Matt Fellowes (born February 27, 1975) is an American financial technology entrepreneur. He is the founder and CEO of United Income, a retirement-focused online investment management and financial planning company based in Washington, D.C.[1] He previously founded financial planning technology company HelloWallet, which was acquired by Morningstar, Inc. in 2014 for $52.5 million.[2]
Matt Fellowes | |
|---|---|
| Born | February 27, 1975 |
| Alma mater | St. Lawrence University (B.A.) Georgetown University (M.A.) University of North Carolina at Chapel Hill (Ph.D.) |
| Occupation(s) | Founder and CEO, United Income |
Education edit
Fellowes holds a Ph.D. from the University of North Carolina, Chapel Hill, a Master's in Public Policy from Georgetown University, and a B.A. from St. Lawrence University.[3]
Career edit
Fellowes served as a Brookings Institution fellow from April 2004 to April 2008. His academic research focused on consumer finance, particularly with regard to poverty, household debt, and retirement planning.[4] In 2008, he left Brookings to found financial planning technology company HelloWallet with a $1 million grant from the Rockefeller Foundation.[5] Following the acquisition of HelloWallet by Morningstar, Inc. in 2014, Fellowes served as Chief Innovation Officer at Morningstar.[6] In 2016, with $5 million in seed funding from his own resources, Morningstar, and eBay founder Pierre Omidyar's Omidyar Network, Fellowes founded online financial planning and investment management company United Income.[7][8][9] United Income was acquired by Capital One Financial in August 2019.[10]
Awards edit
References edit
- ^ Novack, Janet. "Fintech Startup Aims To Help Boomers Manage Retirement Income". Forbes. Retrieved 2018-01-16.
- ^ Ravindranath, Mohana (2014-05-30). "HelloWallet says goodbye to independence in deal to be bought by Morningstar". Washington Post. ISSN 0190-8286. Retrieved 2018-01-16.
- ^ "Matt Fellowes – Stanford Center on Longevity". longevity.stanford.edu. Retrieved 2018-01-16.
- ^ "Matt Fellowes". Brookings Institution. Retrieved 2018-01-16.
- ^ Sharf, Samantha. "HelloWallet: Proving That Electronic Nagging Is An Important Employee Benefit". Forbes. Retrieved 2018-01-16.
- ^ "This Fellow's Furthering Financial Wellness – Workforce Magazine". Workforce Magazine. 2015-10-19. Retrieved 2018-01-16.
- ^ "He sold his first local financial startup for $52.5M. Now he's launching another in D.C." www.bizjournals.com. Retrieved 2018-01-16.
- ^ Tergesen, Anne (2017-09-11). "This Is Not Your Child's Robo: New Service Targets Older Investors". Wall Street Journal. ISSN 0099-9660. Retrieved 2018-01-16.
- ^ "HelloWallet Founder Matt Fellowes Has a New Financial Services Startup". www.americaninno.com. Retrieved 2018-01-16.
- ^ "Capital One Investing".
- ^ Leo, Alex (2010-09-15). "Who Is The Ultimate Game Changer In Business?". Huffington Post. Retrieved 2018-01-16.
- ^ "Tech Titans 2013". Washingtonian. Retrieved 2018-01-16.