FinovateFall 2008 / boulevardr
Presenter Profile:
How they describe themselves: Boulevard R offers consumers independent, unbiased financial advice to help them reach their goals. Boulevard R leverages technology to scale and streamline the delivery of actionable financial advice, while providing an online Dashboard that offers highly relevant content to help consumers make smart decisions. For forward-thinking financial services companies, Boulevard R can help them instill trust and better serve the middle and emerging affluent markets.
What they think makes them better: Boulevard R effortlessly makes sense of your entire financial life, not just your cash flow. By working with some of country’s leading independent financial planning experts, we’ve created a unique 3-step process that puts the interests of consumers first and lays out a clear, actionable path to financial security. By putting Certified Financial Planners™ in the planning process, Boulevard R makes high-quality, unbiased financial advice available for everyone, regardless of their assets or income.
Contacts:
Bus. Dev. & Sales: Jon Iverson, jon@boulevardr.com, 707-481-1845
Press: Matt Iverson, CEO, matt@boulevardr.com, 415-250-6727
Website: www.boulevardr.com
HQ Location: San Francisco, California
Company Founded: April 2006
Product Being Demoed: Boulevard R/Advanta Small Business Site
Product Launched: Today, October 14, 2008
- Key Executives
Jon Iverson (Chairman), Matt Iverson (CEO)
Key Stats
- Key Board Members
Bernie Newcomb (Co-Founder E*Trade), Prof. Dan Ariely (MIT)
- Key Advisory Board Members
Bernie Newcomb (Co-Founder E*Trade), Prof. Dan Ariely (MIT)
- Key Partnerships
Advanta
- Key Customers
On the consumer side, the typical Boulevard R user is a Generation X professional making about $100,000/year and has approximately $200,000 in total savings. For independent planners and financial services companies, Boulevard R has created a platform that (1) cost-effectively delivers advice by dramatically reducing the time required to create a high-level plan (2) provides superior deliverables (3) generates a very rich, timeline-based profile (4) adds value through an online Dashboard that educates consumers and keeps them engaged.