TROUTWOOD

Own Your Financial Future. Not everyone grows up with a Wall Street Journal on the kitchen table. Troutwood seeks to close the "Wealth Gap" by providing software that empowers individuals to learn how to build, implement, and successfully execute a plan to achieve financial freedom. Recognizing that personal finance is personal, Troutwood combines cutting edge research with proprietary AI and ML to understand each user's unique persona and behavioral biases which may influence their decisions, ... how they learn best, and respond with the right engagement at the right time. Committed to being "jargon-free", educational content is delivered via "Finglish", Troutwood's proprietary "Finance-to-English" learning modules, which breakdown complex ideas into bite-sized explainers anyone can understand. Built for the 99% who may not have an advisor, but who still seek help with decisions about money, Troutwood puts the knowledge and modeling power of an MBA/CFA/finance professor into a user's pocket. Founded out of Carnegie Mellon University's Swartz Center for Entrepreneurship, Troutwood draws upon the founders' deep experience working with some of the world's largest and most sophisticated institutional investors, teaching at the collegiate level, working one-on-one with low-income students and families, collaborating with behavioral finance experts, and working with some of the nation's pre-eminent financial literacy non-profits. 100% conflict-free, and committed to ethical use of data, Troutwood is not a broker-dealer or RIA and always puts users first, providing an alignment of interest and credibility that is rare in the FinTech industry. Ready to meet the needs of teachers and schools seeking to provide personal finance education, Troutwood delivers a true "super-app" at the intersection of EdTech and FinTech. Rooted in the experience of more than 1,000 classroom visits and workshops all across the country, the free-tier of software meets or far exceeds national standards in financial literacy education. Every student user is able to Explore Career paths, Explore Colleges and Trade Schools, Set Goals, Create a Budget, Create a Plan, and access a broad array of tools, games, eBooks, quizzes, and content - all carefully vetted and built by institutional finance professionals. For non-student / working adults, Troutwood offers the ability to not only create a plan and learn about personal finance, but to monitor finances and track actual performance vs. plan benchmarks, for both budget and net worth, via manual entry or open-finance linked accounts. Proprietary financial modeling, forecasting, and decision tools - the like of which have never been available in consumer software - help users learn to maximize opportunities, avoid major money mistakes, stay accountable, and gain confidence. Additional SaaS/Enterprise offerings are available to schools, non-profits, and corporations committed to advancing financial education and empowerment for their constituents or employees. Troutwood gives individuals, and the institutions who care about them, a way to take holistic financial well-being to the next level.More