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Goalsetter

Fintech · New York City, United States · Founded 2015

A goal-based savings and gifting platform, made just for kids and powered by those who love them MoreLess

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.

Keywords: financial literacy, savings, debit cards, family finance, kids education, teens, parents, money management, fintech, quizzes

Company overview

Goalsetter company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2015
Headquarters
New York City, United States
Employees
50
Open positions
3
Dealroom signal
65.1
sub industryBankingsub industryFinancial Management Solutionssub industryLearning Tools and ResourcessectorTeenagersbusiness modelSaaSindustryFintechsectorPersonal FinancesectorChildrensectorInsurtech RelatedsectorDebit CardsectorFinancial EducationsectorK-12sectorfinancial inclusionindustryEducation

Valuation & funding

Goalsetter funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
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
SERIES AOther financing Dec 2021 $15M $60M Kevin Durant · Seae Ventures · Astia · Fiserv
SEEDOther financing Jan 2021 $3.9M $16M CC Sabathia · Amber Sabathia · Northwestern Mutual Future Ventures · Portfolia Funds
SEEDOther financing Jun 2018 $0 Financial Solutions Lab
SEEDOther financing Jan 2017 Entrepreneurs Roundtable Accelerator
SEEDOther financing Jan 2016 Pipeline Angels
Showing 7 recorded eventsUnlock the complete deal history →

Financials

Revenue and workforce over time

Available revenue and workforce history. Fields without reported data are omitted.

YearRevenueGrowthEmployees
2026 $7.9M 0% 50
2025 $7.9M 0% 56
2024 $7.9M 0% 69
2023 $7.9M +57.6% 69
2022 $5M +127.3% 56
2021 $2.2M +109.5% 37
2020 $1.1M 15
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

Goalsetter website traffic

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.

Latest monthly visits2.1K 3-month web change-30% 1-year team growth-10.7%
Monthly website visits104 observations · Oct 2017–Jul 2026
Hover or focus a point to see its exact monthly valueCompare with peers →

Comparisons

Goalsetter compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Goalsetter's talent

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Team profiled 7 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

34 investors on Goalsetter's cap table

Sourced from Dealroom's funding and investor records.

Seed 16 investors entered at this stage
Pipeline Angels
Entrepreneurs Roundtable Accelerator
Financial Solutions Lab
Astia
CC Sabathia
Amber Sabathia
Northwestern Mutual Future Ventures
Portfolia Funds
U.S. Bank
PNC
Kevin Durant
Robert F. Smith
Baron Davis
Chris Paul
Sterling K. Brown
Ryan Bathe
Series A 18 investors entered at this stage
Seae Ventures
Fiserv
Carmelo Anthony
Citizens Financial Services
TruStage Ventures
Citizens Bank
Partnership Fund for New York City
Sterling National Bank
StartX
Thirty Five Ventures
Trustage
Fearless Fund
Remarkable Ventures
Captain Partners
Edward Jones Ventures
Reseda Group
Webster Bank
InTouchCU

Global footprint

Where Goalsetter has talent and traffic

Workforce by country
4 countries with
team presence
🇺🇸 United States51.4%
🇦🇷 Argentina40.5%
🇨🇦 Canada5.4%
🇪🇸 Spain2.7%
4 countries shown

In the news

Latest news about Goalsetter

Recent press, funding announcements, and product moves mentioning Goalsetter — open to read from the original sources.

See all news

Market sentiment

What the market is saying about Goalsetter

An AI-synthesized read of the highest-engagement posts about Goalsetter on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

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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