We've developed an innovative solution that takes advantage of a previously unexplored sector of the FinTech industry.
Our psychology first approach empowers people to feel better about money... because when the feel better they will do better.
A GREAT PRODUCT:
A digital platform combining psychology with an auto-enrolled text messaging system that builds better relationships with money and a trusted relationship with Moniwell.
The MVP, funded and finalized in 2022, has been validated with paid pilots from both employers and employees, showcasing its ease of adoption, user-friendliness, and irreplaceability.
A RIPE MARKET:
Despite employers investing billions in financial benefits, 95% of employees don’t engage, finding money matters overwhelming, emotional, and challenging.
The financial wellness market, valued at nearly $1 billion—a significant portion of the trillion-dollar retirement plan services industry—faces a critical challenge.
Billions spent on employee financial wellness yield lackluster results, with engagement rates below 5%.
A SCALABLE GTM MACHINE:
With only 3 months in the market, the company has demonstrated a go-to-market (GTM) strategy that is both scalable and predictable.
Boasting a robust sales lead funnel, first year in the market, 2024, projects customer agreements amounting to $4 million in pilot revenue alone.
A PROVEN TEAM:
The Founder & Co-Founder boast deep industry expertise, influential connections, and the founder has personally funded the company from its inception through its proven MVP, investing over $350,000.