# GoalsMapper > Digital financial advisory platform transforming wealth planning for advisors across Southeast Asia ## At a glance | Field | Value | | --- | --- | | Category | Distribution & Sales | | Type | Solutions Provider | | Region | APAC | | Headquarters | Singapore | | Founded | 2018 | | Stage | Growth | | Employees | 11-50 | | Funding | Bootstrapped | ## Overview GoalsMapper is a digital financial advisory platform headquartered in Singapore that provides technology-enabled solutions for financial advisors and planners across Southeast Asia. The platform delivers real-time financial planning capabilities with scenario-based analysis, helping advisors conduct needs-based planning with clients. Operating across five countries—Brunei, Indonesia, Malaysia, Singapore, and Thailand—GoalsMapper has established itself as a significant player in the APAC fintech space, serving over 155,000 clients through a network of approximately 2,000 financial advisors. The platform emphasizes comprehensive financial data clarity and automation, with core capabilities including scenario planning, cash flow analysis, and fact-finding automation. GoalsMapper was commercially launched in 2018 and has demonstrated strong growth, scaling 12x since inception. The company operates with a bootstrapped funding model, indicating profitability and independence. GoalsMapper targets individual financial consultants and institutions seeking to enhance advisory efficiency and client outcomes. The platform reports that 90% of customers experience increased conversion rates, with 75% of clients increasing their investments following advisor use of GoalsMapper tools. ## Products & services ### GM Planner Core financial planning tool that enables financial consultants to simplify complex financial decisions for clients. Provides real-time cash flow prediction based on current situations, goals, and existing portfolios with interactive scenario planning, comprehensive charts, and financial review capabilities. **Key features:** - Scenario\-based financial planning - Real\-time cash flow analysis - Goal tracking and modeling - Interactive charts and visualizations - Client\-facing plan generation *Target users:* Financial advisors, financial planners, wealth managers ### GM Brand Personal branding and digital presence tools designed for individual financial consultants to enhance their professional identity, credibility, and market presence within their client base. **Key features:** - Digital profile management - Branded advisor pages - Client\-facing presence tools *Target users:* Independent financial advisors, financial consultants ### GM Connect Omni-channel CRM and communication platform that strengthens advisor-client relationships through streamlined communication, client management, and engagement tracking capabilities. **Key features:** - Client relationship management - Multi\-channel communication - Engagement tracking - Client database management *Target users:* Financial advisors, advisory firms ### GM Legacy Estate planning solution addressing the specialized needs of financial advisors and their clients for succession planning, legacy management, and wealth transfer scenarios. **Key features:** - Estate planning tools - Legacy planning scenarios - Succession planning support *Target users:* Financial advisors specializing in wealth planning ### GM Mortgage Mortgage planning and analysis tool allowing advisors to help clients with mortgage-related financial decisions, integration with overall financial plans, and scenario modeling for mortgage options. **Key features:** - Mortgage comparison tools - Integration with financial plans - Scenario analysis for mortgage decisions *Target users:* Financial advisors, mortgage professionals ### GM Rewards Client loyalty and rewards program designed to enhance client engagement, retention, and relationship deepening through incentive structures. **Key features:** - Loyalty program management - Client retention tools - Engagement incentives *Target users:* Financial advisory firms, institutions ### Adviser Playschool Training and educational platform providing comprehensive training on GoalsMapper capabilities, financial advisory best practices, and platform mastery for advisors. **Key features:** - Interactive training modules - Best practices curriculum - Platform certification - Ongoing education *Target users:* Financial advisors, advisory firm trainers ### Money Playschool Financial literacy and education platform helping end-clients improve financial knowledge, decision-making capability, and engagement with advisors. **Key features:** - Financial education content - Interactive learning modules - Behavioral finance insights *Target users:* End\-clients, consumers ## Category & focus - Subcategories: Financial planning tools, advisor platforms, client engagement - Insurance verticals: Life & Annuity, Group Benefits - Target customers: Agents, Brokers, Financial Planners, Institutions ## Notable customers - Prudential - Manulife - AIA - iFAST ## Links - Website: - Directory profile: - Linkedin: - Products: --- *Last updated: 2026\-06\-13*