Students of Wealth Inc

Students of Wealth Inc, located in Brooklyn, NY, offers a unique financial-education savings and spending platform known as Goalsetter. This innovative app is designed to engage the entire family in learning about finance in an interactive and enjoyable way. By partnering with Envestnet, Students of Wealth Inc equips financial advisors with cutting-edge tools to empower their clients and their families in building and retaining wealth.

Goalsetter stands out as an award-winning education-first app that aims to create a financially literate generation. Financial advisors can differentiate their practice by providing clients with access to Goalsetter, demonstrating a commitment to empowering families to make informed financial decisions. Through this turnkey solution, advisors can deepen relationships with clients, including women who are increasingly shaping the field of wealth management.

Advisors partnering with Students of Wealth Inc gain a competitive edge by connecting with the next generation of clients. By focusing on financial literacy for women and cultivating relationships with the heirs of current clients, advisors can position themselves for growth and success. Book an information session today to discover how Goalsetter can help bridge the gap between advisors and the clients of tomorrow.

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