FinMeUp

FinMeUp is a South African tech-enabled financial planning platform for individuals who want guidance on money decisions, plus qualified financial advisors who support clients through a digital planning workflow.

Key capabilities include:

• Risk profiling with Finimals, a financial persona assessment designed to help users understand their approach to risk and money habits
• Goal-based financial planning across common milestones such as retirement, education, buying a home, building a safety net, tax-free saving, and travel
• Financial education content via its Money Matters feed and newsletter for updates and insights
• Advisory services, including insurance advice and investment advice, supported by client-advisor collaboration tools (including the FinMeUp Fire advisor portal)

Available on Web.

Target audience: B2B2C, serving South African consumers seeking goal-based financial planning and advisors who need a platform for client support, administration, and compliance workflows.

Notable in the South African market for growing from an award-winning financial education app with 83,000+ community members into a planning and advisory business, and for recognition including KPMG Tech Innovator Finalist, Global Startup Awards Africa Regional EdTech Winner, and No. 1 in Education on the App Store (2022). It also states it is regulated as a juristic representative under ZAQ Wealth (Authorised FSP No. 51310).