About us


In under 140 characters:

We make financial services work for people.

In under 140 words:

The financial services industry is overly complex and is falling short in helping people to achieve their goals. There's too much information and too many products for most people to understand it all, and the providers they have to work with are all too often more interested in selling their products than truly helping their customers.

The price for personalized financial advice is too high and keeps rising. Consequently, most people seldom understand or meet their goals and don't have the resources to do so.

We're making financial services more accessible by providing real resources with the click of a button.

We help people achieve their goals by focusing on them first, not the products.