Goalsetter Asset Profile

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Year established

2015

Location

New York NY US

Primary Industry

Financial Services

About

Based in New York, US, and founded in 2015 by CEO Tanya Van Court, Students of Wealth, Inc. doing business as Goalsetter, operates as a fintech company providing a financial savings app for kids and families. In March 2024, Goalsetter raised USD 9.6 million in Series A funding co-led by Edward Jones and MassMutual Ventures, with participation from Reseda Group and InTouchCU. Goalsetter developed a mobile application platform for Android and iOS smartphone users, that allows kids to learn about saving money. The company’ app offers various features such as debit cards, financial education from kindergarten to college, goal-based saving, goal-based learning, earning options, investment options, and many more. In addition, the firm offers tools such as Goalsetter gold and goal cards for kids and families. The company generates revenue based on subscription method and charges USD 3.95 monthly for Goalsetter. The firm charges USD 5.95 monthly for Goalsetter Gold. The company plans to use the funding from March 2024 to enhance B2B offerings and support to create partnerships with credit unions, banks, and wealth management institutions.

Current Investors

Pipeline Angels, PNC Financial Services Group, MasterCard Worldwide

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Primary Industry

Financial Services

Sub Industries

e-Financial, Accounting/Finance Software

Website

www.goalsetter.co

Verticals

FinTech, FinTech, Mobile Apps

Company Stage

Series A

Total Amount Raised

Subscriber access only

Employee Data

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