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An independent startup within John Hancock that scales financial advisory to millions

An independent startup within John Hancock that scales financial advisory to millions

Our mission is to help families increase their savings rates and achieve financial security – via innovations in robo advisory, machine learning, and chat.

This is an exciting time for us, as we have completed a fully functional MVP, and have now released a private beta while working with a world-class digital design firm to refine key features before a public launch this year. Our work involves complex integrations with leading aggregation and clearing providers to enable real-time money movement, portfolio management and intelligent financial guidance.

Our division was born as a result of the acquisition by John Hancock of a tech startup called Guide Financial in 2015. We operate as an independent San Francisco-based startup group. We combine the fast pace, rapid iterations, camaraderie and fun of an early stage startup with the backing and financial resources of a Fortune 500 company with 150+ years of history and millions of customers.
Co-Founder - John Hancock Digital, Guide Financial. Innovating for impact. Data, financial technology, development, @Harvard Kennedy School

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