Couple toasting on a bridge.

Why Invest in Helo?

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Market Opportunity: Helo is capitalizing on growing demands for user-centric tools, providing a solution to outdated banking models and ineffective budgeting apps.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.

Young couple checks their investments on their phone

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.

Couple of women checking on their credit
Young woman