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Ozoptimizer

Oz Optimizer provides employers with a financial wellness platform that assesses employee financial health through guided assessments. It generates a personalized financial plan, the Custom Financial Balance TM, using automated financial intelligence to optimize cash flow, savings, and debt management. This platform offers dynamic rebalancing and ongoing guidance to help employees build a strong, proactive financial foundation.

Updated 2 months ago

Funding

Funding not disclosed

Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Features

  • Oz Optimizer provides employers with a financial wellness platform that assesses employee financial health through guided assessments. It generates a personalized financial plan, the Custom Financial Balance TM, using automated financial intelligence to optimize cash flow, savings, and debt management. This platform offers dynamic rebalancing and ongoing guidance to help employees build a strong, proactive financial foundation.
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