“To help as many people as possible identify, prioritize, and achieve their financial goals.”
– iQuantifi
When you look back on your financial life, will you remember the specific returns you got on your investments, whether or not you beat the market in a given year, or what interest rate you earned on your savings account? Most likely those details are not important enough to come to mind. What people tend to remember is the dream wedding they had, the day they paid off their student loans, or the moment they bought their first house. They talk about that special trip to Hawaii they took or the day they helped their kids move into their dorm room.
That’s why our philosophy is goal-centric. It’s all about goals and what you’re trying to accomplish. Travel? A new car or house? College savings? Debt elimination? Retirement? Your goals provide you with purpose and the “why” to creating your financial future. They drive you to take action and succeed.
RoboPlanner® was created because access to financial planning is extremely limited. Most people don’t qualify or can’t afford to work with a professional advisor. In addition, many people don’t know where to start or how to juggle multiple demands on their money. By creating a solution to overcome these obstacles, we’ve opened up financial planning to everyone. With RoboPlanner®, people are empowered to improve their own financial life.
iQuantifi, the creator of the RoboPlanner®, is a company that has nearly 50 years of combined experience in financial planning and investment advice, education, and wealth management expertise. That experience includes the dot com bubble of 2000-2002 and the Great Recession of 2008-2009, allowing us to incorporate real-life events into the design and development of the RoboPlanner® software.
Voted Best in Show at Bank Innovation 2015, iQuantifi was in the first class of Plug and Play’s FinTech Accelerator program. Other accolades include “Winning Startup” at the Future of Money and Technology Summit, Best of Show win at FinovateSpring 2012, Finalist in The Rise of the Rest Competition, Finalist in the Next Awards, and Finalist in two categories of the BenZinga Tech Awards. iQuantifi, and specifically our CEO, Tom White, have been recognized in various publications and media, including CNBC, the New York Times, USA Today, Bloomberg, Financial Times, American Banker, Yahoo Finance, Main Street, and many others.
Tom and Karen
For more than two decades as a financial planner and investment adviser, Tom has personally helped hundreds of clients achieve their financial goals and milestones in life. He has successfully built and sold two wealth management firms. He sold his first firm, White, Merrell and Associates to Fifth Third Bank in 2001 and helped launch Fifth Third’s investment advisory division in Tennessee. He sold his second firm, CAP Partners LLC, a registered investment advisory firm, in 2013 to focus solely on iQuantifi.
Tom started his career as a financial advisor with American Express Financial Advisors in 1997. Within his first year, he received both the Mercury Award and the President’s Recognition Award for providing outstanding advice to clients. Tom received his B.A. in Theology and Psychology from Loyola Marymount University in Los Angeles, CA, where he was a Fulbright-Hayes scholar.
Karen brings over 25 years of experience in product design and development in both the wealth management industry and the education field to her role as Co-Founder and Chief Product Officer at iQuantifi. Prior to launching iQuantifi, she was the Co-Founder and Client Service Director at CAP Partners, a financial planning firm, where she helped build the original formulas that the RoboPlanner® engine is based on.
Karen began her career in the investment industry at Kidder, Peabody & Co. She moved into the educational realm with Modern Red Schoolhouse, an offshoot of Hudson Institute, that focused on educational reform and consulting. Karen went on to run her own design business. Eventually, she brought her expertise back into the financial industry when she helped build CAP Partners. Karen received her B.A. in Literature and Creative Writing from Loyola Marymount University in Los Angeles, CA where she graduated Cum Laude.