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HelloWallet

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HelloWallet is an independent, online financial guidance service for workers founded by former Brookings Institution scholar Matt Fellowes. HelloWallet is primarily distributed through Fortune 500 and other employers as a workplace benefit. HelloWallet helps workers improve their overall household finances by “finding the money” to boost their contributions to retirement savings and reduce debt. Retirement plan providers also provide the service to help workers improve their personal finances. HelloWallet’s independence comes from the fact that it receives no commissions from financial institutions. It boosts the wealth of workers by relying on behavioral economics and a group of academic advisors from Dartmouth College, the RAND Corporation, George Washington University, Stanford University, University of Wisconsin–Madison, and the Brookings Institution.

The company was created with support from the Rockefeller Foundation in 2009. In 2010, it raised additional funds from AOL founder Steve Case, Jean Case, Grotech Ventures, and a group of private individuals.

Milestones

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• 
  HelloWallet added Evan Samek as Lead Designer. (7/1/10)
  Posted 9/1/11 at 5:20pm
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  HelloWallet added Tige Savage as Board.
  Posted 4/27/11 at 4:30am
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  HelloWallet added Matt Fellowes as Founder and CEO.
  Posted 3/9/10 at 8:44am
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  HelloWallet added Revell Horsey as President & CFO. (9/1/09)
  Posted 3/7/10 at 5:07am
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  HelloWallet received $12M in Series B funding. (1/26/12)
  Posted 1/26/12 at 6:43pm via finsmes.com
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  HelloWallet received $3.6M in Series A funding. (5/6/10)
  Posted 5/6/10 at 8:58pm via techcrunch.com
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  HelloWallet received $550k in Debt funding. (3/5/10)
  Posted 3/5/10 at 3:11pm via sec.gov
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  HelloWallet — Food company H.J. Heinz, services provider Marsh & McLennan Cos. and the California State University System are among HelloWalletfirst buyers. (5/15/11)
  Posted 6/13/11 at 4:15pm via washingtonpost.com
• 
  HelloWallet — HelloWallet Appoints Eight Leading Behavioral Economists and Researchers to Academic Advisory Board (2/16/11)
  Posted 4/17/11 at 8:11am via businesswire.com
• 
  HelloWallet — The Bill Clinton-endorsed startup, offering financial advice. (9/29/09)
  Posted 4/17/11 at 8:11am via businessweek.com
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  HelloWallet — Received $3.6M in Series A funding led by Grotech Ventures, Jean Case and Steve Case (5/6/10)
  Posted 5/6/10 at 11:49am via techcrunch.com

Videos

Screenshots

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Above: hellowallet.com
Uploaded: 3/7/10

Sources

1. SEC D (sec.gov) [edit]
2. HelloWallet Nabs $3.6 Million From Steve Case And Grotech For Personal Finance Software (techcrunch.com) [edit]
3. HelloWallet Raises $12M in Series B funding (finsmes.com) [edit]
4. HelloWallet Nabs $3.6 Million From Steve Case And Grotech For Personal Finance Software (techcrunch.com) [edit]
5. Will HelloWallet Transform Online Financial Advice? (businessweek.com) [edit]
6. HelloWallet Appoints Eight Leading Behavioral Economists and Researchers to Academic Advisory Board (businesswire.com) [edit]
7. The Download: HelloWallet debuts its financial help software (washingtonpost.com) [edit]