Founded in 2014, GoldBean was an SEC-registered investment advisor aimed at empowering novice investors, particularly millennials. The company's unique platform analyzed a user's bank and credit card transactions to identify familiar brands and companies they frequently shopped at, suggesting them as potential stock investments. By linking personal spending to portfolio building and providing educational content, GoldBean's mission was to make investing more accessible, intuitive, and less intimidating for those new to the market. The company ceased operations in late 2018.

Founded in

United States