Budgeting (Opportunity Overview)
Budgeting involves creating a financial plan for a specific period of time, typically on a monthly, quarterly, or annual basis. Budgets can be for personal finances or business finances. A basic budget involves estimating income and expenses and then allocating money to various categories or spending priorities. Different types of budgets exist for different needs, financial goals, and effort levels.
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Platforms With Budgeting Opportunities
KOHO is an online banking platform that offers fee-free prepaid accounts, reloadable Mastercards, high-yield savings, and other financial tools to help members save money, track their finances, build credit, and more. Founded in 2014, the platform claims to have over 1M members and has received over $250M in venture funding.
Trim is a personal finance platform that helps members save money and manage their finances with tools like automated bill negotiation, expense tracking, budgeting, subscription cancellation, and more. Founded in 2015, the platform claims to have over 3M members who have collectively saved over $86M.
Toptal is an exclusive freelance marketplace that connects the top 3% of Freelancers (aka Toptalers) specializing in fields like development, design, finance, project management, and product management, with Business Owners and Clients from around the world.
Tip: Find more platforms with Budgeting opportunities on our platform discovery tool.
