At WePlan, we come to work every day because we want to solve the biggest problem in financial planning. Clients have different profiles and unique goals. Financial planners have various skills and core competencies. The investment community offers thousands of products that are not right for everyone. Where do you begin?
Throughout the history of business, clients use referrals from friends and family to meet financial planners. Our mission at WePlan is to make the financial services industry more transparent and easy to access. Today we provide actionable mobile and desktop capabilities to start your journey. Tomorrow, we will develop artificial intelligence tools to further understand client goals and algorithmically match them up with the only financial planner that is right for them. We want to make these powerful tools available to as many people as possible (not just the 1%).
The concept of WePlan was born in 2016 when our founder, Tom Lombardi noticed that there were no straightforward ways to find a financial planner on the internet. Search ads would land on another ad with only a contact form. Big banks offer 48 investment products that make your head spin. Yelp and Google only show you people who pay up. Not only is it so hard to find unbiased advice, there is an inherent conflict of interest in the financial services industry today. WePlan to change that.