Overview of Those Goals

Monthly Searches
6,600
Competition
HIGH
Interest Over Past 5 Years
0.00%
Interest Over Past 12 Months
0.00%
Monthly searches for last 5 years
Monthly searches for last 12 months
What is "Those Goals"?
Those Goals refers to the trend of goal-based investing and financial planning, where products and services help individuals set, track, and achieve specific personal objectives such as retirement, education, or major purchases. It encompasses digital planning tools, robo-advisory features, and personalized advice tied to defined goals.
RamenApps Analysis

Those Goals is a trend in goal-based investing and financial planning that aligns products with concrete personal objectives like retirement, college funding, or a home purchase. The primary direct play is JPMorgan Chase (JPM), whose wealth management and digital goal-planning capabilities position it at the center of scalable goal-based advice; broader exposure exists through Schwab (SCHW) and BlackRock (BLK), which offer lifecycle and advisory platforms. For consumer fintech exposure, SoFi Technologies (SOFI) represents a direct, growth-oriented play in goal-tracking and integrated financial services. Infrastructure and data capabilities powering these tools can be accessed via Microsoft (MSFT) or Alphabet (GOOGL), while entrepreneurial opportunities include building specialized goal-tracking fintech or white-label advisory platforms.