Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Ethos
Our (massive, transformative) purpose is to help 100 million individuals become financially confident.
We deliver actionable insights to help our clients navigate their personal financial journeys.
We believe that everyone deserves to receive robust, practical financial advice in a simple, logical form on demand .
We consolidate our knowledge of financial markets, provide structured information and project individual financial status.
Positioning
We focus on support not sales.
We use algorithms to provide complete objectivity – our output is always deterministic and unbiased yet can be tailored to individual requirements.
We strive for client independence acknowledging the limits of financial literacy.
We cannot resolve all our clients’ needs but we can enhance their understanding, and present options and their associated impact.
Our brand must be synonymous with trustworthiness.
Company values
We target success through
Building a community of users who support and promote our application through acknowledging its benefits to all.
Becoming the default, most dependable application for independent financial advice – practical, simple and insightful.
Giving every client a mechanism to understand their current & future financial circumstances using clear, yet robust, representations.
Providing genuine financial advice on demand at a fraction of the cost of mainstream practitioners
Developing an accessible “companion” that changes with their life circumstances – “your personal financial adviser in your pocket”.
Promoting understanding and confidence throughout all life-stages.
Footprint
We understand that our logic must always transcend international borders yet acknowledge local environments – our intent is global.