Geezeo reaches five million user milestone

BRAINTREE, MA (October 15, 2015) — Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions (FIs), recently reached a milestone of over 5 million users.

In 2009 Geezeo made the decision to pivot to a white label PFM solution offered solely through FIs. Research showed, and analysts agreed, that a segment of bank customers and credit union members wanted their FIs to offer PFM functionality. Since the pivot in 2009, Geezeo’s primary focus has been and continues to be, to provide services and technologies that enable clients and partners, to better engage consumers within the online and mobile banking experience. At the same time, Geezeo has built a comprehensive marketing infrastructure to help clients leverage the possibilities that can be realized with integrating PFM into a delivery strategy.

“This is just one of many milestones we’ve made since we decided to become a white label solution,” said Shawn Ward, Geezeo’s CEO.  “In just the past 6 months we have begun to expand beyond “personal” financial management and now have three core product lines that address consumer, wealth, and business needs. We think financial institutions can be in an ideal position to offer advice to any critical market, based on segment need.”

About Geezeo

Geezeo is a financial technology (Fintech) firm that enhances the digital banking experience via its white label retail and business digital financial management solutions. Almost 500  financial institutions leverage Geezeo’s integrated and unified personal financial management (PFM) solution. Purposely integrated within a financial institution’s online banking and mobile platforms, Geezeo helps empowers consumers and businesses to gain more financial control, better manage daily and long-term finances and reduce banking friction. To help financial institutions drive the digital shift, Geezeo leverages data within its Engagement Banking Marketing Platform resulting in relevant, data-driven content facilitating interaction between the FI and the online user.


Amy A. Hibbard, Geezeo, Communications Director

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