A web marketplace called fundMyLife connects users looking for financial advisors to browse advisor profiles, reviews, and connect with advisors. The platform aims to address the limited pool of financial advisors for people seeking financial planning help and challenges advisors face in lead generation. The founders, Wesley and Jackie, aim to grow the platform month-over-month and raise $250k for server costs, marketing, hiring, and developing new features like a recommender system to achieve profitability within 18 months.

1. Welcome

2. Limited pool of financial advisors (FA) for
people looking for financial planning
Need to know FAs better before engaging
them
Lead generation is a constant challenge for
FAs
Problem

3. Problem

4. A web marketplace where
- Users can browse through a selection of FA
profiles and reviews to:
- Financial advisors can market themselves to:
Solution
Discover
advisors they can
relate to
Make informed
decisions to engage
financial advisors
Demonstrate both a
professional and
personal side
Obtain additional
leads

5. Product
Browse Profiles
Get to Know Them
Connect

6. Team
Wesley Goi
NUS PhD
Tech co-founder
Ideas Inc 2013 winning team
Big data specialist
Full stack dev
Jackie Tan
NTU PhD
Business co-founder
Biz competition finalist
Jackie of all trades
NUS classmates for 4 years
Met in a hackathon in 2015
Ideation to MVP in 6 months

7. Market Size
1.0k
30k advisors in
Singapore*
25 – 35 years old
Digital native
Social media savvy*Ministry of
Manpower, 2014

8. fundMyLife charges financial advisors for a
monthly subscription, free to use for users.
Business Model
1.0k
Estimated number of
fML clients in Singapore*
$49/
Month
Average fee
$588k/
year
Potential market size
in Singapore*
*We would like to
expand to SEA region

9. Growth
40-100% growth month-over-month in unique
users over 3 months

10. Competition
Personal Formal
Corporate
Neutral
Affiliation
Tone

11. Raising
$250,000
Investment Goals
• Server costs
• SEO campaign
• Targeted Advertising
• Hire developer for future features
• Recommender system databasing
• Profitability within 18 months
Financials

12. fundmylife.co@gmail.com
End