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...

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.

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...

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...

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...

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

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...

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,...

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.

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.

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...

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...

Bank 34 is a wholly-owned subsidiary of Bancorp 34, Inc. Shares of Bancorp, 34, Inc. common stock trade on the OTCQB market under the symbol "BCTF" with headquarters in Scottsdale, AZ and 2 other branches in Alamogordo and Las Cruces, NM. The rewards and successes of those willing to stand independent are evident. Since 1934, we’ve been standing independent and...

Dash is an open-source project that delivers safe decentralized financial solutions. The Dash Project Team builds and maintains an innovative decentralized payment network which acts as the core of an ecosystem of engaged consumers, merchants, and service providers. This network provides users with a private, fast, and fungible digital currency that’s as easy to use as cash, credit cards or...

Kenon Group Consultants is a world-class provider of full back-office, technical accounting, and financial reporting services in the Renewable Energy Industry. We pursue a high standard of efficiency, resiliency, and professional integrity in all services that we provide. We never miss a deadline and with our support, neither will you.

WeMortgage provides the best mortgage products at the best rates and with the lowest cost possible to fit our customers’ needs. There is no mortgage too big or small. There is no credit challenge that we will turn away. Best of all, we charge NO FEE's

equipifi is the leading Buy Now, Pay Later (BNPL) platform for financial institutions in the United States. Their white labeled solution is designed to align with consumer purchase habits, payment preferences, and financial goals. The equipifi platform seamlessly integrates with leading banking cores and digital banking platforms to deepen customer engagement, grow market share, increase revenue, and provide a single...

B2B CFO's services include improvements in finance, accounting and operations, and company growth, as well as helping owners to transfer or sell their companies. The firm’s 200+ professionals work directly with business owners, on site. Each is also an equity owner in B2B CFO and has more than 25 years of senior-level experience. With a nationwide presence, B2B CFO is...

BLX GROUP – Serving Public Finance, Non-Profit, Higher Education and Health Care Clients Since 1989 BLX Group lives by its commitment to optimal results. We have the capabilities and experience to provide the financial and technical services required to efficiently and effectively manage debt offerings from conception to final redemption. Our expertise is wide-ranging and includes arbitrage rebate, continuing disclosure, post-issuance...