Goalsetter works with financial institutions, fintechs, and insurance companies to white-label Goalsetter's platform and offer wealth management, debit card, and financial education tools for the next generation of their customers. Goalsetter also provides Fortune 1000 companies with employee benefits solutions that will help both employees and their families to become financially healthy.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 12/01/21 | $15,000,000 | Series A |
Andre Drummond Anthony Anderson Astia Carmelo Anthony Citizens Financial Group Cuna Mutual Financial Group Fearless Fund Fiserv Kevin Durant Lance Gross Seae Ventures  Sterling National Bank | undisclosed |
| 03/25/24 | $9,600,000 | Series A Extension |
Astia Fiserv InTouchCU MM Catalyst Fund Partnership Fund for New York City Reseda Group Seae Ventures Webster Bank | undisclosed |
