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Personal Finance & Budgeting

10 companies in this category

10
Total
$13M
Median ARR
$400M
Top ARR
60%
Free tier %

Personal Capital (Empower Personal Dashboard)

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Offers a free financial dashboard to track net worth, cash flow, and investments, with paid wealth management services.

ARR $400MFree tierfreemiumUSA2009

Rocket Money (formerly Truebill)

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Rocket Money helps users track and cancel subscriptions, lower bills, build budgets, and monitor their credit.

ARR $100MFree tierfreemiumUSA2015

You Need A Budget (YNAB)

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YNAB is a popular budgeting app based on four simple rules, helping users gain total control of their money and stop living paycheck to paycheck.

ARR $70MsubscriptionUSA2006

EveryDollar

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EveryDollar is a budgeting app by Ramsey Solutions, based on the zero-based budgeting method to help users create a spending plan.

ARR $25MFree tierfreemiumUSA2015

Monarch Money

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Monarch Money is an all-in-one financial planning tool designed to replace Mint, offering budgeting, investing, and net worth tracking.

ARR $15MsubscriptionUSA2020

Simplifi by Quicken

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Simplifi is a modern personal finance app from Quicken, offering budgeting, spending insights, and subscription tracking.

ARR $10MsubscriptionUSA2020

Copilot Money

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Copilot Money is an AI-powered personal finance app offering smart budgeting, categorization, and spending insights.

ARR $8MsubscriptionUSA2019

Fidap (formerly Pocketsmith)

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Fidap provides advanced personal finance tools for budgeting, forecasting, and expense tracking, with multi-currency support.

ARR $5MFree tiersubscriptionNew Zealand2008

PocketGuard

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PocketGuard helps users track, organize, and optimize their money by showing 'how much is left to spend' after bills and savings.

ARR $4MFree tierfreemiumUSA2014

Honeydue

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Honeydue is a personal finance app designed for couples to manage money together, track spending, and collaborate on bills.

ARR $3MFree tierfreemiumUSA2016