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Presenter Profile:

How they describe themselves: Financial wellness reimagined: A simplified, integrated way to empower people to plan, simulate, and make smarter decisions via a Super App.

The B2B platform delivers machine-learning-powered, gamified tools to support all major life events and data to drive engagement, loyalty, and commerce.

Mission-led, female-founded: EqualFuture is a San Francisco-based fintech with a mission to help everyone have a shot at an “equal future” by making better financial decisions.

How they describe their product/innovation: Super App’s behavioral design and machine-learning-powered simulations help users get organized, create goals, and stay on track financially.

Using one integrated interface, financial tools/services deliver account aggregation, budgeting, notebook, file vault, custom “playlist,”  gamified simulation/planning tools, and cashflow forecast.

Construct user profiles with “Someone Like Me” canonical profile segmentations to experiment, tweak plans and customize as their own.

Dynamic cashflow forecast data enhances risk assessment to customize product offerings.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev.: Joyce Phillips (CEO & Founder), joyce.phillips@equalfuture.com, Paul DiBenedetto (Financial Planning Lead), paul.dibenedetto@equalfuture.com
Press: Joyce Phillips (CEO & Founder), joyce.phillips@equalfuture.com