• FOUNDING YEAR: 2009
    LOCATION:
    United States
    REGION:
    District of Columbia
    Last Update:
    9 Sep, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Savings and debt guidance tool. HelloWallet helps employees make the most of their paycheck and benefits and helps employers meet the needs of their workforce.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
It has around 20+ customers Salesforce.com, United Technologies, Vangaurd , Sports Authority, Rice University, Heinz, etc
EXISTING PARTNERSHIPS:
Community Builders, Inc, Emerging Markets, Inc, EARN , Bank on Louisville, IAVA.
COMMENT
HelloWallet offers suggestions to delay spending, reduce their goal amount or increase savings contributions to reach their goal on time. HeloWallet features retirement planning tool that helps employees model and work toward specific retirement outcomes.

PEOPLE

FOUNDERS:
Matt Fellowes
Board Members and Advisors:
Jim Pastoriza, Revell Horsey, Michael Dering
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
TDF Ventures, Morningstar, Revolution LLC, Grotech Ventures

TRACTION

VALUATION / MARKET CAP:
$52.5 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$16.2 Millions
SEED & PRIOR FUNDING:
$550 K
FUNDING SERIES:
SERIES A
$3.6 Millions Closed:
SERIES B
$12 Million Closed:
LISTED:
NO

LATEST RESEARCH