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Top Personal Finance Companies

Name: Top Personal Finance Companies
Creator: Surfe
Published: 2025-09-25 13:52:06
License: https://creativecommons.org/licenses/by-nc/4.0/

Last updated:25 Sep 2025

Created by Surfe | Views: 30

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Companies

Key Contacts

Annual Revenue

Funding

Company Growth

Team Growth

Hiring Status

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Annual Revenue

0-1M

1-10M

10-50M

50-100M

100-500M

500-1,000M

>1,000M

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Company Growth

1-20%

20-50%

50-100%

100%+

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Team Growth

1-20%

20-50%

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100%+

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Location

Melbourne, Australia

Sioux City, United States

Houston, Texas, United States

Montreal, Canada

Paris, France

Muscat, Oman

Chicago, Illinois, United States

New York, New York, United States

Pittsburgh, United States

Capital City of Prague, Czechia

Dubai, United Arab Emirates

Terrell, Texas, United States

Surrey, Canada

Brookings, South Dakota, United States

Cape Town, South Africa

Riverwoods, Illinois, United States

Chennai, India

Chickasha, United States

Vienna, Virginia, United States

Ridgeland, United States

Grand Rapids, Michigan, United States

Farmington, Missouri, United States

Greenville, South Carolina, United States

San Francisco, California, United States

Amsterdam, Netherlands

Waterloo, Canada

Fargo, North Dakota, United States

Los Angeles, California, United States

Hyannis, Massachusetts, United States

Milan, Italy

Franklin, Tennessee, United States

Austin, Texas, United States

City of London, United Kingdom

McLean, Virginia, United States

Johannesburg, South Africa

Kingstown, Saint Vincent & Grenadines

Denver, Colorado, United States

Singapore, Singapore

San Mateo, California, United States

Jena, Germany

Nuremberg, Germany

United Arab Emirates, United Arab Emirates

Port of Spain, Trinidad & Tobago

Phoenix, Arizona, United States

Sydney, Australia

Antiguo Cuscatlán, El Salvador

Colombo, Sri Lanka

Lysaker, Norway

Jackson, Mississippi, United States

Berlin, Germany

Noida, India

Eastvale, United States

Varanasi, India

Edmonton, Canada

Omaha, Nebraska, United States

San Diego, California, United States

Charlotte, United States

New Delhi, India

Providencia, Chile

Old Bridge, New Jersey, United States

Bandar Seri Begawan, Brunei

Canary Wharf, United Kingdom

Spokane, Washington, United States

Lawrenceville, United States

Mosbach, Germany

Detroit, Michigan, United States

Mumbai, India

Pensacola, Florida, United States

Madrid, Spain

Cali, Colombia

Deira, United Arab Emirates

Toronto, Canada

Charlotte, North Carolina, United States

Dublin, Ireland

Ilford, United Kingdom

Westbury, United States

Koebenhavn OE, Denmark

Wellington, New Zealand

Nairobi, Kenya

Mexico City, Mexico

Van Nuys, CA, United States

Andrews, Texas, United States

Seattle, United States

Indianapolis, Indiana, United States

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	Companies		Key Contacts		Annual Revenue	Funding	Company Growth	Management Team Growth	Hiring Status	Tech Stack	HQ Location
1	Santander Nordics Finance	294	Underwriting Specialist, Sales Consultant, RPA Specialist	>100	$500-1,000M		📉 Negative Growth: -2.65% 302 ↘ 294 Employees	📊 Modest Growth: 16.67% 6 ↗ 7 Employees	Not Hiring	15	Lysaker, Norway
2	Baiduri Bank Banking	284	Head of IT Development, Branch Manager, CIO, Group Information & Technology Division	>100	$500-1,000M		📊 Modest Growth: 0.35% 283 ↗ 284 Employees	📊 Modest Growth: 12.5% 8 ↗ 9 Employees	Not Hiring	16	Bandar Seri Begawan, Brunei
3	10X Investments Finance	92	Accountant, Chief Technology Officer, Compliance Associate	>100	$500-1,000M		📉 Negative Growth: -1.08% 93 ↘ 92 Employees	📊 Modest Growth: 10% 10 ↗ 11 Employees	Not Hiring	32	Cape Town, South Africa
4	Apple Bank for Savings Banking	683	Unemployed, FVP, Head of Digital Servicing & Satisfaction, Vendedor	>100	$500-1,000M		📊 Modest Growth: 1.94% 670 ↗ 683 Employees	📊 Modest Growth: 8.25% 97 ↗ 105 Employees	Actively Hiring	16	New York, New York, United States
5	Monzo Bank Finance	2,345	Backend Engineer, QA Analyst, Senior User Researcher	>100	$500-1,000M		📊 Modest Growth: 1.25% 2,316 ↗ 2,345 Employees	📊 Modest Growth: 7.69% 13 ↗ 14 Employees	Actively Hiring	19	City of London, United Kingdom
6	ManuLife Bank Banking	543	Sr. QA Automation Engineer, Business Analyst, AVP, Head of Finance	>100	$500-1,000M		⏸️ No Growth: 0% 543 Employees	📊 Modest Growth: 7.14% 14 ↗ 15 Employees	Not Hiring	15	Waterloo, Canada
