We are the financial planning engine of the world. We make one-to-one financial planning accessible, scalable and affordable to all.
We are focused on being a profit generator for our customers on Day 1
With our financial planning-as-a-service, you can provide the complete suite of 1-1 regulated financial planners, platform to manage wealth and provide recommendations and unlimited access WITHOUT any additional cost, regulatory burden or management.
Increase engagement and offers to sell your products as Freeman can embed itself into the client’s websites
Freeman can refer end users back to your institution for product implementation, increasing the lifetime value of your users.
Automated recommendations, driven by behavior science improvements provided by the Commons Cents Lab® at Duke University
Recommendations focusing on closing income, wealth, savings and net worth gaps (racial, gender, and cultural)
Comprehensive financial planning actions, income increasing recommendations, and complete asset tracking (digital, physical)
Freeman Capital manages all customer support
Freeman Capital manages all advice
Freeman Capital manages all staff and staffing
Self Managed or Hosted Billing
Automated User Onboarding
End User Financial Planning Webinars (Virtual & In Person)
End User Weekly Financial Market Summaries
Co Branded Welcome Experience
Fully Embeddable Options
Quarterly Business Reviews
Additional Custom Reporting
Unlock your financial future and start buildingreal wealth today!
In Phase 1, we focused on building a product that your users will find value in and want to use on an ongoing basis. Since most consumer-facing wealth tech platforms are engineered to solve the problems of the already “well-to-do”, we had to build an interface tailored to clients who are looking to build wealth with little to no assets.
This required creating new products like the “Wealth Summary” to help the wealth building client.
User can get a comprehensive view of their wealth interactively in the app and in their wealth summary
User can see the actions they need to take to secure, build and pass on their wealth
User can speak with a financial planner for support and for direct financial related questions or topics
Web/mobile responsive app
One-on-one calls with CFPs
Unlimited wealth actions
Unlimited chat with CFPs
Schedule calls with planners
Automated net worth tracking
Automated cash flow tracking
Automated emergency fund tracking
Debt management plans
Retirement planning analysis
Investment analysis and advice
Insurance needs analysis and advice
Estate planning analysis and advice
Multi-market asset class investment tracking
All of your users needs will be serviced within our marketplace. Through our partners we will provide them the complete financial suite of products needed to build wealth.
If you have specific relationships, products or offerings that we need to take into consideration when making recommendations, just let your Partnership Manager know.
Individual Stock Trading (Future)
Term Life Insurance
Whole Life Insurance
Long Term Disability Insurance (2023)
Mortgage Loans (Future)
Auto Loans (Future)
Credit Cards (Future)
Banking Products (Future)
Accounting & Tax (Future)
*We launched with Betterment as part of our beta to prove we can gather funds, which we are on the way to $10M in AUM there. We are flexible to direct funds to our client’s products if needed.
We have 2 contract options
Buy licenses and resell them to their customers, audience and/or users.
Buy licenses and provide them to their customers, audience, and/or users at no cost as part of adding value to their services.
“Thanks to Freeman Capital, we are able to provide financial planning to our community and make $10,000s providing the service.”