AI for Underserved groups: Financial Mentorship

by Christopher Tate in Mitcham, Greater London, United Kingdom

AI for Underserved groups: Financial Mentorship
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We strive to improve financial literacy, decision-making, and create job opportunities. With the use of our personalised Ai platform

by Christopher Tate in Mitcham, Greater London, United Kingdom

About Me, My Team, and Our Vision

My name is Christopher Tate, and I’m the co-founder of PerspectifyAI, a platform built to tackle a problem that has been overlooked for far too long—financial literacy. Growing up, I didn’t always make the best financial decisions. I learned the hard way that earning money is one thing, but managing it effectively is an entirely different skill set. Through trial and error, and more mistakes than I’d like to admit, I realised that success isn’t just about how much money you make; it’s about the systems, habits, and discipline behind it. That understanding became the foundation for what we’re building today.

My co-founder, Isaiah Williams, brings his own wealth of experience to Perspectify. Having scaled an Amazon FBA business to six figures and succeeded in crypto trading, Isaiah understands what it means to chase opportunities and build something from the ground up. But like me, he also saw the same patterns—poor financial habits, a lack of practical tools, and a clear gap in financial education for people in underserved communities. Together, we decided to change that narrative.

At PerspectifyAI, our mission is simple but ambitious: to provide personalised, AI-driven financial mentorship that empowers individuals to take control of their financial futures. We believe financial literacy should be accessible, practical, and tailored to the individual. Our platform is designed to help users build better habits, make informed decisions, and approach their finances with clarity and confidence.

Our Vision and the Impact of Your Support

We’re not just building a platform; we’re building a movement to redefine how financial knowledge is distributed. With your support, we aim to provide PerspectifyAI to at least 1,000 users, giving them access to personalised mentorship tools that fit their unique financial goals. But this is just the beginning.

The funds we raise will allow us to:

    1.    Enhance Platform Features: Develop more interactive and gamified tools to make financial learning engaging and impactful.

    2.    Expand Accessibility: Ensure underserved communities can access our platform by subsidising costs and improving affordability.

    3.    Hire and Scale Operations: Bring on more talented individuals to strengthen our team and accelerate platform development.

    4.    Improve User Experience: Add advanced features like goal tracking, habit-building frameworks, and live financial workshops.

    5.    Drive Awareness: Reach individuals and communities who need this platform the most through targeted marketing and partnerships.

The Bigger Picture

This isn’t just about creating a platform—it’s about building a legacy. Financial literacy affects every aspect of life, from mental well-being to opportunities for growth. By contributing to PerspectifyAI, you’re not just supporting a project—you’re investing in a future where financial independence is accessible to everyone. Together, we can equip thousands of people with the tools they need to make better decisions, improve their habits, and transform their lives.

This is more than a vision; it’s a mission we’re determined to bring to life. Let’s make it happen together.

Rewards

This project offers rewards in return for your donation. Please select a reward below.

£4,999 or more

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Elite

• Surprise merch gift box with personalised thank-you card. • Featured as a “Elite Sponsor” on our website and campaigns. • 1-year free access to PerspectifyAI + beta-testing invites. • Quarterly financial literacy webinars and impact reports. • VIP invite to PerspectifyAI networking events.

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