7	Colonial First State Finance	1,084	Edge Implementation Manager, Asset Control Analyst, Solution Delivery Manager	>100	$500-1,000M		📊 Modest Growth: 0.28% 1,081 ↗ 1,084 Employees	📊 Modest Growth: 5.56% 18 ↗ 19 Employees	Actively Hiring	13	Sydney, Australia
8	Wellby Financial Finance	264	Retail Solutions Center Operations Manager, Indirect Loan Processor, Business Performance Analyst	>100	$500-1,000M		📉 Negative Growth: -1.12% 267 ↘ 264 Employees	📊 Modest Growth: 5.41% 37 ↗ 39 Employees	Actively Hiring	32	Houston, Texas, United States
9	MidFirst Bank Banking	1,405	Loss Mitigation Evaluator, Equity Processor, Clerk	>100	$500-1,000M		📊 Modest Growth: 1.15% 1,389 ↗ 1,405 Employees	📊 Modest Growth: 4.64% 151 ↗ 158 Employees	Actively Hiring	16	Chickasha, United States
10	Bell Bank Banking	753	Senior Vice President \| Client Portfolio Manager, Vice President \| Wealth & Fiduciary Advisor, Bank Teller	>100	$500-1,000M		📊 Modest Growth: 2.03% 738 ↗ 753 Employees	📊 Modest Growth: 4.08% 49 ↗ 51 Employees	Not Hiring	18	Fargo, North Dakota, United States
11	Bank of America Banking	102,962	Financial Center Manager, WMBS Financial Advisor Support Team, Portfolio Manager II	>100	$>1,000M	$2,000M raised Post-IPO Debt, 11-26-2024	📊 Modest Growth: 1.37% 101,566 ↗ 102,962 Employees	📊 Modest Growth: 3.25% 11,355 ↗ 11,724 Employees	Actively Hiring	26	Charlotte, North Carolina, United States
12	Nab Banking	23,582	Senior Consultant - Planning, Process & Governance, Associate, Lead Business Solutions	>100	$>1,000M		📊 Modest Growth: 1.49% 23,236 ↗ 23,582 Employees	📊 Modest Growth: 2.67% 863 ↗ 886 Employees	Actively Hiring	19	Melbourne, Australia
13	CIMB Singapore Financial Services	482	Head of ALM, CIMB Singapore, HR Data and Support Lead, Director	>100	$500-1,000M		📊 Modest Growth: 0.21% 481 ↗ 482 Employees	📊 Modest Growth: 2.56% 39 ↗ 40 Employees	Actively Hiring	11	Singapore, Singapore
14	Cathay Bank Banking	647	bank, AVP Compliance Training Manager, Loan Portfolio Officer, AVP	>100	$500-1,000M		📊 Modest Growth: 1.09% 640 ↗ 647 Employees	📊 Modest Growth: 2.33% 86 ↗ 88 Employees	Actively Hiring	18	Los Angeles, California, United States
15	Servus Credit Union Banking	1,253	Branch Manager, MSR, MSR	>100	$500-1,000M		📊 Modest Growth: 1.21% 1,238 ↗ 1,253 Employees	📊 Modest Growth: 2.22% 90 ↗ 92 Employees	Actively Hiring	13	Edmonton, Canada
16	Banque Nationale du Canada Banking	11,719	Vice President & Investment Advisor, Directeur, Directrice Services aux entreprises / Manager Commercial Banking	>100	$500-1,000M	$729M raised Post-IPO Equity, 06-17-2024	📊 Modest Growth: 3.11% 11,366 ↗ 11,719 Employees	📊 Modest Growth: 1.84% 599 ↗ 610 Employees	Actively Hiring	28	Montreal, Canada
17	National Bank of Canada Banking	11,719	Operations Manager, Branch Manager, Wealth Associate	+45	$500-1,000M	$729M raised Post-IPO Equity, 06-17-2024	📊 Modest Growth: 3.11% 11,366 ↗ 11,719 Employees	📊 Modest Growth: 1.84% 599 ↗ 610 Employees	Actively Hiring	19	Montreal, Canada
18	Pinnacle Bank Banking	508	Private Banking Officer, Loan Processor, Bank Teller	>100	$500-1,000M		📊 Modest Growth: 0.79% 504 ↗ 508 Employees	📊 Modest Growth: 1.74% 115 ↗ 117 Employees	Actively Hiring	18	Omaha, Nebraska, United States
19	Family Bank Banking	951	Sme banker, Internal Auditor, DSR	>100	$500-1,000M	$4M raised Debt Financing, 02-06-2024	📉 Negative Growth: -0.42% 955 ↘ 951 Employees	📊 Modest Growth: 1.72% 58 ↗ 59 Employees	Not Hiring	33	Nairobi, Kenya
20	Sanlam Finance	7,518	Network Engineer, Actuarial Specialist: IFRS 17 (Group Actuarial), Administrator	>100	$500-1,000M		📊 Modest Growth: 0.16% 7,506 ↗ 7,518 Employees	📊 Modest Growth: 1.53% 131 ↗ 133 Employees	Actively Hiring	50	Cape Town, South Africa
21	Barclaycard Payments Banking	1,761	Risk & Controls Manager, Senior Digital Product Owner, Retired	>100	$500-1,000M		📉 Negative Growth: -1.01% 1,779 ↘ 1,761 Employees	📊 Modest Growth: 1.49% 67 ↗ 68 Employees	Not Hiring	19	Canary Wharf, United Kingdom
22	California Bank & Trust Banking	715	Vice President, TM Sales Consultant III, teller, Corpotate Operations Manager	>100	$500-1,000M		📉 Negative Growth: -0.14% 716 ↘ 715 Employees	📊 Modest Growth: 1.35% 148 ↗ 150 Employees	Actively Hiring	21	San Diego, California, United States
23	Trustmark Finance	1,104	Regional Administration Manager, Branch Supervisor, HRIS Manager	>100	$500-1,000M		📊 Modest Growth: 1.19% 1,091 ↗ 1,104 Employees	📊 Modest Growth: 1.29% 155 ↗ 157 Employees	Actively Hiring	15	Jackson, Mississippi, United States
