Meet The Team
Keith Johnson - COO
James Testa - CEO
Shekhar Yadav - CTO
Ignite New
Client Acquisitions
Ignite New
Client Acquisitions
Our Flagship Product
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.
Challenge
Financial institutions face increasing pressure to attract and retain younger clients. Many firms have already launched dedicated initiatives to address this demographic shift, yet continue to seek cost- effective, tech-forward solutions that resonate with next-generation consumers.
Solution
Finoveo.com offers a turnkey licensing solution that enables financial institutions to white-label the PFScores suite of web and mobile applications—a comprehensive, CFP-guideline-based financial health assessment tool.
Under this model, Finoveo will manage all aspects of implementation, including:
Installation
Custom branding
Hosting and maintenance
Ongoing technical support
Financial institutions may choose between a fully hosted model managed by Finoveo or a hybrid deployment, where select components are hosted internally to meet IT or compliance requirements.
This approach allows firms to seamlessly integrate a proven financial wellness platform into their digital offering—supporting both client acquisition and deeper engagement with emerging customer segments
Meet The Team
Keith Johnson
COO
James Testa
CEO
Shekhar Yadav
CTO
What Our Clients & Users Are Saying About Us...
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Contact Our Team
Contact us for all sales inquiries.
Contact Us
Frequently Asked Questions
Answers to frequently asked questions
How does Finoveo help financial institutions?
Through white labeling apps and through co-marketing agreements, Finoveo will help financial institutions affordably and significantly increase the acquisitions of new, younger clients.
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.
Does Finoveo sell products or give advice?
Finoveo neither gives advice and guidance nor sells products and services.