Silicon Valley Silicon Valley

Silicon ValleySilicon Valley

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Silicon Valley, California

For financial advisors, top 10% of their clients bring in the majority of revenue, yet the low value clients (<$1MM) account for a disproportionate share of service… Read more »


Silicon Valley, prosper through money know-how. After experiencing first hand the challenges of managing family finances on a limited income, I had an epiphany that has driven me… Read more »


Silicon Valley

accumulusplus is a free, impartial and easy-to-use retirement planner 77 million baby boomers are going to retire within the next 15-20 years. Most of them have no… Read more »


5050 El Camino Real, Suite 102 Los Altos, California 94022

Kivalia is an open investment advice platform that brings consumers unparalleled insight & education into their portfolios. Our initial focus is on providing the nation’s 80MM retirement… Read more »

Toshl Finance

Toshl Inc. 444 Castro Street Suite 1200 Mountain View, CA 94041

Making finance fun through innovative UI and a brand new approach to personal finance. Try our web app on and native mobile apps on iOS, Android… Read more »

1825 South Grant Street, Suite 100 San Mateo, CA 94402 U.S.A.

Xignite provides market data cloud solutions that offer financial web APIs with real-time reference data across all asset classes.