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Finoveo

finoveo.com

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Spec score 7.4 #13 of 26 in Financial Wellness Software

What it is

Finoveo describes PFScores as a white-label client acquisition and data platform for organizations including banks, credit unions, advisory firms, membership organizations, retirement-plan firms, universities, and public programs. It turns customer behavior into financial intelligence, with real-time analytics for score trajectories, product readiness, and customer segments. Users can ask plain-language questions about customer data and receive answers without SQL or an analyst. Banks can use it to identify potential interest in products such as mortgages, auto loans, or credit cards; advisory firms can assess readiness for products including annuities, insurance, and estate planning. For TPA firms, it offers financial-wellness education covering retirement readiness, budgeting, debt, emergency savings, insurance, and estate basics, positioned as education rather than advice. The platform can carry an institution’s branding, including its name, colors, and app store listing, and Finoveo describes deployment in 90 days without core-system changes. PFScores is linked for web, iOS, and Android. A free plan is available; product pricing is provided on request.

Spec sheet

Product
Finoveo describes PFScores as a white-label client acquisition and data platform that turns customer behavior into actionable financial intelligence.Read 7 Oct 2026 · finoveo.com
Platforms
The site links to the App Store, Google Play, and a web version at pfscores.com.Read 7 Oct 2026 · finoveo.com
Deployment
Finoveo says its white-label platform can be deployed under a customer’s brand in 90 days with no core system changes.Read 7 Oct 2026 · finoveo.com
Integrations
Finoveo says its deployment requires no core system changes and describes its rollout as requiring minimal IT involvement.Read 7 Oct 2026 · finoveo.com
Security
Finoveo’s privacy policy says it implements commercially reasonable security measures and does not guarantee absolute security.Read 7 Oct 2026 · finoveo.com
Company
The site identifies the company as Finoveo Inc.Read 7 Oct 2026 · finoveo.com
Advisor use
For advisory firms, Finoveo says the platform identifies client readiness for products including annuities, insurance, and estate planning.Read 7 Oct 2026 · finoveo.com
AI queries
The AI query engine accepts plain-language questions about customer data and returns answers without SQL queries.Read 7 Oct 2026 · finoveo.com
AI query engine
Finoveo says users can ask plain-language questions about customer data and receive answers without SQL or an analyst.Read 7 Oct 2026 · finoveo.com
Analytics
The platform includes real-time engagement analytics for score trajectories, product readiness, and customer segments.Read 7 Oct 2026 · finoveo.com
App availability
The site links to PFScores on the App Store, Google Play, and the web.Read 7 Oct 2026 · finoveo.com
Banking use
For banks and credit unions, the site says the platform surfaces cross-sell opportunities such as customers ready for a mortgage, auto loan, or credit card.Read 7 Oct 2026 · finoveo.com
Branding and rollout
The platform can use an institution’s name, colors, and app store listing, with deployment described as taking 90 days and requiring no core system changes.Read 7 Oct 2026 · finoveo.com
Integration limits
For the TPA offering, Finoveo says no integration with the recordkeeper or payroll is required.Read 7 Oct 2026 · finoveo.com
Methodology
The TPA offering is described as using CFP Board methodology and covering retirement readiness, budgeting, debt, emergency savings, insurance, and estate basics.Read 7 Oct 2026 · finoveo.com
Pricing
The pages opened present a book-a-demo or book-a-call path and do not state product plan prices.Read 7 Oct 2026 · finoveo.com
Retirement education
For TPA firms, the site describes participant financial-wellness education as ERISA-compliant and says it is positioned as education rather than advice.Read 7 Oct 2026 · finoveo.com
Support and onboarding
Finoveo offers a 30-minute product walkthrough and a 90-day deployment plan through its booking flow.Read 7 Oct 2026 · finoveo.com
Target customers
Finoveo presents offerings for banks and credit unions, advisory firms, membership organizations, 401(k) and TPA firms, universities, and public programs.Read 7 Oct 2026 · finoveo.com
Team
Finoveo’s About page lists Keith Johnson, James Testa, and Shekhar Yadav as co-founders, with Yadav identified as CTO.Read 7 Oct 2026 · finoveo.com
Website services
The privacy policy names GoHighLevel for CRM and booking, Meta Pixel for advertising analytics, Google Fonts, and Leadsy AI as third-party services used by the website.Read 7 Oct 2026 · finoveo.com
Who it serves
The site presents offerings for banks and credit unions, advisory firms, membership organizations, 401(k) and TPA firms, and universities and education programs.Read 7 Oct 2026 · finoveo.com

Strong points and limits

Strong points

  • Free plan available.
  • Real-time analytics cover readiness and customer segments.
  • Plain-language data queries do not require SQL.
  • Branded rollout described as taking 90 days.
  • Available on web, iOS, and Android.

Limits

  • Product plan prices are available only on request.
  • Security measures do not guarantee absolute security.
  • TPA content is education, not advice.

Who it suits

It suits financial institutions and organizations seeking branded customer acquisition or financial-wellness education. TPA firms may value its retirement-readiness content and the stated lack of recordkeeper or payroll integration.

Verdict

Finoveo combines branded customer engagement, analytics, and plain-language data queries for several institutional audiences. Buyers should request pricing and review the stated security and education limitations.

Where Specifiction places it

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