FinovateFall 2014 / FlexScore

Presenter Profile:

How they describe themselves: Created by two financial advisors, FlexScore is a web-based platform that “gamifies” financial planning by giving you a score based on your overall economic health. After aggregating your financial data, FlexScore assigns you a score and provides a list of recommended Action Steps to improve your financial wellbeing. Each time you complete an Action Step, you earn points as your FlexScore gets ever closer to a perfect 1000, which represents financial independence. FlexScore makes financial planning easy, objective, and even fun. Financial institutions love our digital platform for its ability to engage customers in a unique and profitable way.

How they describe their product/innovation: FlexScore is now available in a mobile version, allowing users to take FlexScore with them wherever they go. FlexScore maintains its core features – the scoring engine, the Action Steps, the Peer Ranking feature – while empowering the user further through our new pocket-sized, accessible format. Just as with our desktop version, the user interface is spacious, simple, and easy to understand, all while retaining the full power of automated financial advice.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions


Bus. Dev., Press & Sales: Jason Gordo, CEO,, 415-967-1173

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