Discover our journey and what drives us
Founded by data experts, we create cutting-edge SaaS analytics platforms tailored for businesses of all sizes.
We are passionate about empowering individuals and businesses to take control of their finances and achieve their financial goals.
We are dedicated to revolutionizing the way individuals and businesses manage their finances. Our team is committed to providing intuitive and innovative solutions that empower our users to achieve financial success.
4.97/5 reviewes
95%
Customer satisfaction rate, reflecting our dedication
10+
Innovation and insight to users' financial journeys
$10m
Platform has ensuring secure and efficient financial
50m
Users worldwide, providing them with financial solutions
How to get started
Getting started is straightforward and private. Complete a brief assessment from home, and we’ll take care of coordinating specialists, next steps, and ongoing care—guiding you the whole way.
Introduce yourself
Share your details, along with information about your loved one. Our team will help you administer your first online assessment and answer any questions along the way.
Enroll
Once the assessment is reviewed by our care team, we’ll walk you through your loved one’s results and discuss whether enrollment makes sense. We help validate insurance and coordinate the first visit, removing as much administrative burden as possible.
Ongoing care
After the first visit, Mindspan builds a personalized care plan and ongoing schedule, including follow-up visits and monitoring. We stay engaged over time to adjust care as needs evolve.
Your own journey
At any time, you can begin your own proactive cognitive health journey at no cost. Regular assessments help track your cognitive health, and if early intervention could be beneficial, our care team will help unlock access to the right science and support. Early action often leads to better outcomes.
Digital twin
Imagine a personalized digital version of your loved one’s brain—a “digital twin” that helps our care team better understand and support their cognitive health.
Using health records and assessments, this technology creates a detailed model of cognitive strengths and challenges, allowing us to tailor care and strategies specifically to your loved one.
Using health records and assessments, this technology creates a detailed model of cognitive strengths and challenges, allowing us to tailor care and strategies specifically to your loved one.
Meet the Financer team
Meet the talented individuals who drive our company's success with their dedication, expertise, and passion for innovation
Amara Okafor
Head of Marketing
Jakob George
Head of Finance
Leila Khatami
Accountant
Nolan Kenter
Product Manager
Ananya Iyer
Business & Development
Talan Culhane
Account Manager
What Our Clients Are Saying
Our users love how Advisora Template simplifies their processes and streamlines operations
Advisora has completely transformed the way I manage my finances. With its intuitive interface and powerful features, I now have better control and visibility into my expenses and investments. Highly recommend it!
William Parker
CFO at BrightPath
I've been using Advisora for years now, and I can't imagine managing my finances without it. From tracking expenses to creating budgets, Advisora has simplified every aspect of my financial life. Thank you for such an amazing platform!
Michael Carter
Freelance Web Developer
Advisora has been a game-changer for our business. With its comprehensive financial management tools, we've been able to streamline our processes and make more informed decisions. The customer support team is also top-notch
John Spencer
Manager at GlobeSync
As someone who is new to investing, Advisory has been an invaluable resource for me. The investment management tools have helped me understand my portfolio better and optimize my investments for better returns. I couldn't be happier with the results!
Christopher Reed
CEO, Beta Technologies
Advisory has exceeded all my expectations. Not only does it make managing finances easy and efficient, but the platform also prioritizes security, giving me peace of mind knowing that my data is safe. I'm a loyal Advisory user for life!
James Rodriguez
Founder of GreenHarves
Advisory has completely transformed the way I manage my finances. With its intuitive interface and powerful features, I now have better control and visibility into my expenses and investments. Highly recommend it!
William Parker
CFO at BrightPath
I've been using Advisory for years now, and I can't imagine managing my finances without it. From tracking expenses to creating budgets, Advisory has simplified every aspect of my financial life. Thank you for such an amazing platform!
Michael Carter
Freelance Web Developer
Advisory has been a game-changer for our business. With its comprehensive financial management tools, we've been able to streamline our processes and make more informed decisions. The customer support team is also top-notch
John Spencer
Manager at GlobeSync
As someone who is new to investing, Advisory has been an invaluable resource for me. The investment management tools have helped me understand my portfolio better and optimize my investments for better returns. I couldn't be happier with the results!
Christopher Reed
CEO, Beta Technologies
Advisory has exceeded all my expectations. Not only does it make managing finances easy and efficient, but the platform also prioritizes security, giving me peace of mind knowing that my data is safe. I'm a loyal Advisory user for life!
James Rodriguez
Founder of GreenHarves
