MoneyGaps provides a Software-as-a-Service (SaaS) platform designed to simplify financial planning and enhance client-advisor relationships. The core of its service is account aggregation, which allows users to connect all their financial accounts (banking, investments, loans, mortgages) in one place to get a real-time, comprehensive view of their net worth. The platform offers tools for cash flow analysis, goal setting, and retirement planning, aiming to promote financial wellness and empower informed decision-making. Founded to address the complexity and stress associated with managing personal finances, MoneyGaps serves both individual consumers and financial professionals seeking to deliver more holistic and data-driven advice.

Founded in

Canada