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Wealth Planning Resources, Inc.

BSM is a comprehensive, high value financial planning and portfolio monitoring software suite for planners/advisors and DIY investors.

Company Summary

100% management funded to date, BSM is a developed, cloud-computing product already launched in its Phase I market -- private label financial planning and portfolio monitoring software for an array of product/service providers. (The first licensee is signed with a $300k annual revenue target.) BSM delivers the most comprehensive, integrated functions while dramatically altering the competitive landscape through its unparalleled economic value.

Team

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    Kirk Loury
    Founder and CEO

    Kirk Loury has 25 years of extensive experience in financial planning, investment research, portfolio construction, portfolio monitoring, alternative investments, and software development. He has founded three external companies and two divisions in larger firms. Loury has funded all development and operations for BSM the past two years as this financial planning and portfolio monitoring software platform is now launched into its first market.

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    Sam Matangi
    Co-Chief Technology Officer and COO

    Sam Matangi represents an unusual mixture of extensive software development experiences in top tier investment and commercial banking firms while possessing significant financial planning and portfolio expertise and training. Matangi is a licensed professional project manager and has taught project management and technology development courses. He holds deep technical expertise in a wide array of development languages and platforms.

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    Nikur Mody
    Co-Chief Technology Officer and Onsite Development Executive

    Nikur Mody leads BSM's team of software development, database design, testing, and project management resources at our Ahmedabad India site. He is the onsite leader of Sarjen and Ecom, two software development firms that have produced two previous BSM versions under Kirk Loury's direction. Mody's career spans a wide array of technical and managerial experiences in multinational firms.

Advisors

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    Archer & Greiner; Reitler Kailas & Rosenblatt
    Lawyer
    Unconfirmed
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    WithumSmithBrown
    Accountant
    Unconfirmed

Previous Investors

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    Kirk Loury
    Unconfirmed
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    Sam Matangi
    Unconfirmed
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    Nikur Mody
    Unconfirmed