The Sneak Peek series looks at the innovators demoing live onstage in front of 1,500 execs at FinovateFall. Get your tickets today and we’ll see you in New York, 16/17 September!
HelloWallet provides independent, personalized financial guidance to individuals through web and mobile-based software applications.
Features:
- Provides straightforward, sophisticated retirement guidance
- Enables both modeling and committing to a new retirement plan
- Integrates seamlessly with other technology
Why it’s great
With Retirement Explorer, individuals can model multiple retirement scenarios and also implement a new plan with a single click, due to partner integrations.
Presenters
Matt Fellowes, Chief Innovation Officer at Morningstar, Founder of HelloWallet
Fellowes has been named a “Game Changer” and a “Tech Titan” for building companies and innovations that help all Americans achieve financial mobility.
LinkedIn
Andrew Vincent, Senior Product Manager
Vincent is passionate about building engaging products that solve user problems and make life better. This is evident in the the work he has done in education, construction, and financial technology.
LinkedIn