We are on a mission to help you achieve your financial goals.
We provide you automated and comprehensive financial planning and investment advice based on your goals and resources.
iQuantifi was founded by experienced investment adviser, Tom White. Tom has spent his entire career helping families identify, plan and achieve their financial goals. After successfully starting, building and selling two financial planning firms, he realized that the traditional advisor model was not reaching the young families that needed it most. That’s when the idea of using technology to help millions of millennials and young families achieve their goals was born.
By building on almost 20 years of practical investing knowledge and experience, we developed a platform that gives comprehensive advice without the need to interact with a live person. This allows iQuantifi to help the young families that don’t qualify or cannot afford a traditional advisor. Using technology also brings the benefit of real-time solutions that address the financial problems faced by a younger generation in a dynamic way.
Our advice is goal-based. We start with what you are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever your goal, our mission is to provide the advice and investment vehicles needed to achieve it. iQuantifi continues to give comprehensive advice as life changes, applying what is suitable according to your unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that will provide a path and the investment tools necessary to achieve your goals.