GoalFi Inc. provides a modern, cloud-based financial planning software-as-a-service (SaaS) platform for financial advisors and wealth management firms. The company's mission is to empower advisors with sophisticated tools to deliver more effective, goal-based financial advice. The platform integrates various aspects of a client's financial life, including investments, retirement, and cash flow, using AI-powered insights and analytics to streamline the planning process and enhance collaboration between advisors and their clients.

Founded in

India