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Unit Economics


A Financial Wellness Platform

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group_work Themes
groups People

Christian Zimmerman (founder-in-residence)
Founder / CEO

group_work Contributors:

follow_the_signs 22 Followers:

 The Unmet Need

Inefficient client onboarding
Limited access to financial data
Difficulty tracking client progress
Fragmented communication channels
Compliance with regulations
Scalability and personalization
Client engagement and retention
Limited access to resources

toll Funding
summarize Weekly Updates