Engage the whole family today.
Prepare your financial institution for tomorrow.
Engaging with your clients’ families is no longer a “nice to have” — it’s an imperative for your institution’s future.
With Goalsetter, you can begin expanding and deepening relationships with the entire family today — while building a trusted bridge to the next generation of clients tomorrow.
FinTech Breakthrough Award for “Best Financial Education Platform”
Partnering with financial institutions to offer
Family Finance as a Service.
Goalsetter’s co-branded platform helps connect financial institutions to the entire family with the resources that your clients need most.
Moneylingo Family Finance Platform
Down with boring finance brochures.
Goalsetter’s fun, engaging financial education platform teaches families the essential building blocks of money mastery for every age and every stage.
It’s Finance 101 for Families.
Co-branded Family Finance App
Goalsetter’s education-first, goal-based saving platform helps transform young spenders into savvy savers and investors.
Not just another debit card2, Goalsetter educates kids from Kindergarten to college. And lets them carry their favorite advisor in their pocket.
Advisors need Families, and Families need Advisors
90% of wealthy families lose their wealth by the 3rd generation.
That’s why families need financial advisors to help them prepare their children for the successful transition and preservation of wealth.
Attract, Engage, and Retain Your Next Generation of Clients.
From first-time savers to seasoned parents, Goalsetter helps your firm engage today’s families and build relationships with tomorrow’s decision makers.
Strengthen Family Relationships
Establish trust with multiple generations. From their first account to retirement planning, be the trusted partner families rely on for every financial milestone.
Competitive Differentiation
Differentiate your offering. Showcase a forward-thinking approach that combines tech-savvy tools with comprehensive financial education.
Attract Parents and Kids Alike
Diversify your client base. Appeal to tech-savvy kids and parents alike with tools that make learning about money engaging, interactive, and relevant.
Streamlined Financial Integration
Our platform is turnkey. Get up and running with Goalsetter within 30 days.
79% of parents want help teaching their kids about money.
And 71% of those parents want it from their current financial institution.
Reach the Next Generation Where They Already Are
Partner with Goalsetter to launch a Financial Compe-Tuition at high schools and colleges across the country.
Connect with students nationwide, building brand trust and financial fluency before they ever open their first account.
Gain access to an established national network of schools and young adults eager to learn about money — and about you.
Generational Wealth requires
Generational Knowledge
Goalsetter’s education-first tools create financially fluent families, and generationally strong financial institutions.
- Goal-based saving with Auto-Save6 & Round-Ups
- Fun and educational financial quizzes
- Short & engaging "Moneylingo" videos
- Smart spending tools keep kids on budget
- Kids earn towards goals with allowance & chore settings
Goal-based saving with Auto-Save6 & Round-Ups
Fun and educational financial quizzes
Short & engaging "Moneylingo" videos
Smart spending tools keep kids on budget
Kids earn towards goals with allowance & chore settings
Ready to Chat?
Get a tour of the Goalsetter Platform.
