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Help GenX/Y consumers to find a great financial advisor
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Help GenX/Y consumers to find a great financial advisor
We are creating a efficient marketplace that helps connect Gen X and Gen Y consumers to financial advisors. We help clients to focus on one or two pressing questions they have and pay only the help they want rather than spending $2,000 on a comprehensive plan that is not needed. We let financial advisor compete for client's business to drive lower cost and we also provide customer ratings and reviews for financial advisors.
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Shuang Chen
Avatar for Shuang Chen
Founder @RightCapital • Worked at @Prudential Financial • Studied at @Mba, Columbia Business School
Valuation

$0

Funded over

1 round

Latest round

Seed (Aug 2016)

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