We’re excited to announce
Helo’s Seed Funding Round Is Now Open!
Helo empowers individuals to master their finances through smarter habits, combining cutting-edge technology with behavioral science.

Why Invest in Helo?
Our innovative platform goes beyond traditional budgeting and banking, offering amazing features to help individuals become well-thy.
Not Your Mama’s Budgeting Tool: Helo revolutionizes the financial industry by prioritizing user needs and wellness over corporate interests.
Market Opportunity: Helo is capitalizing on growing demands for user-centric tools, providing a solution to outdated banking models and ineffective budgeting apps.
Visionary Team: Led by a passionate team of experts in finance, banking, marketing, and legal. Our team’s expertise and a clear, mission-driven vision make this a lucrative opportunity.
Mission Driven: This incredible team is committed to transforming lives by enhancing the financial wellbeing of communities nationwide.
What Have We Done So Far?
We’ve already raised $750K in capital and $750K in R&D credits during our pre-seed round, laying a strong foundation for growth.
We’ve used these funds to:
- Build and test the Helo Beta version
- Launch our website, advertising and social media campaigns
- Create brand awareness and compile a wait list of eager users
- Prepare for our Freemium and Premium launch in Q1 2025


Female-founded.
Change-oriented.
Founded by a financial advisor who saw the widespread gap in financial knowledge that was not being addressed by traditional banks, our mission is to improve the financial health and independence of individuals and families to create peace of mind and financial security.

What’s Next?
With Seed funding, we’re primed to:
- Scale our marketing: Amplify our presence through targeted campaigns to attract and engage our target audience.
- Expand our team: Bring in top-notch experts in sales, customer service, and developers to enhance our platform and reach.
- Drive PR strategy: Drive a game-changing PR strategy that will place Helo at the forefront of the financial tech revolution
- Expand our partnerships: Collaborating with financial institutions and service providers to offer integrated solutions.
- Develop advanced features: Introducing new functionalities like gamification, SmartSpend ai, and reward notification.
This is Your Final Opportunity to Join Us
This is our last planned fundraising round, and we’re giving a select group of investors the chance to be part of something truly transformative.
Don’t wait—there’s very limited availability to secure your spot on our cap table. Take action now and join us as we redefine financial management for millions.
For investment inquiries, please reach out to us at [email protected].
