Lasso
Financial ServicesNew York, United States2-10 Employees
Lasso is a financial services platform based in New York, built to connect consumers with financial advisors through a goals-based planning approach. The service aims to help individuals create financial plans aligned with their life goals, share them with advisors, and iteratively improve the plans collaboratively in a short time frame. Targeting consumers seeking straightforward, collaborative wealth-building guidance, Lasso positions itself as a bridge between personal goal setting and professional financial advice within the broader advisory ecosystem. The company emphasizes democratizing financial planning by enabling a simple, planning-centric process that pairs consumer-created plans with advisor input. As a new social app from GoalBased Investors, Lasso focuses on facilitating conversations about life goals and wealth, leveraging a concise workflow to produce and refine plans. The business operates in the financial services industry and is located in the New York region.
1-888-653-2347 
support@leadiq.com 