24	Washington Trust Bank Banking	834	SVP, Commercial Team Lead, Chief Credit Officer, Community Lending Officer	>100	$500-1,000M		📊 Modest Growth: 0.36% 831 ↗ 834 Employees	📊 Modest Growth: 1.16% 86 ↗ 87 Employees	Actively Hiring	30	Spokane, Washington, United States
25	Navy Federal Credit Union Finance	12,094	Senior Fraud Analyst, Assistant Manager, Credit Card Underwriting, Assist line Representative	>100	$500-1,000M		📊 Modest Growth: 1.02% 11,972 ↗ 12,094 Employees	📊 Modest Growth: 1.15% 262 ↗ 265 Employees	Actively Hiring	8	Vienna, Virginia, United States
26	BankPlus Banking	458	Customer Relationship Manager, First Vice President, Branch Manager	>100	$500-1,000M	$2M raised Grant, 04-10-2023	📊 Modest Growth: 0.88% 454 ↗ 458 Employees	📊 Modest Growth: 1.06% 94 ↗ 95 Employees	Not Hiring	20	Ridgeland, United States
27	Westpac Finance	13,300	Senior Risk Analyst, Senior Information Security Consultant, Senior Data Quality Analyst	>100	$>1,000M		📊 Modest Growth: 0.99% 13,169 ↗ 13,300 Employees	📊 Modest Growth: 1.05% 287 ↗ 290 Employees	Actively Hiring	9	Sydney, Australia
28	Truist Finance	16,840	Teller Supervisor, Banker, Producing Branch Manager	>100	$500-1,000M	$900k raised Venture Round, 10-30-2008	📊 Modest Growth: 1.09% 16,659 ↗ 16,840 Employees	📊 Modest Growth: 0.89% 1,567 ↗ 1,581 Employees	Actively Hiring	29	Charlotte, United States
29	BBVA México Banking	9,514	Gerente, Ejecutivo de cuentas, Analista de créditos	>100	$500-1,000M		📊 Modest Growth: 0.17% 9,498 ↗ 9,514 Employees	📊 Modest Growth: 0.85% 472 ↗ 476 Employees	Actively Hiring	27	Mexico City, Mexico
30	Aib Banking	6,687	Senior Agile Product Owner, Customer Service Specialist, Credit Risk Underwriter / Analyst	>100	$>1,000M		📉 Negative Growth: -0.46% 6,718 ↘ 6,687 Employees	📊 Modest Growth: 0.58% 173 ↗ 174 Employees	Actively Hiring	8	Dublin, Ireland
31	Pnc Banking	32,598	Bank Teller, Bssr, Organizational Financial Wellness East Territory Manager	>100	$>1,000M		📊 Modest Growth: 1.49% 32,119 ↗ 32,598 Employees	📊 Modest Growth: 0.57% 3,007 ↗ 3,024 Employees	Actively Hiring	17	Pittsburgh, United States
32	Capital One Banking	42,731	Customer Service Representative, Senior, Process Manager, Sr. Department Operations Manager	>100	$>1,000M	$1,750M raised Post-IPO Debt, 01-30-2025	📊 Modest Growth: 1.75% 41,997 ↗ 42,731 Employees	📊 Modest Growth: 0.55% 913 ↗ 918 Employees	Actively Hiring	21	McLean, Virginia, United States
33	Aditya Birla Capital Finance	6,591	Desktop Engg, Business Development Manager, Area Technical Manager	>100	$>1,000M	$120M raised Post-IPO Debt, 09-25-2023	📉 Negative Growth: -0.33% 6,613 ↘ 6,591 Employees	📊 Modest Growth: 0.27% 370 ↗ 371 Employees	Actively Hiring	41	Mumbai, India
34	Anz Finance	31,046	Product Owner, Management Staff, Project Manager	>100	$500-1,000M	$578M raised Post-IPO Debt, 12-04-2024	📊 Modest Growth: 0.7% 30,831 ↗ 31,046 Employees	📊 Modest Growth: 0.23% 855 ↗ 857 Employees	Actively Hiring	16	Melbourne, Australia
35	Icici Bank Banking	77,860	Relationship Manager, Credit Manager, Senior Officer	>100	$>1,000M	$480M raised Post-IPO Debt, 10-03-2023	📉 Negative Growth: -0.36% 78,141 ↘ 77,860 Employees	📊 Modest Growth: 0.16% 6,998 ↗ 7,009 Employees	Actively Hiring	13	Mumbai, India
36	Kent Reliance Banking	8	Financial Support Consultant, Customer Service Assistant, Lending assessor	+18	$500-1,000M		⏸️ No Growth: 0% 8 Employees	⏸️ No Growth: 0% Employees	Not Hiring	19	Ilford, United Kingdom
37	Credit Credit	29	Sales & Ops supervisor, Merchants Risk Head, Agente de crédito	+33	$500-1,000M		⏸️ No Growth: 0% 29 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	25	Mexico City, Mexico
38	Freedom Financial Network Finance	356	Debt Negotiations, Customer Service Specialist, Director of Settlement Operations	>100	$500-1,000M		📉 Negative Growth: -1.66% 362 ↘ 356 Employees	⏸️ No Growth: 0% 3 Employees	Not Hiring	30	San Mateo, California, United States
39	Gulf Winds Credit Union Finance	93	Teller Operations Manager, Teller, Consumer Lending Servicing Specialist	>100	$500-1,000M		📊 Modest Growth: 3.33% 90 ↗ 93 Employees	⏸️ No Growth: 0% 13 Employees	Not Hiring	15	Pensacola, Florida, United States
40	Northpointe Bank Finance	424	Mortgage Loan Processor & Loan Assistant, Capital Markets Analyst, Sr. Vice President of Sales	>100	$500-1,000M	$95M raised Funding Round, 01-13-2021	📉 Negative Growth: -0.93% 428 ↘ 424 Employees	⏸️ No Growth: 0% 26 Employees	Actively Hiring	35	Grand Rapids, Michigan, United States
41	LoanMart Credit	59	Loan Processor, Loan Officer, Controller	+98	$500-1,000M	$100M raised Debt Financing, 03-15-2016	⏸️ No Growth: 0% 59 Employees	⏸️ No Growth: 0% 4 Employees	Actively Hiring	21	Van Nuys, CA, United States
