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Guide Financial Provides Affordable Personal Money Mentorship with Savings Scan


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
Twitter: @GuideFinancial
Presenting Uri Pomerantz (Co-Founder & CEO) and Scott Burns (Co-Founder)

The full demo video will be available at in mid-September.