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Tagged: budgeting
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Ai · Fintech · Saas
Drivetrain
Drivetrain is an AI-native financial planning and analysis (FP&A) platform that helps CFOs and finance teams at mid-market and enterprise companies plan, forecast, and report with a spreadsheet-like interface. Founded in 2021 by former Google and Elevation Capital operators, it connects to 800+ business systems (ERP, CRM, HRIS, billing, data warehouses) and uses its Drive AI suite - model generation, an AI analyst, anomaly detection, and natural-language data transforms - to turn raw data into live financial models. In 2025 it shipped the first Model Context Protocol (MCP) server for finance, letting teams query permission-controlled financial data through assistants like Claude and ChatGPT.
fp&a · financial planningRead →
Fintech · Ai · Consumer
Albert
Albert is a Los Angeles-based personal finance app that bundles budgeting, banking, automated savings, investing, cash advances and human-plus-AI financial guidance into a single subscription. Founded in 2015 by Yinon Ravid and Andrzej Baraniak, it pairs software automation with real people - its 'Genius' experts - to help everyday Americans manage money, and has grown to serve tens of millions of users while raising roughly $177M, including a $100M Series C.
personal finance · fintechRead →
Saas · Enterprise · Fintech
Banner Technologies
Banner is an enterprise capital expenditure (CapEx) management platform built for commercial real estate owners, operators, and developers. It replaces spreadsheets, email threads, and disconnected tools with one system that runs the full capital process - budgeting, bidding, bid leveling, cost tracking, invoicing, and lender draws. Banner says customers automate 80%+ of administrative work and save up to 10% on project costs, and the platform manages more than $10 billion in capital expenditure.
proptech · commercial real estateRead →
Fintech · Ai · Consumer
Mine
Mine (formerly Fizz) is a New York-based fintech building an AI-powered personal finance platform for young adults. Its flagship product is a credit-building card that works like a debit card - spending is capped by your bank balance, repaid daily via autopay, and reported to the credit bureaus so users build credit history without interest, fees, or the risk of falling into debt. In January 2026 the company rebranded from Fizz to Mine and launched MoneyGPT, an AI money agent that learns a user's habits and goals to deliver spending, saving, and planning advice.
fintech · credit buildingRead →
Ai · Fintech · Saas
Abacum
Abacum is an AI-native financial planning and analysis (FP&A) platform built for the office of the CFO. Founded in 2020 by former finance operators Julio Martinez and Jorge Lluch, it pulls financial and operational data into one place so finance teams can forecast revenue, model scenarios, plan headcount, automate reports, and trade spreadsheet drudgery for strategic decision-making. Backed by Scale Venture Partners, Atomico, Y Combinator and others, Abacum has raised over $90M and serves hundreds of mid-market companies across 31 countries, including Strava, Aiven, JG Wentworth and Mastercam.
fp&a · financial planningRead →
Founder · Executive · Author
Dave Ramsey
Dave Ramsey is a nationally syndicated radio host, 9x national bestselling author, and founder and CEO of Ramsey Solutions. Reaching over 18 million listeners weekly through The Ramsey Show, he built a personal finance empire from personal bankruptcy into a company generating a record $300 million in 2025. His 7 Baby Steps and debt snowball method have guided millions of Americans toward financial freedom.
personal finance · debt freeRead →