United Capital, a US-based advisory firm, has acquired FlexScore, an online platform that produces a single number to represent a consumer’s financial health.
FlexScore is a consumer-facing financial planning tool that aggregates users financial data to generate a credit-score-like number of a person’s financial health.
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The platform also allows clients to view a financial plan they have created as well as assign them a score that changes based on the user’s unique financial situation and goals.
The tool also provides action steps for the consumer to improve their score.
Financial terms of the transaction have not been disclosed.
Under the deal, United Capital’s Money Mind tool will be integrated with FlexScore to help clients who can’t afford an advisor to begin the financial planning process. Money Mind also allows consumers to see and understand how they view money and their financial decisions.
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