FinGoal
Techstars '20Lafayette, US · Founded 2019 · Delaware corporation · 12 employees on LinkedIn · 3 known investors
Find your way into FinGoal
812 people in our graph share verified history with the FinGoal team — schools, employers, funds. One of them is your warm intro.
Cyriac Parisotunlockedknows David Nohe · together at BlackRock (overlapped)
×5knows the team · via Techstars
×4knows the team · via BlackRock
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FinGoal analyzes transaction data to create persona tags for users, which can be integrated into CRM and marketing automation tools to deliver personalized offers. The platform works with financial institutions, fintechs, and data aggregators.
Founders & leadership
FinGoal was founded in 2019 by David Nohe.
DN
David NoheinCEODavid Nohe is CEO of FinGoal, a platform that analyzes transaction data to create user personas for integration with CRM and marketing automation tools. He has held board roles and provided advisory support to financial services companies and fintechs, with expertise in regulatory compliance, product strategy, and wealth management and capital markets.
AB
Adam BeckNamed on SEC filing
JR
John RyanNamed on SEC filing
Investors · 3
Reported raises · per SEC filings
Form D private placements▶Undisclosed amountofferedFeb 2023 · ComputersRule 506(b)
▶Undisclosed amountofferedFeb 2023 · Computers
Rule 506(b)Officers, directors & promoters on the filing
- Nilsa MahonDirector
- Adam BeckExecutive Officer
- David NoheExecutive Officer, Director
- Carolyn NoheExecutive Officer, Director
- John RyanExecutive Officer
- Minimum investment
- $5K
- Proceeds to insiders
- $350K
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
▶Undisclosed amountofferedSep 2021 · ComputersRule 506(b)
▶Undisclosed amountofferedSep 2021 · Computers
Rule 506(b)Officers, directors & promoters on the filing
- David NoheExecutive Officer
- Adam BeckExecutive Officer
- John RyanExecutive Officer
- Minimum investment
- $5K
- Proceeds to insiders
- $150K
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 9
by search overlap
moelis6 shared keywordsMastercard operates a global payments network that processes transactions between cardholders, merchants, financial institutions, and other participants, while also offering additional payment products and services subject to extensive regulatory oversight across multiple jurisdictions.
Plaid5 shared keywordsPlaid provides financial infrastructure and APIs that enable developers to build financial technology products and services. The platform serves fintech companies, developers, and financial institutions by offering consumer-facing applications and backend tools for financial data connectivity.
MX technologies5 shared keywordsMX provides financial data connectivity, intelligence, and API tools that enable banks and fintechs to deliver personalized financial guidance and insights to their customers. The platform securely links, verifies, and categorizes financial data to increase customer engagement and loyalty.
Yodlee5 shared keywordsYodlee provides financial data aggregation and account verification services used by financial institutions, fintechs, and software providers for applications such as wealth management and personal financial management. It supplies APIs and data infrastructure that enable clients to access and verify consumer financial account data.
Alkami4 shared keywordsAlkami is a digital banking software platform for financial institutions including community and regional banks and credit unions. The company provides modern digital banking user experience solutions to help banks serve customers in the digital-first environment.
Quiltt4 shared keywordsQuiltt provides fintech infrastructure that connects builders to financial data aggregators and enrichment providers through a single integration. It targets fintech companies and developers working in open banking and personal finance.
Experian3 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Independentbank3 shared keywordsIndependent Bank is a Michigan-based regional bank serving consumers and small businesses with retail banking services including checking accounts, mortgages, and business lending since 1864.
Wellsfargo3 shared keywordsWells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients. The company offers digital investment platforms, market insights, and personalized financial guidance through its advisors and digital tools.
Companies competing with FinGoal for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does FinGoal do?
- FinGoal analyzes transaction data to create persona tags for users, which can be integrated into CRM and marketing automation tools to deliver personalized offers. The platform works with financial institutions, fintechs, and data aggregators.
- Who founded FinGoal?
- FinGoal was founded by David Nohe in 2019.
- Who are FinGoal's investors?
- FinGoal's investors include K Street Capital, Naples Technology Ventures, Techstars.
- Where is FinGoal headquartered?
- FinGoal is headquartered in Lafayette, US.