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Presenter Profile:

How they describe themselves: Golden is meeting our next great generational challenge – 75M Boomers taking financial care of their 50M senior parents. First company to win AARP’s Financial Innovation Award and Blue Cross Blue Shield’s Aging Innovation Challenge. Envestnet | Yodlee 2018 Incubator company.

Work with Golden to retain your firm’s AUM during $40T in generational wealth transfer. Golden’s financial caregiving app and family collaboration platform socializes wealth management across generations – to secure the financial health of our 50M seniors. Join Golden’s Market Partners Program offering pre-qualified customers to your branded services: legal, financial, mortgage, RIA, tax, estate, and wealth management.

How they describe their product/innovation: Golden’s Financial Caregiving Assistant App & Family Collaboration Platform socializes wealth and daily money management across generations. Golden targets 75M boomers taking care of their 50M senior parents’ financial security. Golden is the next Boomer fintech App. Golden’s senior AI offers key benefits: Securely organizes all Mom’s accounts online in minutes; pay Mom’s bills on time, from anywhere; expense review and reduction; save money; elder fraud alerts and family document vault; find government benefits and drug discounts; pay for Mom’s care – planning help for major six-figure care expenses; wraparound services with market partners.

Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms, licensed

Contacts

Bus. Dev. & Press: Evin Ollinger, CEO & Founder, evin@joingolden.com, 415-689-1089