HelloWallet is a provider of technology-based, personalized financial guidance to employees of Fortune 1000 companies and other large institutions. It helps workers save money, improve their wellbeing, and manage their financial responsibilities through personalized, independent guidance and management services. Additionally, the company gives one membership to a family in need for every five subscriptions it sells. The company is led by former Brookings Institution Fellow Matt Fellowes.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 01/26/12 | $12,000,000 | Series B |
Morningstar TD Fund | undisclosed |
