Goalry Email Format
Financial ServicesCalifornia, United States2-10 Employees
Goalry operates in the financial services sector from Newport Beach, California. It offers a rebrandable financial wellness platform tailored for financial coaches, CFPs, finfluencers, and related professionals, providing a ready-to-launch solution that integrates with their existing services. The platform supports goal tracking, planning, and mastery in a modular, customizable framework, designed to avoid building systems from scratch. An AI concierge named Miles Forward assists users as they navigate the ecosystem. Its target audience comprises financial experts and their communities seeking to deepen engagement and broaden offerings through a cohesive, brand-aligned experience. Goalry maintains a partner program for financial professionals and provides a white-label option for other businesses.