Financial education • Market intelligence • SMB AI

Financial education + pro market tools + affordable AI for small business — under one roof.

"State-aligned lessons, real-world money skills, measurable progress." Plus Markets Pro analytics and done‑for‑you AI websites & automations.

Founded 2025 SWVA‑built Teacher‑ready Live demos

State‑Aligned EPF Lessons

EPF.1–EPF.10 modules with calculators, quizzes, teacher dashboards, and progress tracking.

Markets Pro Analytics

Watchlists, options analytics, news/filings, calendars, and guided learning labs.

AI for Small Business

Launch your site, automate ops, and add analytics. Fast, fixed‑price packages.

Three tiers. One mission.

Teach real‑world money skills, master markets with pro tools, and give small businesses affordable AI to grow.

Tier 1

Education: K‑12 & Adult Financial Literacy

Virginia EPF‑aligned curriculum, embedded calculators, interactive quizzes, and teacher dashboards.

  • EPF.1–EPF.10 modules with unit tests
  • Budgeting, credit, investing calculators
  • Teacher progress tracking & exports
  • Community workshops & employer programs
Tier 2

Markets Pro: Track, Analyze, Learn

Pro‑grade watchlists, options analytics, news/filings, economic calendars, and guided labs.

  • Real‑time quotes + multi‑chart views
  • Options IV, OI, Greeks, filters
  • SEC filings, earnings & macro calendars
  • Glossary popovers & skill‑building labs
Tier 3

AI for Small Business

Fast, fixed‑price packages: AI websites, forms, automations, analytics. Built for local businesses.

  • 1‑page site or full brochure site
  • Lead forms, CRM sheets, auto‑emails
  • Analytics dashboard & reporting
  • 2‑week delivery with simple onboarding

How it works

Step 1

Diagnose & Plan

We clarify goals and constraints. For schools: curriculum map, pilot scope, metrics. For SMBs: website/ops audit.

Step 2

Build & Integrate

We ship your modules, dashboards, or automations. Simple check‑ins, zero jargon, rapid iteration.

Step 3

Launch & Measure

We go live with a clear success scorecard (learning outcomes, engagement, leads, or revenue KPIs).

Live demos

Open our Spaces in new tabs. Classroom and Markets links are live; SMB examples available on request.

Simple, transparent pricing

Educational pilots for classrooms, subscriptions for Markets Pro, and fixed‑price SMB AI packages. Nonprofit and school discounts available.

Education Pilot

2 classes • teacher PD • dashboards • success metrics

Custom
  • EPF modules + assessments
  • Teacher onboarding & support
  • Pilot report & outcomes
Request pilot

Markets Pro

Starter • Pro • Team (classroom)

$9–$29/mo
  • Watchlists, news, filings
  • Options analytics (IV, OI, Greeks)
  • Learning labs & glossary
Open app

SMB AI Packages

Launch • Automate • Growth

$499–$1,999
  • AI website + lead capture
  • Automations & CRM sheets
  • Analytics dashboards
Get a quote

Trust & Compliance

Education

Aligned to Virginia EPF standards; built‑in assessments; exportable progress. Student privacy respected.

Markets

Data from reputable providers; SEC user‑agent compliance; educational use with clear risk notes.

Frequently asked questions

Is the classroom content truly state‑aligned?

Yes—our EPF modules map to EPF.1–EPF.10. We’ll share a simple crosswalk on request.

Can we pilot with a small group first?

Absolutely. Most schools begin with two classes, then scale after a short outcomes report.

Where does Markets Pro get its data?

From established market data APIs and public filings. We include sources and timestamps in‑app.

What’s included in SMB AI packages?

Launch: 1‑page site + lead capture. Automate: forms, auto‑emails, CRM sheet. Growth: analytics & reporting.

Do you offer nonprofit or school discounts?

Yes—contact us for education and nonprofit pricing.

How fast can you deliver?

Education pilots typically launch within 2–4 weeks; SMB packages target 2‑week delivery.

Let’s build together

Tell us which tier you’re interested in and your timeline. We’ll respond with a 1‑page proposal and a quick next step.

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