capital, Kibo Ventures, Project 11 Ventures
Education > Manual
$43.2M
way2pay (2005, Dublin)
Bill collection platform for schools NDRC
Education > Manual
$555.8k
Easy4Dad (2016, Chennai)
School, college and training centre fees payment platform
MySchoolBucks (2005, Granite Bay)
Mobile app for parents to make payments of child's school lunch
Outremit (2010, Mumbai)
Online platform for international educational payments.
296 Consumer Finance – August 2017
Education > Manual
Education > Manual
Education > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management
>
Wealth Management
Bill Management (2/15) paytm.com
Company
Overview
SabPaisa (2015, Delhi)
Online fee payment solution for educational institutions
QuikFee (2012, Delhi)
School fee payment platform
EasyTransfer (2013, Beijing)
Third party payment platform to pay college fees IDG Capital Partners, ZhenFund, Cyzone.cn, Taiyou Fund
ShikshaPay (2015, Jamshedpur)
School fees payment platform
NexPay (2011, Sydney)
International student payment portal.
Philsmile (2014, Manila)
School fees payment platform for overseas Filipinos
uni-pay (2006, Warrington)
International tuition fees payments processor
ScholarFX (2013, Toronto)
Cross border school fee payment service provider.
297 Consumer Finance – August 2017
Business Model Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (3/15) paytm.com
Company
Overview
Lipamobile (2012, Kampala)
Student expense card and school bill payment platform
QwikFee (2016, Pune)
School fee payment platform
pay2school (2016, Rourkela)
Online platform to pay school fees
PayAnyFee (2015, Delhi)
Student fee collection platform
SchoolMate (2015, Mumbai)
Mobile based app for connecting parent with teachers
Feecount (2016, Delhi)
College and school fee payment platform
SchoolPay (2005, Madison)
Billing management for educational institutions
Efee (2015, Mumbai)
Online fee payment and management platform
298 Consumer Finance – August 2017
Business Model Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Education > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (4/15) paytm.com
Company
Overview
FeesApp (2014, Gurgaon)
Mobile app for making fee payment online
Zayfee (2016, Bangalore)
Fee payment platform
Inbox Health (2013, Madison)
Business Model
Health Care Billing and Payments Connecticut Innovations, I2BF Global Ventures, LaunchCapital, David Sturek Healthcare bill payment platform
MyCityPayments (2013, Fayetteville)
Bill management and payment platform for consumers
Finansal Ajanda (2012, Istanbul) Check (2007, Palo Alto)
Healthcare
$4.7M
Healthcare > Manual
Payment enabler for residents to pay for public utilities, taxes, pet licenses Calendar-based future bill payment enabler Cross-platform money manager app Pitango Venture Capital, Morgenthaler, Menlo Ventures, Four Rivers Group, Canvas Ventures, TLV Partners
299 Consumer Finance – August 2017
Education > Manual
Education > Manual
Atlas (2016, San Francisco)
ePayGov.com (2001, Harrisburg)
Total Funding
Horizontal
Horizontal
Horizontal
Horizontal > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$47M
Expense Management
>
Wealth Management
Bill Management (5/15) paytm.com
Total Funding
Company
Overview
Business Model
Mint (2006, Kfar Saba)
Online personal finance service First Round Capital, Benchmark Capital, Founders Fund, Felicis Ventures, Shasta Ventures, SoftTech VC, Sherpalo Ventures, DAG Ventures, Hite Capital
Horizontal > Automated
$31.5M
Plastiq (2012, Boston)
Enabling card payments to consumers to businesses not traditionally accepting card payments Atlas Venture, Khosla Ventures, Flybridge Capital Partners, Great Oaks Venture Capital, NextView Ventures, Greenoaks, Arizona Bay Consulting, FinSight Ventures, Accomplice, theyardventures.com
Horizontal > Automated
$21.2M
Doxo (2008, Seattle)
Online Bills Mangement and payments app Mohr Davidow Ventures, Sigma Partners, Bezos Expeditions, Jackson Square Ventures
Horizontal > Automated
$18.8M
uBank (2011, Moscow)
Mobile based bill payment app provider. Runa Capital
Horizontal > Automated
$8M
Prism (2011, Bellevue)
Bill management app. Microsoft Ventures, Techstars
Horizontal > Automated
$2.3M
OnePay (2014, Austin)
Bill payment and saving optimization platform. Tech Ranch, Longhorn Startup, Startup Next
Horizontal > Automated
$250k
WalletFi (2016, Chapel Hill)
Mobile app to manage recurring billing
300 Consumer Finance – August 2017
Horizontal > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management
>
Wealth Management
Bill Management (6/15) paytm.com
Company
Overview
Luka (2017, Wakefield)
Mobile platform for bill and debt consolidation.
Gobill (2015, Melbourne)
Mobile-based bill aggregation and payment platform.
Wallitz (2015, )
Stealth mode startup working on recurring payments
Bean (2016, London)
Automated accountant for bill management.
Weijizhang (2015, Hangzhou)
Mobile-based billing app.
Sparkee (2014, Tel Aviv)
Monthly bills monitoring service
Roger.AI (2016, San Francisco)
Mobile based bill payment using photo BootstrapLabs
Scrooge (2015, Tampines New Town)
Subscription bill payment dashboard.
301 Consumer Finance – August 2017
Business Model Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (7/15) paytm.com
Company
Overview
Manilla (2010, San Francisco)
Online account and bill organizer
Minatjanster (2014, Gothenburg)
Automatic subscription expenditure management.
Paga Movil (2003, Bogota)
Bill payment and acceptance platform for customers and merchants
Unbill (2013, Austin)
Intelligent Bill Payment service ATX Seed Ventures
VuBills (2013, Chicago)
Expense management app
VeBills (2015, Wellington)
Online Bill Management.
ONETHLY (2014, Walla Walla)
Provides recurring billing services through bill grouping.
SilverBills (2015, New York City)
Bill Payment website for elderly.
302 Consumer Finance – August 2017
Business Model Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Horizontal > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (8/15) paytm.com
Company
Overview
Business Model
Payr (2016, Oslo)
Independent online bank and financial overview
Tanjo Money (2015, Brisbane)
Automated budgeting tool
Total Funding
Horizontal > Automated
Horizontal > Automated
Paytrust (1998, Menlo Park)
Bill management and payment platform American Express, SoftBank Group, Goldman Sachs, Spectrum Equity, GE Capital, Thomas Weisel Partners
Horizontal > Manual
$37M
Nexxo Financial (2003, Burlingame)
Omni-Channel alternative financial service platform provider. Menlo Ventures, Sutter Hill Ventures, Split Rock Partners
Horizontal > Manual
$23.6M
Fawry (2008, Cairo)
Bill payment platform IFC
Horizontal > Manual
$6M
Billhop.se (2011, Stockholm)
Bill payment service Almi
Horizontal > Manual
$3.7M
DavestPay (2015, Makassar)
Online bill payment solution provider
Horizontal > Manual
$2M
Mobilepulsa (2013, Jakarta)
Payment app for monthly transactions
303 Consumer Finance – August 2017
Horizontal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management
>
Wealth Management
Bill Management (9/15) paytm.com
Company
Overview
DueClarity (2015, Bangalore)
Bill management platform for individuals and businesses
EasyBills (2012, Bangkok)
Digital platform for bill payments for consumers
Billin (2016, Sydney)
App for bill management
Renzen (2016, Wilmington)
Online platform for bill aggregation and one click payment.
Kios Pembayaran Online (2015, Bandung Barat)
Aggregates recharge and bill payment platform
Paybill (2015, Jakarta)
Aggregated bill payment platform
BillPoint (2015, Bangalore)
Utility bill payment portal
Bills4U (2016, Chennai)
Bill tracking app
304 Consumer Finance – August 2017
Business Model Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (10/15) paytm.com
Company
Overview
Billter (2016, )
Bill aggregation platform
BerUang (2016, Jakarta)
Bill Payment, Credit/Vouchers purchase paltform.
Billie (2015, Jakarta)
Bill payment and consolidation personal assistant.
Mint Bills (2007, Palo Alto)
Bill aggregation and payment app
Papaya Payments (2015, Los Angeles)
Mobile app for bill payments.
Pay@ (2006, Stellenbosch)
Paypoint networks for bill payment
Tokencard (2016, Hyderabad)
Bill aggregator and payment app
Payism (2009, Bangalore)
Commerce platform for all payment solutions.
305 Consumer Finance – August 2017
Business Model Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (11/15) paytm.com
Company
Overview
Walletdoc (2015, Johannesburg)
Bill payment platform.
Interpay (2015, Accra)
Online storefront and payment platform
Official Payments (1994, Norcross)
US govt. bill and tax payment platform Parthenon
Horizontal > Manual
PesaPal (2009, Nairobi)
International Bill payment platform and e-wallet eVA Fund
Horizontal > Manual
Money Movers (2009, Tbilisi)
Gateway and clearing system
PrimeKeeper (2015, Petaling Jaya)
Online billing payment solution provider
Bylls (2013, Montreal)
Bill payment service
Quickteller (2004, Lagos)
Bill payments, money transfer platform
306 Consumer Finance – August 2017
Business Model Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Horizontal > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (12/15) paytm.com
Company
Overview
Business Model
BillBaba (2011, Noida)
Online platform for aggregating bill payment info and
OutGo (2016, Pune)
Mobile platform to manage your receive payments
Total Funding
Horizontal > Manual
Household > Automated
Billdesk (2000, Mumbai)
Payment gateway SBI, General Atlantic, TA Associates Management, Bank of Baroda, Temasek, Clearstone Venture Partners, SIDBI Venture Capital, March Capital Partners
Household > Manual
$157.5M
Softgate Systems (1993, Fairfield)
Retail Payments Exchange Wellington Financial, Hamilton Investment Partners, Edison Partners
Household > Manual
$33.6M
IPP of America (1993, )
Electronic Bill payment services
Household > Manual
$24.3M
JomPay (2013, Bayan Lepas)
Solution to enable bill payment service
SatuLoket (2014, Sleman)
Monthly payment solution for households
Huru (2016, London)
Platform to manage household bills
307 Consumer Finance – August 2017
Household > Manual
Household > Manual
Household > Manual Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Expense Management
>
Wealth Management
Bill Management (13/15) paytm.com
Company
Overview
Tio (2008, San Francisco)
Bill payments
HelloTopUp (2011, Si Racha)
Digital portal for consumer bill payments
MoneyMint (2007, Mumbai)
Recharge, bill payment app and consumer lending marketplace
serbaPay (2015, )
Platform for utility bill payment
BillPoint (2016, Bangalore)
Utility bill payments platform
MeCheckFree (2002, )
E-bill payment portal Highland Capital Partners
Household > Manual
MOBI.Money (2003, Saint Petersburg)
Payment platform to pay for goods and services VTB Capital Investment Management, RVC USA
Household > Manual
Paymaster JamaicaLtd (1995, Kingston)
Online and agency-based bill payment platform
308 Consumer Finance – August 2017
Business Model Household > Manual
Household > Manual
Household > Manual
Household > Manual
Household > Manual
Household > Manual
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Expense Management
>
Wealth Management
Bill Management (14/15) paytm.com
Company
Overview
Paybill Indonesia (2014, Tangerang)
Online billing management platform
BillBird (2000, Krakow)
Electronic bill payment services Innova Capital
Payzone UK (1980, Northwich)
Consumer payment acceptance network
BillBox (2003, Mumbai)
Bill payment service provider
iPay (, Kathmandu)
Payment app to pay utility bills.
