ClearVest

A personal finance app for first-generation wealth builders — immigrants and minorities who are earning well but have no family playbook for investing, taxes, or credit. We've validated the concept with 600 survey respondents and 3 paid user interviews. The market is 40M+ adults in the US alone.

CFP background with 7 years at a wealth management firm. Deep understanding of the target user. Full product spec, brand identity, and go-to-market plan ready. Community connections with immigrant entrepreneur networks.

A technical co-founder to build the app — React Native preferred, with experience integrating Plaid and brokerage APIs. Meaningful equity, low or no salary until first funding round.