Goalsetter Announces Partnership with Envestnet to Provide Financial Advisors with Wealth Building Tools for the Whole Family

Financial Advisors


Goalsetter’s spending fintech platform is a new solution for advisors that helps families build wealth across generations and live an intelligent financial life.

new york, April 26, 2023 /PRNewswire/ — Goalsetter, an award-winning family financial education focused spending and savings platform, today announced a partnership with Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to Announced to provide tools for advisors. Their clients need to help them achieve their long-term goals of building intergenerational wealth.

“At Envestnet, we provide the technology, solutions and intelligence advisors necessary to help our clients meet their current financial obligations and their long-term and future goals. It’s what we call Financial Life™.” Dani Fava, Head of Product Innovation at Envestnet Group, said: “Enabling advisors to engage the whole family with innovative tools such as Goalsetter’s financial education and savings platform helps clients build the foundations to achieve intergenerational wealth. while providing a valuable resource to our clients and increasing brand and business visibility for the next generation. generation. “

It is becoming increasingly important for financial advisors to engage all generations on the importance of financial education. Younger generations are becoming less confident about their financial future, according to Envestnet’s generational survey. In fact, only 38% of young millennials (ages 25 to he’s 35) feel comfortable with the current situation.1.

Goalsetter’s partnership is intended to complement Envestnet’s current platform, which is designed to give clients access to a diverse set of solutions that give them peace of mind in their ability to meet their financial goals. With Goalsetter, advisors can help all family members develop healthy relationships with money from a young age and better understand the key principles of saving, investing, credit management, and risk management. , can be crossed across generations.

“We know that intergenerational wealth cannot be achieved without intergenerational knowledge.” Comments from the goal setter CEO Tanya Van Court. “According to GoBankingRates, 90% of wealthy families have lost their wealth by the third generation, and successful wealth managers focus on helping families mitigate that risk. Educating Goalsetters The First Financial Solution is designed to transform both family finances and family financial acumen.Envestnet has transformed the role of wealth managers from individual advisors to family-focused A perfect partner to help us evolve into a financial partner and supporter.”

goal setter
Nationally recognized for its family-focused, real-world approach to financial education, Goalsetter is a goals-based, financial education that provides families with both an engaging educational medium and the basic tools to build wealth. is a savings and smart spending platform. Aligned with JumpStart.org’s national financial education standards, the Goalsetter platform engages families with fun and engaging financial wellness content built around pop culture, memes, GIFs and gamification. I teach the language of money.

Goalsetter, meanwhile, is bringing the financial education conversation to the dinner table to help parents get more involved in conversations about financial health with their children, preparing them to build wealth for future generations. increase.

Goalsetter’s breakthrough family-friendly financial education tools and unique next-generation features stand out in the teen banking market. In addition to learning about money through gamification and his fun GIFs and memes, there’s a ‘Learn to Earn’ where kids can earn money every time they answer a financial quiz question correctly, and an automatic freeze for parents. There are features such as “Learn Before You Burn” that allow you to The Cashola Prepaid Debit Mastercard® for teens and teens is a hit with both kids and parents if they haven’t taken the financial literacy quiz all week.

this year’s goal setter Envestnet Elevate meeting at Denver, Colorado, April 26-27Please visit us at Booth T3.

About goal setters
Founded in 2016, Affiliate Goalsetter Companies is a family savings, investment, financial education and smart spending platform that makes it easy for the whole family to transition cashless while teaching them how to spend their money wisely. I’m here. Centered around fun, relevant, and engaging financial education content, Goalsetter Enterprise’s family-friendly smart money platform offers users her FDIC-insured savings account. An investment platform provided by Goalsetter Advisors, LLC (an SEC Registered Investment Advisor). Mastercard Cashola teen and tween debit cards feature parental controls, game-based financial education quizzes. Debit card “Learn before you Burn” parental control features and “Learn to Earn” monetary reward programs. It also has the latest cybersecurity features to protect user privacy. Goalsetter was founded by former Nickelodeon and her Tanya Van Court, who is an executive of Digital Programming for Kids at Discovery Education.Learn more about goal setters here www.goalsetter.co.

Goalsetter Savings Accounts are offered by FDIC, a member of banking partner Evolve Bank & Trust. Deposits held with Evolve Bank & Trust are protected by FDIC insurance up to the maximum allowed per depositor and per account ownership category.

The Cashola Prepaid Debit Mastercard® is issued by FDIC member Pathward, NA under license from Mastercard International Incorporated. Mastercard and circle design are registered trademarks of Mastercard International Incorporated.

Goalsetter and Envestnet are separate and independent companies. This release should not be construed as a recommendation or endorsement of any particular product, service, or company.

Password NA, a national bank, is a subsidiary of Password Financial, Inc. (Nasdaq: CASH). south dakotaA financial holding company based in Pathward’s mission is Financial Inclusion for All®. We work with third parties to promote financial access by providing responsible, secure, high-quality financial products that contribute to the social and economic interests of communities at the core of the real economy. We strive to remove barriers to and promote economic liquidity. Pathward is committed to increasing financial availability, choice and opportunity for all.

The Cashola Prepaid Debit Mastercard® is issued by FDIC member Pathward, NA under license from Mastercard International Incorporated.

Goalsetter and Envestnet are separate and independent companies. This release should not be construed as a recommendation or endorsement of any particular product, service, or company.

Media Contact:
Sonia V. Diaz
goal setter
communication director
[email protected]

Dana Taormina
Envestnet’s JConnelly
[email protected]

1 National Survey of Intelligent Financial LifeEnvestnet 2022

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