Bill Junction (2000, Mumbai)
Online platform enabling individual and corporate bill payments
ClickPay (2009, Oradell)
Electronic billing and payment solutions for the multi-housing industry Thayer Street Partners Management, Originate Ventures
CoreLogic Payments (2016, Irvine)
Rent management platform for landlords and tenants
309 Consumer Finance – August 2017
Business Model
Total Funding
Household > Manual
Household > Manual
Household > Manual
Household > Manual
Household > Manual
Household > Manual
Rental > Automated
Rental > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$3.7M
Expense Management
>
Wealth Management
Bill Management (15/15) paytm.com
Company
Overview
KeyChain pay (2016, Kowloon)
Mobile rental payment platform.
RentMoola (2012, Vancouver)
Global payment network platform for rent payments.
Paymatrix (2015, Hyderabad)
Online platform for rent payment and collection T-hub
Rentsent (2009, Boston)
Business Model Rental > Automated
Dues and expenses management platform for landlords, tenants and flatmates
OlehPay (2016, Jerusalem)
Rental payment in Israel using US bank card.
Rental Rewards (2004, Balmain)
Real estate rental payment platform
Debitize (2014, New York City)
Credit Card Debt Management
310 Consumer Finance – August 2017
Rental > Automated
Rental > Automated
Rental > Manual
Rental > Manual
Rental > Manual
Credit Card > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (1/34) paytm.com
Company
Overview
Kuark (2011, Shanghai)
Consumer finance focused wealth management service provider KPCB, BlueRun Ventures
Challengers.io (2017, Amsterdam)
Online wealth Management startup
51LQB (2014, Beijing)
Wealth management platform for consumers BlueRun Ventures
Advent Financial (2015, Kolkata)
Stealth mode financial adviser
AdvisorRater (2015, San Francisco)
An independent automated evaluator of financial advisors
Bisi Money (2015, Sydney)
Personal Finance adviser.
Learnvest (2009, New York City) FlexScore (2012, San Francisco)
Business Model
Personal finance management and investment advise Accel Partners, American Express, Rose Tech Ventures, DAG Ventures, Richmond Global, PKS Capital, Claritas Capital, circlefinancial.com, Conversion Capital, Northwestern Mutual Life, Aspect Ventures Financial advice scoring engine
311 Consumer Finance – August 2017
Total Funding $22M
Financial Planning & Advisory
$77.2M
Financial Planning & Advisory
$4.7M
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (2/34) paytm.com
Total Funding
Company
Overview
Business Model
9hjf (2015, Shenzhen)
Online platform for financial asset allocation Will Hunting Capital, K2VC (Xianfeng Evergreen), Jiuchuang Capital
Financial Planning & Advisory
$3M
myprosperity (, Melbourne)
Personal finance platform
Financial Planning & Advisory
$1.9M
Hecaifu (2014, Hangzhou)
Financial planning and investment platform for consumers RiceBank
Financial Planning & Advisory
$1.4M
Dr Wealth (2014, Singapore)
Online platform for financial planning and investing
Financial Planning & Advisory
$640k
WealthApp Solutions (2014, Kolkata)
Online financial and investment advice provider Venk Krishnan, MJ Aravind
Financial Planning & Advisory
$440k
Wealthkit (2013, St. Helena)
Financial planning platform
Financial Planning & Advisory
$250k
Dvdendo (2015, Miami)
Digital investment tools and advisory
Financial Planning & Advisory
$225k
RedMica Inc (2012, Maynard)
Personal Finance and Guidance
Financial Planning & Advisory
$100k
312 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (3/34) paytm.com
Company
Overview
FinSpot (2013, Bangalore)
Marketplace of financial advisors
Planswell (2015, Toronto)
Online platform for financial planning
WeVest (2015, Red Bank)
Platform for financial planning
Uvisor Wealth (2016, Halifax)
Online platform for financial planning
Finansialku (2013, Bandung)
Personal finance content platform along with financial planning
Orbis Access (2012, London)
Investment company offering actively managed funds
Minty (2017, Mumbai)
Chat based financial advisory app
Planswell (2015, Toronto)
Online financial planning platform.
313 Consumer Finance – August 2017
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (4/34) paytm.com
Company
Overview
CapitalQuotient (2016, Bangalore)
Financial health tracking platform
Detego (2013, Montreal)
Online platform for financial planning.
BGJLC (2015, Beijing)
Financial planning focused wealth management platform
Skyfin (2016, Nordenham)
Automated digital financial consultant
True Link Financial (2012, San Francisco)
Investment advisory and prepaid card services Y Combinator, Karlin Ventures, Bodley Group
Melius (2014, Boston)
Financial planning platform
Duitlo (2015, Jakarta)
Platform for personal financial recommendations.
Finatra (2015, )
Financial planning and analysis tool
314 Consumer Finance – August 2017
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (5/34) paytm.com
Company
Overview
Business Model
myFinancialAnswers (2014, Woodbury)
Online platform for personal financial planning
Power Your Finance (2015, Delhi)
Online wealth management platform
YourWealth.co.uk (2011, Bristol)
Personal wealth management platform and service provider.
Kivalia (2011, Los Altos)
Online guidance portal for 401(k) plans
Shulai8 (2015, Chengdu)
Financial planner and a wealth management platform Angel Plus, Marathon Venture Partners
Financial Planning & Advisory
Jupai Holdings (2010, Shanghai)
Wealth management platform Sina, E-House China, Julius Baer, Zero2IPO Ventures, Greenwoods Investments
Financial Planning & Advisory
Financial Planning & Advisory
Expat Wealth (2013, Singapore)
Financial planning and wealth management for expats in Singapore
Gilpin Financial Pte Ltd (2014, Singapore)
Endowment plan manager for HNIs
315 Consumer Finance – August 2017
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (6/34) paytm.com
Company
Overview
Business Model
FinPin (2016, Mumbai)
Mobile first personal finance planning and investment platform
TD Ameritrade (1994, Omaha)
Online securities brokerage services
GuideVine (2013, New York City)
Match.com for investors & financial advisors Blue Seed Collective
Financial Planning & Advisory
Guide Financial (2012, San Francisco)
Artificial Intelligence, behavioral finance based software for financial decision making assistance Altair Capital
Financial Planning & Advisory
Financial Planning & Advisory
One Source Health & Wealth Management (2015, Folsom)
Registered Investment Advisor with online platform
Ducovest (2016, Toronto)
Online wealth advice and information marketplace
Dolfin Investments (2008, Ahmedabad)
Financial planning tools provider for individuals
LiveOlive (2011, Singapore)
Provides personal financial management app
316 Consumer Finance – August 2017
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (7/34) paytm.com
Company
Overview
365qian (2014, Shanghai)
Mobile financial planning platform
SimpliWealth (2015, Bangalore)
Financial planning and investment platform
Sorted (2009, )
Online personal finance management.
Homebot (2015, Denver)
Chatbot based home investment planner. 500 Startups
Aapka Wealth (2016, Gurgaon)
Online platform to book a financial advisor
Bigfuture (2014, Sydney)
Cloud-based Wealth Tracking tool
SUPERFA (2014, Shanghai)
Financial planner and asset allocation platform Jiangsu Huaxi Group, NewMargin Ventures
Rupiya Paisa (2015, Mumbai)
Investment advisory and financial planning platform
317 Consumer Finance – August 2017
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (8/34) paytm.com
Company
Overview
YfinAdvisoR (2015, Delhi)
Online financial planning
Progno Advisor (2012, Kochi)
Online financial planning service
Wealthmax (2003, Faridabad)
Financial planning advisory
MW Lomax (2005, Melbourne)
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial planning, accounting and tax, and wealth management services provider
Money Guidance (2009, Macclesfield)
Tools for financial planning for retail investors
Talicai (2012, Beijing)
Women-centric financial planning platform China Growth Capital
Zhuanla Licai (2014, Hangzhou)
Online financial planning and trading platform
Caifuqiao (2014, Beijing)
Financial planning assistant tool Qiming Venture Partners, Greenwoods Investments, K2VC (Xianfeng Evergreen)
318 Consumer Finance – August 2017
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (9/34) paytm.com
Company
Overview
Chqbook (2016, Gurgaon)
On-demand financial services platform
FinFit (2015, Paddington)
Budgeting and expense management portal and financial advisory
Tecwealth (2014, Mumbai)
Financial planning platform
Freestone (2015, Boulder)
Online financial planning platform
Xiao Investment (2014, Shenzhen)
Mobile based financial planning tool
XiangShang360 (2013, Beijing)
Financial planning service via platform
clutterfi (2012, Sydney)
Personal finance & Financial planning BlueChilli
MoneyPark (1999, Sandy)
Online Financial Planning
319 Consumer Finance – August 2017
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (10/34) paytm.com
Company
Overview
Moneyguru (2013, Zurich)
Independent financial assistant
FINQA (2013, Gurgaon)
Fee based financial advisory and solutions
FinMart (2013, Surat)
Online platform to search and apply for financial services
Fincart (2013, Delhi)
Online financial planning and wealth management solutions
MYmoneymarket (2014, Delhi)
Business Model Financial Planning & Advisory
End-to-end solution for several financial products and financial planning for consumers
Personal Finance Plan (2014, Mumbai)
Online personal finance advisory
GoFinx (2015, Gurgaon)
Online personal finance planner website
FinMitra (2015, Bangalore)
Goal based financial planning platform
320 Consumer Finance – August 2017
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (11/34) paytm.com
Company
Overview
Guava (2013, Austin)
Online Financial advisor
Warren (2015, New York City)
Online financial advisor
Mintster (2013, Mumbai)
Financial planning tools
Adad Fin Advisors (2009, Lucknow)
Financial planning platform
Renrenlicaishi (2015, Dongcheng)
Online and Mobile based financial planning application Taoshi capital
MOVO (2013, Melbourne)
Online Financial Advisor
Financial Engines (1996, Sunnyvale) The Rite Plan (2014, Bangalore)
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Online Investment manager for 401(k) participants NEA, Glynn Capital, Foundation Capital, Focus Ventures, W Capital Partners, Oak Hill Capital Partners, FTV Capital, Future Perfect Ventures, C2C Ventures Financial planning platform
321 Consumer Finance – August 2017
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (12/34) paytm.com
Company
Overview
Finance Solutions (2014, New York City)
Financial counseling on debt relief
BBT Capital Advisors (2014, Kansas City)
Online investment management advisor
Main St. Advisor (2014, Chicago)
On-Demand Financial Advisor
Online Financial Advisor (2014, Los Angeles)
Digital Platform for customized financial planning
IncomeClub (2013, Palo Alto)
Automated investment with a focus on fixed income securities.
