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Consumer, Financial Services, Mobile, Web 2.0   —  
Funding: 100K (USD) Funding Type: Angel
Employees: 1 Revenue: Shhhh...

The Mission

To provide personalized, automated financial advice to middle class Americans driven by a logical framework and sophisticated financial models that is free, transparent and unbiased.

Our Products

Topics include asset and debt management, home finance, auto finance, life insurance, and investments. Each topic is centered around a “decision tree” that provides a logical framework for thinking through the issues while subtopics are centered around interactive financial models. Financial models clearly show the analysis performed, a detailed comparison of alternative options, and a recommendation.

Our Team

The company's founder and author of the site's current framework and financial models quit Wall Street as a Vice President in investment banking after stints at Salomon Smith Barney and Morgan Stanley.

Life at

Right now it's just about making the company's products more user friendly. I don't like "face time" and don't care about a dress code. If you'd like to learn more about the company and its mission, please reach out and let's have coffee or a drink to discuss! Locations

Name Address Employees
Headquarters 515 Greenwich St, San Francisco, CA 94133, USA 1
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