GoalsMapper
Digital financial advisory platform transforming wealth planning for advisors across Southeast Asia
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
At a Glance
- Founded
- 2018
- Headquarters
- Singapore
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Financial planning tools advisor platforms client engagement
- Insurance Verticals
- Life & Annuity Group Benefits
- Target Customers
- Agents, Brokers, Financial Planners, Institutions
Customers
- Prudential
- Manulife
- AIA
- iFAST
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Last updated: 2026-06-13