Goalsetter is a financial technology company that provides a platform for families to save, invest, and learn about financial literacy. The platform offers savings accounts, investment options, and educational resources tailored for children and teenagers, with the goal of helping them develop good financial habits early on.

Goalsetter

Trinity Wealth Management offers financial education, planning, and advisory services aimed at guiding clients throughout various life milestones. The firm is committed to maintaining high standards of professionalism and providing independent advice.

Trinity Wealth Management

Goalsetter is a goal-based savings and gifting platform, made just for kids and powered by those who love them. Goalsetter combines the best of goal-based savings platforms like Digit and Acorns with the best of gift-registries like Zola and Honeyfund, and in so doing, targets the millennial mom with a platform that enables families to contribute to kids’ future goals instead of buying them more consumer goods. In turn, Goalsetter becomes the first savings vehicle for kids, turning first-time savers into all-the-time savers and giving kids healthy financial habits that will last a lifetime.

SM Disclosures: https://goalsetter.co/social-media-disclosures

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Portfolia

Baron Davis

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Ryan Bathe

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Fiserv

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MassMutual Impact Investing

MassMutual

MassMutual Catalyst Fund

One Thousand Angels

Anthony Anderson

Carmelo Anthony

Lance Gross

Reseda Group

Metric
Company Name	Goalsetter	Trinity Wealth Management
Symbol
MSH ID	CO:GOALSETTER	COM:TRINITYWEALTHMGT
Market	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Financial Planning
Country	US	US
Stage
Employee Count	77
Website	goalsetter.co	trinitywealthmgt.com
LinkedIn	goalsetter
Founders

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Market Cap	100M
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EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score	51.86
28-Day Growth Score	53.57
90-Day Growth Score	50.45
365-Day Growth Score	52.90

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Operating Profit Margin
EBITDA Margin
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CO:GOALSETTER

Goalsetter

Company Overview

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