Our Story

RoboPlanner® powered by iQuantifi

Our Mission

“To help people identify, prioritize, and achieve their financial goals.” 

– iQuantifi

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Our Philosophy

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.

SUCCESS STORIES

Read These Personal Success Stories from Our Clients

ADOPTION

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These people did this amazing stuff! Check out this story about it!

SUCCESS!

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A newlywed couple wanted to adopt a child into their life, but they needed the proper funds.

RETIREMENT

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These people did this amazing stuff! Check out this story about it!

SUCCESS!

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This father was about to start a family and knew that now was the time to look into his retirement.

COLLEGE

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These people did this amazing stuff! Check out this story about it!

SUCCESS!

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With their child growing up, they knew they needed to start thinking about a college fund.

Why We Invented RoboPlanner®

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.

Our Company

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 has 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.

RoboPlanner® powered by iQuantifi

"If you don't take action...it's just a plan!"
Security
We understand that security and privacy are important to you and we take both very seriously. RoboPlanner® employs industry standard data security protocols to ensure your information is protected.
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