Pivot Wealth (2015, Sydney)
Financial advise & Coaching
Destination Financial Planning (2015, Belfast)
Financial Planning for young professionals
Spari (2015, Denver)
Online Financial Advisor
322 Consumer Finance – August 2017
Business Model Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (13/34) paytm.com
Overview
Creative Nurse (2015, Honolulu)
Financial Advisor for nurses in US
Owl Invest (2011, Chicago)
Online Financial Advisor
Big Decisions (2013, Mumbai)
Decision making tools for smarter financial decisions
Pefin (2012, New York City)
Personal finance management platform
Licaimofang (2014, Beijing)
Mobile based robo advisory platform Aama, Jiuchuang Capital, Changan Capital
Financial Planning & Advisory > Automated
$4.4M
Huifuhui (2015, Shanghai)
Finanical investment advisory tool Legend Capital
Financial Planning & Advisory > Automated
$3M
Financial Planning & Advisory > Automated
$3M
Financial Planning & Advisory > Automated
$2.8M
My Depot Check (2011, Zurich) Fundshop (2013, Paris)
Business Model
Total Funding
Company
Financial Planning & Advisory
Financial Planning & Advisory
Financial Planning & Advisory
Online platform for investor profiles creation and offering investment advice. Automated investment management tools APICIL, AXA Strategic Ventures
323 Consumer Finance – August 2017
Financial Planning & Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (14/34) paytm.com
Total Funding
Company
Overview
Business Model
Financial Guard (2009, Salt Lake City)
Online platform for portfolio recommendation Cherokee & Walker
Financial Planning & Advisory > Automated
$2M
Investfit (2014, Sydney)
Predictive analytics for simulating a person’s financial future. Sapien Ventures
Financial Planning & Advisory > Automated
$1.5M
Newsystock (2011, Seoul)
Robo advisory service and financial information provider IBKcapital_Ansan
Financial Planning & Advisory > Automated
$838.3k
Financial Planning & Advisory > Automated
$300k
$270k
Vestivise (2016, Brooklyn)
Online platform to understand financial knowledge and help in financial investment strategies.
Moneysights (2009, Mumbai)
Online Mutual Fund Investing Blume Ventures
Financial Planning & Advisory > Automated
Sigma (2014, Santiago)
Automated wealth management service.
Financial Planning & Advisory > Automated
Upwardly (2016, Bangalore)
Personalized Wealth Management & Advisory Platform
Financial Planning & Advisory > Automated
OwnersAdvisory (2015, Sydney)
Digital investment advice provider
Financial Planning & Advisory > Automated
324 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (15/34) paytm.com
Company
Overview
Business Model
Fundzpark (2016, Hyderabad)
Recommdations provider using robo advisory service
Financial Planning & Advisory > Automated
Bull Street (2014, Santiago De Cali)
Robo Advisory recommendation platform
Financial Planning & Advisory > Automated
Zek.ai (2017, Istanbul)
Retirement investment advisory solution.
Financial Planning & Advisory > Automated
Balance (, Moscow)
Personal financial advisory platform leveraging AI
Financial Planning & Advisory > Automated
Nufi (2016, San Francisco)
Mobile app for planning budget, investments and debts.
Financial Planning & Advisory > Automated
Mille Financial (2015, Toronto)
Personal wealth managment advisory solution.
Financial Planning & Advisory > Automated
FOL.cl (2011, Santiago)
Online recommendation platform to invest in Mutual Funds
Financial Planning & Advisory > Automated
Altiore Capital (2016, Bangalore)
Data driven wealth management advisory solution.
Financial Planning & Advisory > Automated
325 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (16/34) paytm.com
Company
Overview
Business Model
Feelcapital (2014, Madrid)
Online platform for robo-advice.
Financial Planning & Advisory > Automated
Divvy Investments (2015, Cary)
Recommendations on retirement investing through robo advisory
Financial Planning & Advisory > Automated
3rd-Eyes (2015, Munich)
Digital platform to assist financial advisors
Financial Planning & Advisory > Automated
Insight360 (2013, San Francisco)
Artificial intelligence for analyzing sustainability performance The Entrepreneurs' Fund
Financial Planning & Advisory > Automated
FundExpert (2016, Bangalore)
Automated mutual fund investing platform
Financial Planning & Advisory > Automated
Unflock (2016, Yuma)
Swing trading tips provider for small cap stocks
Financial Planning & Advisory > Automated
ETFscale (2013, Redwood City)
Automated wealth managaement
Financial Planning & Advisory > Automated
Finatoz (2009, Bangalore)
Investment platform utilizing algo-based dynamic asset allocation
Financial Planning & Advisory > Automated
326 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (17/34) paytm.com
Company
Overview
Business Model
Macroaxis (2009, San Francisco)
Online personalized investment management service.
Financial Planning & Advisory > Automated
Decipher Finance (2014, New York City)
Automated investment management service.
Financial Planning & Advisory > Automated
Taking stocks (2015, Bangalore)
Robo advisor
Financial Planning & Advisory > Automated
Huiniulicai (2016, Beijing)
Robo advisory platform for financial consultation
Financial Planning & Advisory > Automated
7min (2014, Beijing)
Robo advisory platform for consumers
Financial Planning & Advisory > Automated
SAFE Trade (2011, Hyderabad)
Automated stock market advisory system
Financial Planning & Advisory > Automated
ChartLabPro.com (2010, New York City) INFINDA (2015, Barcelona)
Online portfolio construction, monitoring and risk-management platform. Robo advisory for providing recommendations on listed securities
327 Consumer Finance – August 2017
Financial Planning & Advisory > Automated Financial Planning & Advisory > Automated
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (18/34) paytm.com
Company
Overview
Business Model
TriVest Folio (2013, Mumbai)
Online Personal Investment Tool
Financial Planning & Advisory > Automated
Top3choice (2016, Mumbai)
Goal based mutual fund investment platform
Financial Planning & Advisory > Automated
HiHedge (2012, Taipei)
Robo-advisor for retail investors Startupbootcamp
Financial Planning & Advisory > Automated
Zipeiyi (2014, Beijing)
Robo advisory solution to both institutional and individual investors
Financial Planning & Advisory > Automated
Commandiv (2015, New York City)
Investment recommendation through robo advisory
Financial Planning & Advisory > Automated
FundsGuru (2016, Bangalore)
Robo-advisory Platform
Financial Planning & Advisory > Automated
FundPie (2015, Shenzhen)
Robo Advisor for Chinese ETF market
Financial Planning & Advisory > Automated
Target Wealth (2015, Hong Kong)
Robo advisor targeting Hong Kong investors
Financial Planning & Advisory > Automated
328 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (19/34) paytm.com
Company
Overview
Business Model
Opelq (2016, Bangalore)
Mobile first robo advisor
Financial Planning & Advisory > Automated
Map My Plan (2015, Sydney)
Online platform for financial planning.
Financial Planning & Advisory > Automated
Seven Prosper (2014, Indore)
Robo advisor offering financial planning services
Financial Planning & Advisory > Automated
Wixifi (2014, Delhi)
Robo investment advisory.
Financial Planning & Advisory > Automated
Vestily (2012, San Francisco)
Online investing platform that analyzes and helps build investor's portfolio.
Financial Planning & Advisory > Automated
Advisor Rater (2015, San Francisco)
Independent automated evaluator of financial advisors.
Financial Planning & Advisory > Automated
BetterWealth (2015, Surrey Hills)
Automated investment advisory.
Financial Planning & Advisory > Automated > Goal-Based
NextCapital (1997, Chicago)
Platform for digital financial advise. Manulife Financial, Route 66 Ventures, Russell Investment Group, Transamerica, FinTech Collective, AllianceBernstein, Kelvingrove
329 Consumer Finance – August 2017
Total Funding
Financial Planning & Advisory > Automated > Retirement
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$22M
Bill Management
>
Savings Management
Wealth Management (20/34) paytm.com
Total Funding
Company
Overview
Business Model
Your Capital (2012, New York City)
Online Financial Advisor using analytics
Financial Planning & Advisory > Automated > Retirement
MyFutureNow (2014, Dublin)
Pension robo adviser aimed at saving people's retirement money Startupbootcamp, Startup Funding Club
Financial Planning & Advisory > Automated > Retirement
SuperEd (2012, Melbourne)
Solutions for retirement planning Melbourne Angels
Financial Planning & Advisory > Manual
$800k
Guihua (2013, Beijing)
Online platform for financial planning China Growth Capital
Financial Planning & Advisory > Manual
$168k
LearnVest (2009, New York City)
Financial Planning Services & Resources
Financial Planning & Advisory > Manual
Vest (2016, New York City)
Digital platform for financial advisory solution.
Financial Planning & Advisory > Manual
Invest Simple (2015, Santiago)
Online platform for saving updates.
Financial Planning & Advisory > Manual
FinBase (2012, Hoofddorp)
Platform for personal financial insights and an advisory network
Financial Planning & Advisory > Manual
330 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (21/34) paytm.com
Total Funding
Company
Overview
Business Model
Billsley (2014, Austin)
Savings by analysis on monthly recurring bills.