42	Cape Cod Five Cents Savings Bank Finance	351	Assistant Undrewriter II, Undewriting Assistant, Customer Contact Center Manager	>100	$500-1,000M	$50M raised Debt Financing, 11-04-2020	📊 Modest Growth: 0.29% 350 ↗ 351 Employees	⏸️ No Growth: 0% 19 Employees	Actively Hiring	16	Hyannis, Massachusetts, United States
43	ZipLoan Finance	52	Collections Supervisor, Collections Representative, Senior Legal Manager	+88	$500-1,000M		⏸️ No Growth: 0% 52 Employees	⏸️ No Growth: 0% 3 Employees	Actively Hiring	17	New Delhi, India
44	Australian Mutual Bank Banking	54	Senior Credit Underwriter, Member Service, Credit Change and Development Manager	+71	$500-1,000M		⏸️ No Growth: 0% 54 Employees	⏸️ No Growth: 0% 7 Employees	Not Hiring	9	Sydney, Australia
45	Sparkasse Jena Financial Services		Versicherungsspezialist gewerblich, Banker Firmenkunden, Empfangsmitarbeiter / SKB im S-Digital	+30	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	5	Jena, Germany
46	hippo.co.za Insurance	38	Sales Administrator, Sales Advisor, Sales Consultant	+45	$500-1,000M		📉 Negative Growth: -2.56% 39 ↘ 38 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	33	Johannesburg, South Africa
47	PrestitiOnline.it Finance	4	Intermediario finanziario, Consulente finanziario, Intermediario del credito	+4	$500-1,000M		⏸️ No Growth: 0% 4 Employees	⏸️ No Growth: 0% Employees	Not Hiring	23	Milan, Italy
48	Fortunly Finance	2	Chief Content Officer	+1	$500-1,000M		⏸️ No Growth: 0% 2 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	7	Capital City of Prague, Czechia
49	Bbva FinTech	1,756	Account Manager, Empleado Banca, Directora comercial	>100	$500-1,000M	$1,000M raised Post-IPO Equity, 01-15-2025	📊 Modest Growth: 1.04% 1,738 ↗ 1,756 Employees	⏸️ No Growth: 0% 85 Employees	Not Hiring	11	Madrid, Spain
50	First State Community Bank Banking	200	Mortgage Production Coordinator, Credit Analyst, Vice President	>100	$500-1,000M		📉 Negative Growth: -0.5% 201 ↘ 200 Employees	⏸️ No Growth: 0% 25 Employees	Actively Hiring	27	Farmington, Missouri, United States
51	Banco Promerica El Salvador Finance	442	Oficial de operaciones, Ejecutiva Banca de Personas, Analista Departamento de Prestamos	>100	$500-1,000M		📉 Negative Growth: -1.56% 449 ↘ 442 Employees	⏸️ No Growth: 0% 9 Employees	Not Hiring	16	Antiguo Cuscatlán, El Salvador
52	Finesa Finance	144	Director de ventas y marketing, Coordinadora en análisis de crédito, Asesor comercial	>100	$500-1,000M		📉 Negative Growth: -1.37% 146 ↘ 144 Employees	⏸️ No Growth: 0% 4 Employees	Not Hiring	28	Cali, Colombia
53	Commercial Bank of Dubai Banking	1,916	Banker, Chief Transformation Officer, 0 at Commercial Bank of Dubai	+99	$500-1,000M	$500M raised Debt Financing, 11-11-2024	📉 Negative Growth: -0.67% 1,929 ↘ 1,916 Employees	⏸️ No Growth: 0% 30 Employees	Actively Hiring	32	Deira, United Arab Emirates
54	Sparda-Bank Nürnberg eG Banking	72	Prozessmanagerin Bankprozesse, Teamkoordinatorin Omnikanalkommunikationsteam, Direktor Finanzen, KontoServices und Payment	>100	$500-1,000M		📉 Negative Growth: -1.37% 73 ↘ 72 Employees	⏸️ No Growth: 0% 1 Employees	Actively Hiring	5	Nuremberg, Germany
55	Pawns.app Apps	21	Quality Assurance Engineer, Full Stack PHP (Laravel) Developer, Frontend Developer	+22	$500-1,000M		📊 Modest Growth: 10.53% 19 ↗ 21 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	25	United Arab Emirates, United Arab Emirates
56	tikr.com Financial Services	10	Business Development Representative, Senior Software Engineer, Marketing	+12	$500-1,000M		⏸️ No Growth: 0% 10 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	15	Andrews, Texas, United States
57	Cafpi Credit		Courtier en prêts immobiliers et assurances de prêts, Assistant administratif, Commercial	>100	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	12	Paris, France
58	MyMoneyMantra Credit	648	Business Manager, Sales Employee, Sales Executive	>100	$500-1,000M	$15M raised Series A, 07-17-2019	📉 Negative Growth: -1.07% 655 ↘ 648 Employees	⏸️ No Growth: 0% 97 Employees	Actively Hiring	22	New Delhi, India
59	World Finance Credit		Cordinador de archivo, Learning Content Manager, Branch Manager	>100	$500-1,000M		⏸️ No Growth: 0% Employees	⏸️ No Growth: 0% Employees	Not Hiring	15	Greenville, South Carolina, United States
60	Pan Asia Banking Corporation PLC Banking	553	Finance Executive, Junior Executive, Team Leader	>100	$500-1,000M		📉 Negative Growth: -0.54% 556 ↘ 553 Employees	⏸️ No Growth: 0% 87 Employees	Actively Hiring	24	Colombo, Sri Lanka
61	Republic Bank Limited Banking	1,093	Customer Service Officer, Supervisor 1- Customer Support, Computer Operator	>100	$500-1,000M		📊 Modest Growth: 0.37% 1,089 ↗ 1,093 Employees	⏸️ No Growth: 0% 19 Employees	Not Hiring	27	Port of Spain, Trinidad & Tobago
