About Domain Money

Domain Money offers a flat-fee financial planning platform that connects clients with Certified Financial Planners® to create personalized financial models and action plans. This approach eliminates hidden fees and prioritizes unbiased advice, enabling clients to achieve their financial goals more efficiently.

<problem> Many individuals find traditional wealth management inaccessible due to high costs, hidden fees, and pressure to move assets, hindering their ability to receive expert financial advice. This lack of accessible guidance can lead to suboptimal financial decisions and delayed achievement of financial goals. </problem> <solution> Domain Money provides personalized financial planning services through Certified Financial Planners (CFPs) for a flat fee, eliminating asset under management (AUM) fees and commissions. Clients receive a comprehensive financial plan tailored to their unique goals, covering areas such as cash flow analysis, investment strategy, retirement planning, tax optimization, and estate planning. CFPs offer ongoing support and guidance, helping clients implement their plans and adapt to changing life circumstances. Domain Money distinguishes itself by not requiring clients to move their assets to their platform, focusing instead on unbiased advice and actionable strategies. </solution> <features> - Personalized financial plan creation with detailed action items - Cash flow analysis and spending plan development - Investment strategy aligned with individual goals and risk tolerance - Retirement planning and projections - Tax planning and optimization strategies, including tax-loss harvesting and Roth conversions - Equity compensation strategies for employees with stock options and RSUs - Real estate planning, including home affordability analysis and rental property cash flow analysis - Education funding strategies, including 529 plan guidance - Estate planning support, including evaluation of existing plans and creation of wills and trusts - Insurance optimization to ensure adequate coverage - Access to financial calculators for home affordability, retirement planning, and more </features> <target_audience> Domain Money primarily targets young professionals, rising professionals, high earners, business owners, and couples seeking expert financial advice and personalized planning without the burden of AUM fees. </target_audience> <revenue_model> Domain Money generates revenue through flat-fee financial planning services, with tiered pricing plans including Essential ($3,200 year 1, $1,800 annually), Strategic ($4,800 year 1, $2,500 annually), and Comprehensive ($7,800 year 1, $4,500 annually). </revenue_model>

What does Domain Money do?

Where is Domain Money located?

Domain Money is based in East New York, United States.

When was Domain Money founded?

Domain Money was founded in 2020.

How much funding has Domain Money raised?

Domain Money has raised 33000000.

Location

East New York, United States

Founded

2020

Funding

33000000

Employees

33 employees

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Domain Money

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Executive Summary

domainmoney.com 2K+

Crunchbase

Founded 2020 – East New York, United States

Funding

Estimated Funding

$20M+

Team (30+)

No team information available.

Company Description

Problem

Many individuals find traditional wealth management inaccessible due to high costs, hidden fees, and pressure to move assets, hindering their ability to receive expert financial advice. This lack of accessible guidance can lead to suboptimal financial decisions and delayed achievement of financial goals.

Solution

Domain Money provides personalized financial planning services through Certified Financial Planners (CFPs) for a flat fee, eliminating asset under management (AUM) fees and commissions. Clients receive a comprehensive financial plan tailored to their unique goals, covering areas such as cash flow analysis, investment strategy, retirement planning, tax optimization, and estate planning. CFPs offer ongoing support and guidance, helping clients implement their plans and adapt to changing life circumstances. Domain Money distinguishes itself by not requiring clients to move their assets to their platform, focusing instead on unbiased advice and actionable strategies.

Features

Personalized financial plan creation with detailed action items

Cash flow analysis and spending plan development

Investment strategy aligned with individual goals and risk tolerance

Retirement planning and projections

Tax planning and optimization strategies, including tax-loss harvesting and Roth conversions

Equity compensation strategies for employees with stock options and RSUs

Real estate planning, including home affordability analysis and rental property cash flow analysis

Education funding strategies, including 529 plan guidance

Estate planning support, including evaluation of existing plans and creation of wills and trusts

Insurance optimization to ensure adequate coverage

Access to financial calculators for home affordability, retirement planning, and more

Target Audience

Domain Money primarily targets young professionals, rising professionals, high earners, business owners, and couples seeking expert financial advice and personalized planning without the burden of AUM fees.

Revenue Model

Domain Money generates revenue through flat-fee financial planning services, with tiered pricing plans including Essential ($3,200 year 1, $1,800 annually), Strategic ($4,800 year 1, $2,500 annually), and Comprehensive ($7,800 year 1, $4,500 annually).