Financial Planning & Advisory > Manual
Abaka (2016, London)
AI based personal financial advisor and saving platform Exponential Ventures
Financial Planning & Advisory > Manual > Employer-enabled
Retiremap (2006, San Ramon)
Employee financial wellness platform
Financial Planning & Advisory > Manual > Employer-enabled
Emerge Financial Wellness (2010, Nashville)
Employee Financial Wellness
Financial Planning & Advisory > Manual > Employer-enabled
Siyinjia (2014, Shanghai)
A wealth management platform IDG Capital Partners, Yunqi Partners
Financial Planning & Advisory > Manual > For HNIs
$10M
Safened (2013, London)
Deposit account management platform Orange Growth Capital
Financial Planning & Advisory > Manual > For HNIs
$444k
Takaud (2011, Manama)
Online portal for savings, investments and pensions in the MENA region KIPCO
Financial Planning & Advisory > Manual > For HNIs
Profile (2013, Preston)
Online platform for pension advice Smedvig Capital
Financial Planning & Advisory > Manual > Retirement
331 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$656.9k
$6.2M
Bill Management
>
Savings Management
Wealth Management (22/34) paytm.com
Total Funding
Company
Overview
Business Model
Kollektiva (2014, Malmo)
Pension fund savings portfolio comparison platform Lena Apler, greg dingizian
Financial Planning & Advisory > Manual > Retirement
$4.3M
aboutLife (2013, Menlo Park)
Retirement Goal Planning and Savings App KPCB
Financial Planning & Advisory > Manual > Retirement
$3M
FiPath (2008, Alpharetta)
Retirement Planning Portal
Financial Planning & Advisory > Manual > Retirement
$505k
Pensionskraft (2014, Stockholm)
Retirement Savings App NFT Ventures, NFT Ventures
Financial Planning & Advisory > Manual > Retirement
$460k
Pensionhub (2016, London)
Find, consolidate and manage old DC pensions
Financial Planning & Advisory > Manual > Retirement
Coverion (2017, Munich)
Investment platform for retirement planning
Financial Planning & Advisory > Manual > Retirement
BrightPensioen (2013, Amsterdam)
Retirement planning
Financial Planning & Advisory > Manual > Retirement
Votaire (2015, Indianapolis)
Platform for retirement planning
Financial Planning & Advisory > Manual > Retirement
332 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (23/34) paytm.com
Company
Overview
Business Model
Apps Rocket (2009, Edinburgh)
Provider of retirement and saving mobile apps for iPad, and iPhone
Financial Planning & Advisory > Manual > Retirement
401kcalculator (2013, Orem)
Online retirement plans calculator
Financial Planning & Advisory > Manual > Retirement
Longevity (2016, )
App for retirement saving
Financial Planning & Advisory > Manual > Retirement
Pensiongenie (2016, Gurgaon)
NPS registration, tracking and retirement planning platform
Financial Planning & Advisory > Manual > Retirement
eRollover (2016, Acworth)
IRA & 401k rollover automation software
Financial Planning & Advisory > Manual > Retirement
Minpension.se (2003, Stockholm)
Pension forecasting
Financial Planning & Advisory > Manual > Retirement
Dream Forward Financial (2015, New York City)
401(k) retirement plan solution. Newark Venture Partners
Financial Planning & Advisory > Manual > Retirement
ShareBuilder (1996, Seattle)
401(k) plans for retirement planning Stratim Capital
Financial Planning & Advisory > Manual > Retirement
333 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (24/34) paytm.com
Company
Overview
Business Model
Superstash (2016, )
App to self-managed superannuation fund (SMSF) online
Financial Planning & Advisory > Manual > Retirement
Super Wealth Tracker (, Brisbane)
Wealth management tool for superannuation
Financial Planning & Advisory > Manual > Retirement
ProNvest (2000, Chattanooga) CrusaderSterling Pensions (2004, Lagos) fairr.de (2013, Berlin)
Online retirement planning tool with investment advisory services for individuals. Retirement and pension account provider Online platform for retirement savings IBB Beteiligungsgesellschaft, ProSiebenSat.1 Accelerator, Transamerica Ventures
Financial Planning & Advisory > Manual > Retirement Financial Planning & Advisory > Manual > Retirement Financial Planning & Advisory > Manual > Retirement
Money To Life (2014, Pune)
Retirement investment planning services
Financial Planning & Advisory > Manual > Retirement
Nestful (2013, New York City)
Efficient Retirement savings and withdrawal Planning software
Financial Planning & Advisory > Manual > Retirement
NewRetirement (2005, San Francisco)
Free Automated Holistic Retirement Planning
Financial Planning & Advisory > Manual > Retirement
334 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (25/34) paytm.com
Total Funding
Company
Overview
Business Model
Rubicoin (2013, Dublin)
Financial investment app for iOS The Motley Fool, Enterprise Ireland
Investment Tools
$5.4M
Scutify (2013, New York City)
Investment grapewine aggregator
Investment Tools
$3M
17tuling (2015, Shenzhen)
Mobile based financial investment platform MindWorks Ventures
Investment Tools
$1.7M
Black Box Stocks (2011, Dallas)
Algorithmic-based trading tips provider
Investment Tools
$1.5M
Visualize Wealth (2013, New York City)
Mobile investment performance reporting tool for investors. Startupbootcamp
Investment Tools
$20k
Fintapp (2016, Bangalore)
Mobile (Android) app that automates stock-picks for retail investors.
StripYourBanker (2016, London)
Online portal for investment guidance for retail investors
Ant Fortune (2015, Hangzhou)
Wealth management application
335 Consumer Finance – August 2017
Investment Tools
Investment Tools
Investment Tools
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (26/34) paytm.com
Company
Overview
InvestorPlace (1974, Rockville)
Stock picks and commentary for retail investors
BigProfit (2016, Delhi)
Stock market tips app
Stock Trend Spotter (2012, Chicago)
Software solutions for stock trade signals Bunker Labs
Investment Tools
Prognolic (2011, Moscow)
Online tool tracking analyst calls accuracy IMI.VC
Investment Tools
Atomic 60 (2010, San Francisco)
iOS app for trade position sizing and risk management
Trademetria (2015, New York City)
Trading journal for active traders and investors
missingSTEP (2009, San Francisco)
iOS apps provider for stock trading signals
LiveTips Market Research (2007, Bangalore)
Trade tips provider
336 Consumer Finance – August 2017
Business Model Investment Tools
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (27/34) paytm.com
Company
Overview
8Alert (2012, Tel Aviv)
Online platform providing trading signals
De Belegger (1994, Brussels)
Trade tips and research provider
Wealth Function (2015, Beijing)
App-based wealth management platform China Merchants Bank
Investment Tools
Caifupai (2014, Yangpu)
Online wealth management platform Sequoia Capital, Huoban
Investment Tools
BullBear Device (2014, Ahmedabad)
Business Model
Investment Tools
Smartphone app for real-time financial data and quotes of Indian + global indices
Get Stock Alerts (2015, )
Stock alerts to inbox or cell phone
EPG Property (2009, Sydney)
Investment research tool focused on real estate
Tradervue (2011, Denver)
Online trading journal and analytics platform.
337 Consumer Finance – August 2017
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (28/34) paytm.com
Company
Overview
InvestSMART (1999, Sydney)
Online research, investments and portfolio management tools provider
SynVero (2016, Louisville)
Stock screener, backtesting and trade simulator software provider
eStockApp (2015, Guangzhou)
Big data based trading platform
Commodity Online Tip (2015, Delhi)
Business Model
Investment Tools
Investment Tools
If you want tips for online trade in commodity market, visit us today and grab our risk free trial advisory.
Youinvest (2000, Manchester)
Online investment platform for SIPP, ISA, Dealing account and Junior ISA
StockLight (2013, Sydney)
Mobile App to track stocks for investment
RiskSave Technologies (2014, London)
Risk management for retail investors Level39
brickx.com (2014, Sydney)
Real estate investing platform
338 Consumer Finance – August 2017
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (29/34) paytm.com
Company
Overview
Business Model
Fundzbazar (2016, Ahmedabad)
Online platform to make mutual investments
Cousant (2010, Lekki)
Mobile based portfolio management tool
Botraiders (2007, Paris)
Artificial intelligence algorithms for stock investing
AIQ Systems (1987, Reno)
Trading tools and portfolio simulator
Total Funding
Investment Tools
Investment Tools
Investment Tools
Investment Tools
Wikinvest (2006, San Francisco)
Investment portfolio tracker Union Square Ventures, UBS, DCM Ventures, Comerica, Bain Capital, Eaton Vance, New York Life Insurance, Santander InnoVentures
Investment Tools > Portfolio Analysis
$61.5M
Beidd (2015, Shenzhen)
Asset tracking of P2P loans Tisiwi Ventures
Investment Tools > Portfolio Analysis
$748k
DRAFT (2014, Austin)
Investment portfolio management app Plug and Play Tech Center
Investment Tools > Portfolio Analysis
$650k
Call Levels (2014, Singapore)
Financial news and alerts for trading 500 Startups, Lippo Karawaci
Investment Tools > Portfolio Analysis
$600k
339 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (30/34) paytm.com
Company
Overview
Business Model
CodeBreak (2016, Mumbai)
Stock market tracking and analysis app
Investment Tools > Portfolio Analysis
PW Portfolio Analytics (2015, Toronto)
A web-based portfolio management platform
Investment Tools > Portfolio Analysis
ReFees (2016, Biella) Tritra (2016, Baden Bei Wien)
Analysis service of retail investment portfolios for commissions/fees paid Point-of-decision messages to improve the quality of self-directed investing and trading.
Investment Tools > Portfolio Analysis Investment Tools > Portfolio Analysis
Smolio (, )
Platform for portfolio management
Investment Tools > Portfolio Analysis
Selma Finance (2016, Helsinki)
Portfolio searching, tracking and investing platform.
Investment Tools > Portfolio Analysis
Youduoapp (2015, Hangzhou)
Asset allocation tracking platform
Investment Tools > Portfolio Analysis
MProfit (2009, Mumbai)
Portfolio Management and Accounting Software
Investment Tools > Portfolio Analysis
340 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (31/34) paytm.com
Total Funding
Company
Overview
Business Model
EasyLife (2005, Ahmedabad)
Web based personal finance management software
Investment Tools > Portfolio Analysis
FinMason (2014, Boston)
Portfolio analysis app.
Investment Tools > Portfolio Analysis
Canopy (2013, Singapore)
Wealth management platform for HNIs
Investment Tools > Portfolio Analysis
AssetBuilder (2006, Plano)
A financial advisory platform with ready portfolio templates
Investment Tools > Portfolio Analysis
Grisbee (2016, )
Personal financial management platform Credit Mutuel Arkea
Investment Tools > Portfolio Tracker
$3.3M
Caiyu (2014, Beijing)
Asset management and personal finance application for consumers AV Capital
Investment Tools > Portfolio Tracker
$3M
Sharesight (2007, Wellington)
Portfolio tracking and reporting tool NZVIF, Sparkbox
Investment Tools > Portfolio Tracker
$1.8M
Taojinroad (2012, Guangzhou)
Mobile based platform to keep track of different stocks Green Pine Capital Partners, Zhiying.VC
Investment Tools > Portfolio Tracker
$1.6M
341 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Bill Management
>
Savings Management
Wealth Management (32/34) paytm.com
Company
Overview
Business Model
SimpleMoney (2016, Chennai)
Fully automated mutual fund investment tracker. Y Combinator
Investment Tools > Portfolio Tracker
Bonsai (2016, Madrid)
Portfolio performance tracking platform
Investment Tools > Portfolio Tracker
Portfolio (2014, Palo Alto)
Stocks tracking application
Investment Tools > Portfolio Tracker
Stocklyst (2016, Bangalore)
Portfolio tracking app
Investment Tools > Portfolio Tracker
Wealthico (2014, Prague)
Platform to track cryptocurrencies and stocks.
Investment Tools > Portfolio Tracker
FolioKarma (2016, New York City)
Mobile app that helps investors determine whether their investments are in line with their ethics.
Investment Tools > Portfolio Tracker
Inves (2015, Bangalore)
Mobile first trading platform
Investment Tools > Portfolio Tracker
Oxyzen Financial (2006, Ahmedabad)
Investment portfolio tracker
Investment Tools > Portfolio Tracker
342 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding $120k
Bill Management
>
Savings Management
Wealth Management (33/34) paytm.com
Company
Overview
Business Model
Holdings App (2014, )
Portfolio tracking app.
Investment Tools > Portfolio Tracker
Market Carrot (2015, Palo Alto)
Portfolio tracker and automated advisor.
Investment Tools > Portfolio Tracker
Ticker (2014, Hong Kong)
Portfolio management app.
