myprosperity

myprosperity

myprosperity is a cloud-based financial management platform. Using cloud technologies and connecting with real-time data feeds, the platform provides comprehensive wealth reports to give the user a true picture of their overall financial health. myprosperity partners with accountants and other trusted advisors, who then grant access to their clients on a subscription basis. myprosperity automates data feeds from a range of providers to integrate bank accounts, home loans, real estate, credit cards, insurances, and superannuation into a single portal. This streamlines the collection of a client's financial information so advisors have it at their fingertips and can use this as a basis to provide informed financial advice or come tax time. As a result, it provides the advisor with opportunities for new revenue streams to help grow their business. An all-in-one client portal with innovative digital tools to increase practice efficiencies, scale client engagement and grow revenue.

Total funding
~$1M
HQ 🇦🇺
Melbourne, Australia
Status
Alive
People
Peter McCarthy
Founder
Stephen Jackel
Chief Technology Officer
Seymour Cohen MCOM FCPA
Chief Financial Officer
Chris Ridd
Chief Executive Officer
Greg Collins
Chief Technology Officer
Jodie Waddingham
Chief Revenue Officer
Investors
Craig Winkler
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