About
YouGotThis is a Halifax-based fintech startup founded in late 2025. The company completed its beta launch in February 2026. The founder, a CFA charterholder with 15 years of institutional capital markets experience, built YouGotThis from personal experience managing a complex family financial picture, and discovering that no tool on the market served households like his. YouGotThis is a web-based personal finance platform (www.yougotthiswealth.com) built for mass-affluent professionals (doctors, lawyers, engineers, dentists, entrepreneurs, and dual-income households in their 30s and 40s) who have financial lives that are genuinely complex but find themselves stranded between two inadequate options: expensive, high-minimum advisors who treat them as too small to matter, and DIY apps that break down the moment life gets complicated. The platform delivers a unified, full-picture view of a user’s financial life, eg. net worth, investments, retirement savings, debt, education savings, and estate planning; across all accounts and institutions in one place. It connects present decisions to future goals, helping users navigate competing priorities (pay down the mortgage? max the RRSP? fund the kids’ education?) with clarity and confidence. The core experience is low-friction, freemium, and mobile-accessible, with no minimum balance required and no incentive to sell financial products. YouGotThis has completed two product sprints since beta launch, is two months ahead of its internal roadmap, and has signed its first B2B referral partnership with Zelos Investment Counsel (https://zelosglobal.com/), establishing user growth from freemium subscriptions with B2B revenue from partner firms.