Full information about startup PersonaWealth on Unicorns Club

14 h

37 m

16 s

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14 h

37 m

16 s

Now's your moment: join as a startup or investor and get a welcome bonus — earn up to

Please wait, the image is uploading...

The uploaded image must not exceed 20 MB. Acceptable formats: .jpg, .jpeg, .png, .webp

PersonaWealth

PersonaWealth is a AI-powered financial wellness tool for individuals, families, and organizations, helping them align finances through mental well-being

Spotlight

PersonaWealth is a founder-backed startup, actively fundraising to reach its next milestone

The startup is in the validation stage and has onboarded early users

The company is focused on North America

Current funding round

Round is open

Stage

Own money / Friends / Family

Pre-money valuation

Limited Access

Investor equity

Limited Access

Revenue in the last 12 months

Limited Access

Valuation in 4 years

Limited Access

Growth Forecast

Limited access

This data is under wraps

Funding readiness level

5/9

Investor-ready presentation and materials, larger funding acquired.

- There is an investor presentation (pitch deck) that has been tested and is being fine-tuned.
- Supporting material e.g. financial projections and budgets etc. are being developed
- Applications for other types of funding e.g. grants or loans are prepared and filed.
- Larger soft funding (e.g. 0.5-1 MSEK is achieved)
- Insight into the basics of equity financing and willingness to consider it, i.e. no major fear of losing control/ownership.

team Readiness Level

3/9

Identified necessary competencies/resources.

- A few of the necessary competencies/resources are present. One or several individuals that possess some, but not all, of necessary competencies/resources.
- The existing and needed competencies/resources have been defined and gaps to fill identified.
- An initial “Team plan” is put in place for what is most needed near term (<1 year) and how to find these prioritized competencies

Team Background

Background:

Not applicable

Meet the Team

Co-Founder

Nick Ashburn

CEO (Chief Executive Officer)

11 years of experience

Co-Founder

Jason Prunty

CPO (Chief Product Officer)

13 years of experience

Moraya Seeger DeGeare

Advisor

20 years of experience

Irina Rabinovich

Data Scientist

25 years of experience

Co-Founder

Nick Ashburn

CEO (Chief Executive Officer)

11 years of experience

Co-Founder

Jason Prunty

CPO (Chief Product Officer)

13 years of experience

Moraya Seeger DeGeare

Advisor

20 years of experience

Irina Rabinovich

Data Scientist

25 years of experience

Key metrics & Growth Rate

Revenue

Paid users

All users

Limited access

This data is under wraps

ABOUT

PersonaWealth is a AI-powered financial wellness tool for individuals, families, and organizations, helping them align finances through mental well-being

PersonaWealth changes the industry by prioritizing personalized, behavioral-driven financial guidance. Our AI-powered platform helps users make better decisions, break unhealthy patterns, and achieve meaningful financial and mental well-being.

Details

Industries

Personal Finance

Finance / FinTech

Wellness

Start date

6 Feb 2024

Name of legal entity

PersonaWealth Inc

Incorporation date

8 Oct 2024

Company location

United States

Country where most of the founders are currently located

United States

Website

personawealth.com

STARTUP READINESS LEVEL

6/9

Validating Product / Market

We're scaling our MVP testing, refining based on feedback, and beginning marketing strategies. Our focus is on quantifying market potential and conducting a comprehensive competitor analysis.

Business models

How we make money

Limited Access

business Readiness Level

4/9

Complete initial business model including revenues/costs.

- There is a full business model in canvas format incl. details on possible revenues/costs.
- First economic projections with numbers to show the market potential and economic viability (bottom-up calculations based on projections/guesstimates on volumes, prices etc)
- Assessed feasible Share Of Market based on e.g. barriers to entry incl. competition
- Made a competitive analysis on your position and uniqueness/differentiation vs them.

Marketing

Marketing strategy

Limited Access

Channels

Limited Access

IP Protection Readiness Level

1/9

Hypothesizing potential IPRs (patents, copyrights, etc.).

- Hypothesizing results or ideas might contain possible patents or some other form of IPR
- Some ideas on IPR e.g. for patenting may exist, but are speculative and uniqueness etc. not clear.
- Vague description and documentation of the possible IPR
- Limited knowledge or unclarities regarding relevant legal agreements (ownership, use-rights etc.)
- Limited or non-existing knowledge of the technical field, state-of-the art, publications etc

customer Readiness Level

7/9

Extended customer testing or initial test sales.

- Customer agreements in place- first sales and/or test sales of product versions take place (customer validation to show initial product-market fit).
- Customers and relevant stakeholders engaged in product qualifications/extended testing.
- Ramp up of business development and sales efforts according to sales process and roadmap.

Customers geography

followed by:

bages:

No achievements or badges added yet

5 key updates

Last updated: 14 May 2025

Now's your moment: join as a startup or investor and get a welcome bonus — earn up to 350 Sparks

Now's your moment: join as a startup or investor and get a welcome bonus — earn up to 350 Sparks

PersonaWealth

Spotlight

PersonaWealth is a founder-backed startup, actively fundraising to reach its next milestone

The startup is in the validation stage and has onboarded early users

The company is focused on North America

Current funding round

Stage

Pre-money valuation

Investor equity

Revenue in the last 12 months

Valuation in 4 years

Growth Forecast

Funding readiness level

5/9

Investor-ready presentation and materials, larger funding acquired.

team Readiness Level

3/9

Identified necessary competencies/resources.

Team Background

Background:

Meet the Team

Nick Ashburn

Jason Prunty

Moraya Seeger DeGeare

Irina Rabinovich

Nick Ashburn

Jason Prunty

Moraya Seeger DeGeare

Irina Rabinovich

Key metrics & Growth Rate

Revenue

Paid users

All users

ABOUT

Details

Industries

Start date

Name of legal entity

Incorporation date

Company location

Country where most of the founders are currently located

Website

STARTUP READINESS LEVEL

6/9

Validating Product / Market

Business models

How we make money

business Readiness Level

4/9

Complete initial business model including revenues/costs.

Marketing

Marketing strategy

Channels

IP Protection Readiness Level

1/9

Hypothesizing potential IPRs (patents, copyrights, etc.).

customer Readiness Level

7/9

Extended customer testing or initial test sales.

Customers geography

Now's your moment: join as a startup or investor and get a welcome bonus — earn up to

Now's your moment: join as a startup or investor and get a welcome bonus — earn up to