GuardianWealth

www.guardianwealth.app

Invest in your community, invest in yourself Discover how painless money management can be with GuardianWealth. The app is the only one of its kind to combine financial analysis and financial planning to help grow wealth in underserved communities. FINANCIAL HEALTH TRACKER Receive a financial assessment from the GuardianWealth money manager app after downloading. GuardianWealth will use the assessment to establish where you are financially and generate a customized plan to move you to the next level. BUDGET PLANNER AND EXPENSE MANAGER Our planner goes beyond a standard budget app to help you move toward wealth creation and financial freedom. Use the GuardianWealth expense tracker to keep tabs on all your expenses. Easily track spending in all checking accounts, e-wallets, and credit cards attached to the app. Receive alerts each time you hit 90% of your set spending limit for each personal expense category. FINANCIAL LITERACY PROGRAM Highly customizable lifelong learning financial literacy program that creates a personalized financial education plan that reflects your current financial needs and your financial goals. Get recommended video and article, access 10+ personal finance course and financial planning tools. FINANCIAL ROBO-ADVISOR Take advantage of a reliable investment strategy that is backed by a diverse investment portfolio with funds spread over varying asset classes like money market funds, bonds, equity among others. If one asset class is affected by a fluctuating economy, another asset can compensate by earning a steady profit.

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Invest in your community, invest in yourself Discover how painless money management can be with GuardianWealth. The app is the only one of its kind to combine financial analysis and financial planning to help grow wealth in underserved communities. FINANCIAL HEALTH TRACKER Receive a financial assessment from the GuardianWealth money manager app after downloading. GuardianWealth will use the assessment to establish where you are financially and generate a customized plan to move you to the next level. BUDGET PLANNER AND EXPENSE MANAGER Our planner goes beyond a standard budget app to help you move toward wealth creation and financial freedom. Use the GuardianWealth expense tracker to keep tabs on all your expenses. Easily track spending in all checking accounts, e-wallets, and credit cards attached to the app. Receive alerts each time you hit 90% of your set spending limit for each personal expense category. FINANCIAL LITERACY PROGRAM Highly customizable lifelong learning financial literacy program that creates a personalized financial education plan that reflects your current financial needs and your financial goals. Get recommended video and article, access 10+ personal finance course and financial planning tools. FINANCIAL ROBO-ADVISOR Take advantage of a reliable investment strategy that is backed by a diverse investment portfolio with funds spread over varying asset classes like money market funds, bonds, equity among others. If one asset class is affected by a fluctuating economy, another asset can compensate by earning a steady profit.

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Country

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State

Massachusetts

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City (Headquarters)

Boston

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Employees

1-10

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Potential Decision Makers

  • Founder

    Email ****** @****.com
    Phone (***) ****-****

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