StageDead | Dead
Wesabe is an online personal finance site that looked to help users better keep track of their spending trends. Their web-based tool gives members a better understanding of how they spend money, and the Wesabe community shares tips and advice to help each other make better financial decisions. Specifically, Wesabe aims to help users understand how to get rid of credit card debt, think about college savings, save on cell phone plans has more minutes for less money, are tired of getting stung by stupid bank and credit card fees, and dream of buying a more environmentally friendly car. Wesabe was founded in December 2005, is headquartered in Berkeley, California.
Missing: Wesabe's Product Demo & Case Studies
Promote your product offering to tech buyers.
Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.
Missing: Wesabe's Product & Differentiators
Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).
Research containing Wesabe
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Wesabe in 1 CB Insights research brief, most recently on Apr 18, 2023.
Expert Collections containing Wesabe
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Wesabe is included in 3 Expert Collections, including Wealth Tech.
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Track startups and capture company information and workflow.
Latest Wesabe News
Dec 12, 2011
Posted The Nao Next Gen Bot Will Be Your Friend When No One Else Will It’s hard to take on the entrenched incumbent Mint when it comes to delivering personalized financial management tools ( just ask Wesabe ), but Adaptu thinks it has found a niche where it can compete. With today’s launch of Adaptu’s mobile wallet , the company is focusing on a few differentiating factors, including its predictive analysis of cash flow, tools to help prevent overspending and support for other types of cards, like your insurance card, rewards cards and business cards, for example. The end result is a fairly decent competitor to Mint’s mobile solution, which complements Adaptu’s online money management service at Adaptu.com , a wholly owned subsidiary of StanCorp Financial Group , launched at the beginning of the year. Like Mint, Adaptu can track your accounts including your checking, savings, credit cards, investments, loans and mortgages. But for consumers, one of Adaptu’s key features is the app’s ability to tell you – on the spot – if you can afford to buy something. This goes a bit beyond Mint’s budgeting feature because it looks at current and past spending trends in order to predict your future cash flow. This way, you’re able to see how a purchase would impact your monthly spending goals. The app is also able to track your bills and utilities, so it has a full picture of your cash flow situation from month-to-month. In some ways, what Adaptu does is similar to HelloWallet’s “spending guidance” feature in its own newly launched iPhone app – a feature that tells you how much you have left to spend at that moment within a given budget category. However, HelloWallet isn’t a consumer-targeted service. It’s sold to enterprise customers. Still, given both companies’ emphasis on spending guidance, there are hints that this may be an area where Mint falls a little short. The other big differentiator from competitors’ mobile wallet/mobile financial solutions is Adaptu’s ability to mimic a real wallet, thanks to its ability to host your business cards, insurance cards and business reward cards. To use this feature, you snap a photo of the card in question and add notes if need be. Everything is secured in the mobile wallet via a complex password and PIN, plus bank-grade security. Overall, Mint seems to have a better user interface and design, but that’s a matter of personal preference. Adaptu’s (purposely) hand-drawn logo and the design of its financial analysis charts come across a little juvenile, when I think it was going for “user-friendly” instead. Pet peeves, perhaps, but I still want my bank-related apps to look like something a grown-up would use. Your opinion may vary. But the sum of Adaptu’s features make it an interesting alternative to Mint for those who want more focus on cash flow details, financial planning and spending help. Mint, however, still leads in terms of number of banks, cards and accounts supported and the richness of its tools. Adaptu is a free download for iPhone, available here and does not include a monthly fee. 0
Wesabe Frequently Asked Questions (FAQ)
When was Wesabe founded?
Wesabe was founded in 2005.
Where is Wesabe's headquarters?
Wesabe's headquarters is located at 400 Montgomery Street, San Francisco.
What is Wesabe's latest funding round?
Wesabe's latest funding round is Dead.
How much did Wesabe raise?
Wesabe raised a total of $4.7M.
Who are the investors of Wesabe?
Investors of Wesabe include O'Reilly AlphaTech Ventures, Union Square Ventures, Freeman Murray and Mark Fletcher.
Who are Wesabe's competitors?
Competitors of Wesabe include Envestnet | Yodlee and 5 more.
Compare Wesabe to Competitors
expensr is an online personal finance application.
Status develops a personal finance management system. The company's social financial wellness platform educates and helps to manage finances and also allows to compare finances. The company was founded in 2016 and is based in New York, New York.
MoneyThumb is a software development company. It provides user-friendly conversion applications that make transitioning between accounting software easy. It specializes in creating a suite of products focused on assisting finance professionals. Its software can be used with QuickBooks, Quicken, and nearly all leading online finance and accounting software. The company was founded in 2012 and is based in Encinitas, California.
Pocketnest offers a financial wellness application to train users through themes of financial wellness. It helps users identify and fill gaps in their plans while identifying cross-sell opportunities for the financial institutions they license to like banks, credit unions, investment advisors, employee wellness programs, and more. The company was founded in 2017 and is based in Detroit, Michigan.
CalendarBudget is a free online budget planning tool that allows clients to organize money on a calendar, budget plan, eliminate debt and build wealth. CalendarBudget also partners with financial professionals to assist clients with day-to-day cash flow.
Facteus provides actionable insights from financial data. It offers a synthetic data process that transforms raw financial transaction data from legacy technologies into actionable information, to use for machine learning, artificial intelligence, data monetization, and other strategic use cases, without compromising data privacy. The company’s data products have been gathered directly from financial institutions, payment companies, fintech, and payment card programs, giving business and investment executives access to the actual consumer financial transactions. It was formerly known as Facteus. The company was founded in 2010 and is based in Beaverton, Oregon.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.