Domain Money
A financial management platform where users can invest, file taxes, negotiate bills...
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor investor investor | €0.0 | round |
| N/A | €0.0 | round | |
* | $33.0m | Early VC | |
| Total Funding | 000k | ||
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Domain Money operates as a flat-fee financial planning platform, connecting clients with dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. The firm was established in 2021 by Adam Dell, a serial entrepreneur with a significant background in the fintech sector. Dell previously founded Clarity Money, a personal finance management app that was acquired by Goldman Sachs, and subsequently served as a partner at Goldman, leading product development for their consumer division, Marcus. This experience in building consumer-facing financial products directly informs Domain Money's approach.
The company's core business revolves around providing personalized financial plans without taking custody of client assets or charging asset-based fees. Revenue is generated through transparent, one-time or subscription-based flat fees for its planning services. This model is designed to offer unbiased advice, as the firm's compensation is not tied to the sale of specific financial products. The company positions itself as a fiduciary, legally obligated to act in the client's best interest.
Domain Money serves individuals seeking comprehensive financial guidance, from those building a financial foundation to high-net-worth individuals and families with more complex needs. Initially launched with a focus that included crypto and stock investing, the company has since pivoted to concentrate on financial planning services. Clients interact with their advisors through the Domain Money app, which facilitates document sharing, meeting scheduling, and communication. The firm offers several tiered plans, ranging from a foundational one-page plan to a comprehensive six-month engagement that covers goal setting, cash flow analysis, retirement planning, tax strategies, and estate planning. In April 2025, the company introduced an annual membership model to provide continuous support and plan updates.
Keywords: financial planning, flat-fee financial advisor, Certified Financial Planner, CFP, wealth management, personal finance, Adam Dell, retirement planning, investment advice, tax planning, estate planning, fiduciary advisor, cash flow management, equity compensation, Marcus by Goldman Sachs, Clarity Money, fee-only financial planning, holistic financial advice, personal CFO, wealth-building