Lasso
Curated by SignalFinancial planning platform connecting individuals with financial advisors efficiently.
Overview
Lasso is a fintech company that offers financial planning solutions designed for individuals. The platform facilitates the process of finding and connecting with financial advisors. Users can aggregate their financial data to obtain a comprehensive view of their financial health and develop customized financial plans. The platform includes features such as goal setting, budgeting advice, investment strategies, and risk management, which are tailored to individual needs. Lasso allows users to share their financial plans with advisors anonymously, enabling them to receive personalized suggestions while maintaining privacy. This model aims to improve accessibility to financial planning and support informed decision-making.
Key facts
- Founded
- 2020
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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