How they describe themselves: FlexScore was created by two financial advisors to "gameify" the financial planning process by giving you a "score" based on how well you are doing with your money and the financial decisions you make. Using a web-based platform, users receive their score based on the unique goals they set for themselves. To improve the score (financial health), users earn points by completing recommended action steps to move them closer toward their own goals. We’ve removed the daunting nature of financial planning, kept its power, and added a whole lot of fun. Consumers and advisors will benefit.
How they describe their product/innovation: At the core of our platform is the FlexScore "scoring engine," comprised of multiple factors the Certified Financial Planner Board of Standards agree should be monitored by consumers. Based on our patent-pending algorithm, FlexScore is an industry first: a single gauge of a person's overall financial health. Until now, there’s never been a comprehensive score that represents "who" you are financially. Through a combination of gamification strategies, custom action steps, peer ranking, and the ability to model financial decisions to see how they will impact your future... we make improving one's financial health a fun and achievable goal.
Key Executives: Jason Gordo (CEO), Jeff Burrow (President), Melroy Saldanha (CTO), Adam Zagaris (JD)
Bus. Dev.: Jason Gordo, CEO, FlexScore, jason@FlexScore.com, 156 Second Street, 6th Floor, San Francisco, CA 94105
Press: Peggy Carmer Jara, Harden Communications Partners, firstname.lastname@example.org, 510-635-4150, 11881 Skyline Blvd., Suite F, Oakland, CA 94619
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