OC FinTech and Financial Services Startups Directory
Innovative financial services, platforms, apps, and software are a specialty of Orange County startup companies, with the latest technology being applied to finance, insurance, lending, trading, portfolio management, credit, and more...
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AgentMatch.AI is a platform designed to transform how people find and connect with real estate agents. By leveraging AI to make unbiased, data-driven agent recommendations, they empower homebuyers and sellers to navigate one of life’s most significant financial decisions with confidence and transparency. Their platform tackles the longstanding opacity in the real estate market, where agent recommendations are often influenced by advertising dollars rather than merit. AgentMatch.AI ensures consumers are matched with agents based on performance and expertise, not fees.
Contact: Dylan Milstein, CEO - hello@agentmatch.ai - https://agentmatch.ai/
Gracen Platforms, LLC offer a simple to use and cost effective governance risk and compliance platform for small and medium businesses. They are a team of Fintech, Information Security and Compliance experts who are committed to delivering a governance, risk and compliance (GRC) platform that fits with the staffing and budgetary constraints of SMB's, and enables them to be proactive in their GRC programs.
Contact: Sean Souther, President/Founder - sean@gracen.io - http://gracen.io
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Notice Ninja, Inc. is a Digital Notice Compliance Platform, they turn paper notices and manual processes into automated digital workflows that provide resolution pathways for their users to follow. Their clients like to refer to them as the "SalesForce" for Tax and Compliance departments.
Contact: Amanda Reineke, CEO - Amanda@noticeninja.com - http://www.noticeninja.com
Kachinga, Inc. is a mobile app and prepaid debit card program designed to help parents empower their kids to learn how to manage money in a digital world. The program includes an allowance and chore management app with a prepaid debit card so kids can spend their own money and gain actual financial experience. Unlike other apps, we include data-driven insight and guidance for parents with features to reinforce learning and drive measurable results.
Contact: Bill Butler, CEO - Hello@Kachinga.com - http://www.kachinga.com
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AdvisorX, Inc. leverages Artificial Intelligence to deliver personalized financial education, behavioral insights, and wealth management tools, democratizing access to expert-level financial planning for everyone.
Revive: Helping homeowners maximize the value of their home and make the journey easier by leveraging our expertise, capital, and technology they bring a fluid experience to homeowners with more options.
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OptifiNow is a cloud-based Sales and Marketing Platform designed to empower sales teams and improve performance with key features like CRM, Workflow Automation, Content and Opportunity Management, Reporting/Analytics.
Sundry Funds is a platform to help employee equity holders mitigate their risk by giving them access to pools of equity.
Terra Manta: Platform for forecasting commodity prices using machine learning, starting with crude oil and corn futures.
MORE FIN TECH STARTUPS IN ORANGE COUNTY, CALIFORNIA
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Advisor Brands, LLC - San Clemente
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