62	Jovia Financial Credit Union Finance	229	Member Service Representative 2, Chief Information Security Officer, TMSR	>100	$500-1,000M		📉 Negative Growth: -0.43% 230 ↘ 229 Employees	⏸️ No Growth: 0% 27 Employees	Actively Hiring	15	Westbury, United States
63	Trading Fuel Stock Exchanges	1	Business Development Manager	+1	$500-1,000M		⏸️ No Growth: 0% 1 Employees	⏸️ No Growth: 0% Employees	Not Hiring	30	Mumbai, India
64	Discover Financial Services Banking	11,531	Application Engineer, Team Coach, Senior Principal - Ethics and Conduct	>100	$>1,000M		📊 Modest Growth: 0.44% 11,480 ↗ 11,531 Employees	⏸️ No Growth: 0% 156 Employees	Actively Hiring	31	Riverwoods, Illinois, United States
65	Stima Sacco Society Credit	192	Accountant, Administrator, Business development and market analysis	>100	$500-1,000M		⏸️ No Growth: 0% 192 Employees	⏸️ No Growth: 0% 7 Employees	Not Hiring	36	Nairobi, Kenya
66	Dubai Financial Market Financial Services	131	Assistant Vice President - Market Operations, Consultant - Frontend Developer, Head of Procurement & Contracts	>100	$500-1,000M		📉 Negative Growth: -0.76% 132 ↘ 131 Employees	⏸️ No Growth: 0% 23 Employees	Not Hiring	15	Dubai, United Arab Emirates
67	Laurentian Bank Financial Group Banking	1,637	Administrator Officer - Dealer Services, Production Services Analyst	+2	$500-1,000M		📉 Negative Growth: -0.06% 1,638 ↘ 1,637 Employees	⏸️ No Growth: 0% 71 Employees	Actively Hiring	22	Toronto, Canada
68	Security National Bank Banking	99	Trust Counsel and Trust Officer, Retirement Plan Relationship Manager, Vice President Ag and Correspondent Loans	>100	$500-1,000M		📊 Modest Growth: 2.06% 97 ↗ 99 Employees	⏸️ No Growth: 0% 15 Employees	Actively Hiring	23	Sioux City, United States
69	Avenue des Investisseurs Finance	3	Rédacteur de site Web, Rédacteur	+2	$500-1,000M		⏸️ No Growth: 0% 3 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	34	Paris, France
70	National Bank of Oman Banking	829	Loan Officer, Legal Administrator, Deputy Senior Audit manager	>100	$500-1,000M		📉 Negative Growth: -0.96% 837 ↘ 829 Employees	⏸️ No Growth: 0% 33 Employees	Actively Hiring	11	Muscat, Oman
71	Opero Software	1	Solution Engineer, Employee	+2	$1-10M		⏸️ No Growth: 0% 1 Employees	⏸️ No Growth: 0% Employees	Not Hiring	27	San Francisco, California, United States
72	Lendmark Financial Services Credit	796	Senior Loan Consultant, BMT, Senior Loan Consultant, Assistant Branch Mgr III	>100	$500-1,000M		📉 Negative Growth: -0.38% 799 ↘ 796 Employees	⏸️ No Growth: 0% 236 Employees	Actively Hiring	13	Lawrenceville, United States
73	N26 Banking	1,339	Outsourcing Manager, Backend Engineer, Junior Data Scientist	>100	$500-1,000M	$900M raised Series E, 10-18-2021	📊 Modest Growth: 0.68% 1,330 ↗ 1,339 Employees	⏸️ No Growth: 0% 20 Employees	Actively Hiring	16	Berlin, Germany
74	Sparkasse Neckartal-Odenwald Finance	29	Firmenkundenberater, Ausbildungsleiter, Privatkundenberater	+35	$500-1,000M		⏸️ No Growth: 0% 29 Employees	⏸️ No Growth: 0% 2 Employees	Actively Hiring	4	Mosbach, Germany
75	EntreLeadership Financial Services	26	Associate Director of Marketing, Vice President of W/MBE Markets, Director of Coaching	+81	$500-1,000M		⏸️ No Growth: 0% 26 Employees	⏸️ No Growth: 0% 8 Employees	Not Hiring	22	Franklin, Tennessee, United States
76	Freedom Debt Relief Credit	121	Customer Support Specialist, Resolutions specialist, Client Resolution and Support Specialist	>100	$500-1,000M		📉 Negative Growth: -3.2% 125 ↘ 121 Employees	⏸️ No Growth: 0% 2 Employees	Not Hiring	28	San Mateo, California, United States
77	Quicken Loans Finance	2,708	Solution Consultant, Mortgage Loan Originator-Purchase Specialty, President's Club Purchase Banker	>100	$500-1,000M		📉 Negative Growth: -1.49% 2,749 ↘ 2,708 Employees	⏸️ No Growth: 0% 58 Employees	Not Hiring	0	Detroit, Michigan, United States
78	National Bank of Arizona Banking	367	Branch Service Manager, Chief Executive Officer, Vice President -Business Banking Relationship Manager II	>100	$500-1,000M		📊 Modest Growth: 0.55% 365 ↗ 367 Employees	⏸️ No Growth: 0% 66 Employees	Actively Hiring	11	Phoenix, Arizona, United States
79	Bad Credit Loans Credit	3	Loan Specialist, employed, Marketing Manager	+6	$500-1,000M		⏸️ No Growth: 0% 3 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	12	Seattle, United States
80	wishfin.com Credit	259	Assistant Officer, Cluster Manager, Customer Service Executive	>100	$500-1,000M	$15M raised Venture Round, 07-19-2016	📉 Negative Growth: -0.38% 260 ↘ 259 Employees	⏸️ No Growth: 0% 5 Employees	Actively Hiring	23	Noida, India
81	Fintual Financial Services	100	CTO, Finance Broker, Head of Brand Design	>100	$500-1,000M	$4M raised Venture Round, 02-22-2024	⏸️ No Growth: 0% 100 Employees	⏸️ No Growth: 0% 7 Employees	Actively Hiring	33	Providencia, Chile
