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Goalsetter logo — Winner of the 2022 FinTech Breakthrough Award for “Best Pers...

Goalsetter

Winner of the 2022 FinTech Breakthrough Award for “Best Personal Finance Product” ⚡️

Founded 2015 United States New York, United States 69 employees Series A Total: $39.67M EdTech, Financial Services +3

General Information

Company Name Goalsetter
Founded Year 2015
Location United States New York, United States
Founders / Decision Makers
Team member
Employees 69
Industries EdTech, Financial Services, Fintech +2
Funding Stage Series A
Social

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About Goalsetter

Goalsetter, a goal-based savings and gifting platform, targets the millennial mom demographic by enabling families to contribute to kids' future goals instead of material goods. Launched in 2015 and headquartered in the United States, the company recently secured a $9.60M Series A investment on 25 March 2024 from a diverse group of investors including Astia, Fiserv, Partnership Fund for New York City, Reseda Group, Seae Ventures, Webster Bank, MassMutual Catalyst Fund, Edward Jones, InTouch Credit Union. Combining features from platforms like Digit, Acorns, Zola, and Honeyfund, Goalsetter aims to instill healthy financial habits in kids and transform them into lifelong savers. The company's innovative approach has earned it recognition, with the title “Best Personal Finance Product” at the 2022 FinTech Breakthrough Awards. For more information, visit Goalsetter's SM Disclosures: https://goalsetter.co/social-media-disclosures.

Business keywords: FinTech, Personal Finance, Goal-Based Savings, Gifting Platform, Financial Education, Savings Tools, Financial Literacy, Kids Savings, Millennial Moms, Education Technology, Wealth Building, Budgeting, Financial Quizzes, K-12 Education, Digital Savings

Funding Rounds & Investors (9)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $9.60M 9
Astia, Fiserv +7
25 Mar 2024
Series A $1.00M 1
Reseda Group
25 Sep 2023
Venture Round Undisclosed 1
MassMutual Impact Investing
29 Jun 2023
Series A $24.56M 10
Fearless Fund, Fiserv +8
01 Dec 2021
Seed Round $3.90M 10
Pipeline Angels, Portfolia +8
25 Jan 2021
Non Equity Assistance Undisclosed 1
MassChallenge
17 Dec 2020
Seed Round Undisclosed 2
Almoayed Ventures, Financial Solutions Lab
21 Mar 2018
Seed Round $100.00K 1
Entrepreneurs Roundtable Accelerator
09 Jan 2017
Seed Round $507.50K 1
Pipeline Angels
01 Jan 2016

Goalsetter Alternatives & Competitors

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Goalsetter vs
Bling
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FAQ About Goalsetter

Winner of the 2022 FinTech Breakthrough Award for “Best Personal Finance Product” ⚡️
Goalsetter was founded in 2015.
Goalsetter is headquartered in New York, United States.
Goalsetter operates in EdTech, Financial Services, Fintech, Payments and Wealth Management. Its work centres on FinTech, Personal Finance, Goal-Based Savings and Gifting Platform.
Goalsetter has approximately 69 employees.
Goalsetter has completed 9 funding rounds, raising a total of $39.67M. The latest funding stage is Series A.
Top alternatives and competitors to Goalsetter include Bling, NatWest Rooster Money, Little Wallet, Seedly, Vimvest. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Goalsetter and Bling are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Goalsetter, https://bouncewatch.com/company/goalsetter, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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