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Closed Date2010

General Information

Offices

Santa Barbara, USA
1315-B State Street
Santa Barbara, CA, 93101
USA

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GreenSherpa Closed down 2010

GreenSherpa

GreenSherpa is a web-based personal finance application that enables you to manage all of your bank accounts and transactions in one website from any computer or smartphone. It automatically downloads and categorizes transactions, reducing data entry time. GreenSherpa is distinct in that it’s cash flow feature addresses the concern people report most frequently — the next 12 months.

GreenSherpa’s forward-looking approach helps people answer the question “Can I afford this” by seeing the impact of purchases on future account balances. It also enables you to collaborate with a spouse, financial planner or CPA.

Recent Milestones

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    GreenSherpa — We are excited to announce that we have an agreement from a new partner that has over 1000 credit unions as customers with a total reach of over 38 million end users! They already sell several other products to this customer base and will be selling Green (1/1/10)
    Posted 5/26/10 at 1:31pm
  • Check
    Closed. (1/1/10)
    Posted
  • Check
    GreenSherpa added Erin Lozano as COO. (1/1/07)
    Posted 3/4/10 at 8:05pm
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    GreenSherpa added Masen Yaffee as CEO. (1/1/07)
    Posted 3/4/10 at 8:05pm
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    GreenSherpa added Thomas Aylott as Developer.
    Posted 7/6/09 at 1:52pm

Videos

Above:

GreenSherpa and Financial Goals

Added: 3/5/10
Above:

GreenSherpa demoing at Finovate Startup 2009

Added: 3/14/14

Screenshots

Products

GreenSherpa - Personal Financial Management Application

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Greensherpa

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Last Edited 3/14/14

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