45 Trending Personal Finance Management App Businesses [2024]

Pat Walls

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Updated: January 18th, 2023

Start A Personal Finance Management App

Looking for some examples of a personal finance management app?

Interested in case studies of a successful personal finance management app? Check out our full list of success stories.

1. Space Z

Create an account or log in to Facebook. Connect with friends, family and other people you know. Share photos and videos, send messages and get updates.

Where they're located: San Francisco, CA, USA
Current team size: 1
Website traffic: 22B/month

2. Intuit

See how the power of Intuit Giants can work for you by joining the over ~50 million people already using TurboTax, QuickBooks and Mint to power their financial prosperity.

Where they're located: Los Angeles, California, USA
Website traffic: 113M/month

Learn more about starting a personal finance management app:

Where to start?

-> How much does it cost to start a personal finance management app?
-> Pros and cons of a personal finance management app

Need inspiration?

-> Other personal finance management app success stories
-> Marketing ideas for a personal finance management app

Other resources

4. Fidelity Investments

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

Where they're located: Indianapolis, Indiana, USA
Website traffic: 107M/month

5. Financial and Retirement Planning Advice

Website traffic: 40.7M/month

6. Bloomberg

Where they're located: Louisville, Kentucky, USA
Website traffic: 75.4M/month

7. American Express Ventures

American Express offers world-class Charge and Credit Cards, Gift Cards, Rewards, Travel, Personal Savings, Business Services, Insurance and more.

Where they're located: Nashville, Tennessee, USA
Website traffic: 62.5M/month

8. Xero

Xero connects you to all things business. Its online accounting software connects you to accountants and bookkeepers, your bank, and a huge range of business apps. Start a free trial today.

Where they're located: San Francisco, California, USA
Website traffic: 28.5M/month

9. You Need A Budget

You Need a Budget combines easy software with Four Simple Rules to help you quickly gain control of your money, get out of debt, and save more money faster!

Website traffic: 6.54M/month

10. Personal Capital

Take control of your finances with Personal Capital. Get access to insight-driven wealth management services and free online financial management tools.

Where they're located: Denver, Colorado, USA
Website traffic: 4.91M/month

11. Financesonline.com

Read detailed online reviews of B2B & SaaS solutions prepared by industry experts. Compare popular tools and easily find a perfect software that will let your business grow. Write your own reviews and share your experience with a constantly growing community of SaaS users.

Where they're located: Phoenix, Arizona, USA
Website traffic: 790K/month

12. Aditya Birla Capital Ltd.

Website traffic: 2.12M/month

13. Goldman Sachs 10,000 Small Businesses

Website traffic: 910K/month

14. Quicken

For over three decades, Quicken has been providing the best money management software on the market. Get Quicken and take control of your finances today.

Website traffic: 1.1M/month

15. AICPA

AICPA is the world's largest member association representing the accounting profession. Dating back to 1887, our organization represents over 400,000 professionals from around the world.

Website traffic: 800K/month

16. Wallet by BudgetBakers

Join more than 2.500.000 users and get your new personal finance manager. Get The Bigger Picture ✅ Know How You Spend ✅ Save to Achieve Goals ✅

Website traffic: 660K/month

17. MX

MX works with more than 2,000 organizations to automate the money experience for their customers and to empower the world to be financially strong.

Website traffic: 180K/month

18. Financial Statement Analysis Software Solution Company

Perfios is one stop solution for financial statement analysis. We provide the best in class service for employee history, bank statement analyser, and analytics software for financial service.

Website traffic: 250K/month

19. Next Gen Personal Finance: Home

Check out the NEW NGPF Academy page to learn more about this year's swag FREE Resources for Your Personal Finance Class... Just a Click Away

Where they're located: Municipio Puerto Villarroel, Cochabamba, Bolivia
Website traffic: 180K/month

20. MoneyExcel

A Personal Finance Website Blog.We talk about Investment,Insurance,Tax planning,Stock market,top stocks,business & business ideas.

Website traffic: 100K/month

21. Buxfer

Online money management software for tracking expenses, budgets, bill reminders, investments, forecasting, financial planning & more. Join millions of users taking control of their financial future.

How much they make: $600K/year
Where they're located: Santa Clara, CA, USA
How much did it cost to start: $50K
Current team size: 5
Website traffic: 140K/month

I Left My Job At Facebook To Go Full-Time On My Budgeting App [$600K/Year]

Bootstrapped budgeting app Buxfer, founded by Shashank Pandit, has grown organically to profitability with a 15-person team and $0 spent on marketing, targeting niche "finance power users" with strong connections to banks all over the world.

