Goalwise

Goalwise provides a goal-based investing platform for retail investors. Users provide their financial goals to Goalwise (vacation, children's education, retirement) and the company's algorithms create an optimum investment plan to achieve the goal according to their unique risk profile. The investment plan consists of the asset allocation over time (glide path), the best Mutual Funds for the user, and how much to invest in every month to achieve the goal in the desired time frame.On July 28, 2020, Goalwise was acquired by NiYO Solutions, terms of the transaction were not disclosed.