# Goalsetter

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/goalsetter

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.goalsetter.co
- Total disclosed funding: $29M
- Latest round: Series A (Mar 22, 2024)
- Investors on record: 18

## About

Based in New York, US, and founded in 2015 by CEO Tanya Van Court, Students of Wealth, Inc. doing business as Goalsetter, operates as a fintech company providing a financial savings app for kids and families. In March 2024, Goalsetter raised USD 9.6 million in Series A funding co-led by Edward Jones and MassMutual Ventures, with participation from Reseda Group and InTouchCU. 

Goalsetter developed a mobile application platform for Android and iOS smartphone users, that allows kids to learn about saving money. The company’ app offers various features such as debit cards, financial education from kindergarten to college, goal-based?saving, goal-based learning, earning options, investment options, and many more. In addition, the firm offers tools such as Goalsetter gold and goal cards for kids and families. 

The company generates revenue based on subscription method and charges USD 3.95 monthly for Goalsetter. The firm charges USD 5.95 monthly for Goalsetter Gold. 

The company plans to use the funding from March 2024 to enhance B2B offerings and support to create partnerships with credit unions, banks, and wealth management institutions.

## Funding rounds

- Series A, Mar 22, 2024, $9.6M — Fiserv, Inc., Webster Bank, Partnership Fund for New York City, Astia Angels, MassMutual Ventures, Seae Ventures, Reseda Group
- Series A, Dec 1, 2021, $15M — Fiserv, Inc., Citizens Bank, Astia Angels, MassMutual Ventures, Sterling National Bank, CUNA Mutual Group, Fearless Fund, Seae Ventures
- Seed, Jan 25, 2021, $3.9M — PNC Financial Services Group, Mastercard International Incorporated, US Bank, Astia Angels, Pipeline Angels, Elevate Capital, Portfolia, Future Ventures
- Seed, Jan 1, 2016, $0.5M — Pipeline Angels

## Investors

- Pipeline Angels (https://capitalatlas.ai/funds/pipeline-angels) — Seed
- PNC Financial Services Group — Seed
- Mastercard International Incorporated — Seed
- US Bank — Seed
- Astia Angels (https://capitalatlas.ai/funds/astia-angels) — Seed, Series A
- Elevate Capital (https://capitalatlas.ai/funds/elevate-capital) — Seed
- Portfolia (https://capitalatlas.ai/funds/portfolia) — Seed
- Future Ventures — Seed
- Fiserv, Inc. — Series A
- Citizens Bank — Series A
- MassMutual Ventures (https://capitalatlas.ai/funds/massmutual-ventures) — Series A
- Sterling National Bank — Series A
- CUNA Mutual Group — Series A
- Fearless Fund (https://capitalatlas.ai/funds/fearless-fund) — Series A
- Seae Ventures (https://capitalatlas.ai/funds/seae-ventures) — Series A
- Webster Bank — Series A
- Partnership Fund for New York City (https://capitalatlas.ai/funds/partnership-fund-for-new-york-city) — Series A
- Reseda Group (https://capitalatlas.ai/funds/reseda-group) — Series A