Top 3 Financial Platforms
Financial platforms provide a wide range of finance-related services and tools to individuals, businesses, or institutions. These platforms leverage technology to streamline and facilitate various financial activities — from banking to investing to budgeting, payments, crowdfunding, and more — making them more accessible, efficient, and convenient.
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Moka (previously known as Mylo) is a mobile robo-advisor platform that aims to help Canadians achieve financial freedom by automating their savings and investments. Launched in 2017, the platform claims to have over 500k individual members.
General Details 📜
| Helps You: | Invest Money Save Money Store Money |
|---|---|
| Platform Type: | Digital Banking Robo-Advisor |
| Opportunities: | Bond ETF Investing Cashback Equity ETF Investing ESG ETF Investing Refer-a-Friend |
Requirements 🔎
| Minimum Age: | 18 years old Must be the age of majority in your province. |
|---|---|
| Supported Locations: | Canada |
| Supported Languages: | English, Français |
| Supported Devices: | Android Phone, iPhone |
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.
General Details 📜
| Helps You: | Budget Money Move Money Save Money Store Money Track Money |
|---|---|
| Platform Type: | Digital Banking |
| Opportunities: | Cashback Credit Building Financial Tracking Personal Budgeting Recurring Savings |
Requirements 🔎
| Minimum Age: | 18 years old Minimum age varies by province. Must be age of majority (18-19). |
|---|---|
| Supported Locations: | Canada |
| Supported Languages: | English, Français |
| Supported Devices: | Android Phone, Computer Browser, iPhone, Smartphone Browser, Tablet Browser KOHO can be accessed via web browser with limited features (user experience may vary) or via the KOHO app on the Google Play or Apple App store. |
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.
General Details 📜
| Helps You: | Budget Money Save Money Track Money |
|---|---|
| Platform Type: | Financial |
| Opportunities: | Auto Insurance Savings Automated Bill Negotiation Cable TV Service Savings Cell Phone Service Savings Financial Tracking |
Requirements 🔎
| Minimum Age: | 13 years old Those under the legal age of majority must have permission from a parent or legal guardian. |
|---|---|
| Supported Locations: | United States |
| Supported Languages: | English |
| Supported Devices: | Computer Browser, Smartphone Browser, Tablet Browser Trim can be accessed via web browser on any device (user experience may vary). |
