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VerifiedFinancial Services· Founded 2020

Goalry

Goalry helps financial experts and their communities thrive. It starts with everything finance and is built to go beyond, empowering consumer success level by level. It's where you track, plan, and master goals the modern way. Goalry also operates as a white-label financial wellness platform for financial coaches, course creators, CFP®s, finfluencers and others. We provide a ready-to-launch solution integrated with their services, eliminating the need to build from scratch. We help financial experts 2x revenue and engagement without heavy lifting, in under 30 days. Designed with the award-winning "Digital Mall", it’s perfectly on-brand for all-in-one commerce. It's built with modular, adaptable blocks, similar to LEGOs, offering the ability to snap on anything. You’re supported by an AI concierge named Miles Forward, who understands you and the entire ecosystem to help you navigate and achieve your goals. We believe the future isn’t more apps. It’s one aligned experience, starting with money and expanding everywhere. If you're a financial expert, coach, or influencer, explore our partner program at Goalry.com/for-financial-experts. For other businesses, visit Goalry.com/white-label.

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HeadquartersNewport Beach, United StatesEmployees8(11 to 50)Annual revenue$1M to <$10MFounded year2020Websitegoalry.comLinkedIn profileLinkedIn

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2

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LinkedIn employees

8

11 to 50 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

2

tools in use

Monthly traffic

126

organic / mo

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Top roles at Goalry

2 distinct titles indexed · top 2 shown.

  • 1chief operations officer
  • 1founder and ceo

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