About the offering
Our mission is to provide a trusted solution for the 71 percent of Americans with an interest in receiving financial advice while helping highly skilled, fiduciary financial advisors reach their business goals by simplifying the process of client acquisition. We display pre-screen independent financial advisors that will operate within their clients' best interests. There is a huge market for people for a trusted platform that will give consumers the guidance they need for trusted financial advice. We estimate - based on the Planning & Progress Study 2016 - that the number of U.S. adults that seek financial help but do not know where to turn is roughly 110 million. This is not only an area of need for consumers as well. According to the 2014 Drivers of Business Growth study from the Financial Planning Association, only 9% of financial advisors view their business development methods as highly effective and most give themselves a failing grade. Due to the succinct and visible need for a service like this from both the financial advisor and consumer alike, we view this concept as one with extraordinary potential.
FAQ
How much has Wealth Zoo raised?
Wealth Zoo has raised $14,950 of a $1.07M goal.
Where is Wealth Zoo's campaign listed?
The offering is listed on TruCrowd, an SEC-registered Reg CF intermediary.
What are the terms of Wealth Zoo's raise?
SAFE, $4M cap, 80% discount.
When does Wealth Zoo's offering close?
The stated close date is Jul 31, 2018.