In the news release, Goalsetter Announces Partnership with
Envestnet to Provide Financial Advisors with Wealth Building Tools
for the Whole Family, issued 26-Apr-2023 by Goalsetter over PR Newswire, we
are advised by the company that in the first paragraph, the text
"provide financial advisors with the tools their clients need"
should include a link to "https://www.goalsetter.co/envestnet". The
release was originally inadvertently issued without this link. The
complete, corrected release follows:
Goalsetter Announces Partnership with Envestnet to Provide
Financial Advisors with Wealth Building Tools for the Whole Family
Goalsetter's spending fintech platform is a
new solution for advisors that helps families build generational
wealth and achieve an Intelligent Financial Life
NEW
YORK, April 26, 2023 /PRNewswire/ -- Goalsetter,
an award-winning family financial education-focused spending and
savings platform, today announced that it is partnering with
Envestnet, a leading provider of intelligent systems for wealth
management and financial wellness, to provide financial advisors
with the tools their clients need to help them reach their
long-term goals for building generational wealth.
With Envestnet, we are helping wealth
managers evolve from individual advisors to family-focused
financial partners.
"At Envestnet, we're providing the technology, solutions and
intelligence advisors need to help clients meet current financial
obligations and long-term, future goals – what we call The
Intelligent Financial Life™," said Envestnet Group Head of
Product Innovation Dani Fava. "Ensuring advisors can engage all
family members with innovative tools like Goalsetter's financial
education and savings platform means they can better help their
clients build a foundation for achieving generational wealth, while
also providing valuable resources to clients and building
recognition for their brand and business with the next
generation."
Engaging with all generations on the importance of financial
education has become increasingly important for financial advisors,
especially with a significant transfer of generational wealth
underway. Envestnet's generational research shows that younger
generations are increasingly less confident about their financial
future. In fact, only 38% of younger Millennials (those ages 25 to
35) feel secure in their current
situation1.
Goalsetter's partnership aims to complement Envestnet's current
platform designed to help clients access a diverse set of solutions
that make them feel secure in their ability to meet their financial
goals. With Goalsetter, advisors can cut across generations by
helping every member of the family to develop healthy relationships
with money from a young age and better understand the key tenets of
saving, investing, managing credit and managing risk.
"We know that generational wealth is not attainable without
generational knowledge," says Goalsetter CEO Tanya Van Court. "According to
GoBankingRates, 90% of wealthy families lose their wealth by the
third generation, and successful wealth managers are focused on
helping families to mitigate that risk. Goalsetter's
education-first financial solutions are designed to transform both
family finance and family financial acumen, and Envestnet is a
perfect partner to help us evolve the role of wealth managers from
individual advisors to family-focused financial partners and
supporters."
Goalsetter
Nationally recognized for its real-world
approach to family-focused financial education, Goalsetter is a
goal-based savings and smart spending platform that provides
families with both engaging educational media and the foundational
tools for building wealth. The Goalsetter platform is mapped to
JumpStart.org national financial education standards and uses fun,
engaging financial wellness content built around pop culture,
memes, GIFS and gamification to teach families the language of
money.
In turn, Goalsetter has brought the financial education
conversation to the dinner table, helping parents become more
engaged in the conversation of financial wellness with their
children and setting them up for building wealth for their future
generations.
Goalsetter's ground-breaking offering of family-friendly
financial education tools and unique, next generation features have
set it apart in the banking for teens market. In addition to
learning about money through gamification and fun gifs and memes,
features such as "Learn to Earn," which lets kids earn money for
every financial quiz question they get right, and "Learn Before You
Burn," which lets parents automatically freeze teens' and tweens'
Cashola Prepaid Debit Mastercard® if they haven't taken their
financial literacy quizzes for the week, have been favorites for
kids and parents alike.
Goalsetter will be at this year's Envestnet
Elevate conference in Denver,
CO, April 26-27. Visit us at
booth T3.
About Goalsetter
Founded in 2016, the affiliated
Goalsetter Companies are family saving, investing, financial
education, and smart spending platforms that make it easy for the
whole family to go cashless while teaching them how to be money
smart. Centered around fun, relevant, and engaging financial
education content, Goalsetter companies' smart money platform for
families provides users with an FDIC-Insured Savings Account; an
investment platform powered by Goalsetter Advisors, LLC (an SEC
registered investment advisor); the Mastercard Cashola teen and
tween debit card with parental controls, game-based financial
education quizzes; the "Learn before you Burn" parental control
feature on the debit card and the "Learn to Earn" financial reward
program; as well as the latest cybersecurity features to protect
user privacy. Goalsetter was founded by former Nickelodeon and
Discovery Education children's digital programming
executive Tanya Van Court. For more about Goalsetter
visit www.goalsetter.co.
Goalsetter savings accounts are provided by our banking
partner, Evolve Bank & Trust, Member FDIC. Deposits held
at Evolve Bank & Trust are protected by FDIC insurance up to
allowable limits per depositor, per account ownership
category.
Cashola Prepaid Debit Mastercard® is issued by Pathward,
N.A., Member FDIC, pursuant to license by Mastercard International
Incorporated. Mastercard and the circles design are registered
trademarks of Mastercard International Incorporated
Goalsetter and Envestnet are separate and unaffiliated firms.
This release should not be construed as a recommendation or
endorsement of any particular product, service, or firm.
Pathward, N.A., a national bank, is a subsidiary of Pathward
Financial, Inc. (Nasdaq: CASH), a South
Dakota-based financial holding company. At Pathward, our
mission is Financial Inclusion for All®. We strive to remove
barriers to financial access and promote economic mobility by
working with third parties to provide responsible, secure, high
quality financial products that contribute to the social and
economic benefit of communities at the core of the real economy.
Pathward works to increase financial availability, choice, and
opportunity for all.
Cashola Prepaid Debit Mastercard® is issued by Pathward,
N.A., Member FDIC, pursuant to license by Mastercard International
Incorporated.
Goalsetter and Envestnet are separate and unaffiliated firms.
This release should not be construed as a recommendation or
endorsement of any particular product, service, or firm.
Media Contacts:
Sonia V.
Diaz
Goalsetter
Communications Director
sonia@zaidpr.com
Dana Taormina
JConnelly for Envestnet
envestnetpr@jconnelly.com
1 The Intelligent Financial Life National Study,
Envestnet 2022
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content:https://www.prnewswire.com/news-releases/goalsetter-announces-partnership-with-envestnet-to-provide-financial-advisors-with-wealth-building-tools-for-the-whole-family-301808128.html
SOURCE Goalsetter
