financial-education
(6)
Advanta IRA
Advanta IRA gives retirement savers a way to put houses, private loans, gold and startup stakes inside tax-advantaged accounts. The freedom is real - and so is the paperwork.
Cboe Global Markets
The company that gave Wall Street a fear gauge now sells the pipes, prices and products behind an increasingly global, nearly round-the-clock market. Its advantage is less a single exchange than a feedback loop: invent the contract, gather the liquidity, distribute the data, then teach the next wave of traders how to use it.
Reku
Reku is an Indonesian investment platform that lets everyday users buy, sell and trade cryptocurrency alongside US stocks and ETFs from a single app. Founded in 2017 as Rekeningku.com and rebranded to Reku in 2022, the company positions itself as a low-fee, education-first exchange licensed by Indonesian regulators. It offers spot crypto, crypto futures, staking, OTC services and curated Reku Packs, and turned profitable in 2024 while serving hundreds of thousands of customers.
Modak
Modak (Modak Makers) is a San Francisco Bay Area fintech that gives kids and teens a no-fee Visa debit card paired with a gamified money app for families. Parents fund the card, assign chores, and monitor spending from a dashboard, while kids earn in-app rewards points called Mobucks (MBX) for completing challenges, walking, and learning good money habits. Founded in 2022 by ex-GGV Capital investor Madhu Yalamarthi and backed by a $5.3M seed round, Modak positions itself as a lower-cost, rewards-driven alternative to Greenlight and GoHenry, and says it serves 30,000+ families.
Finhabits
Finhabits is a bilingual financial wellness platform built by Latinos, for Latinos, that turns small, automatic deposits into diversified investment portfolios. Founded by MIT-trained engineer Carlos Garcia, the New York fintech pairs low-minimum Roth and Traditional IRAs with Spanish-and-English financial education to close the wealth gap for first-time investors, serving hundreds of thousands of members who often start with as little as a few dollars a week.
Goalsetter
Goalsetter is a New York-based financial education and banking platform that teaches American kids, teens, and families how to save, spend smart, and invest. Founded by Tanya Van Court, it blends FDIC-insured savings, a 'Learn to Earn' debit card, and pop-culture-flavored financial quizzes mapped to national standards. The company also runs Goalsetter Classroom, a K-12 curriculum used by schools, framing financial literacy as a tool for closing the racial wealth gap.