Lasso Employee Directory

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.

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