82	Shinhan Bank America Banking	96	AML Compliance Analyst, Product Manager, officer	>100	$500-1,000M		📉 Negative Growth: -1.03% 97 ↘ 96 Employees	⏸️ No Growth: 0% 14 Employees	Not Hiring	18	New York, New York, United States
83	American National Bank of Texas Banking	382	Financial Associate, Sr Mortgage Loan Officer, L.O.	>100	$500-1,000M	$70M raised Debt Financing, 10-13-2020	📊 Modest Growth: 1.6% 376 ↗ 382 Employees	⏸️ No Growth: 0% 50 Employees	Actively Hiring	22	Terrell, Texas, United States
84	RateGenius Credit	94	Business Development Representative, TITLE ADMINISTRATOR, Loan Consultant	>100	$500-1,000M		📉 Negative Growth: -1.05% 95 ↘ 94 Employees	⏸️ No Growth: 0% 3 Employees	Not Hiring	33	Austin, Texas, United States
85	Abn Amro Bank Financial Services	16,227	Business Developer/Settlements Specialist Bancs at ABN AMRO Clearing Bank, Commercial Support Specialist, Deputy MLRO	>100	$>1,000M		📊 Modest Growth: 0.23% 16,189 ↗ 16,227 Employees	⏸️ No Growth: 0% 242 Employees	Actively Hiring	20	Amsterdam, Netherlands
86	Indiana Members Credit Union Banking	167	Loan Officer, Asst. Teller Supervisor, Branch Relief Officer	>100	$500-1,000M		📊 Modest Growth: 1.83% 164 ↗ 167 Employees	⏸️ No Growth: 0% 23 Employees	Actively Hiring	13	Indianapolis, Indiana, United States
87	Amboy Bank Finance	89	Head Teller, Market manager AVP, Banker	>100	$500-1,000M		📉 Negative Growth: -3.26% 92 ↘ 89 Employees	⏸️ No Growth: 0% 11 Employees	Not Hiring	26	Old Bridge, New Jersey, United States
88	Prospera Credit Union Banking	428	Director, Talent & People Experience, Business Intelligence Developer, Director	>100	$500-1,000M		📊 Modest Growth: 1.42% 422 ↗ 428 Employees	⏸️ No Growth: 0% 39 Employees	Actively Hiring	24	Surrey, Canada
89	Caribou Financial Credit	144	Principal Engineer, Funding Specialist, VP, Lender Development	>100	$500-1,000M	$115M raised Series C, 05-19-2022	📊 Modest Growth: 3.6% 139 ↗ 144 Employees	⏸️ No Growth: 0% 9 Employees	Actively Hiring	27	Denver, Colorado, United States
90	Quontic Banking	186	Program Manager, Data Analytics, Senior Payroll Specialist, Manager	>100	$500-1,000M	$1M raised Grant, 09-14-2021	📉 Negative Growth: -4.12% 194 ↘ 186 Employees	⏸️ No Growth: 0% 12 Employees	Actively Hiring	48	New York, New York, United States
91	LiteFinance FinTech	150	Business Development Manager, Social Media Manager, Country Director	+7	$500-1,000M		📉 Negative Growth: -1.32% 152 ↘ 150 Employees	⏸️ No Growth: 0% 7 Employees	Not Hiring	38	Kingstown, Saint Vincent & Grenadines
92	First Bank & Trust Banking	330	Receptionist, Compliance Deposit Supervisor, Mortgage Loan Officer	>100	$500-1,000M		⏸️ No Growth: 0% 330 Employees	⏸️ No Growth: 0% 35 Employees	Actively Hiring	21	Brookings, South Dakota, United States
93	DUCA Financial Services Credit Union Finance	273	Payroll Operations Manager, Member connect representative, Retail Channel Advisor ll	>100	$500-1,000M		📊 Modest Growth: 0.37% 272 ↗ 273 Employees	⏸️ No Growth: 0% 36 Employees	Actively Hiring	24	Toronto, Canada
94	First Bank Banking	1,044	Senior Vice President- Commercial Real Estate, Manager, Loan Administration	>100	$500-1,000M		📉 Negative Growth: -0.57% 1,050 ↘ 1,044 Employees	⏸️ No Growth: 0% 147 Employees	Actively Hiring	18	Eastvale, United States
95	Integrated India Finance	84	Equity Trader, Relationship Executive, Senior Software Developer	>100	$500-1,000M		📊 Modest Growth: 3.7% 81 ↗ 84 Employees	⏸️ No Growth: 0% 9 Employees	Not Hiring	9	Chennai, India
96	M1 Finance	123	Aircraft Mechanic, Head of Product Design, Securities Lending, Operations Manager	>100	$500-1,000M	$150M raised Series E, 07-14-2021	⏸️ No Growth: 0% 123 Employees	⏸️ No Growth: 0% 11 Employees	Not Hiring	35	Chicago, Illinois, United States
97	Realkredit Danmark A/S Credit	240	Senior Business Analyst, Real Estate Specialist, Vurderingschef	>100	$500-1,000M		📉 Negative Growth: -0.41% 241 ↘ 240 Employees	⏸️ No Growth: 0% 11 Employees	Not Hiring	13	Koebenhavn OE, Denmark
98	Utkarsh Small Finance Bank Banking	4,762	Senior Executive, Credit officer, Product Associate	>100	$500-1,000M	$33M raised Private Equity Round, 03-22-2021	📉 Negative Growth: -0.71% 4,796 ↘ 4,762 Employees	⏸️ No Growth: 0% 574 Employees	Not Hiring	20	Varanasi, India
99	Hatch Finance	22	Software Developer, Senior Business Analyst, Senior Risk and Compliance Analyst	+24	$500-1,000M		📊 Modest Growth: 15.79% 19 ↗ 22 Employees	⏸️ No Growth: 0% 1 Employees	Not Hiring	18	Wellington, New Zealand
100	Quantum Mutual Fund Finance	104	Mutual Fund Representative, Customer Service Representative, Relationship Manager	>100	$500-1,000M		📉 Negative Growth: -0.95% 105 ↘ 104 Employees	⏸️ No Growth: 0% 10 Employees	Not Hiring	22	Mumbai, India

