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Let's talk money. Hit financial milestones, get expert guidance, and manage money with ease.

Let's talk money. Hit financial milestones, get expert guidance, and manage money with ease.
What they do: Employee-focused financial wellness platform for net-worth tracking, compensation/benefits guidance, and access to financial planners
Founded: 2018
Headquarters: San Francisco, United States
Founders / leadership: Matt Watson (Founder & CEO), João de Paula (co‑founder)
Funding stage: Series B (has raised seed, Series A, Series B rounds)
Employee financial wellness and personal financial planning
2018
Fintech / Financial wellness
$3.5M
Seed round
$4.0M
Additional seed entry listed
$12.0M
$56.0M
Series B amount recorded in profiles
“Backed by venture investors including General Catalyst, Founders Fund, Felicis, Precursor Ventures and Lachy Groom”
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