ProsperWorks: Family Investment Partnership Platform
ProsperWorks helps families manage joint investment partnerships. It is designed for those looking to provide financial education to children and young adults through collaborative decision-making.
At a glance
- Category
- Finance & Accounting
- Best for
- Families with children or young adults, Multi-generational investment groups, Parents seeking structured financial literacy tools
- Pricing
- Offers a free Silver tier for setup, a Gold tier at $100 per month for management tools, and a Platinum tier at $4,999 per year for a dedicated coach.
- Key use cases
- Family Investment Partnership, Youth Financial Education, Partner Financial Onboarding
- Official website
- prosperworks.ai
ProsperWorks is a platform designed to help families set up and manage a structured general partnership for investing. It focuses on involving family members—ranging from middle school students to adults—in joint investment decisions.
The tool provides a curriculum of financial education and exercises. Depending on the selected tier, it offers templates and coaching to help families coordinate meetings and track financial progress.
It is intended for families who want to provide recipients with experience in managing assets. Buyers should note that the platform is designed for group use and suggests a minimum aggregate portfolio of $10,000 to be practical.
Prospective users should confirm which membership level they need, as the free tier supports initial legal and account setup, while coaching and management templates are available in paid plans.
Key Features
Provides templates for partnership agreements, bylaws, and operating procedures, along with guidance for tax ID registration.
Provides financial education and learning exercises tailored for three age groups: 11-17, 18-25, and 25+.
Offers meeting agendas, financial forms, and reporting templates to help organize family investment sessions.
Provides online support from coaches in the Gold tier and a dedicated Financial Coach for Platinum members.
Supports a structure where partners have a voice and vote in joint investment decisions.
Use Cases
Creating a formal general partnership to manage family capital and make joint investment choices.
Teaching children and teens about financial markets through investment tasks.
Supporting a non-investing partner in developing the skills to become an active investor.
Best For
Pricing
Offers a free Silver tier for setup, a Gold tier at $100 per month for management tools, and a Platinum tier at $4,999 per year for a dedicated coach.
FAQ
It is designed for families and groups, specifically those with members ranging from middle school students (11+) to adults, who want to learn investing together.
While there is no strict minimum, the platform suggests an aggregate portfolio of at least $10,000 to be practical.
The Silver plan is free and focuses on initial partnership launch and account setup, while the Gold plan costs $100/month and includes meeting templates, financial forms, and coach support.
Source category: Finance & Accounting
Source subcategory: Financial Planning
