Advanced savings tool helping our customers achieve & purchase their goals

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Security Type
Crowd SAFE
Technology, Retail, Financial Services
Min Investment
Offering Date
October 22, 2021
Expected Close Date
April 28, 2023
Target Raise
No. Investors
Security Price
Number of Employees
Short Term Debt
Cost of Goods
Long Term Debt
Net Income

Company Description

78% of the US lives paycheck to paycheck

This is largely due to spending habits, and shows the difficulty of manual savings.

Saving is challenging, period. But it becomes even more challenging if we try to save on our own. Experts agree that the #1 recommended savings habit for the younger generation is automation. The challenge is finding a savings tool that meets all the needs of the younger generations: 

  • Saving without thinking (automation)
  • Save & achieve goals quickly with total control
  • Designed for both Debit & Credit Card users
  • Can transfer/use savings immediately
  • Cashback rewards

Key Deal Facts

55K+ connected users, $6M+ total $ saved as of September '21
Advanced Savings Tool designed for debit & credit cards (patent pending)
New marketplace feature has generated $120K in sales since March '21
Top Personal Finance App 2021 by Daily Finance
#1 rated Money Management tool by SuperMoney
Oversold our initial crowdfunding raise at max $1.07M + $325K Reg D
Expert advisors from the Acorns & Honey teams

Use of Proceeds

  • Development
  • Branding refinement, marketing, and advertising
  • Operations


Management Team / Advisory Board Bios

Scott Armstrong, Founder
Scott is a successful business executive with 20+ years of experience building, scaling & exiting companies in the finance, device & health sectors.

Ryan Armstrong, President/Co-Founder
Ryan is an entrepreneur & business executive with 10+ years of experience specializing in Sales operations & Marketing with a focus on innovative solutions for the younger generations.
Amount Raised : $2,404,657
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The "CrowdScore" for this deal is determined by user ratings and other factors using our proprietary algorithm.
The overall viability and scalability of the business concept as well as the ability to drive the concept to profitability over time.
Business Idea
The progress made thus far in demonstrating that the business has viability, a customer base or other business traction.
Business Traction
The experience of the management team in running, scaling and/or exiting a business that required similar skills to execute the business plan.
Management Team
The value of the company compared to similar companies raising money from investors.

Security Description

An equity crowdfunding specific version of a SAFE used by crowdfunding portal Republic. Upon conversion (if and when that happens), investors may receive special shares with limited rights that do not show up on a company’s cap table. The issuer may roll over and not convert shares at the next financing round causing investors to lose out on some upside.

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