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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.

Mar 22, 2024over 1 year ago

Amount Raised

$9.6 Million

Round Type

series a

New YorkLendingFinancial Services

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.

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.

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers