Charlie Finance Aims to Change Personal Finance

Charlie Finance doesn’t require an app download, they instead use texts and messenger to interact with clients to help them save money; the startup was designed by gamers who spent time interviewing customers about income, demographics and financial sophistication; what they found was personal finance was really about money, as CEO Ilian Georgiev explained to TearSheet, ““When you talk to people, they talk in terms of verbs, like how do I afford to buy shoes or send my kids to school. They don’t ask how to prevent overdraft, and they don’t need more charts.”; the service is designed to help people better understand their financial lives but in a passive role, let Charlie do the work for them. Source. 

  • Todd is the host of PitchIt: the fintech startups podcast, a weekly interview show featuring emerging fintech founders and leading venture capitalists. He is responsible for leading the content team which covers fintech through daily & weekly email newsletters, editorial, virtual events, and in-person conferences. He has been covering fintech, banking, and venture capital for more than 15 years, including speaking regularly at industry events.

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