ProsperPoint is a financial solutions agency built for people and businesses who've been priced out of real financial guidance. Personalized strategy. Transparent pricing. No six-figure minimums.
Wealth management market
Americans living paycheck to paycheck
Account minimums at ProsperPoint
Traditional advisors chase high-net-worth clients. Robo-advisors strip out the human element. Everyone in between gets left with YouTube videos and generic blog posts. That's not financial guidance. That's noise.
Most advisory firms require $100K+ in assets just to get a meeting. Small business owners and regular earners need not apply.
Robo-advisors can rebalance a portfolio. They can't understand why you're awake at 3am worrying about payroll.
Percentage-of-assets fees mean the more you have, the more you pay. And you rarely know exactly what you're paying for.
Cash flow analysis, financing guidance, tax optimization, and growth planning. Built for businesses doing $50K to $5M in revenue who need a real financial partner.
Retirement roadmaps, debt management strategy, investment guidance, and emergency planning. No jargon, no minimums, no condescension.
Real-time visibility into where your money goes and where it should go next. Automated reporting that makes sense at a glance.
No 47-page onboarding forms. No waiting weeks for a call back. Four steps from uncertainty to a financial plan that works.
Tell us where you are, where you want to be, and what's keeping you up at night
We map your financial landscape, from income streams to hidden liabilities
A personalized action plan with specific steps, not vague recommendations
Ongoing support as you implement, with check-ins and course corrections along the way
ProsperPoint exists because too many people and businesses make critical financial decisions alone. Not because they want to. Because the alternative was never built for them. Until now.