GoalBased Investors Launches Lasso, a Social App for Building Wealth and Finding Advice, Simplifying Financial Planning

New York, NY -- December 14th, 2021 -- On a mission to create greater financial inclusion, GoalBased Investors (GBI) has launched Lasso, the first-of-its-kind social platform simplifying the financial planning process by connecting financial advisors and consumers looking to achieve short and long-term financial goals. GoalBased Investors was launched in 2019 by former BlackRock Managing... Continue Reading →

December 14, 2021

Wilshire Partners with GoalBased Investors to Fuel Retail Mobile App with Institutional-Quality Manager Research

FinTech company’s new app helps democratize access to goal-based financial planning and advice for individual investors, backed by the same research used to advise large institutions. Santa Monica, Calif., September 28, 2021 - Wilshire, a leading global financial services firm, today announced their partnership with GoalBased Investors (GBI), a new fintech company that connects investors... Continue Reading →

September 28, 2021

GoalBased Investors Raises $2.75 Million to Democratize Access to Financial Planning and Advice with Lasso

The Lasso app uses an express financial planning process to easily match consumers and advisors through a gamified experience. New York, NY – April 22nd, 2021 – GoalBased Investors (GBI), the team behind the Lasso app that democratizes access to goal-based financial planning and advice, has raised $2.75 million in a seed funding round led... Continue Reading →

April 22, 2021

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