We are not a typical finance company; we are simply a service community that acts in the common interest. Because we believe that everyone should be able to define their own destiny when it comes to finance, we’re building a team with the knowledge, passion, and skills to make that happen.
Our mission
Confident financial decisions stem from clarity. Our mission is to provide the tools, information, and insight people need to navigate all Confident financial decisions stem from clarity. Our mission is to provide the tools, information, and insight people need to navigate all of life's financial decisions. So they can easily find what they need and get back to life.
Our values
Our values shape everything we do. They're not just words written on a paper, but lived and breathed every day by everyone of us. Our values shape everything we do. They're not just words written on a wall, Our values shape everything we do. They're not just words written on a wall but lived and breathed every day by everyone of us.
The Financial Inclusion Project
Like us, we invite you to take a stand against financial inequality. This is only possible by providing your support for social impact initiatives. Promote access to fair financial products and services. We believe in it.
POPULATION
About 22% of adults in the U.S. are unbanked or underbanked* with little credit and little money in their pockets. With an income below average, this reality is even greater among the Haitian population. This largely explains the under-representation and leads to a lower level of education in this community.
IMPACT
When these unbanked Americans try to start a business, buy a home, or pay for an emergency expense steps toward long-term well-being for themselves, their families, and their communities they lack appropriate options.
COST
Forced to turn to predatory financial services that can come with higher fees and interest, unbanked or underbanked people have paid $140 billion in unnecessary costs.* Together we can make a difference, let's act.
Testimony
