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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 +1
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.

Taxonomy: 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
Investor Investor Investor Investor Investor
•••• •••• 		25 Mar 2024
Series A •••••• 1
Investor
25 Sep 2023
Venture Round •••••• 1 •••• •••• 29 Jun 2023
Series A •••••• 10
Investor Investor Investor Investor
•••• •••• 		01 Dec 2021
Seed Round •••••• 10
Investor Investor Investor Investor
•••• •••• 		25 Jan 2021

View All 9 Funding Rounds

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Goalsetter vs
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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 the following industries: EdTech, Financial Services, Fintech, Payments, Wealth Management.
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 Super Rate, Pluto Money, Healthy Wallet, Loughborough Building Society, GoHenry. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Goalsetter and Super Rate 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.

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