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A South African financial planning platform for individuals and advisors, offering risk profiling, goal-based planning, education, and insurance and investment advice.
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:
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).
DD Dave found 1 people at FinMeUp , including 1 C-Suite. See how we get product data
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DD Dave found 2 funding rounds for FinMeUp . Their latest was a Venture (Round not Specified) in Aug 2023. See how we get product data
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