The Wealth Pool is a DIY financial planning tool that simultaneously helps alumni associations with alternative data to better serve alumni and generate a new revenue stream.
Alumni gain confidence, clarity, and control over their finances through The Wealth Pool’s easy-to-use, advisor-grade planning technology, while the association receives valuable data and co-branding to drive marketing and fundraising campaigns.
The Wealth Pool is a turnkey solution. Simply invite alumni through your existing communications (e.g., email, website widgets) and gauge the wealth capacity of alums through insightful “pools” of aggregated data and privacy-friendly, FICO-like scoring on households.
