CashPlan
Curated by SignalFinancial planning solutions assisting individuals in achieving financial goals.
Overview
CashPlan is a fintech company that offers a range of financial planning solutions designed to assist individuals in managing their finances. The platform includes tools for planning major purchases, such as vehicles, managing loan repayments, and assessing retirement needs. It incorporates predictive analytics, customizable financial planning software, and secure client portals. The intended audience consists of individuals aiming to reach specific financial objectives while dealing with complex financial situations. CashPlan aims to address issues related to cash management and goal achievement, facilitating informed decision-making regarding personal finances.
Key facts
- Headquarters
- Ivanhoe, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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