Our founder, Matt Iverson-Comelo, spent 14 years in financial technology and came away with one conviction: education alone doesn’t change what people do with money. With Professor Dan Ariely and the Common Cents Lab at Duke University, he helped build an online program, grounded in behavioral economics, that moved people from knowing what to do to doing it.
At the same time, advisers kept telling him the other half of the story. They wanted to give back, and there was no easy way to do it. So we built one. We find the people who want help, and we give volunteer advisers everything else, so they can do the work they trained for.