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We analyzed 7 of the fastest-growing personal finance apps of all time to figure out the secrets to their success — here’s what we learned

CB Insights

What follows are the results of our analysis — six secrets to success in the world of personal finance management. Use pre-launch marketing to build both trust and hype. Allowing users to “cut” by referring other users was an innovative idea, and it worked. In personal finance, building trust over time is essential.

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