Top Phoenix, AZ Financial Services Startups (46)

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.

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

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...

We work with carefully-selected financial advisors who embrace our client-centric philosophy of doing what's best for the consumer. Quantum is the next evolution in advisor partnership. The pillars of our partnership are built on integrated business development, advanced planning, insurance platform, strategic marketing, and streamlined operations. Discover the possibilities: 800.440.1088. ©The Quantum Group, USA, LLC. In CA, d/b/a Quantum Distribution & Insurance...

The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline.

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...

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...

Token IQ is a leading SaaS blockchain technology company focusing on delivering a turnkey solution for the tokenization of securities and asset backed investment contracts. Its technology enables issuers to convert rights to an asset into smart and fully compliant digital tokens on a blockchain with the goal to eliminate a middleman, reduce fees, and create a frictionless environment.

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...

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

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...

Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona. We have helped many individuals and small businesses succeed over the years and would welcome the opportunity to serve you also. We know that many people associate CPA or Accountant with the word Tax, however, we do so much more. Looking at the entire picture of your personal...

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

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...

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...

Gridiron Financial was the 2014 and 2015 #1 team in the nation for Family Heritage Products. We continue to be in the number one group of companies with the ICON alliance. We recruit, train and sell around a line of supplemental products that protect families against catastrophic events. Our supplemental products are fully refundable, and we're currently recruiting new agents...

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...

THE ENTREPRENEUR'S VIRTUAL FAMILY OFFICE® WE HELP MILLIONAIRES THINK LIKE BILLIONAIRES! As ADVISOR TO THE ENTREPRENEUR®.... We Are Dedicated To Getting You The Most Out Of Your Wealth… So You Can Focus On Your Business, Your Family, and Your Extraordinary Life. Important Disclosure Information: Dew Wealth Management, LLC (“Dew”) is an SEC registered investment adviser located in Scottsdale, Arizona. Dew may only transact business in...