We Serve


We Serve

Our role is to serve individuals and households. Our solution will help them better understand, and make decisions about, the various 'money moments' they experience each day.

We are not selling advertising. We are not selling financial services products or services. If users desire to connect with a firm or financial advisor, it is at their option. They will prefer to connect with their current providers and advisors through our new system, so we are reaching out to a few select partner organizations now.