Voyant, Inc.
Voyant @Home
- Conference
- DEMO 08
-
Market Segment
- Consumer Software and Services
- Funding Details
- Self-funded
- Competitors
- No direct competitors. Secondary competitors could include single-focus financial services solutions (college savings, retirement savings, life insurance), personal finance software and expense aggregators/calculators.
- Product Description
- Voyant @Home is a do-it-yourself financial planning solution that puts people in direct control of their financial health. Interactive capabilities allow users to easily model and compare any number of life-changing financial events that illustrate the real-time, big-picture impact of important decisions and their longterm implications. The solution uses sophisticated analytics, decision support tools and affinity group interaction/community recommendations to provide a more personalized, relevant planning experience.
- Market Opportunity
- Based on a population of more than 140 million workers, and 1.5 million financial advisers (investment firms, banking, public/private pension funds), the total addressable market for self-service financial planning is estimated to be $9 billion.
- DEMO Says
- A financial planner has traditionally been a luxury for the wealthy and, frankly, an adviser who needs to sell his own products. While there are multiple solutions on the market for budgeting and financial tracking, few have integrated the simplicity of a self-service application into financial planning. Voyant @Home’s sophisticated software not only allows consumers to easily establish long-term financial goals such as college and retirement, but also provides recommendations, community sharing options and real-world advice if desired. It’s financial savvy for those of us without vacation homes.
- Contact
- Cybele Diamandopoulos
- cybele@foliocommunications.com
- Company Address
-
4807 Spicewood Springs Rd. Suite 410
Austin, TX 78759 - Primary Phone
- 512-342-0079
- Primary Fax
- 512-342-2612
- URL
- www.planwithvoyant.com
- Corporate Officers
- David Kaufman, CEO & Founder Troy Mutter, President & Founder Arthur “Skip” Walker, CTO & Founder, Sonia Grover, SVP, Professional Services & Founder