EzFin is a publisher and technology firm that makes it easy for individuals to save money, educating them on financial discipline and rigor to generate wealth long term by choosing the right platform and investing tools using products such as EzSave and EzInvest.
How the journey started
The idea was generated when EzFin founder experienced challenges in setting up Roth IRA and making investment choices. Financial advisors charge enormous money for any advice and they were incentivized to sell their own products - life insurance, mutual funds, etc. Having dual degrees and MBA from one of the top universities, it was recognized that this is a problem with every household as they make smarter choices about their financial health. EzFin was founded by a team of MBA graduates. EzFin has interviewed various customers in the US (including my solutions for long-term wealth creation.EzFin has interviewed various customers in the US (including states such as illinois, washington, texas, missouri, and north dakota) and identifies a need for improving financial health of individuals by offering them easy solutions for long term wealth creation.