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Intelligent Prospecting, Backed by Signals

Could you detail the typical buyer's journey for a top personal finance company looking to purchase a new B2B solution?

Fintechs do not buy tools, they buy risk off their plate. The journey usually starts with a trigger: approval rates dip, CAC climbs, fraud spikes, or a regulator asks for tighter controls. A senior product or growth leader becomes the sponsor and frames the problem in revenue language. Think lost funded accounts, higher charge-offs, slower onboarding, erosion of trust. Early discovery is short and sharp. They scan 2 or 3 vendors, ask for peer proof, and pressure test whether you can move one metric that matters. If it does not move conversion or cut fraud, it dies in committee.

Then it formalizes. They define success criteria and run a time-boxed pilot. Targets look like lift in funded accounts, lower false declines, faster decisioning, reduced support tickets, clearer audit trails. Security and compliance run in parallel, not at the end. Expect a detailed review on data flows, certifications, privacy, and incident response. A finance partner builds the ROI model, mapping impact to AUM, net deposits, loss rates, and cost to serve. The buying group includes Product, Risk, Security, Data, Compliance, and Procurement. Legal closes with data terms and commercials. Most start with a phased rollout, one funnel or one segment, then expand on results. Typical timing runs 60 to 180 days depending on data access and risk scope.

How to sell into each stage. Lead with benchmarks and a one-page ROI hypothesis. Offer a 2-page security pack upfront to lower anxiety. Push for a 30 day POC with agreed metrics. Use lines that stick: Security is the real gatekeeper. No ROI, no buy. Ask questions that surface urgency. Which metric, if it moved this quarter, gets you budget. Where do you lose the most high-intent customers today. Who owns go or no-go for risk and security. What would stop a rollout even after a successful pilot. Smooth onboarding beats promises every time, so win the POC and you usually win the deal.

What innovative strategies can be employed to increase conversion rates when selling to top personal finance companies?

Conversion at personal finance leaders is won where trust meets speed. Many apps lose 40 to 60 percent between signup and first funding. That is revenue left on the table, not a UX nuisance. A top play is to make compliance feel like confidence, not homework. Plain-language prompts, clear timelines, and fast status updates calm risk nerves and keep people moving. Trust is the CTA. Speed to first dollar moved is the new homepage.

Show up with proof, not platitudes. Open with a mini teardown of their onboarding and first-funding flow. Map where they add extra taps or vague fee disclosures. Bring two A/B ideas and a 2-week pilot plan tied to one KPI: funded accounts, card activated, or first transfer. Offer multithreading from day one. Growth wants lift. Product wants fewer drop-offs. Risk wants fewer false positives. Your angle is conversion without extra risk. Use trigger events to time outreach. APY changes, card launches, state expansions, and app store reviews about verification pain are perfect doors in. Suggest performance or milestone-based pricing to share upside and reduce internal friction.

Questions you can use in the first call:
- Where is the biggest leak between approved signup and first funding today?
- What is your target time to first transaction, and how far off are you?
- What percent of approved users never fund, and what is 1 point of lift worth this quarter?
- Which fees or disclosures create the most chat tickets or drop-offs?
- How do Risk and Growth agree on acceptable friction today?

Keep it simple and concrete. Transparency around fees at the exact moment of decision. Smart reminders within 24 hours of approval. Soft pre-approval copy that sets expectations. One-liners to keep handy: Every extra click costs funded accounts. Compliance can be a conversion lever, not a brake.

What role does customer success play in retaining and expanding accounts within personal finance companies?

Customer success is the revenue insurance policy in consumer finance. Acquisition is costly, and advertising fatigue is real. Retention and product expansion pay the bills. Bain has shown that a 5 percent lift in retention can boost profits by 25 to 95 percent. In this category, CS owns the moments that prevent churn and open new wallets. That means fast onboarding to first value, not just sign-up. Think first funding, switching to direct deposit, adding a bill, enabling savings automations, or activating a card. CS guides customers to these milestones, removes friction, and builds trust with clear education on fees, safety, and outcomes. Result: fewer abandoned accounts, more daily use, lower cost to serve, and better reviews that feed organic growth.

