This article showcases our top picks for the best Ohio based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Ohio Personal Finance Companies
Data sourced from Crunchbase and SemRush.
MedPilot
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MedPilot is a tool designed to make healthcare billings & collections departments more effective and efficient. Our software uses data science and behavioral targeting to recommend patient engagement methods, personalize communications and resolve outstanding balances.
MedPilot’s analytics reporting can also increase the productivity of in-house & third party call centers. A Techstars Company.
Tribevest
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A subscription online platform that makes it 10x easier for investor groups to collaborate, formalize, bank, pool capital, and buy private investments together. Common financial goals include Single-Family Rental real estate and Vacation Homes.
The team is based in Columbus, OH, and led by seasoned entrepreneurs with deep expertise in marketplaces and payments. Travis Smith (Enterprise Payments @ Jack Henry), Zach Bowers, (FuelDrop, Founder), Josh Wilson, Larry Scott (ScriptDrop Founder), Kerry Dixon, Ph.D.
(OSU, Professor), and Pete Kight (CheckFree, Founder/CEO $4.5B exit to Fiserv). .
Embrace Pet Insurance
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Nose-to-tail pet insurance for cats & dogs across the US featuring comprehensive coverage and exceptional customer service.
MortgageBite.com
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MortgageBite is a free online platform that allows consumers to shop anonymously for the best mortgage rates and fees in their local area. Users anonymously submit the essential details of their home mortgage requirements to our auction style marketplace where our network of Loan Officers bid on their business with their most competitive interest rates and closing fees in real time.
Consumers select the best offer and are instantly connected to the lender they chose. Their data is protected and only shared with the lender they choose..
CollegeCash
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CollegeCash is a financial services company that helps college students reduce and eliminate student loan debt.
Smooth
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Smooth is the first financial dashboard that is truly on a lifetime scale. Financial planners are prohibitively expensive and personal finance programs don’t go far enough.
Digital personal finance tools available provide oversight of one’s finances, through budgeting and categorization, but struggle to project forward. Smooth’s proprietary financial engine accurately projects forward to provide not only oversight, but insight and foresight.
Smooth integrates the most powerful financial planning engine (according to the Washington Post), with data aggregation technology and bank-level security, resulting a platform that’s highly sophisticated, yet simple to use.. .
Make Save Spend Give
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Make Save Spend Give is a personal finance blog that helps people make more money.
First National Bank of McConnelsville
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First National Bank of McConnelsville provides loans, savings, mortgage and financial services for its customers.
ReallyObjective
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Automated Energy Monitoring and Reduction
Hukill Hazlett Harrington Agency
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Hukill Hazlett Harrington Agency is a full service, independent insurance agency that has been in business since 1838. They are located in the Blue Ash/Cincinnati Ohio area.
While their primary focus is on the Greater Cincinnati and Northern Kentucky area, many of their clients are national and international in scope.. .
Falls Catholic Credit Union
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Falls Catholic Credit Union offers banking, savings, loans, financial support and services.
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