FinovateFall 2019 / College Aid Pro

Presenter Profile:

How they describe themselves: College Aid Pro is a joint venture of two exceptional organizations. Capstone College Partners is the leader in training and resources for financial advisors serving Gen-X families with college funding advice. College Funding Services is a leading authority on financial aid and helps thousands of families reduce the cost of college and manage the financial aid process each year. Together, we’re growing a movement of advisors guiding families to better college outcomes by bringing transparency and efficiency to the #1 financial concern of Gen-X parents.

How they describe their product/innovation: College Aid Pro (CAP) is the most advanced college funding software available to advisors. More than just a tool, we’re building a movement of financial advisors who are changing the way America shops for college. The product of 35+ combined years of experience guiding thousands of families through the college funding maze, CAP gives advisors a process for leading families to better outcomes, the ability to accurately project financial aid packages, and a community of like-minded professionals to help them succeed in building a thriving business.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, through other fintech companies and platforms


Bus. Dev.: Matthew Carpenter, Co-Founder,,
Press: Joe Messinger, Co-Founder,

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