Goals101

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2015
LOCATION: India
Last Update: 08/09/2020

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About

Goals101 is a FinTech venture launched by Harvard Business School Alum’s, who have successfully sold their previous 2 enterprises to some of the world’s biggest companies. Goals101 intends to disrupt the banking customer‘s experience.

MEDICI Analysis

Goals101 is an advisory platform to provide real time loans ,offers & saving etc.

Focus

PRODUCTS & SERVICES

Financial advisory platform for real-time loans, savings and offers. It manages the real time customers account spending keeping in view the savings and future goals.

REVENUE MODEL

Our product - Engage - works on SaaS model. Additionally, the company earns revenue by charging fee on merchant & financial transactions

MAIN CLIENTS

Individuals and B2C looking for future financial planning and loans.

EXISTING PARTNERSHIPS

Strategic tie ups with B2C brands like etailers

offline retailers

foodtech

travel

health

financial services etc.

to make them use their financial offerings.

COMMENT

Suggests financial and non financial offerings with the help of machine learning and artificial intelligence algorithms run by backend engine.

company provided insights

People

INVESTORS:

Angel Investment

Momentum

FUNDED

NO

TOTAL FUNDING

$3.5 M

DATE OF LAST FUNDING

Sep 2018

SEED & PRIOR FUNDING

$3.5 M

SEED CLOSED ON

Sep 2018

LISTED

NO

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Goals101

About

Goals101 is a FinTech venture launched by Harvard Business School Alum’s, who have successfully sold their previous 2 enterprises to some of the world’s biggest companies. Goals101 intends to disrupt the banking customer‘s experience.

Focus

PRODUCTS & SERVICES

The venture aims to introduce Intelligent Banking helping Banks to Engage & Converse with their customer’s on real time basis. This allows customers to view their transactions in a more delightful manner, manage them better, set goals (savings and other-wise) etc & spend on more relevant real time deals and offers. The backend engine running Machine Learning & Artificial Intelligence Algorithms would automatically suggest relevant financial and non-financial offers to help customers achieve their goals & increase bank transactions, since these will be real time and more relevant to each persona – real time micro-targeting

REVENUE MODEL

Our product - Engage - works on SaaS model. Additionally, the company earns revenue by charging fee on merchant & financial transactions

People

INVESTORS:

Angel Investment

Momentum

FUNDED

YES

FUNDING COMPLETED

NO

LISTED

NO