Investment Tools > Portfolio Tracker
MyStatement (2014, Delhi)
White label portfolio tracking app
Investment Tools > Portfolio Tracker
Asset Vantage (2013, Mumbai)
Cloud-based investment management platform
Investment Tools > Portfolio Tracker
Stockzio (2011, Pune)
Stocks portfolio management and analytics
Investment Tools > Portfolio Tracker
BullBoard (2015, London)
Stock Market Screener App
Investment Tools > Portfolio Tracker
Private Reporting (2014, Coogee)
Investments tracking and reporting technology provider
Investment Tools > Portfolio Tracker
343 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Bill Management
>
Savings Management
Wealth Management (34/34) paytm.com
Company
Overview
Business Model
justETF (2010, Dusseldorf)
ETF portfolio management software for retail investors
Investment Tools > Portfolio Tracker
Money Project (2015, Kirkland)
Financial investment tracking tool.
Investment Tools > Portfolio Tracker
344 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Wealth Management
>
Tax Management
Savings Management (1/18) paytm.com
Company
Overview
Business Model
FeeX (2012, New York City)
Uncover and reduce Hidden Fees in your investment accounts Horizons Ventures, Collaborative Fund, Horizon Ventures, Blumberg Capital
Savings Advisory
Spared (2016, St. Petersburg)
Mobile app accumulating savings from spare change to fund student loans
Saver (2016, )
Personal finance management platform for saving
EZsave (2014, Jerusalem)
Bill optimization services
Swave (2015, London)
Personal finance management portal for savings. Plug and Play Tech Center
InMotion (2015, Delhi)
Financial ecosystem for daily wage workers
OrSaveIt (2012, London)
App to track impulse savings
BeeWell (2014, Sunnyvale)
Personal Financial Assistant
345 Consumer Finance – August 2017
Savings Advisory
Savings Advisory
Savings Advisory
Savings Advisory
Savings Advisory
Savings Advisory
Savings Advisory
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding $12.3M
Wealth Management
>
Tax Management
Savings Management (2/18) paytm.com
Total Funding
Company
Overview
Business Model
MaxMyInterest.com (2013, New York City)
Automated online solution for optimizing returns from bank deposits. FinTech Innovation Lab
Savings Advisory
GIVTED (2012, New York City)
Crowd Gifting service that let's user save & fund gifts to friends
Savings Platforms > Group Savings
$1M
tutanda (2012, )
Platform to to save and obtain money in a collaborative way NXTP Labs
Savings Platforms > Group Savings
$25k
KyePot (2015, Singapore)
Online platform for group saving and lending Startupbootcamp
Savings Platforms > Group Savings
$17.9k
MoneyFellows (2014, Munich)
A web-based social savings and lending platform. Startupbootcamp
Savings Platforms > Group Savings
$17k
TrustCircle (2014, Ho Chi Minh City)
Mobile app for group savings
Savings Platforms > Group Savings
Reach (2016, Lagos)
A group saving app
Savings Platforms > Group Savings
Chip In (2016, London)
Social savings app
Savings Platforms > Group Savings
346 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (3/18) paytm.com
Company
Overview
Business Model
Wishbase (2011, Stuttgart)
Online Platform to fund one's wish
Savings Platforms > Group Savings
tuvakita (2015, Santiago)
Group savings NXTP Labs
Savings Platforms > Group Savings
Trust Circle Global (2014, Ho Chi Minh City)
Money Saving platform Unitus Impact
Savings Platforms > Group Savings
eMoneypool (2010, Phoenix)
Microfinance provider to meet short-term goals Accion, Village Capital, SOURCE INITIATIVE, Arizona Tech Investors
Savings Platforms > Group Savings
friendfund (2010, Berlin)
Group payments for friends
Savings Platforms > Group Savings
Scred (2008, Helsinki)
Group Accounting and Money Mgmt.
Savings Platforms > Group Savings
PeerSaving (2012, New York City)
Savings platform for a group
Savings Platforms > Group Savings
Nickle (2015, London)
Online Savings App like a physical kitty
Savings Platforms > Group Savings
347 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Wealth Management
>
Tax Management
Savings Management (4/18) paytm.com
Total Funding
Company
Overview
Business Model
Digit (2013, San Francisco)
Mobile app that automatically saves money for the users. General Catalyst Partners, GV, Baseline Ventures, Ribbit Capital, Freestyle Capital, Nyca Partners, Upside Partnership, Operative Capital, Initialized Capital
Savings Platforms > Personal > Automated
$36.6M
Plum (2016, London)
Personal Savings assistant 500 Istanbul, Eldar Tuvey, Demetrios Zoppos, Roy Tuvey
Savings Platforms > Personal > Automated
$500k
Spiff (2015, Oslo)
Savings app for women StartupLab
Savings Platforms > Personal > Automated
$450k
Hektor (2016, Singapore)
Personal finance application for saving and budgeting Startupbootcamp
Savings Platforms > Personal > Automated
$17k
Kidfund (2013, New York City)
Mobile app to parents to build a savings fund for their children
Savings Platforms > Personal > Automated
TapWealth (2017, Toronto)
AI-based saving solution.
Savings Platforms > Personal > Automated
Get Chip (2016, London)
Automatic savings bot.
Savings Platforms > Personal > Automated
Mylo (2015, London)
Automated app to learn spending behavior and help in saving.
Savings Platforms > Personal > Automated
348 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (5/18) paytm.com
Total Funding
Company
Overview
Business Model
Ubank App (2016, Santiago)
Mobile app to manage expenses.
Savings Platforms > Personal > Automated
SAGE (2015, Sydney)
Automatic saving platform
Savings Platforms > Personal > Automated
Collegebacker (2015, San Francisco)
Saving platform for college education fees 500 Startups
Savings Platforms > Personal > Automated > Education
$125k
Savedroid (2015, Frankfurt Am Main)
Mobile app for automatic savings. Investment and Economic Development Bank of Rheinland-Pfalz
Savings Platforms > Personal > Automated > Goal-based
$1.1M
Rize (2014, Washington D.C.)
Automated saving with behavioral science 500 Startups, Northwestern Mutual Future Ventures
Savings Platforms > Personal > Automated > Goal-based
$125k
Plinqit (2015, Ann Arbor)
Automated micro-savings app
Savings Platforms > Personal > Automated > Goal-based
Mulalo (2015, Reading)
Goal based saving platform
Savings Platforms > Personal > Automated > Goal-based
Save4Dream (2016, Kuala Lumpur)
Automated goal oriented savings platform
Savings Platforms > Personal > Automated > Goal-based
349 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (6/18) paytm.com
Company
Overview
Business Model
Bachat App (2016, Delhi)
Mobile-based automated savings app
Savings Platforms > Personal > Automated > Goal-based
Spender.Ai (2016, Toronto)
AI-based expenditure and saving tracker app.
Savings Platforms > Personal > Automated > Goal-based
HesapPlus (2016, )
Interest-based savings app
Savings Platforms > Personal > Automated > Goal-based
Folio App (2015, London)
Automated savings app.
Savings Platforms > Personal > Automated > Goal-based
Cube (2016, Mumbai)
Automated savings app
Savings Platforms > Personal > Automated > Goal-based
Reeelit (2016, Los Angeles)
Automatic saving for shopping.
Savings Platforms > Personal > Automated > Goal-based
PiggyPot (2014, Belfast)
Automated savings apps. techstart NI
Savings Platforms > Personal > Automated > Goal-based
Gathering (2014, Washington D.C.)
Automated savings platform
Savings Platforms > Personal > Automated > Goal-based
350 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Wealth Management
>
Tax Management
Savings Management (7/18) paytm.com
Total Funding
Company
Overview
Business Model
Save and Buy Nigeria (2013, Lagos)
Debt-free way to plan and pay for online purchases.
Savings Platforms > Personal > Automated > Goal-based
SmartyPig (2007, Des Moines)
A saving platform for individuals.
Savings Platforms > Personal > Automated > Goal-based
Oval Money (2015, London)
App for financial planning, savings and P2P lending CheBanca, Intesa Sanpaolo, b-ventures
Savings Platforms > Personal > Automated > Micro-Savings
$1.3M
SavedPlus (2012, Mountain View)
Mobile micro saving Plug and Play Tech Center
Savings Platforms > Personal > Automated > Micro-Savings
$250k
Piggybank.ng (2016, Lagos)
Automatic savings platform Village Capital
Savings Platforms > Personal > Automated > Micro-Savings
$50k
Zave App (2013, Mexico City)
Savings platform that rounds off spendings and save the change Wayra
Savings Platforms > Personal > Automated > Micro-Savings
$20.2k
Coinscrap (2016, Pontevedra)
Round-up expenditure to achieve saving goals.
Savings Platforms > Personal > Automated > Micro-Savings
Bits (2016, Singapore)
Personal Finance application for automated savings
Savings Platforms > Personal > Automated > Micro-Savings
351 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (8/18) paytm.com
Company
Overview
Business Model
WealthNation (2015, Melbourne)
Savings platform by rounding off daily purchases.
Savings Platforms > Personal > Automated > Micro-Savings
Sqrrl (2016, Delhi)
Automated micro savings app
Savings Platforms > Personal > Automated > Micro-Savings
Milo Savings (2016, Milwaukee)
Rounding up expenditures to achieve saving goals.
Savings Platforms > Personal > Automated > Micro-Savings
My Dobot (2015, San Francisco)
Direct micro-savings app
Savings Platforms > Personal > Automated > Micro-Savings
Dijital Kumbara (2015, Istanbul)
Microsavings app
Savings Platforms > Personal > Automated > Micro-Savings
Cashper (2015, Sydney)
Mobile app to manage and save money
Savings Platforms > Personal > Automated > Micro-Savings
mifutu.ro (2015, )
Automated budgeting and micro savings account
Savings Platforms > Personal > Automated > Micro-Savings
Clinc (2015, Berlin)
Automatic savings planning
Savings Platforms > Personal > Automated > Micro-Savings
352 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Wealth Management
>
Tax Management
Savings Management (9/18) paytm.com
Company
Overview
Business Model
Chrip (2015, Chicago)
Savings platform for spare change
Savings Platforms > Personal > Automated > Micro-Savings
Toodalu (2010, Chicago)
Turn everyday purchases into donations!
