Corporate Office HQ

Software

BankRate Corporate Office

BankRate was founded in 1976 in New York, New York. The company originally began as a newsletter type print out, called The Bank Rate Monitor. The company operates a software program that tracks financial information.

Today, BankRate is one of the best known names for financial information. The company’s network also includes CreditCards.Com, Interest.Com, CreditCardGuide.Com, and ThePointsGuy.Com, to name a few. BankRate was previously listed on the NASDAQ, but was purchased by Apax Partners in 2009, who took the company private. BankRate is public once again, however, this time on the NYSE under the ticker symbol: RATE.

The company had annual revenue in 2012 of $457.2 million and approximately 385 employees. BankRate is still headquartered in New York, New York. Forbes has listed BankRate as the “Best of the Web” 5 times between 1999 and 2004.

BankRate

BankRate was founded in 1976 in New York, New York. The company originally began as a newsletter type print out, called The Bank Rate Monitor. The company operates a software program that tracks financial information.

Today, BankRate is one of the best known names for financial information. The company’s network also includes CreditCards.Com, Interest.Com, CreditCardGuide.Com, and ThePointsGuy.Com, to name a few. BankRate was previously listed on the NASDAQ, but was purchased by Apax Partners in 2009, who took the company private. BankRate is public once again, however, this time on the NYSE under the ticker symbol: RATE.

The company had annual revenue in 2012 of $457.2 million and approximately 385 employees. BankRate is still headquartered in New York, New York. Forbes has listed BankRate as the “Best of the Web” 5 times between 1999 and 2004.

History

HelloWallet Corporate Office

HelloWallet was founded in 2009 by Matt Fellowes in Washington, D.C. The company operates a software program which works as a personalized financial guide and relies on behavioral economics to stimulate clients to adhere to the programs advice.

This program is often distributed via a workplace setting as a financial wellness benefit. Members can easily track their spending, set financial goals, receive guidance on savings for retirement or educational needs. The company is known for it’s ‘bottom line mission’, which says that for every 5 memberships that are sold, one is given away free to a needy family via a partnership program, such as through Goodwill.

HelloWallet won the Webby Award in 2013 for having the best financial services app, as well as winning the Best of the Business award for Enterprise Software Product of the year, also in 2013.

HelloWallet

HelloWallet was founded in 2009 by Matt Fellowes in Washington, D.C. The company operates a software program which works as a personalized financial guide and relies on behavioral economics to stimulate clients to adhere to the programs advice.

This program is often distributed via a workplace setting as a financial wellness benefit. Members can easily track their spending, set financial goals, receive guidance on savings for retirement or educational needs. The company is known for it’s ‘bottom line mission’, which says that for every 5 memberships that are sold, one is given away free to a needy family via a partnership program, such as through Goodwill.

HelloWallet won the Webby Award in 2013 for having the best financial services app, as well as winning the Best of the Business award for Enterprise Software Product of the year, also in 2013.

History

Mint.Com Corporate Office

Mint.Com was founded in 2006 by Aaron Patzer in Mountain View, California. The company operates a free, web based personal financial management program for those in the US and Canada. The software allows clients to track credit cards, banking, investments, and loans through a single interface. The service also allows users to set financial goals and set budgets.

The company originally provided account aggregation through Yodlee, but the company was acquired by Intuit in early 2009 for $170 million. Since this acquisition, features of Mint.Com have been incorporated into the Quicken desktop software, and vice versa.

Some have questioned the safety of the company’s software, which has users input their bank or other financial institution username and password to be stored for quick access. Although this has not yet happened, some fear a hacker would have access to all of a user’s financial accounts, should a hacking event occur.

Mint.Com

Mint.Com was founded in 2006 by Aaron Patzer in Mountain View, California. The company operates a free, web based personal financial management program for those in the US and Canada. The software allows clients to track credit cards, banking, investments, and loans through a single interface. The service also allows users to set financial goals and set budgets.

The company originally provided account aggregation through Yodlee, but the company was acquired by Intuit in early 2009 for $170 million. Since this acquisition, features of Mint.Com have been incorporated into the Quicken desktop software, and vice versa.

Some have questioned the safety of the company’s software, which has users input their bank or other financial institution username and password to be stored for quick access. Although this has not yet happened, some fear a hacker would have access to all of a user’s financial accounts, should a hacking event occur.

History

Personal Capital Corporate Office

Personal Capital was founded in 2009 by Bill Harris and Rob Foregger. Originally named SafeCorp Finanacial, the company changed names in 2010 and has been registered with the securities and exchange commission since 2012.

The company is an online financial advisor and personal wealth management system which uses software for analysis and planning tools. These tools, then generate 401K estimates, mutual fund analyzer, investment fund checkup, and more.

Clients who have a minimum deposit of $25,000 also have access to a team of financial advisors assigned to them for a fee. Personal Capital partners with Yodlee to store and secure customer brokerage credentials and financial information. In late 2016, the company secured $25 million in series E funding from IGM Financial.

Personal Capital

Personal Capital was founded in 2009 by Bill Harris and Rob Foregger. Originally named SafeCorp Finanacial, the company changed names in 2010 and has been registered with the securities and exchange commission since 2012.

The company is an online financial advisor and personal wealth management system which uses software for analysis and planning tools. These tools, then generate 401K estimates, mutual fund analyzer, investment fund checkup, and more.

Clients who have a minimum deposit of $25,000 also have access to a team of financial advisors assigned to them for a fee. Personal Capital partners with Yodlee to store and secure customer brokerage credentials and financial information. In late 2016, the company secured $25 million in series E funding from IGM Financial.

History

WeddingWire Corporate Office

WeddingWire was founded in 2005 by Timothy Chi. The company operates an ecommerce website for those in the wedding industry, connecting those who offer wedding products and services with future couples.

The company does business in 14 countries around the world, with US headquarters in Maryland, and international headquarters in Barcelona, Spain. Several companies have already been acquired, including Project Wedding from eHarmony, and GayWeddings.com.

WeddingWire has won numerous awards for their services, including making the Forbes list of Most Promising Companies of 2014 and the Inc. 5000 list. The company states that it now has vendors in almost every state in the US.

WeddingWire

WeddingWire was founded in 2005 by Timothy Chi. The company operates an ecommerce website for those in the wedding industry, connecting those who offer wedding products and services with future couples.

The company does business in 14 countries around the world, with US headquarters in Maryland, and international headquarters in Barcelona, Spain. Several companies have already been acquired, including Project Wedding from eHarmony, and GayWeddings.com.

WeddingWire has won numerous awards for their services, including making the Forbes list of Most Promising Companies of 2014 and the Inc. 5000 list. The company states that it now has vendors in almost every state in the US.

History