Top Investing and Personal Finance Startups We’re Excited to See at #Finovate Spring 2015


This week I'm excited to be attending my first #Finovate – the conference for the future of Financial Technology (FinTech).

I'll get to see some of the newest technology startups catering to your needs in personal finance and investing.

Finovate Spring 2015I've had a chance to review the full list of companies demoing and here's who I'm looking forward to seeing (including many companies that hope to help you invest better in 2015):

Investing Technology

DRAFT is planning to help you compare your investment portfolio with crowdsourced data. I'm most excited about the fact that they will be bringing more awareness to the amount of fees (too much!) the general investing public is paying to invest. DRAFT is competing in the first ever FinCon FinTech Startup Competition happening this Fall at #FinCon15.

TickerTags aims to connect trending social content to investible companies. This company was founded by Chris Camillo, a fellow Texan. If the concept sounds familiar, it is. Chris wrote a book a few years back called Laughing at Wall Street, which is about this investment style.

DarcMatter is an online investment platform that provides retail (accredited) investors with transparent and institutional-level access to alternative investments. DarcMatter’s CEO & Founder, Sang Lee is speaking at #FinCon15 this Fall.

StockViews allows you to follow top stock analysts. I use the signal method for my small, but effective active trading account. I’m curious to see how this platform might give me more confidence in my picks.

Hedgeable claims to bring sophisticated investing and “hedging benefits” to the average investor. I’m anxious to meet this team and cut through all the marketing hype.

DriveWealth is a mobile-first broker / investing platform. From what I can tell it appears to have a special slant towards foreign investors who want access to U.S. stocks.

Budgets, Banking, and More

Stratos is a smart credit card that hopes to simplify your wallet by combining all your cards into one. You may remember a similar product, Coin, that we covered. I still don’t have my Coin, so I’m anxious to see how quick Stratos is getting to market and learn how they plan on competing with mobile pay technology.

Moven is a debit card account, similar to Simple or Serve with some behavior-focused, automatic budgeting tools.

SmartAsset gives us big data and calculators to help make financial decisions. I've considered using their calculators as resources on this site, so I'm looking forward to getting a closer look at their company. We're privileged to have SmartAsset's managing editor, A.J. Smith, presenting at #FinCon15 this Fall.

Lending and Credit

LoanNow is a payday loan alternative, hoping to improved the credit world for the unbanked by providing personal loans at more reasonable rates that help to build credit.

LendKey wants to help you refinance your student loans online with the help of credit unions and community banks.

Vouch calls themselves the first social network for credit. I love companies that try to disrupt the credit scene. Vouch looks like it will give you a bigger line of credit and/or a lower rate bases on how much you’ve been “vouched” for.

Familiar names demoing new offerings at Finovate include Vanguard, Shoeboxes, Credit Sesame, Dwolla, Lending Tree, and Yodlee.

I plan to either live blog my #Finovate experience or provide a recap for you guys. Any questions you want me to ask?

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Last Edited: September 1, 2018 @ 2:47 pm
About Philip Taylor

Philip Taylor, aka "PT", is a former practicing CPA, blogger, podcaster, husband, and father of three. PT is also the founder and CEO of FinCon, the conference and community dedicated to helping other financial influencers and brands. He created this website back in 2007 to share his thoughts on money, hold himself accountable, and to meet others passionate about moving toward financial independence.

PT uses Personal Capital to keep track of his financial life. This free software allows him to review his net worth regularly, analyze his investments, and make decisions about his financial future.

PT keeps a portion of his emergency fund in Betterment, the automatic investing tool that makes investing super simple. Betterment focuses on what matters most: savings rate, time in the market, investing costs, and taxes. PT recommends this service to anyone looking to get started investing for themselves.

All the content on this blog is original and created or edited by PT.


  1. StockViews seems very promising ! It’s always very helpful to see other traders’ trades, especially when you’re a beginner. This “social trading” think has been developing for a few months now.

  2. poorblogger says:

    whoa.. look like a best startup gathering there..
    wish that I could make a startup in the future..

    good luck bro

  3. Interesting startup ideas here! There’s a lot here that I could see myself using – here’s hoping they’re able to take these ideas all the way! Thanks for sharing.