Prosperity
Prosperity is an all-in-one financial wellness platform that consolidates investments, goals, benefits, referrals, and guided support into a single, unified dashboard. The platform serves diverse financial ecosystems, including professional athletes and their associations, with specialized analytics, multi-currency support, and compliance tools. It provides a comprehensive suite covering budgeting, healthcare, insurance, taxes, and projections for both individual users and registered investment advisors.
- Artificial Intelligence
- Data & Analytics
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Individuals and organizations often juggle multiple disconnected financial tools for budgeting, investing, benefits management, and planning, leading to fragmented data and a lack of a holistic financial picture. This complexity makes it difficult to track progress toward goals, manage healthcare and insurance decisions, and coordinate financial activities across different life areas, especially for high-net-worth individuals or those with complex compensation structures.
Solution
Prosperity provides a comprehensive, all-in-one financial wellness platform designed to unify an individual's entire financial life. The platform integrates tools for investments, goal setting, budgeting, healthcare, insurance, taxes, and benefits into a single dashboard. It supports multi-currency accounts for global financial management and offers guided support to help users navigate the platform. Beyond individual tools, Prosperity offers specialized dashboards for professional sports associations like the MLBPA and PGA, along with dedicated portals for Registered Investment Advisors (RIAs) and financial advisors, enabling them to manage client relationships, access analytics, and ensure compliance from one place.
Target Audience
Prosperity serves a diverse customer base including individual users seeking a complete financial wellness solution, financial advisors and RIAs, and professional sports organizations and their athletes, such as those affiliated with the MLBPA and PGA.
Features
- Unified dashboard consolidating accounts, budgets, investments, goals, and documents in a single interface
- Dedicated dashboards for professional athlete associations, including MLBPA and PGA, with athlete-specific analytics
- Registered Investment Advisor (RIA) portal featuring client management, household views, alternatives, compliance, and trading modules
- Multi-currency support for managing and reporting on international financial assets
- Automation center for streamlining workflows, including admin approvals, contract details, and subscription management
- Intelligence tools like Product Intelligence, Validation Engine, and P2P Intelligence for data-driven insights and product testing
- Collaboration Hub and CS Support modules for improving team coordination and managing customer service operations
- Registration and onboarding flows for various user types, including partner signup and athlete association members