GoalBased Investors

Financial Services - Sacramento, CA, US

GoalBased Investors Employees
Rebecca Long

Head of Sales and Client Experience

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Brian Smith

Head of Advisor Sales

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GoalBased Investors Details

Lasso is a new social app from GoalBased Investors for building wealth and finding advice. It brings Advisors and Consumers together over people's life goals. We believe that a simple, goals-based process for people to create financial plans, share them with advisors, and seamlessly improve upon them together will revolutionize and democratize financial planning. Consumers create a plan, advisors build on it - all in minutes.

GoalBased Investors logo, GoalBased Investors contact details
Employees: < 5
HQ: N/A
Location: Sacramento, CA, US
Revenue: Not Available
N/A
GoalBased Investors Technologies
Online Testing Platforms

LeadPages

Email Providers

Gmail

Tag Management

Google Tag Manager

Other

Mobile Friendly

Hosting

Google Cloud Hosting

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