Elefunds (2011, Berlin)
Platform enabling micro-donations
MyRoundUp (2014, San Francisco)
Spare change donation platform Houston Health Ventures
Drops (2015, Los Angeles)
Platfrom which rounds up spare change and saves for charity
Bunny Bank (2014, San Francisco)
Goal-based micro savings app
SYM (2015, Kochi)
Web and mobile app-based microsavings platform
Pluto (2015, Los Angeles)
Smart and Social Savings app with Challenges
353 Consumer Finance – August 2017
Savings Platforms > Personal > Automated > Micro-Savings > Charity Savings Platforms > Personal > Automated > Micro-Savings > Charity Savings Platforms > Personal > Automated > Micro-Savings > Charity Savings Platforms > Personal > Automated > Micro-Savings > Charity Savings Platforms > Personal > Automated > Micro-Savings > Goal-based Savings Platforms > Personal > Automated > Micro-Savings > Goal-based Savings Platforms > Personal > Automated > Micro-Savings > Goal-based
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
$250k
Wealth Management
>
Tax Management
Savings Management (10/18)
paytm.com
Total Funding
Company
Overview
Business Model
Acorns (2012, Irvine)
Micro saving investment app PayPal, Greycroft Partners, Rakuten, Greycroft Partners, Eventures, Great Oaks Venture Capital, Steelpoint Capital Partners, Garland Capital Group, Jacobs Asset Management, KG Investments, Point72, Cruttenden Partners, GroundSwell Inc, cruttendenpartenrs.com, Math Venture Partners, Sound Ventures
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
$75.6M
moneybox (2015, London)
Micro investment app. Samos Investments, Oxford Capital
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
$4.8M
Mylo (2015, Montreal)
Spare Change investment app. Ferst Capital Partners
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
$1.3M
Balance (2015, Bangalore)
Micro-savings app Rainmatter Technology
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
$233.4k
Berries (2016, Frankfurt)
Investment by rounding off everyday payments
Bankit (2016, London)
Automatic spare change investment.
ImVest (2016, Malang)
App for micro-savings and impact investing
354 Consumer Finance – August 2017
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (11/18) paytm.com
Company
Overview
Saveboost (2016, Barcelona)
Stealth mode automated savings app
Clink (2015, Wilmington)
Micro savings and investment app.
Dropinvest (2016, Belo Horizonte)
Micro investment app.
piggo (2013, Benito Juarez)
Direct savigns and micro-investment tool
Quanto Gastei (2014, Maceio)
Online platform for saving and micro investments Ventiur
OwlHub (2014, Hamburg)
Mobile app for saving and investing
SaveAbhi (2015, Gurgaon)
Micro savings app
Aidough (2015, Stockholm)
Micro investment app.
355 Consumer Finance – August 2017
Business Model Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Wealth Management
>
Tax Management
Savings Management (12/18) paytm.com
Company
Overview
FirstStep (2015, Melbourne)
Automated investing platform
Seedly (2015, Santa Monica)
App for investing micro savings into startups.
Saving Four (2015, Boston)
Business Model
Total Funding
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
Platform allows saving and investing cashbacks from everyday purchases
Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments Savings Platforms > Personal > Automated > Micro-Savings > Micro-Investments
Mondo Financial (2015, San Francisco)
An automated savings and investment app
Nowo (2014, Stockholm)
Automated retirment savings app from daily purchases. NFT Ventures
Savings Platforms > Personal > Automated > Retirement
$2M
PensionBee (2015, London)
Automated Pension consolidation platform
Savings Platforms > Personal > Automated > Retirement
$1.5M
SaveUp (2011, San Francisco)
Personal finance reward platform True Ventures, BlueRun Ventures, BLH Venture Partners
Savings Platforms > Personal > Manual
$7M
Long Game (2015, San Francisco)
Prize-linked manual savings account Thrive Capital, Collaborative Fund, Obvious Ventures
Savings Platforms > Personal > Manual
$6.6M
356 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (13/18) paytm.com
Company
Overview
Business Model
Kiboo (2007, New York City)
Automated saving platform Hobnox
Savings Platforms > Personal > Manual
Dinaru (2012, Madrid)
Financial management and savings platform
Savings Platforms > Personal > Manual
Live.Give.Save (2015, Red Wing)
App to manage personal expenses and saves for retirement
Savings Platforms > Personal > Manual
Heidi (2016, London)
Personal money saving assistant.
Savings Platforms > Personal > Manual
Oroscas (2014, Diliman Primero)
Online rotating savings and credit association platform
Savings Platforms > Personal > Manual
Osusu (2015, Lagos)
Agent network based money saving services
Savings Platforms > Personal > Manual
Minisaving Nigeria (2014, Lekki)
Minisaving is a daily saving Platform for Petty Traders & SME's.
Savings Platforms > Personal > Manual
Airsave (2013, )
A digital mobile saving platform
Savings Platforms > Personal > Manual
357 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding $1M
Wealth Management
>
Tax Management
Savings Management (14/18) paytm.com
Company
Overview
Business Model
Suishouzan (2015, Beijing)
Financial planning and saving application Gobi Partners
Savings Platforms > Personal > Manual
Pulse (2013, Pune)
Mobile based micro-savings and payments platform
Savings Platforms > Personal > Manual
Change (2014, Binyamina)
Personal Financial Tracking App
Savings Platforms > Personal > Manual
Squirrel (2014, London)
Personal expense managment app Techstars, Kima Ventures, SparkLabs Global Ventures, UK Government, Barclays Accelerator, Wayra
Savings Platforms > Personal > Manual > Employer-enabled
Total Funding
$788.7k
My Four Weeks (2015, Melbourne)
Mobile savings app for personal goals.
Savings Platforms > Personal > Manual > Employer-enabled
Dreams (2013, Stockholm)
Platform for saving for your dreams
Savings Platforms > Personal > Manual > Goal-based
$1.8M
Savings Platforms > Personal > Manual > Goal-based
$705k
Savings Platforms > Personal > Manual > Goal-based
$250k
Money Clouds (2011, Bellevue) Dyme (2014, San Francisco)
Money Cloud is a free iOS app that helps you deposit & set aside funds for each of your financial goals. Text Based Savings app
358 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (15/18) paytm.com
Company
Overview
Business Model
ImpulseSave (2010, Cambridge)
Online Piggy Bank SV Angel, Techstars
Savings Platforms > Personal > Manual > Goal-based
Gradvisor (2015, Miami)
Employer-enabled savings management platform for education
Savings Platforms > Personal > Manual > Goal-based
PlanVision (2013, Minneapolis)
Retirement planning services
Savings Platforms > Personal > Manual > Goal-based
Zeta (2017, San Francisco)
Personal finance management tool for couples
Savings Platforms > Personal > Manual > Goal-based
Urge (2010, Nashville)
Savings app to control impulsive expenses
Savings Platforms > Personal > Manual > Goal-based
DreamNumber (2013, Chicago)
Goal-based financial planning platform
Savings Platforms > Personal > Manual > Goal-based
Daily Change (2016, Seattle)
Goal-based savings application provider.
Savings Platforms > Personal > Manual > Goal-based
Panda Money (2015, )
Money saving platform
Savings Platforms > Personal > Manual > Goal-based
359 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding $50k
Wealth Management
>
Tax Management
Savings Management (16/18) paytm.com
Company
Overview
Business Model
LifeWellth (2011, New York City)
Investment management technology platform.
Savings Platforms > Personal > Manual > Goal-based
Tip Yourself (2015, Chicago)
Direct Savings App
Savings Platforms > Personal > Manual > Goal-based
stash-it (2014, New York City)
App that rewards you for saving money to fund your lifestyle.
Savings Platforms > Personal > Manual > Goal-based
Earmark App (2012, New York City)
Personal finance management app for earmarking future purchases
Savings Platforms > Personal > Manual > Goal-based
Savr (2016, Stockholm)
Online monthly money saving service
Savings Platforms > Personal > Manual > Investments
ChorePay (2011, Seattle)
Savings platform for Kids
Savings Platforms > Personal > Manual > Kids
Yongo (2017, Brussels)
Savings and investment platform for children and adults
Savings Platforms > Personal > Manual > Kids
Veckopengen (2015, Stockholm)
Mobile app to manage money for children and parents
Savings Platforms > Personal > Manual > Kids
360 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
$165k
Wealth Management
>
Tax Management
Savings Management (17/18) paytm.com
Company
Overview
Business Model
Affordplan (2016, Delhi)
Saving plans for medical treatment Kalaari Capital, Kstart, Prime Venture Partners
Savings Platforms > Personal > Manual > Medical
Meed (2016, Santa Monica)
Social referal based monthly earning solution.
Savings Platforms > Personal > Manual > Social-Media
EverySpend (2015, Palo Alto)
Direct savings based on social networking contacts.
Savings Platforms > Personal > Manual > Social-Media
Total Funding $3.4M
Paribus (2014, Brooklyn)
Refund from purchases. Y Combinator, Greylock Partners, General Catalyst Partners, Foundation Capital, Slow Ventures, Conversion Capital, One Zero Capital, Soma Capital
Savings Platforms > Personal > Refunds
$2.1M
Earny (2015, San Francisco)
Automatic money return on purchases. Science, Cardigan Ventures, Sweet Capital
Savings Platforms > Personal > Refunds
$1.2M
EvoShare (2014, Berkeley)
Platform for additional retirement savings
Savings Platforms > Personal > Refunds
Shopinbox (2015, Sunnyvale)
Post-purchase information tracking and management
Savings Platforms > Personal > Refunds
CashNSave (2015, Delhi)
Cashback and savings website
Savings Platforms > Personal > Refunds
361 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Wealth Management
>
Tax Management
Savings Management (18/18) paytm.com
Company
Overview
Business Model
SnapIn (2014, )
SnapIn
Savings Platforms > Personal > Refunds
Wherewithal (2011, New York City)
Cashback savings app from online shopping
Savings Platforms > Personal > Automated > Rewards
362 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (1/14) paytm.com
Company
Overview
Track (2015, San Francisco)
SMS-based tax assistance for freelancers. 500 Startups
Ask My Uncle Sam (2016, New York City)
AI-based Tax advisor virtual assistant for US citizen
My Tax India (2011, Kochi)
Tax planning and calculation app
BDTax (2015, Dhaka)
Online tax preparation and submission software
TaxTab (2015, Balangir)
Online tax filings platform for individuals
Taxumo (2016, Panama)
Mobile app helping SMEs on their taxes
TurboAppeal (2014, Chicago) RefundMe (2016, Madrid)
Business Model
Oline platform for preparing and filing residential property tax appeals. Hyde Park Angels, Hyde Park Venture Partners, @properties, Barbara Corcoran, Garland Capital Group, Guaranteed Rate, Camber Creek, KGC Capital Automated VAT refunds for Chinese travelers on luxury item bought in France.
363 Consumer Finance – August 2017
Total Funding $125k
Claims & Refunds
Claims & Refunds
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$8.5M
Savings Management
>
Pay-Me-Now
Tax Management (2/14) paytm.com
Overview
Creditos NFP (2016, Sao Paulo)
Mobile app to track credits in the Nota Fiscal Paulista
Income Dynamics (1999, Omaha)
Fair market value determination software for donated products.
Finupp (2015, Ramat Gan)
Online tool for tax refunds.
