moneyGPS

📍Melbourne, Victoria 3000, Australia
Financial ServicesEst. 2021🌐 moneygps.com.au
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20
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Ingredients we have
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5y
Years Active
Company Description

We help accountants, boutique AFSLs, and enterprises offer digitally-enabled financial advice to their clients with minimum effort, cost and risk. Whether you have an AFSL or not, moneyGPS enables your financial services business to support its clients, empowering them to take the lead and make better financial decisions through compliant single-topic advice. Designed by two finance industry stalwarts and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way. Our SaaS platform uses the power of AI to positively impact all areas of your business: Enhancing profitability and client relationships Expanding client reach and referral networks Enabling client control and practice efficiency With a done-for-you marketing program and the ability for clients to speak with a GPS coach for human support, the impact on your operations is minimal. Find out more today at our website.

Founded :2021
Industry :Financial Services
Location :Melbourne, Victoria 3000, Australia
PeopleView All
SM
Sa### Mi#########
Chief Executive Officer
JT
James Thornton
VP of Engineering
PS
Priya Sharma
Head of Product
CM
Carlos Mendez
Director of Sales
EL
Emma Larsson
Chief Financial Officer
KA
Kwame Asante
Lead Data Scientist
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ProductsView All
Enterprise Suite Pro
Software
Active
DataBridge Connect
Integration
Active
Analytics Dashboard
Analytics
Beta
CloudSync Manager
Infrastructure
Active
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Technologies
ReactNode.jsPostgreSQLAWSKubernetesStripeSalesforceRedisGraphQLDocker
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Quick Stats
Founded2021
Domainmoneygps.com.au
Years Active5 years
Certificates
🏅
ISO 9001:2015
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SOC 2 Type II
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GDPR Compliant
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ISO 27001
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4 certifications found
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Funding History
Series C$85M
Sequoia Capital · Mar 2023
Series B$32M
Andreessen Horowitz · Jan 2021
Series A$12M
Y Combinator · Jun 2019
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