Finoveo
Finoveo describes PFScores as a white-label client acquisition and data platform for financial institutions and other organizations.
What Finoveo is
Finoveo describes PFScores as a white-label client acquisition and data platform for financial institutions and other organizations. Its stated audiences include banks and credit unions, advisory firms, membership organizations, 401(k) and TPA firms, universities, education programs, and public programs. Organizations can use their own name, colors, and app store listing; Finoveo describes a 90-day deployment without core system changes and with minimal IT involvement. Real-time analytics cover score trajectories, product readiness, and customer segments. The platform also offers an AI query engine that responds to plain-language questions about customer data without SQL. Finoveo describes banking uses such as surfacing potential mortgage, auto-loan, or credit-card interest, and advisor uses such as identifying readiness for annuities, insurance, or estate planning. For TPA firms, it presents financial-wellness education covering retirement readiness, budgeting, debt, emergency savings, insurance, and estate basics, positioned as education rather than advice. PFScores is linked for web, iOS, and Android. A free plan is available; paid pricing is provided on request.
Good
- Real-time analytics cover product readiness and segments.
- Plain-language customer data queries do not require SQL.
- Branding can include an institution’s name and colors.
- Deployment is described as requiring no core system changes.
- Available through web, iOS, and Android.
Watch out
- Paid pricing is available only on request.
- Deployment is described as taking 90 days.
- Finoveo does not guarantee absolute security.
Who it suits
PFScores may suit institutions seeking a branded platform for customer acquisition, data insights, or financial-wellness education. Its stated audiences include financial firms, educational organizations, membership groups, and public programs.
Verdict
PFScores combines customer analytics, plain-language data queries, and branded delivery for several types of organizations. Buyers should note that paid pricing requires a request and that the stated rollout takes 90 days.
The facts
Each one read from Finoveo's own pages, with the date it was checked.
What it does
- Advisor use
- For advisory firms, Finoveo says the platform identifies client readiness for products including annuities, insurance, and estate planning.checked 7 Oct 2026
- AI queries
- The AI query engine accepts plain-language questions about customer data and returns answers without SQL queries.checked 7 Oct 2026
- AI query engine
- Finoveo says users can ask plain-language questions about customer data and receive answers without SQL or an analyst.checked 7 Oct 2026
- Analytics
- The platform includes real-time engagement analytics for score trajectories, product readiness, and customer segments.checked 7 Oct 2026
- Banking use
- For banks and credit unions, the site says the platform surfaces cross-sell opportunities such as customers ready for a mortgage, auto loan, or credit card.checked 7 Oct 2026
- Branding and rollout
- The platform can use an institution’s name, colors, and app store listing, with deployment described as taking 90 days and requiring no core system changes.checked 7 Oct 2026
- Deployment
- Finoveo says its white-label platform can be deployed under a customer’s brand in 90 days with no core system changes.checked 7 Oct 2026
- Integration limits
- For the TPA offering, Finoveo says no integration with the recordkeeper or payroll is required.checked 7 Oct 2026
- Integrations
- Finoveo says its deployment requires no core system changes and describes its rollout as requiring minimal IT involvement.checked 7 Oct 2026
- Methodology
- The TPA offering is described as using CFP Board methodology and covering retirement readiness, budgeting, debt, emergency savings, insurance, and estate basics.checked 7 Oct 2026
- Pricing
- The pages opened present a book-a-demo or book-a-call path and do not state product plan prices.checked 7 Oct 2026
- Product
- Finoveo describes PFScores as a white-label client acquisition and data platform that turns customer behavior into actionable financial intelligence.checked 7 Oct 2026
- Retirement education
- For TPA firms, the site describes participant financial-wellness education as ERISA-compliant and says it is positioned as education rather than advice.checked 7 Oct 2026
- Security
- Finoveo’s privacy policy says it implements commercially reasonable security measures and does not guarantee absolute security.checked 7 Oct 2026
- Support and onboarding
- Finoveo offers a 30-minute product walkthrough and a 90-day deployment plan through its booking flow.checked 7 Oct 2026
- Target customers
- Finoveo presents offerings for banks and credit unions, advisory firms, membership organizations, 401(k) and TPA firms, universities, and public programs.checked 7 Oct 2026
- Website services
- The privacy policy names GoHighLevel for CRM and booking, Meta Pixel for advertising analytics, Google Fonts, and Leadsy AI as third-party services used by the website.checked 7 Oct 2026
- Who it serves
- The site presents offerings for banks and credit unions, advisory firms, membership organizations, 401(k) and TPA firms, and universities and education programs.checked 7 Oct 2026
Where it runs
- App availability
- The site links to PFScores on the App Store, Google Play, and the web.checked 7 Oct 2026
- Platforms
- The site links to the App Store, Google Play, and a web version at pfscores.com.checked 7 Oct 2026
The company
- Company
- The site identifies the company as Finoveo Inc.checked 7 Oct 2026
- Team
- Finoveo’s About page lists Keith Johnson, James Testa, and Shekhar Yadav as co-founders, with Yadav identified as CTO.checked 7 Oct 2026
Alternatives to Finoveo
- 1
OneEleven LaunchPad
Free planAndroidiOSWebAPI8.0From $289 a year - 2
FinFit
Free planAndroidiOSWebAPI7.4Free plan - 3
BrightDime
Free planWeb7.3From $0.20 a month - 4
Financial Freedom
iOSWeb6.7From 290 SAR a year - 5
Maji
Free planAndroidiOSWeb6.7Free plan - 6
WISE Financial Fitness
AndroidiOSWeb6.7From $7.99 a month