Meet The Team
Keith Johnson - COO
James Testa - CEO
Shekhar Yadav - CTO
Ignite New
Client Acquisitions
Ignite New
Client Acquisitions
Our Flagship Product
PFScores is acquiring personal financial data on millions of American adults. PFS is free, secure, and built on a proprietary algorithm and scoring engine that provides users with a comprehensive, 360˙ financial health score. PFS takes only 10 minutes to complete and adheres to the recommendations of the Certified Financial Planner Board of Standards. PFS neither sells products or services nor gives advice and guidance.
How Finoveo Helps You Grow
Through co-marketing agreements with financial companies, Finoveo helps these companies affordably and significantly increase the acquisition of new, younger clients.
Additionally, Finoveo will enable financial companies to sell additional products and services to existing clients such as credit cards, retirement accounts, advisory services, mortgages, and insurance.
Finally, Finoveo will allow financial institutions to view the anonymised financial health of their clients.
Meet The Team
Keith Johnson
COO
James Testa
CEO
Shekhar Yadav
CTO
What Our Clients & Users Are Saying About Us...
John doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
John doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
John doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Contact Our Team
Contact us for all sales inquiries.
Contact Us
Frequently Asked Questions
Answers to frequently asked questions
How does Finoveo acquire its data?
Through its PFScores personal financial health app, Finoveo will capture contact information and multiple financial data points on millions of American adults interested in their financial health.
How does Finoveo help financial institutions?
Through co-marketing agreements, Finoveo will help financial institutions affordably and significantly increase the acquisitions of new, younger clients.
Does Finoveo sell products or give advice?
Finoveo neither gives advice and guidance nor sells products and services.