JMF Capstone Wealth ManagementLevel: Can A Budgeting App Change The Way We Bank? – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Level: Can A Budgeting App Change The Way We Bank? https://www.jmfcapstone.com/2015/06/08/level-can-a-budgeting-app-change-the-way-we-bank/ https://www.jmfcapstone.com/2015/06/08/level-can-a-budgeting-app-change-the-way-we-bank/#respond Mon, 08 Jun 2015 09:00:37 +0000 http://evolvemypractice.com/?p=1961 “Level is dedicated to rewriting the financial rulebook to create a secure future for the next generation.” That’s budgeting app Level Money’s stated mission, which can be found on their website’s “About Us” page. But even as lofty as that objective sounds, co-founder and CEO Jake Fuentes says the company’s sights are set even higher....

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]]> “Level is dedicated to rewriting the financial rulebook to create a secure future for the next generation.” That’s budgeting app Level Money’s stated mission, which can be found on their website’s “About Us” page. But even as lofty as that objective sounds, co-founder and CEO Jake Fuentes says the company’s sights are set even higher.

“Basic everyday money management,” he suggests, could be “the first step toward changing—or creating—the next generation’s banking structure.”

An app that hopes to change the way the next generation banks? I’m listening.

Read the rest of the article on Forbes.

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