| How they describe themselves:
Boulevard R offers consumers independent, unbiased
financial advice to help them reach their goals. Boulevard R leverages technology to
scale and streamline the delivery of actionable financial advice, while providing an online
Dashboard that offers highly relevant content to help consumers make smart decisions.
For forward-thinking financial services companies, Boulevard R can help them instill
trust and better serve the middle and emerging affluent markets.
What they think makes them better: Boulevard R effortlessly makes sense of your
entire financial life, not just your cash flow. By working with some of country's leading
independent financial planning experts, we've created a unique 3-step process that puts
the interests of consumers first and lays out a clear, actionable path to financial security.
By putting Certified Financial Planners™ in the planning process, Boulevard R makes
high-quality, unbiased financial advice available for everyone, regardless of their assets
or income.
Executives: Jon Iverson (Chairman), Matt Iverson (CEO)
Advisory Board Members: Bernie Newcomb (Co-Founder E*Trade), Prof. Dan Ariely
(MIT)
Partnerships: Advanta
Customers: On the consumer side, the typical Boulevard R user is a Generation X
professional making about $100,000/year and has approximately $200,000 in total
savings. For independent planners and financial services companies, Boulevard R has
created a platform that (1) cost-effectively delivers advice by dramatically reducing the
time required to create a high-level plan (2) provides superior deliverables (3) generates a
very rich, timeline-based profile (4) adds value through an online Dashboard that
educates consumers and keeps them engaged.
Contacts:
Biz Dev and Sales: Jon Iverson, jon@boulevardr.com, 707-481-1845
Press: Matt Iverson, CEO, matt@boulevardr.com, 415-250-6727 |
