Top 8 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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Remitly is a digital remittance platform that's on a mission to make the money transfer process faster, affordable, and more transparent. Senders can use the platform to transfer money internationally to over 170 countries in 100+ currencies. Founded in 2011, Remitly’s vision is to transform the lives of immigrants and their families by providing the most trusted financial services on the planet.
General Details 📜
| Helps You: | Move Money |
|---|---|
| Platform Type: | Money Transfer |
| Opportunities: | Bank Transfer Cash Transfer Debit Card Money Transfer Domestic Money Transfer International Money Transfer |
Requirements 🔎
| Minimum Age: | 18 years old You may not submit or receive a Transaction on behalf of any other person. |
|---|---|
| Supported Locations: | Australia, Austria, Belgium, Canada, Cyprus Customers can take advantage of Remitly’s money transfer locations in over 170 countries from any of the sending countries listed above. |
| Supported Languages: | Deutsch, English, Español, Filipino, Français |
| Supported Devices: | Android Phone, Android Tablet, Computer Browser, iPad, iPhone |
| Other: | Senders may only have one active account. |
Upright (previously Fund That Flip) is an alternative investment platform that aims to make residential real estate investing more accessible. The platform offers crowdfunded deals with minimum investments as low as $1,000. Founded in 2014, Upright claims to have facilitated over $1.3B of real estate investments as of 2024.
General Details 📜
| Helps You: | Invest Money |
|---|---|
| Platform Type: | Alternative Investment |
| Opportunities: | Residential Real Estate Investing |
Requirements 🔎
| Minimum Age: | 18 years old |
|---|---|
| Supported Locations: | United States |
| Supported Languages: | English |
| Supported Devices: | Computer Browser, Smartphone Browser, Tablet Browser |
| Other: | Investors must be accredited |
Western Union is a global money transfer platform that enables individuals and businesses to send and receive money across borders, pay for bills, and purchase money orders. Founded in 1851 as a telegraph company in New York, The Western Union Company has since grown into a multi-billion dollar company with over 150M users worldwide.
General Details 📜
| Helps You: | Move Money |
|---|---|
| Platform Type: | Money Transfer |
| Opportunities: | Bank Transfer Bill Payment Transfer Cash Transfer Debit Card Money Transfer Domestic Money Transfer |
Requirements 🔎
| Minimum Age: | 18 years old |
|---|---|
| Supported Locations: | Afghanistan, Albania, Algeria, American Samoa, Angola |
| Supported Languages: | Deutsch, English, Español, Français, Shqip |
| Supported Devices: | Android Phone, Computer Browser, iPhone, Smartphone Browser, Tablet Browser |
Acorns is a fintech platform that offers digital banking and investment services (both automated and self-directed) for members. It aims to make growing wealth as simple as possible with flat-rate fees, round-up savings, automated investing, and more. Founded in 2012, the platform claims to have over 4M paying members.
General Details 📜
| Helps You: | Invest Money Move Money Store Money |
|---|---|
| Platform Type: | Brokerage Digital Banking Robo-Advisor |
| Opportunities: | Bitcoin ETF Investing Bond ETF Investing Cashback Equity ETF Investing ESG ETF Investing |
Requirements 🔎
| Minimum Age: | 18 years old |
|---|---|
| Supported Locations: | United States |
| Supported Languages: | English |
| Supported Devices: | Android Phone, Computer Browser, iPhone, Smartphone Browser, Tablet Browser |
| Other: | A bank account to link to Acorns, physical address, and SSN or ITIN. Some users may also be asked to upload a government-issued piece of ID (or similar) to verify their identity. |
EquityMultiple is a crowdfunded commercial real estate investment platform that connects accredited investors with professionally managed, private real estate. Founded in 2015, the platform claims to have over 48k investors who have collectively been paid out over $379M. Self-identified as a "wealth-generating ecosystem," EquityMultiple’s mission is to make real estate investing simple, accessible, and transparent.
General Details 📜
| Helps You: | Invest Money |
|---|---|
| Platform Type: | Alternative Investment Crowdfunding |
| Opportunities: | Commercial Real Estate Investing |
Requirements 🔎
| Minimum Age: | 18 years old |
|---|---|
| Supported Locations: | United States |
| Supported Languages: | English |
| Supported Devices: | Computer Browser, Smartphone Browser, Tablet Browser |
| Other: | Must be an accredited investor. |
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). |
