Sqwire, LLC is a financial education company committed to equipping individuals and families with the tools they need to make confident, informed financial decisions. We offer accessible, values-based personal finance education through digital content, practical tools, and guided support. Our approach focuses on long-term behavioral change by meeting people where they are—through trusted institutions like employers, schools, and professional networks.
Business Model
Sqwire operates a B2B2C and B2B model, generating revenue through:
- Enterprise & Institutional Partnerships – Licensing our financial wellness platform to corporations, school systems, municipalities, and HigherEd institutions.
- Channel Partnerships – Equipping financial advisors, insurance brokers, and other professionals with white-labeled/co-branded education tools to build client trust.
- Direct-to-Consumer Access – Offering individuals and families a monthly or annual subscription for our self-paced platform.
Customers
Sqwire’s customers span multiple sectors:
- Employers & Public Sector: HR and DEI leaders using Sqwire to boost financial wellness, retention, and performance.
- Higher Education: Universities and colleges using Sqwire to support financial literacy for students, families, and staff.
- Financial Professionals: Advisors and brokers seeking to differentiate through education-based engagement.
- Consumers: Individuals and families looking to build real-world financial confidence.
Key Traction
- Recently signed a major HigherEd partnership with a coalition representing 33 Independent Colleges & Universities across one U.S. state—expanding our reach in the education space.
- Added 6 new state-level partnerships with Auto Dealers Associations in 2024 alone, a testament to our momentum in the automotive sector.
- Proven success across municipalities, public school districts, and national advisory firms, demonstrating our ability to scale across sectors.
Products
The Sqwire platform delivers interactive, step-by-step education in core areas such as budgeting, saving, credit, insurance, investing, retirement, and more. Content is delivered through engaging video lessons, practical exercises, and real-life scenarios—designed for clarity, inclusivity, and action.
Enterprise clients benefit from features like:
- Employer dashboards
- Advisor & educator support portals
- API integration for seamless adoption
Products
The Sqwire platform delivers interactive, step-by-step education in core areas such as budgeting, saving, credit, insurance, investing, retirement, and more. Content is delivered through engaging video lessons, practical exercises, and real-life scenarios—designed for clarity, inclusivity, and action.
Enterprise clients benefit from features like:
- Employer dashboards
- Advisor & educator support portals
- API integration for seamless adoption
Team
Sqwire is led by a team of mission-driven entrepreneurs, educators, and operators with deep expertise in financial services, curriculum design, education delivery, and business development. Our in-house teams cover:
- Curriculum Development
- Technical Writing & Thought Leadership
- Visual/Graphics Production
- Client Onboarding & Success
Credentials
We’ve empowered thousands of users across public and private sectors, with a proven ability to drive engagement and financial outcomes. Our partnerships with educational institutions, employers, and professional associations speak to our credibility and commitment to impact.
Capital Raise
We are raising capital to:
- Scale HigherEd and Automotive Association verticals
- Expand enterprise and channel partnerships
- Enhance our platform’s tech and data capabilities
- Grow our sales, marketing, and client success teams
We’re seeking investors who are aligned with our mission to make financial literacy accessible, actionable, and transformational for all.
Ready to Ask For Funding for your company?
Post a Funding Request