Stephen Bozeman Email
Head Institutional Sales . Lasso
New York City, NY
Locations**************@goalbasedinvestors.com
Primary EmailHow to contact Stephen Bozeman
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Employees:
12Revenue:
$579.6kAbout
Lasso is a new social app from GoalBased Investors for building wealth and finding advice. It brings Advisors and Consumers together over people's life goals. We believe that a simple, goals-based process for people to create financial plans, share them with advisors, and seamlessly improve upon them together will revolutionize and democratize financial planning. Consumers create a plan, advisors build on it - all in minutes.Lasso Address
1625 N. Market BlvdNew York City, NY
United States