Software - San Francisco, CA, US
Our mission is to help families increase their savings rates and achieve financial security – via innovations in robo advisory, machine learning, and chat. This is an exciting time for us, as we have completed a fully functional MVP, and have now released a private beta while working with a world-class digital design firm to refine key features before a public launch this year. Our work involves complex integrations with leading aggregation and clearing providers to enable real-time money movement, portfolio management and intelligent financial guidance.Our division was born as a result of the acquisition by John Hancock of a tech startup called Guide Financial in 2015. We operate as an independent San Francisco-based startup group. We combine the fast pace, rapid iterations, camaraderie and fun of an early stage startup with the backing and financial resources of a Fortune 500 company with 150+ years of history and millions of customers.
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