top of page

H

Flyers (3).png

Building Brand Awareness for Financial Planners

Our Story

Creating a community of underrepresented financial planners.

Our Vision

Helping others build generational wealth through increasing financial inclusion & literacy.

Technology

Bridging the gap between the community and financial planners. 

Who are we

How it works

Financial Dating

Download

Untitled design (7).png

Filter

Untitled design (10).png

Match

How it works
Testimonials

"A Financial Planner for Everyone"

Untitled design (8).png
​
Demographic:
>19% Minority  &
> 31% Women 
5.png
>3% Americans Have Financial Planners
6.png
25% Say It Hard to find a Financial Planner
7.png
<70% of Clients are Disappointed
20%-25% of Clients Leave During 1st Year
Untitled design (9).png
9.png
Untitled design (19).png
Request demo
Request demo

To schedule a product demo, please fill in your contact details

Thanks for submitting!
bottom of page