FinovateSpring 2018 / Project Finance

Presenter Profile:

How they describe themselves: Project Finance was founded on the belief that good spending and saving behavior starts with being confident in your ability to meet future obligations.

Will I be able to buy a house? Will I be able to put my kids through college? Will I be able to retire? Can I do all this and still pay my bills? And finally, do I have enough in my bank account to still have fun?

In today’s world there is uncertainty around many things, your finances don’t have to be one of them.

Find your confidence, and see the future of your finances with Project Finance.

How they describe their product/innovation: Project Finance is a personal finance application that shows users the future of their finances based on all the choices and decisions they’re making today.

It adds a layer of connectivity between accounts that enables users to explore scenarios and tradeoffs — using their actual account data and information — and provides advice and guidance around the most optimal actions they can take with their money.

With a view into the future, and by removing the uncertainty around personal finance decision-making, we provide users with confidence to know they can do the things they want with their money.

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


Bus. Dev., Press & Sales: Colby Ross,, 603-767-2089

More Videos: FinovateSpring 2018