Fundz

Tanya Van Court's Goalsetter raised $9.6M in a Series A extension round led by an affiliate of Edward Jones and MassMutual to enhance B2B offerings and forge partnerships with credit unions, banks, and wealth management institutions.

RECENTLY ACQUIREDMar 22, 2024

Amount Raised

$9.6 Million

Round Type

Series A

New YorkFinancial ServicesLending

Investors

In Touch CuReseda GroupPartnership Fund For New York CityAstia FundWebster BankSeae VenturesFiservMass MutualAn Affiliate Of Edward Jones

Description

Goalsetter has closed on a $9.6 million Series A extension round, led by an affiliate of Edward Jones and MassMutual through its MM Catalyst Fund. Other investors included Fiserv, Seae Ventures, Webster Bank, Astia Fund, Partnership Fund for New York City, Reseda Group, and InTouchCU. The funding will empower Goalsetter to enhance its B2B offerings and forge stronger partnerships with credit unions, banks, and wealth management institutions, and to facilitate the launch of live bank and credit union product implementations and core processor integrations.

Quick answer

Goalsetter raised $9.6 Million in a Series A round, dated March 22, 2024. Investors: In Touch Cu, Reseda Group, Partnership Fund For New York City, Astia Fund, Webster Bank, Seae Ventures, Fiserv and Mass Mutual. Goalsetter is based in New York, New York, United States.

How much did Goalsetter raise?
Goalsetter raised $9.6 Million in a Series A round on March 22, 2024.
Who invested in Goalsetter?
In Touch Cu, Reseda Group, Partnership Fund For New York City, Astia Fund, Webster Bank, Seae Ventures, Fiserv and Mass Mutual are named as investors in this round.
What does Goalsetter do?
Goalsetter is a goal-based savings and gifting platform, made just for kids and powered by those who love them.
Where is Goalsetter based and how big is it?
Goalsetter is based in New York, New York, United States. Fundz records about 70 employees.
Who are the decision-makers at Goalsetter?
Fundz holds 1 contact at Goalsetter. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Lending around the same time

Companies in the same sectors as Goalsetter that raised within 45 days of this round, from Fundz verified event records.

  • Firenze raised $979K (Pre-Seed) on May 2, 2024.
  • Battle Financial raised $37M (Seed) on May 1, 2024.
  • Lendbuzz raised $100M (Funding Round) on May 1, 2024.
  • Mortgage Automator raised an undisclosed amount (Corporate Round) on May 1, 2024.
  • Dexif raised $4M (Seed) on May 1, 2024.
  • Doc2Doc raised $100M (Funding Round) on April 30, 2024.

Who to call at Goalsetter, and when

A new round usually means Goalsetter is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Goalsetter raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Goalsetter, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Goalsetter. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Goalsetter

Location

415 Madison Avenue

New York, New York, United States

About

Goalsetter is a goal-based savings and gifting platform, made just for kids and powered by those who love them. Goalsetter combines the best of goal-based savings platforms like Digit and Acorns with the best of gift-registries like Zola and Honeyfund, and in so doing, targets the millennial mom with a platform that enables families to contribute to kids’ future goals instead of buying them more consumer goods. In turn, Goalsetter becomes the first savings vehicle for kids, turning first-time savers into all-the-time savers and giving kids healthy financial habits that will last a lifetime.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Goalsetter raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Predictive Intelligence
Strategic

ML-powered predictions for Goalsetter's next move

See what Strategic adds

Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

Goalsetter raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.