Top Phoenix, AZ Financial Services Startups (49)

Amplify’s cloud-based, integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting, Amplify brings the tools you need together in one scalable, seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems...

Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.

American Title Service Agency serves home buyers and sellers, real estate professionals, loan originators and servicers, commercial property professionals, home builders and others involved in residential and commercial property transactions with products and services to suit their needs. American Title Service Agency was established in 2004 with primary offices in Scottsdale, Arizona specializing in lender escrow servicing. In October of 2007...

eBacon is a software company that focuses on certified payroll and fringe benefit management for the construction industry. Our software solutions combine time tracking, fringe management, payroll and certified reporting to help contractors and subcontractors avoid risk and become more profitable. We design and develop all of our own software and applications. Because we have our own advanced inhouse development team,...

Uplinq AI is revolutionizing bookkeeping for small businesses through advanced artificial intelligence. Our platform eliminates the complexity and time-drain of financial management, allowing entrepreneurs and small business owners to focus on what matters most—growing their business. Designed specifically with small businesses in mind, Uplinq AI seamlessly integrates with existing financial systems to automate data entry, categorize transactions with remarkable accuracy, and...

Sunbound is the leading tech-enabled finance platform built exclusively for senior care. More than a digital payments platform - Sunbound helps Operators improve on-time payments, maximize revenue & optimize working capital all while providing a better payment experience for families. Founded in 2021, Sunbound is backed by Fika Ventures, Bling Capital, Liquid2 Ventures, Max Ventures, Cambrian Ventures, Ride Ventures, Mu Ventures...

Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to...

Welcome to ATLAS Advisors That Listen And Serve We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life. We service clients all of the globe. We...

Unlock helps everyday American homeowners that have been left behind by the traditional home and finance system. While there are many ways to tap home equity, a home equity agreement (HEA) from Unlock is unique because it was designed to help families solve their financial challenges, and in doing so help them live more successful financial lives

Totus helps consumer-obsessed brands grow their revenue through gift cards—whether they already have a program or are starting one for the first time. We take on every complexity, from issuance, to distribution, to customer support.

Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans. Our proprietary credit and risk tolerance model allows us to lend to the underserved, lower credit tranches. With Yrefy, student borrowers achieve financial independence and realize their financial goals.

Concord is a full-scope loan servicer delivering compliant, flexible, and scalable portfolio servicing solutions to meet the demands of loan originators and capital providers – and their customers – in multiple asset classes. For over three decades, Concord has delivered award-winning financial technology and support for unparalleled efficiency, accuracy, and flexibility. Concord serves clients globally and operates facilities in the...

Stenson Tamaddon is a compliance-first, technology-enabled financial solutions firm, headquartered in Phoenix, Arizona, that provides customers with accurate, compliant, and hassle-free solutions for maximizing tax credits and government incentives - allowing business owners to unlock the full potential of economic relief programs and specialized tax incentives.

Eventus Advisory Group is a CFO-services firm that provides finance and accounting expertise and capital advisory services to small and medium-sized companies, both public and private. Our mission is to complement the core competencies of our clients with valuable corporate finance expertise and to provide avenues for financial resources. We help our clients meet their internal financial reporting needs, as...

Cardone Venture's mission is to help business owners achieve their personal, professional, and financial goals, through the growth of their businesses.

Redwood is an investment management firm dedicated to managing risk for our clients via our quantitative research driven strategies.

BillingTree is a payment technology company that helps organizations get paid using a variety of payment channels.

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers...

BrightFi helps community banks & credit unions through their digital transformation with our scalable, cloud-based banking platform, which allows them to configure, test, and launch new digital banking products, or offer banking-as-a-service, at a fraction of the time and cost. By integrating optimized back-office workflows into their technology platform, BrightFi Services significantly reduces the cost to serve a bank's customers....

BillingTree is unique in both our services and our approach. A unique approach in that our model is to develop strategic alliances with service, software, billing, and telephony providers resulting in full integrations, which create seamless, compliant, and innovative payment solutions for the end-user. Unique services in that we offer all aspects of electronic payment processing and unique payment channels...