About

Shashank started Buxfer over 17 years ago

Revenue

Shashank grew the business to $50K/month

Costs

It cost Shashank $50000 to start the business

Read this case study

Read by 3,798 founders

22. Money Dashboard

Discover our multi-award winning budget app & save money on the go. Reach your financial goals & join over 600,000+ registered users for free at Money Dashboard

Website traffic: 450K/month

23. FM Magazine

Financial Management (FM) magazine is the source for management accounting news, in-depth analysis of key business issues, and best practices for management accountants.

24. GnuCash

GnuCash is personal and small-business financial-accounting software, freely licensed under the GNU GPL and available for GNU/Linux, BSD, Solaris, Mac OS X and Microsoft Windows.

Website traffic: 170K/month

25. Mvelopes

Achieve financial peace of mind with a simple, affordable, best envelope budgeting program. Improve your financial future with the best budget tracking app.

Website traffic: 130K/month

26. Cash Money Life

27. PocketGuard

PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances.

Website traffic: 60K/month

28. Free Personal Finance Software for Budget planning & Money Management

BudgetPulse is a free online budget planning & finance software. Helps you in personal finance management, budget planning and forecasting.

29. Lunch Money | Delightfully simple personal finance & budgeting

Lunch Money is a budgeting app with multi currency & cryptocurrency support for the modern day spender. Meet your biggest cheerleader in personal finances!

How much they make:
Website traffic: 70K/month

30. HomeZada

Personal finance software for homeowners to manage their largest financial asset and biggest expense. A consumer fintech, mobile and online software platform that manages your home inventory, home maintenance schedule, home improvements, and home finances. Start today with our free version.

31. Moneydance

Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. With online banking, online bill payment, investment management and budgeting, Moneydance provides all the features of Quicken plus benefits such as ease of use and no sunsetting of features.

32. Premier Bank

Bank with Premier Bank in OH, MI, IN and PA and enjoy great personal and business banking solutions. Explore accounts, mortgages, loans and more.

Where they're located: Detroit, Michigan, USA

33. Best personal finance software for money management & budgeting for 2021

Moneyspire is the best personal finance software for 2021 for Mac and Windows to manage your money and budget. Take control of your finances now with Moneyspire!

34. MoneyPatrol

MoneyPatrol securely monitors your financial accounts and empowers you to easily keep an eye on your finances by sharing Alerts, Insights & Notifications so that you can take better financial decisions for yourself and for your family.

35. Strativia

Strativia is a leading provider of technical and professional services to both government and commercial organizations. Our core service offerings include Technology Services, Administrative & Business Management, Information Assurance, Program Management, Logistics and Operations, Integrated Facilities Management and Staff Support.

Where they're located: Albuquerque, New Mexico, USA

36. Strabo

Clarity in one click: a holistic overview of your finances across different countries, collated into one simple dashboard, with seamless FX and portfolio analytics

Where they're located: London
How much did it cost to start: $20K
Current team size: 3

37. Best Money Management Apps

TimelyBills best personal finance & money manager app for Android & iPhone. Save more with smart budgeting and bill organizing. Get our FREE money manager.

Website traffic: 100K/month

38. MoneyStrands

Take control of your personal finances with MoneyStrands. Easily set budgets and create savings goals. Manage your money like a pro. Download for free!

39. Vyzer

Vyzer | Home

Where they're located: Tel Aviv, Israel
How much did it cost to start: $1.5M
Current team size: 7

40. Pocketbook

41. Truebill

Truebill is the easiest way to find subscriptions, manage bills, and even cancel recurring charges with a single click.

42. Well Kept Wallet

Learn how to make money, save money, pay off debt and invest so that you can achieve your goals with Well Kept Wallet.

How much they make:
Where they're located: Phoenix, AZ, USA
Current team size: 5

43. Clever Girl Finance

Empowering women to achieve financial wellness. Get access to epic content, free resources, personal finance courses, a supportive community and more.

How much they make:
Where they're located: Seattle, Washington, USA
Website traffic: 660K/month

44. BASIS

Basis is a financial services app designed for Indian women. Get 1:1 consultation, join communities & more. Join 1L+ women. Sign up Basis Now for Free

Where they're located: Bengaluru, Karnataka, India
Current team size: 15

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Starting A Personal Finance Management App: Everything You Need To Know

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