Expansion is where CS turns features into revenue. A single-product user becomes a multi-product household when CS maps needs to benefits at the right time. From debit to credit builder. From savings to investing. From free to premium. The play is simple: spot signals, run a relevant playbook, and measure lift in ARPU and lifetime value. Contrast matters. Proactive nudges beat reactive support. Habit coaching beats help-center scavenger hunts. Two lines you can use in calls: Retention is the new growth engine in consumer finance. CS turns deposits into relationships and features into revenue.

Use these conversation starters with leaders at companies on your list:
- What percent of new users reach first value in 7 days, and which milestone matters most for your model?
- How many set direct deposit by day 30, and what CS plays move that number?
- Which health signals predict churn best, and how does CS intervene before dormancy?
- What is your cross-sell map by persona, and where does CS own the handoff from product discovery to upgrade?
- How do you coach customers through trust moments like disputes, declined payments, or data changes?
- Which cohorts get high-touch coverage, and how do you protect CAC payback when volume spikes?
- Where has CS reduced cost to serve while increasing ARPU, and what would 10 percent more activation be worth this quarter?

What sales techniques have proven most effective when engaging with C-level executives in the personal finance sector?

C-level leaders at the top personal finance brands care about two things in the same breath: growth and risk. You earn time in their calendar by framing your value as a clean trade-off they can defend in a board meeting. Lead with one metric, one move, one timeline. Example opener: We help reduce onboarding drop-off by 2 to 3 points in 60 days without increasing fraud losses. That is the outcome, not a feature list. Pair it with a short peer benchmark or a before and after story. A one point dip in approval-to-fund can erase millions in lifetime value. A 0.1 percent swing in fraud losses can flip a cohort from profitable to shaky. Your hook is the math, your follow-up is the proof.

Use questions that surface executive agendas, not tool preferences:
- Where do you lose more value today: KYC abandonment or month 2 inactivity?
- If charge-offs rise 20 basis points, which lever do you pull first to protect unit economics?
- What would a 2 point lift in funded accounts mean to Q4 revenue and CAC payback?
- Which customer moment is most board-visible right now: disputes, collections, or activation?
- What risk do you refuse to increase, even for faster growth?

Keep the meeting short and controlled. State a crisp agenda. Offer two qualified paths, not a fishing expedition. Propose a pilot with a clear success metric and a security and compliance checklist ready to send. Multithread early with risk and compliance so the exec sees you can land change without creating audit fatigue. Use a tight narrative: Here is the metric, here is the benchmark, here is the 30 to 60 day test, here is how we de-risk it. Skip adjectives. Show the score. Two lines to keep handy: Lead with a number, land with a risk. If it is not board-level, it is background noise.

How do decision-makers at top personal finance companies typically evaluate and choose tech solutions?

At the top personal finance brands, nice-to-have tools die in procurement. Buyers start with trust and control, not features. Security, privacy, and compliance are binary gates. If a vendor cannot show SOC 2 Type II, a clear data map, strong encryption, and audit logs, the conversation ends. Legal checks your data retention, subprocessor list, and residency. Security checks access controls and incident history. Compliance checks alignment with KYC, AML, and consumer privacy requirements. Only after that do they ask what the tool does. No trust, no transactions.

Once the gates are cleared, the decision turns on two things: measurable lift and speed to value. Product and growth leaders want higher conversion, faster onboarding, and fewer drop-offs. Risk wants lower fraud losses and fewer manual reviews. Finance wants payback inside two to three quarters. They will ask for a short pilot in their stack, not a demo environment, and they will measure against their own KPIs. Expect an A/B or controlled rollout with guardrails, clear SLAs, and a named champion. Integration effort and team time count as real cost. Strong references in regulated environments matter. Security gets you through the door. ROI gets you the signature.

Use talk tracks that match this rigor:
- Which KPI are you trying to move this quarter, and by how much?
- Where in onboarding do you see the highest drop-off, and what is the revenue impact?
- What is your current KYC pass rate and fraud loss per approved user?
- What are the non negotiable data and security requirements for new vendors?
- How do you structure pilots, and who signs off on success criteria?
- What SLA and support do you require during incidents?
- Which customer references would make you confident to move fast?

Make it easy for them to test, prove, and buy. If you cannot quantify lift or reduce risk, you are selling shelfware.

What specific pain points are personal finance companies currently facing that our product could solve?

Promo codes are winning the signup and losing the relationship. Many personal finance players are paying more to acquire users who never fund, never link accounts, or churn after the bonus. Conversion takes a hit at the first gate. KYC friction and manual reviews create drop-offs that kill funded accounts and deposit growth. Fraud and incentive abuse quietly drain promo budgets and skew cohort quality. On top of that, privacy shifts and fragmented data make it hard to see which channels bring LTV-positive users, so teams keep spending where it is loud, not where it is working. The result is margin pressure, compliance anxiety, and boards asking why downloads are up but balances and ARPU are flat. CAC without LTV is just a bill.

Here is how to open a useful conversation. Use clean, simple questions that expose the cost of noise and the value of precision:
- Where exactly do prospects stall in onboarding, and what is the dollar value of those abandoned applications this quarter?
- Of last month’s signups, how many funded or took a first meaningful action within 7 days?
- What percent of incentive spend went to serial promo hunters vs net-new, high-intent users?
- How fast can you spot a life event like a job change or new mortgage and trigger the right offer within hours, not weeks?
- Do marketing, risk, and compliance share one consented contact record, or are they working from conflicting lists?
- Which partners and channels consistently bring LTV-positive cohorts, and how quickly can you pause the losers?

The pattern to listen for is chaos vs clarity. Smooth, verified onboarding beats a maze of checks. Proactive life-event triggers beat reactive batch blasts. Clean, consented data that routes high-intent users to the right experience beats more spend on the wrong audience. Every false decline in KYC is a customer you paid to lose.