The startups and businesses in California vary greatly with many of them revolutionizing and shaping up personal finance. They are designing innovative products and services for a range of customer needs and demographics. In this article, we will introduce fifteen notable personal finance startups from California that are leading the way in this rapidly evolving landscape.
These companies offer a wide array of services from personal and corporate financial services to insurance and real estate, catering to a diverse clientele. With unique business models and strengths, these companies are shaping the future of personal finance, leveraging technology and innovative approaches to serve their customers better.
You will find in-depth information about these startups and their services, along with a brief account of their founders. So, get ready to discover the most impressive personal finance startups of California.
Thorson Insurance
Thorson Insurance is a thoughtful solutions-providing insurance company in the consulting, insurance, personal finance, and real estate industries. The founder details are currently unavailable.
Breathe Insurance
Specializing in personal and business insurance services, Breathe Insurance is a rising star in the financial Services, insurance, and personal finance sectors. The details about the founders are currently unavailable.
Rais Insurance Services, INC
Since 1982, Rais Insurance has been a full-service agency offering auto insurance, health insurance, life insurance, personal finance, and property insurance services. Unfortunately, the founder(s) aren’t available.
Twin Rivers Marine Insurance Agency
Offering insurance services for autos, antiques, homes, business owners, farms, and earthquakes, Twin Rivers Marine Insurance Agency operates in the commercial insurance, employee benefits, financial services, insurance, personal finance, and property insurance industries.
Hard Money Loan Service
Hard Money Loan Service specializes in providing private money for real-estate investment and operating in the finance, personal finance, real estate, and real estate investment sectors.
Tucson Insurance Associates
Tucson Insurance Associates offers auto, homeowners, condo, landlord, life, disability, flood, and business owners insurance and are a part of the consulting, employee benefits, financial services, insurance, and personal finance industries.
Wise Bread
Wise Bread operates in the finance and personal finance sectors and offers advice on personal finance, frugality, career, travel, and deals and discounts. The startup was founded by Greg Go, Lynn Truong, and Will Chen.
Egg
Founded by John Meeker and Phil Boscarino, Egg lets you save and invest as little as $1 a day and operates within the finance, financial services, fintech, and personal finance sectors.
Private Client Services
Private Client Services offers exclusive services within the personal finance, personal health, real estate investment, and venture capital sectors. This service was founded by Kamyar Shadan.
Flourish Fi
As a financial wellness and engagement platform for financial institutions, Flourish Fi looks to grow within the financial services, fintech, and personal finance sectors. Founders are Jessica Eting and Pedro Moura.
Financial Education Association of UC Berkeley
Financial Education Association of UC Berkeley is a student organization that provides financial knowledge. The association operates within the communities, education, and personal finance industries.
Freemark Financial
Freemark Financial provides consumers with personal and corporate financial services and operates within the accounting, financial services, personal finance, and wealth management sectors. It has been founded by Andrew Meyer.
Coverage Alliance Insurance Services
Coverage Alliance Insurance Services offers insurance services for term life, disability, travelers, dental, and vision and operates within the financial services, health insurance, insurance, life insurance, and personal finance sectors.
California Loans Online
California Loans Online helps connect borrowers with lenders for a range of loans and credit types. This information services website operates within the advice, commercial lending, finance, information services, and personal finance sectors.
Dole and Sons
Working within the commercial, insurance, and personal finance industries, Dole and Sons is an insurance company looking to make a difference. Details on their founders are currently unavailable.
With unique approaches and business models, these startups are enriching the personal finance industry in California. While some of the founders’ details remain unavailable, their contributions continue to shape a better future for financial practices and management.
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