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GoalBased Investors company logo
A social platform for financial planning and matching consumers with advisors1-10 Employees
  • B2C
  • Early Stage
    Startup in initial stages
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GoalBased Investors careers

A social platform for financial planning and matching consumers with advisors
GoalBased Investors (GBI) is an early-stage startup in the FinTech space. GBI has built a digital platform that helps individuals quickly build meaningful financial plans for life’s important goals and easily match with an expert – financial advisors – who can help make them successful. GBI believes that financial advice shouldn’t be hard to give or to get. Our mission is to lower the barriers on both sides, creating more access to financial planning and advice and setting up more effective, efficient conversations around financial goals.
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Chris Anderson
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Becca Long
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Product Manager helping to build and launch innovative products people love. Specialize in Financial Services and FinTech.
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