Our Mission
“Finance is more than money; it’s about building the life you want. Walletgyde exists to help you get there.”
At Walletgyde, we know that money isn’t just about numbers — it’s about security, opportunity, and peace of mind. But for many people, managing money feels overwhelming. That’s why Walletgyde was created: to make finance simple, personal, and approachable. We believe that everyone deserves a clear path to financial confidence. Whether you’re learning to budget, saving for a goal, or planning your future, Walletgyde gives you the guidance and tools to take the next step, one choice at a time.
About the CEO
Caleb started Walletgyde because he saw a gap, too many people were left to figure out money on their own. Having worked in finance at Scottrade and Charles Schwab, he witnessed how confusing the system can feel without someone guiding you. He also saw how the right support can change someone’s financial future completely.
With his background in business management and leadership experience in both finance and tech, Caleb decided to build something different: a platform that doesn’t just give advice, but walks with you step by step.
Walletgyde isn’t about complicated jargon or one-size-fits-all plans. It’s about meeting people where they are, giving them tools that feel doable, and helping them see what’s possible.
For Caleb, this mission is personal. It’s not about building another fintech app, it’s about building a guide people can trust, one that makes financial freedom feel real and attainable.
Supported by Leading Financial Institutions
These partners share our mission to make financial coaching accessible to all.
