Cohort membership
500 Global 20192019
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Banking lending
Origin
Developer of a money management platform designed to educate employees in managing their finances. The company's platform combines human financial planners with financial technology that educates and helps to create, execute, and track personalized financial plans, enabling workers to manage their entire financial lives in one place and receive per
Overview
Developer of a money management platform designed to educate employees in managing their finances. The company's platform combines human financial planners with financial technology that educates and helps to create, execute, and track personalized financial plans, enabling workers to manage their entire financial lives in one place and receive personalized guidance along the way.
Company description As recorded 2026-11-08
News & product activity
Sources & observations
Profile depthverified profile
Website observationwebsite reachable
Last website check2026-11-11
Location · source statedUnited States
Pricing evidenceNo pricing page confirmed
Maturity: Operating · 2 of 6 areas documented
Source-based assessment · automated evidence rules
The company website explicitly reports customer or user adoption. This is a source-based assessment of a company claim; scale and revenue are not independently verified.
Company website: home Checked 2026-09-17
Loved by these companies
Maturity is an evidence-based assessment, not a success rating. It may understate the current stage where evidence is limited. Coverage records documented areas, not a complete or independently audited company history.
- Product overviewSource description Checked 2026-11-08
- Product visualsNot documented
- Founders & originsNot documented
- Business model & pricingNot documented
- Funding & ownershipNot documented
- Dated milestonesDated source activity: 2019 (year only)
independent websitesource corroborationreachable websitedescriptive evidenceclassified market and model
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