Lasso is a new social app from GoalBased Investors for building wealth and finding advice. It brings Advisors and Consumers together over people's life goals. We believe that a simple, goals-based process for people to create financial plans, share them with advisors, and seamlessly improve upon them together will revolutionize and democratize financial planning. Consumers create a plan, advisors build on it - all in minutes.
| Website | https://www.goalbasedinvestors.com |
| Employees | 5 (2 on RocketReach) |
| Founded | 2020 |
| Industry | Financial Services, Venture Capital & Private Equity, Finance |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash +40 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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Lasso Questions
2 people are employed at Lasso.
The NAICS codes for Lasso are [52, 523].
The SIC codes for Lasso are [62, 621].
Top Lasso Employees
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Stephen Bozeman
Head of Commercialization at Lasso
Cockeysville, MD, US24
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