|Seed, 3/2006 ||$120k|
|Angel, 2/2007 ||$250k|
Prosperitypersonal’s Wealth Manager simulates graphically and interactively financial goals.
By dragging and dropping icons in the simulation area, visitors can perform various simulations depicting different scenarios customized to their personal situation.
Their website not only offers a useful tool to help people to understand the basic dynamics behind personal finance, but is also a depository for articles to share knowledge, tips and tricks, and simulation results to discover all the aspects of personal finance.
The Wealth manager is the site’s first tool looking at investments and future expenses from a broad perspective. In the pipeline are additional tools for insurance, as well as a more detailed personal finance tool to consolidate portfolios of financial products.