TaxACT (1998, Cedar Rapids)
Personal Tax Preparation Software TA Associates Management, Capital Southwest
E-Filing
$85M
Cleartax (2010, Delhi)
Free Income Tax preparation and e-filing portal Y Combinator, Paytm, SAIF Partners, Sequoia Capital, Founders Fund, FundersClub
E-Filing
$15.4M
Paat (2014, Shanghai)
O2O platform providing services for tax filing Frees Fund
E-Filing
$2M
Taxfyle (2015, Miami)
On demand CPAs for tax filling Jonas Tempel
E-Filing
$2M
tax2win (2015, Jaipur)
Online platform for income tax returns filing
E-Filing
$1M
364 Consumer Finance – August 2017
Business Model
Total Funding
Company
Claims & Refunds
Claims & Refunds
Claims & Refunds
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Savings Management
>
Pay-Me-Now
Tax Management (3/14) paytm.com
Company
Overview
Hello Tax (2015, Delhi)
Online tax filling platform
SimpleTax UK (2013, London)
Online tax filing Seedcamp, Charlotte Street Capital, EC1 Capital, Busy Angels
MakeMyReturns (2011, Mumbai)
Online Tax Advisory and Filing Service
Bright!Tax (2010, Manhattan)
Tax preparation and e-filing platform for US expats
TaxTim (2011, Cape Town)
Digital tax assistant Exponential Ventures
ITRWaale (2016, Beawar)
CA assisted tax filing platform
IspeedTax (2014, Pune)
Online ITR filing portal
Myvisor (2016, San Francisco)
Personal tax advisor platform
365 Consumer Finance – August 2017
Business Model
Total Funding
E-Filing
$294k
E-Filing
$240.5k
E-Filing
$200k
E-Filing
$50k
E-Filing
$25k
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Savings Management
>
Pay-Me-Now
Tax Management (4/14) paytm.com
Company
Overview
Oromico (2017, Singapore)
Platform for tax filing
WISO steuer (2008, Neunkirchen)
App to file tax returns
Assess Tax (2016, Gurgaon)
Online income tax filing platform
File Your Return (2016, Mumbai)
Online platform for filing tax returns
OnLine Taxes (1999, St. Joseph)
Online tax filing platform
StudentTaxStatement (2015, Berlin)
Tax declaration platform for students
Click N Tax (2016, Delhi)
Online tax filing platform
Itax (2012, Bangkok)
Web based Income Tax preparation platform
366 Consumer Finance – August 2017
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (5/14) Company paytm.com
PajakApp (2014, Jakarta)
Overview
Business Model
App based individual income tax calculation and filing solution for Indonesia
E-Filing
MyTaxReturns (2016, Delhi)
Expert assisted tax filing platform
Taxfix (2016, Berlin)
App to file taxes
myKar (2015, Pune)
Online income tax filing software.
1040 (1995, Franklinton)
Online tax filing platform
TaxManager (2000, Delhi)
IT planning and ITR e-filing services
FileItr (2014, Faridabad)
Online ITR filing platform for individuals and corporates
Onlineitreturn (2012, Delhi)
Online tax return filing platform
367 Consumer Finance – August 2017
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (6/14) paytm.com
Company
Overview
Taxcaliber (2009, Hyderabad)
Online tax filing platform for individuals and corporates.
Come Lets Plan (2006, Noida)
Online tax filing, tax calculator and offline consulting services
Happy E Return (2016, Ahmedabad)
Online tax return filing portal
SteuerGo (2013, Berlin)
Online tax return filing platform.
Quicko (2014, Ahmedabad)
Income tax return filing
Best Tax Filer (2009, Hyderabad)
Assisted online tax filing platform provider.
TaxSlayer (2009, Evans)
Online software for tax preparing and filing
efile.com (, Blacksburg)
Online tax filing services for Federal and State income taxes
368 Consumer Finance – August 2017
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (7/14) paytm.com
Company
Overview
TaxRaahi (2016, Delhi)
Tax filing platform
9tax (2015, Hangzhou)
Online tax filing and advisory services
TaxSum (2009, Mumbai)
Income tax e-filing solution
Tax Dost (2013, Faridabad)
Income Tax Returns e-filling for salaried and professionals employees
Taxopedia (2015, Jaipur)
Online platform to file tax returns and avail other CA related services
TaxBandhu (2014, Patna)
Online portal for filing income tax return
TaxReturnWala (2016, Mohali)
Online tax filing platform
Jackson Hewitt (1982, Parsippany)
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Online individual federal and state income tax preparation and filing services.
369 Consumer Finance – August 2017
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (8/14) paytm.com
Company
Overview
TuImpuesto (2014, )
Online tax preparation solutions for accountants and end customers
H&R Block Canada (1964, Calgary)
Income Tax e-filing software based in Canada
Instant ITR (2015, Delhi)
Online ITR filing portal
Omni Tax Returns (2014, Hyderabad)
Income tax returns e-filing assistant app
TaxSigma (2013, Kolkata)
Online platform for taxation related services
HamaraTax (2014, Thiruvananthapuram)
Tax filing platform for Individuals and Businesses
Savemytax (2016, Coimbatore)
Tax filing platform
EntrePayneur (2016, Boston)
Tax payment platform
370 Consumer Finance – August 2017
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (9/14) paytm.com
Company
Overview
Business Model
NDFLka.ru (2012, Moscow)
Income tax return filing services Internet Initiatives Development Fund
E-Filing
SecureTax (1996, Rome)
Tax preparation and filling services Rogers Venture Partners
E-Filing
ReturnTouch (2015, Kolkata)
IT returns filing platform
Taxhub (2015, New York City)
Income tax filing
myITreturn (2008, Mumbai)
Online based IT return platform
Uknower (2013, Beijing)
SaaS-based tool for filing taxes and accounting work Chengwei Capital, Future Capital
Wealth4India (2013, Gurgaon)
Online tax filing
IncometaxReturn (2012, Faridabad)
Online Income tax Return Filing
371 Consumer Finance – August 2017
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (10/14) paytm.com
Company
Overview
TaxFriday (2013, Hyderabad)
Online tax filing platform
iTax Solution (2012, Nashik)
Income tax efiling services
EasyITfiling (2010, Hyderabad)
Portal for filing Income Tax Returns online
Chaireturn (2011, Hyderabad)
Online platform for e-filing income tax return
Taxshax (2007, Pune)
Income Tax Return e-Filing solution
Vittena (2013, Chennai)
Tax Planner and income tax e-filing
eFiler (2001, Faridabad)
Income Tax India eFiling
Taxsmile (2007, Bangalore)
End-to-end income tax return solutions
372 Consumer Finance – August 2017
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (11/14) paytm.com
Company
Overview
Filemyitr (2013, Delhi)
IT efiling services
ITR Filing (2014, Kochi)
Experts Assisted Online Income Tax Return Filing
Tax Chanakya (2012, Coimbatore)
Online Income tax filing
Intuit (1983, Mountain View)
business & financial mgmt. solutions KPCB
TaxWyse (2015, Kuna)
E-filing website
MyTaxHelper (2009, Delhi)
online filing of tax returns
InvestmentYogi (2008, Hyderabad)
Web based portal for financial planning and tax e-filing Thinkplus
Taxbestimates (2015, San Francisco)
Tax saving and e-filing platform
373 Consumer Finance – August 2017
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (12/14) paytm.com
Company
Overview
Finfiling (2015, Kolkata)
Online platform for end-end financial & taxation support services
H&R Block (2006, Pune)
Web based platform for tax e-filing
TaxSpanner (2007, Delhi)
Tax e-filing services with no cross-selling of information Indian Angel Network, SternFisher, Splice Capital
TaxMunshi (2008, Ranchi)
DIY Tax preparation tool
Taxmantra (2009, Kolkata)
Online platform for individuals and businesses to file income tax return
TaxBingo (2010, Coimbatore)
Web platform assisting with tax filing and tax compliance services
Mytaxcafe (2013, Kanpur)
Online income tax filing
MYFORM16 (2013, Pune)
Online platform for tax filing
374 Consumer Finance – August 2017
Business Model E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Savings Management
>
Pay-Me-Now
Tax Management (13/14) paytm.com
Overview
Taxvista (2014, Mangalore)
Web-based income tax preparation and e-filing solution for individuals
TaxZippy (2015, Delhi)
Online e-filing platform
Levee (2015, Los Angeles)
Auto income and expense tracking app for Tax preparation
SimpleTax (2012, Vancouver)
Canadian Personal Tax Filing Web app
Common Form (2013, San Diego)
A tax filing application Techstars
E-Filing
GoodApril (2012, San Francisco)
Tax Planning Software to reduce annual tax bill Techstars, Right Side Capital Management
Planning
$118k
Painless1099 (2015, Richmond)
A smart bank account for your 1099 and self-employment taxes Kapor Capital, Techstars, Right Side Capital Management, Village Capital
Planning
$50k
Rocket Relief (2009, Salt Lake City)
Tax Planning & Dispute handling Platform Start-Up Chile, Venture Capital
Planning
$40k
375 Consumer Finance – August 2017
Business Model
Total Funding
Company
E-Filing
E-Filing
E-Filing
E-Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Savings Management
>
Pay-Me-Now
Tax Management (14/14) paytm.com
Company
Overview
TaxOn (2016, Bangalore)
Tax planning app
TaxManager (2007, Delhi)
Online tax preparation, advisory and filing platform
Tax It Here (2017, Vijayawada)
Online platform for tax advisory.
Bitcoin Taxes (2013, Seattle)
Tax solution for crypto-currency users.
Contalisto (2014, Polanco)
Personal finance management application.
eZcalx (2013, West Palm Beach)
Tax computation for equity compensation
FileLater (2007, Las Vegas)
Online platform that helps to get IRS Income tax extension
376 Consumer Finance – August 2017
Business Model Planning
Planning
Planning
Planning
Planning
Planning
Extension Filing
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Tax Management
>
Financial Literacy
Pay-Me-Now (1/2) paytm.com
Business Model
Total Funding
Company
Overview
Activehours (2012, Palo Alto)
Advanced partial paycheck facility for employees Felicis Ventures, Matrix Partners, Ribbit Capital, Graph Ventures, CampVentures, March Capital Partners, Camp One Ventures
$26.1M
PayActiv (2012, San Jose)
Financial Wellness application for organizations SoftBank, Plug and Play Tech Center, Horizen Ventures
$13.6M
Even (2014, Scottsdale)
Savings and lending app for steady paycheck every month. Khosla Ventures, Qualcomm Ventures, Allen & Company, Red Swan Ventures, Valar Ventures, Slow Ventures, Homebrew, Valar Ventures, Camp One Ventures, BoxGroup
$10.5M
DailyPay (2015, New York City)
Daily pay to employees RPM Ventures, Frontier Venture Capital, Inspiration Ventures, Infinity Capital, Wavemaker Partners, DFJ Frontier
FlexWage (2009, Mountainside)
Short term capital solutions and payroll card solutions provider
Airbanq (2014, San Francisco)
Cash checking app First Round Capital, Cowboy Ventures, Floodgate, Bee Partners, NFX Guild
SimpleFi (2012, San Francisco)
Financial coaching and affordable salary advance
INSTANT (2015, Vancouver)
Provides employees access to pay after every shift Real Ventures
377 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$6.5M
$3.5M
$3.4M
$2.5M
$1.2M
Tax Management
>
Financial Literacy
Pay-Me-Now (2/2) paytm.com
Company
Overview
Paycheck Advance (1992, Carson City)
Offline cash advance services
Doreming (2015, London)
Real time payroll disbursement.
