This post is part of our live coverage of FinovateFall 2013.
Guide Financial is next up to the stage. The company’s technology brings affordable financial guidance to the 70% of Americans that don’t have access to it.
“Guide’s Savings Scan automatically analyzes users’ finances to find savings in multiple areas and provides step-by-step guidance to help users easily capture these savings.We will demonstrate how Guide’s technology works for mortgage refinancing, as it helps users make smart choices for every major savings opportunity – from picking the perfect loan type through to paying less on closing costs.”
Product Launch: November 2012
Metrics: $500,000 raised; 4 employees; average savings of $7,000 per user
Product distribution strategy: Direct to Consumer (B2C) & through other fintech companies and platforms
HQ: San Francisco, California
Founded: November 2012
Website: guidefinancial.com
Twitter: @GuideFinancial
Presenting Uri Pomerantz (Co-Founder & CEO) and Scott Burns (Co-Founder)
The full demo video will be available at Finovate.com in mid-September.