Best Education or Personal Finance Platform, Tool or App


Round up your daily transactions with Shift and start saving for important financial milestones in your life.

  • Craig Sweeney
  • 217 Oneida St, Delafield, Wisconsin, 53018, United States

Dream Forward 401(K)

Dream Forward sells businesses a modern 401(k) plan that features unique artificial intelligence (A.I.) technology designed to increase employee participation and reduce the admin burden. The A.I. is also designed to work hand-in-hand with human experts. Our A.I. sends what it has learned to our partners to help partner reps offer a better service to employees and better monetize the 401(k) plan.

  • Grant Easterbrook
  • +1 800-695-5131
  • Newark Venture Partners, 1 Washington Park, 7th Floor, NJ, Newark, 7102, USA

Debt Repayment made easy for the enterprise. Employers leveraging the SaaS platform attract and retain top talent by offering student debt repayment. Employees crush their student debt faster with help from their employer.

  • Laurel Taylor
  • +1 415-967-3275
  • 695 Atlantic Ave 9th Floor, Boston, MA, 2111, USA

FinTech Business School

FinTech Business School offers online transformation experiences that will help you gain the upper hand in the FinTech revolution.

  • Vicente Quesada
  • +1 617-495-1000
  • Ulises 31, Majadahonda, Madrid, 28220, Spain

Asset TV

Since 2003 Asset TV has been at the forefront of the financial industry by offering an educational platform that is wholly unique and is cutting edge FinTech for leading corporate brands that produce and distribute content to investment professionals. For viewers, it’s a trusted source of research and education that is an essential tool for their career development.  

  • Maxim Sorokopud
  • (212) 661-4111
  • 570 Lexington Avenue, New York City, NY, 10022, USA


TradeBench is a free online trading journal, trade planning, position sizing and risk management software for private stock, futures, CFD and forex traders in the financial markets. Our number one goal is to make you a more profitable trader. This is achieved by offering a structured approach to your trade planning and position sizing/risk management as well as an easy-to-use way of journaling your trades making reviewing and learning from previous trades an integral part of your trading routine.

  • Rasmus Sommerskov
  • 845-470-0516
  • Helga Pedersens Gade 7, Aarhus, DK, 8000, Denmark


SmartAsset offers the Web’s best personal finance advice, data visualizations and tools (for free!). We empower people with the information needed to make life’s biggest financial decisions with confidence.

  • Asees Singh
  • 646-535-9487
  • 36 W. 20th St. Fl. 3, New York, New York, 10011, United States

Clarity Money

Clarity Money is a personal finance mobile app that acts as your financial champion. Ushering in a new era of mobile personal finance management apps, Clarity Money uses artificial intelligence and data science to help consumers make smarter financial decisions and get the most from their money. The revolutionary features allow users to cancel and lower bills, get a better credit card and create a savings account, all from within the app, and all at the push of a button. Launched in 2016 by venture capitalist and serial entrepreneur Adam Dell, Clarity Money is backed by leading investors, including Bessemer Venture Partners, RRE Ventures, Soros Capital, and Maveron Ventures

  • Adam Dell
  • 917-765-8720
  • 599 Broadway, New York, New York, 10001, United States

BillGO – Intelligent Bill Pay App

BillGO is the only intelligent bill-pay app that eliminates the “BillS#!T” from managing bills. The free app, available in the App Store and on Google Play, makes the time-consuming and frustrating process of staying on top of bills a thing of the past. BillGO lets users connect, pay and manage any bill – even rent – while saving them time and keeping their personal information protected.

  • (303) 717-3660
  • 3003 E Harmony Road, 3rd Floor, Fort Collins, CO, 80528, United States

Copper Street

Copper Street: a fun, social, educational stock investment platform for the next generation!

  • 571-246-6625
  • 701 BRAZOS ST, SUITE 1616, Austin, Texas, 78701


MoneyLion is a digitally-native financial platform that is disrupting traditional banking and expanding access to credit for American consumers. MoneyLion serves as a core hub for money management, offering consumers a suite of data-driven personal finance tools and smarter credit products to help them achieve a broad range of financial goals.

  • (917) 765-8720
  • 30 W 21st Street, New York, New York, New York, 10010, United States