Clearbanc (2015, San Francisco) Devengo (2015, Ancaster)
Business Model
Cash advance service for self-employed like freelancers Y Combinator, Western Technology Investment, Real Ventures, Hedgewood Properties, Portag3 Ventures Provides on demand access to wages
378 Consumer Finance – August 2017
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (1/12) paytm.com
Company
Overview
ZUU Co.,Ltd. (2013, Tokyo)
Provider of Financial Media and advisory platform Fenox Venture Capital
Financially Fit (2012, West Jordan)
Financial Literacy platform
Simply-Fi (, Manchester)
Financial Education platform for consumers
Futurewon (2015, Morgan Hill)
Mobile platform for financial literacy
Expensr (2007, San Francisco)
Personal finance management platform.
Money Saving Expert (2003, London)
Financial advisory website IBIS Capital
Life Sherpa (2015, Sydney)
Online financial advisor
Successful Credit (2010, Singapore)
Online financial tips and news provider
379 Consumer Finance – August 2017
Business Model
Total Funding $4.8M
$2.6M
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Pay-Me-Now
>
Fraud Protection
Financial Literacy (2/12) paytm.com
Company
Overview
PinoyMoneyMan (2014, Manila)
A website to assist with financial intelligence and personal development
The Girl Ninja (2010, Quezon City)
Wealth management recommendation platform
My Money My Future (2014, New York City)
Financial Education & Planning for Latinos
Innervative (2012, Singapore)
A financial education games company
Financially Savvy Women (2014, Somers Point)
Financial Literacy platform for women
Arbitrage Ed (2015, )
Financial Education website
DirectAdvice (1995, Hartford)
Provides advice about financial management. Warburg Pincus
Money guide (2013, Powhatan)
Financial planning software
380 Consumer Finance – August 2017
Business Model
Total Funding
Financial Planning
$16M
Financial Planning
$1M
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Pay-Me-Now
>
Fraud Protection
Financial Literacy (3/12) paytm.com
Company
Overview
Mondigi (2015, Orange County)
Online platform for personal finance education and management.
Poundwise (2016, San Francisco)
Online platform for financial health analysis.
Banks.com (1999, )
Financial literacy platform Silicon Valley Bank, Harbert Management Corporation
Retire by 45 (2016, Oakland)
Online platform for courses on retirement planning
The Mini-Retirement Plan (2016, Sacramento)
Online financial literacy platform
Perfiqt (2016, Montreal)
AI-based financial planning and guidance solution.
Archimedes Systems (1991, Waltham)
Financial advisory platform
Invibed (2015, New York City)
Education platform for personal finance management
381 Consumer Finance – August 2017
Business Model Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (4/12) paytm.com
Company
Overview
Gradvisor (2015, Miami)
College savings plans provider
Benefit Kitchen (2015, Brooklyn)
Public benefits information app for iOS and android
Dollar Cents (2015, Scottsdale)
Platform educating about financial products to individuals.
Vuefolio (2012, Palo Alto)
College education cost planning service provider.
The New Savvy (2015, Singapore)
Online financial guide and career tips for women
WEALTH at work (2005, Liverpool)
Financial education solutions provider at workplaces Palatine Private Equity
Baan Money (2015, Gurgaon) Laissez-Faire Portfolio (, Tunapuna)
Business Model Financial Planning
Online financial information portal and appointment booking platform for financial advisors Financial planning content provider
382 Consumer Finance – August 2017
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (5/12) paytm.com
Company
Overview
Your Wealth Hub (2015, Sydney)
Provider of Financial Literacy programs
The Motley Fool (1993, Alexandria)
Business Model
Online investor education company. Maveron, Garage Technology Ventures, Saints Capital, BIA Digital Partners, Patriot Capital
Shagua Lica (2014, Beijing)
An investment learning platform
MyWealth (, New York City)
Online finance courses Five Elms Capital
TILE Financial (2008, New York City)
Financial educational resources for users
Tidalwave Trader (2008, Mountain View)
Platform to educate users on Stock markets
Asia Finance (2015, Singapore)
Content portal for financial management
LittlefishFX (2011, Cambridge)
Online forex education portal
383 Consumer Finance – August 2017
Total Funding
Financial Planning
Investor Education
$25M
Investor Education
$4.7M
Investor Education
$2M
Investor Education
$1.3M
Investor Education
$200k
Investor Education
Investor Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Pay-Me-Now
>
Fraud Protection
Financial Literacy (6/12) paytm.com
Company
Overview
TheAstuteParent (2016, Singapore)
Platform for financial tips from parent's perspective
Keel (2016, Boston)
Marketplace to see investment performances of top investors.
What Investment (1982, London)
Online financial portal for investment tips and market overview
M4 Research (2009, Las Vegas)
Investment guide and education portal
Stockopedia (2008, )
Stock analysis tools
Share Market Coaching (2016, Coimbatore)
Online coaching platform for aspiring traders
Investable (2011, Seattle)
Investing idea tracking and networking service for financial markets.
Academy Of Financial Trading (2011, Dublin)
Online education portal for financial trading
384 Consumer Finance – August 2017
Business Model Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (7/12) paytm.com
Company
Overview
Business Model
Reel Money Smarts (2013, San Diego)
Educational service on personal finance Plug and Play Tech Center
Investor Education
Ideas Inversin (2010, Bogota)
Financial education in economics and capital markets
Stocks Insight (2015, Seattle)
Financial literacy platform for stocks and investments.
PaisaInvest (2015, Mumbai)
Online platform for financial planning, tax planning, investment advisory, research and education
Q-Analytic (2012, Bandung)
Stocks and investment analysis for Indonesian market
Tradingsolo (2015, )
Education portal for traders
ForexExplore (2006, )
Comprehensive forex trading guide
FxAcademy (2004, Scottsdale)
Online Forex Trading Education
385 Consumer Finance – August 2017
Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (8/12) paytm.com
Company
Overview
Tiingo (2014, New York City)
High end inancial tools for investors
Investment101 (2014, St. Petersburg)
Investor education platform Internet Initiatives Development Fund
YouAreTrader (2014, Vigo)
Platform for educating investors.
Lifvest (2015, New York City)
Investor education and investing platform.
Mentat (2015, New York City)
Investor education app with execution capabilities.
BetterTrades (2001, Las Vegas)
Stock market education company.
InvestorsAreIdiots (2010, Mumbai)
Web platform offering subscription based financial content
Investview (2005, Red Bank)
Business Model Investor Education
Investor Education
Investor Education
Investor Education
Investor Education
Platform that offers Investment tools and online courses on Financial Education
386 Consumer Finance – August 2017
Investor Education
Investor Education
Investor Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (9/12) paytm.com
Company
Overview
Inferwise (2014, Sydney)
Platform to educate Investors on Financial products
RC Money Makers (2010, Meerut)
Platform to educate Investors on Commodity Trading
Investopedia (1999, Edmonton)
Largest financial and investment education platform
Ernit (2013, Frederiksberg)
Business Model
Smart piggy bank to teach children about saving and financials Techstars, Seed Capital, Right Side Capital Management, Danish bank Spar Nord
FinanzRitter (2015, Iserlohn)
Artificial intelligence leveraging insurance advisory solution.
MoneyJar (2016, London)
Digital platform to provide financial literacy.
MyFinance (2016, Austin)
Financial health improvement
Napkin Finance (2014, Los Angeles)
Financial literacy platform
387 Consumer Finance – August 2017
Total Funding
Investor Education
Investor Education
Investor Education
Personal Finance
Personal Finance
Personal Finance
Personal Finance
Personal Finance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
$723.6k
Pay-Me-Now
>
Fraud Protection
Financial Literacy (10/12) paytm.com
Company
Overview
Skylet (2016, New York City)
Financial education and budgeting app for women
YeyNey (2016, Longyearbyen)
App for weighing purchases to save for financial goals.
Lite (2015, San Diego)
Personal finance education platform
Lakt (2016, Nairobi)
Financial services and literacy platform for teenagers.
LearnLux (2014, Boston)
Personal finance skills through online learning tools Rough Draft Ventures, Dorm Room Fund, Startup Incubator
Personal Finance
WealthyLife (2012, Washington)
Financial literacy and workforce development Edtech games provider JPMorgan Chase & Co., Industrial Bank
Personal Finance
Bamzonia (2012, Guildford)
Personal Financial education for UK schools
The Friendly Financial Coach (2014, Toronto)
Online financial literacy platform
388 Consumer Finance – August 2017
Business Model Personal Finance
Personal Finance
Personal Finance
Personal Finance
Personal Finance
Personal Finance
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Pay-Me-Now
>
Fraud Protection
Financial Literacy (11/12) paytm.com
Company
Overview
Teller (2016, New York City)
Messaging based personal finance coach.
Play Moolah Pte Ltd (2010, Singapore)
Financial education platform for kids
MyMonii (2015, Copenhagen)
Financial education for children Seed Capital, Thor Angelo
papercake (2011, Rockville)
Kids Money Management App
Kidzillions (2009, Philadelphia)
Online Allowance and Chore Management System Dreamit Ventures
Navient (2014, Wilmington)
Student Loan servicing and collections provider
Nelnet (1977, Lincoln)
Student Loan Servicing Platform also offering loan products
SavingsSquirrel (2014, Washington)
App focused on financial literacy for kids
389 Consumer Finance – August 2017
Business Model
Total Funding
Personal Finance
Teenage Education
$450k
Teenage Education
$141.8k
Teenage Education
Teenage Education
Teenage Education
Teenage Education
Teenage Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Pay-Me-Now
>
Fraud Protection
Financial Literacy (12/12) paytm.com
Company
Overview
InvestNLearn (2014, Chicago)
Financial education for Kids
IndusLeap (2015, Gurgaon)
Financial Education platform in India
390 Consumer Finance – August 2017
Business Model Teenage Education
Teenage Education
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Total Funding
Financial Literacy
>
Document Storage
Fraud Protection paytm.com
Company
Overview
BillGuard (2010, Tel Aviv)
People-powered antivirus for bills. Bessemer Venture Partners, IA Ventures, Founder Collective, Khosla Ventures, OurCrowd, Founders Fund, Innovation Endeavors, Social Leverage, FinTech Innovation Lab, Social Leverage, Wolfpack Ventures
Depos (2014, Stockholm)
Provides protection to deposit NFT Ventures
Tlooshy (2016, Jerusalem)
Paycheck scanning platform to alert on labor law violations
Credit Support (2015, )
Track Credit Score & repair discrepancies
EverSafe (2012, Columbia)
Guarding Old People against Financial Exploitation FinTech Innovation Lab
391 Consumer Finance – August 2017
Business Model
Total Funding $16.9M
$130k
Copyright © 2017, Tracxn Technologies Private Limited. All rights reserved.
Fraud Protection