Paperwork

Paperwork

Technology, Information and Internet

Oakland, California 1,919 followers

Financial wellbeing for everyone.

About us

Paperwork partners with banks, credit unions and other financial institutions to help their members track and improve their financial health with personalized financial health scoring and actionable, data-driven insights. With two-thirds of Americans still financially vulnerable, traditional financial literacy and education programs are not effective enough. Paperwork leverages mobile technology and fintech advancements to provide a highly engaging financial wellness program that uses customer data to drive personalized and actionable insights focused on improving financial outcomes. Our enterprise-grade financial wellness program is comprehensive, personalized and measurable - ensuring that together we can deliver the impactful financial wellbeing and peace of mind your members deserve.

Website
https://www.paperwork.co
Industry
Technology, Information and Internet
Company size
2-10 employees
Headquarters
Oakland, California
Type
Privately Held
Founded
2019
Specialties
legacy planning, estate administration, personal financial planning, financial management, document management, and document storage

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Employees at Paperwork

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