GoalBased Investors

GoalBased Investors (GBI) is an early-stage startup in the FinTech space. GBI has built a 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.