America has a savings problem. According to a recent survey by GoBankingRates, a third of Americans don’t have a single dollar saved. Spending has certainly been made easy, but savings, for a variety of reasons, has not.
In Invest Forward, Matt has built a holistic wealth management solution that aims to improve people’s financial lives by improving access to information and advice on personal finance and enable people to take actionable steps in their financial lives that help them easily save and invest.
Keeping Up With Savings Instead of Keeping Up With the Kardashians
Matt Cohen is the Founder and CEO of Invest Forward, an innovative and holistic wealth management solution that aims to help the everyday American manage their entire financial life in a simple, transparent, and low cost way. Matt has been very thoughtful about building out the Invest Forward platform and I’ve never seen him as excited about his work as he has been with Invest Forward. He’s built out a strong set of partnerships and has a good set of investors (including Transamerica Ventures). Matt has a strong background at the intersection of finance, technology, and making an impact. Matt has been a Partner at City Light Capital, a top impact investment VC firm that he helped build from the ground up. He also has finance and startup experience as a banker at Citi and Bear Stearns and was a founding member / VP of Business Development at Netfolio, an early 2000s fintech startup.
In this episode we cover:
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