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Reputable Sources

HOF investors and role models will be showcased in a practical and informative manner, providing meaningful insights into their approaches to financial and life decisions.

Intelligent Money

A "Field of Dreams”

Financial Literacy Platform

A trusted destination for insightful and practical wisdom based on reputable sources and methods.

Practical Advice

"Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give."

- Leon Cooperman (Citing William Ward)

Engaging & Relevant

The edutainment approach creates and sustains interest by offering inspiring epiphany moments of reflection with actionable personal advice.

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Definitive Course

Transformational course complemented by compelling multimedia content​

and reinforcing interactive tools.​

Explore Intelligent Money

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Combine mindful sensibility with trusted guidance to navigate life’s challenges.

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Inspire action through engaging content and trusted role models showcasing thoughtful advice to foster personal development.

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Role Models & IM Moments

Learn only from the best through an edutainment approach that creates truly enduring experiences.

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Intelligent Money Tools

Digital tools that make content resonate by turning practical learning and real-world application into second nature.

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Successful +CLUB Pilot

Collaborate on a social and community impact initiative with like-minded organizations.

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Intelligent Money Overview

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Mission & Opportunity

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Mission:

Intelligent Money is dedicated to addressing the urgent challenge of financial illiteracy through engaging, purpose-driven edutainment that empowers individuals to make informed financial decisions.

 

Our mission is to close the financial literacy gap by leveraging our expertise in finance, education, and media to become the trusted destination to help achieve personal financial well-being by curating inspiration and practical advice from Hall of Fame (HOF) role model investors and professionals. Guided by a phased and strategic approach, we focus on meaningful social impact rather than monetary consideration.

Collaboration Opportunity:

  • Partner with organizations that share a forward-thinking, socially conscious vision for advancing financial literacy and responsible investing.

  • Embrace a culture of learning, teamwork, innovation, and integrity with a commitment to doing what’s right.

  • Collaborate on a definitive online course modeled after Yale’s Science of Well-being with 4+ million participants.

  • Expand reach and retention by offering value-added educational content that attracts new  prospects and deepens client relationships.

  • Advance ESG goals through impactful financial education at a time when it is needed most.

  • Inspire pride and leadership among clients and employees through meaningful social contribution.

  • Leverage the Intelligent Money team’s expertise in media, marketing, creativity, and the curation and instruction of financial thought, theory, and practice.

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