CHIP operates a directory connecting individuals with diverse, certified financial professionals, including coaches, CPAs, and advisors. Users personalize profiles to receive curated matches for budgeting, investing, and wealth management goals. The platform also offers financial wellness education programs for organizations.
Funding
Funding not disclosed
+3Founders
Product
Problem
Many individuals and small businesses, particularly within Black and Brown communities, lack access to financial, tax, and estate planning professionals who understand their unique cultural norms and financial values. This gap in culturally competent financial guidance hinders informed decision-making and impedes generational wealth retention and growth.
Solution
CHIP provides a financial services marketplace that connects individuals and small businesses with Black and Brown financial, tax, and estate planning professionals. The platform offers a directory of professionals specializing in various areas, including financial coaching, taxes, investments, and estate planning. CHIP aims to bridge the wealth gap by increasing the visibility of these professionals and providing users with access to quality financial education and guidance tailored to their specific needs. The company also offers financial wellness programs and workshops for employee resource groups (ERGs) and other organizations.
Target Audience
The primary target audience includes individuals and small businesses, particularly within Black and Brown communities, seeking culturally competent financial, tax, and estate planning professionals. The platform also targets ERGs and organizations looking to enhance employee financial wellness.
Features
- Directory of Black and Brown financial, tax, and estate planning professionals
- Search functionality to find professionals based on specific financial needs
- Financial wellness workshops covering topics such as taxes, budgeting, and estate planning
- FinTalk Live, an engaging financial wellness program for employees and members of ERGs
- Programs and memberships designed to increase employee retention and financial engagement