Geezeo is the proven white-label PFM provider for banks and credit unions. Digital solutions for your consumers, businesses and wealth clients.

Founded in 2006, Geezeo is a leading Personal Financial Management (PFM) solutions provider for financial institutions. They help banks and credit unions engage their base, leverage data, reach new market segments, and increase wallet share though our PFM solution and integrated Engagement Banking Marketing Platform. Their API takes this a step further, and allows best-in-class service providers to leverage the features and benefits of PFM via just about any channel. They are excited to take what they learned from the consumer PFM market and apply their knowledge in a way that FIs can better support the needs of small and mid-size businesses.