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Goalsetter
A goal-based savings and gifting platform, made just for kids and powered by those who love them
About Goalsetter
Goalsetter is a financial technology company that provides a comprehensive money management app designed for families. The app offers a range of services including savings accounts, debit cards, and financial literacy quizzes tailored for kids, teens, and parents. Operating in the personal finance market, Goalsetter aims to educate and empower families to manage their finances responsibly. The business model is unique in that it allows users to pay what they think is fair based on the value delivered, rather than a fixed monthly fee. Revenue is generated through user contributions and potentially through partnerships and financial services. The app uses engaging methods like memes and gifs to teach financial concepts, making learning about money fun and accessible for all ages. Goalsetter serves a diverse clientele, from young children to adults, ensuring that financial education and responsible money management are integrated into everyday family life.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2015
- Headquarters
- City of Troy, United States
- Employees
- 50
- Open positions
- 3
- Dealroom signal
- 65.1/100
- Industry
- Fintech, Education
- Sub-industry
- Banking, Financial Management Solutions, Learning Tools and Resources
- Sector
- Fintech, Teenagers, Personal Finance, Children, Insurtech Related, Debit Card, Financial Education, K-12, financial inclusion
- Business model
- SaaS
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES AOther financing | Mar 2024 | $9.6M | $75M | Astia · Seae Ventures · Partnership Fund for New York City · Reseda Group | ↗ |
| SERIES AOther financing | Jul 2023 | $24M | $96M | TruStage Ventures · Citizens Bank · Partnership Fund for New York City · Astia | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Goalsetter is 2.1K monthly website visits, down 30% over the last three months. Goalsetter's team declined 10.7% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed16 investors entered at this stage
Pipeline Angels
Entrepreneurs Roundtable Accelerator
Financial Solutions Lab
Astia- CSCC Sabathia
- ASAmber Sabathia
Northwestern Mutual Future Ventures
Portfolia Funds
U.S. Bank
PNC
Kevin Durant
Robert F. Smith
Baron Davis
Chris Paul- SBSterling K. Brown
- RBRyan Bathe
Series A18 investors entered at this stage
Seae Ventures
Fiserv
Carmelo Anthony
Citizens Financial Services
TruStage Ventures
Citizens Bank
Partnership Fund for New York City- SBSterling National Bank
StartX
Thirty Five Ventures
Trustage
Fearless Fund
Remarkable Ventures
Captain Partners
Edward Jones Ventures
Reseda Group
Webster Bank
InTouchCU
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Goalsetter on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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