Walkr is an online financial advisor that helps individuals achieve their life goals by determining precise savings and wealth accumulation targets. It calculates a "life number" to define personalized financial plans, shifting the focus from discretionary saving to priority saving.
Funding
$69.2K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals struggle to define clear financial goals and lack a comprehensive understanding of how much they need to save and invest to achieve their life aspirations. Traditional financial planning often feels unfocused, leading to random investment decisions and difficulty in visualizing the path to financial independence.
Solution
Walkr is a mobile application designed to help users define and achieve their financial life goals by quantifying their aspirations into a single "life number." Using the OneValue methodology, Walkr analyzes a user's objectives to determine the precise savings and investment strategies required to realize them. The app connects to financial institutions via Open Finance, automatically aggregating account and card data to provide a real-time view of expenses and investments. Walkr also connects users with financial specialists from various institutions, offering conflict-free guidance on investments, insurance, and retirement planning.
Target Audience
Walkr is designed for individuals who want to gain clarity on their financial goals, understand how much they need to save, and seek personalized guidance on investments and financial planning.
Features
- Calculates a personalized "life number" representing the total funds needed to achieve all financial goals.
- Employs the OneValue methodology to provide tailored financial insights.
- Connects to user bank accounts and credit cards via Open Finance for automatic data aggregation.
- Provides real-time visualization of expenses and investments in a single dashboard.
- Connects users with financial specialists for guidance on investments, insurance, and retirement planning.
- Offers insights into how to optimize savings and investments to reach financial goals faster.