Sixpence

Sixpence

Fiduciary, Fee-Based CFPs
Subscription & Cost-Per-Lead · Design Stage · DFW, TX
Sixpence supplies fiduciary, fee-based CFPs with a pipeline of prepared clients for a better financial planning experience.
Elevator Pitch
There are over 100,000 CFPs in the U.S. and none of them want to referee disputes for misaligned couples. Sixpence liberates fiduciary, fee-based CFPs from the drudgery of initial client goal development and data collection enhancing both their efficiency and the overall client-advisor experience. Our platform provides a client pipeline of prepared couples who have centralized their financial lives and goals into one report. Advisors receive detailed client reports, including documented goals, areas of alignment and misalignment, and key financial data, all personalized to each client. For couples, Sixpence streamlines the process to create a joint financial plan.
Startup Journey
Our journey began out of a personal need fueled by a growing trend of financial individualism in couples and the stress it brings. As a brother-sister team, we envisioned a solution reflecting what we wished our parents had. After a three-month search, we found our technical lead within the FaithTech community. The validation came when we became finalists pitching on stage at a national accelerator, despite starting with just a concept. However, multiple pivots followed as we learned that accelerator enthusiasm didn’t guarantee customer adoption. Through perseverance, we refined our idea into Sixpence, validated through collaboration sessions with a major Christian premarital counseling program and conversations with advisors. Currently, our focus is on building the demo, but our greatest challenge lies in securing additional development resources. With limited time outside our full-time jobs, we’re eager to expand our team to bring our vision to life.
Founder(s)
John Michael Davis
Co-Founder
  • 7 yrs Fintech & Banking
  • Ex-Deloitte Innovation Lab
Steve Nguyen
Software Engineer
  • 10 yrs Dev Lead
  • Ex-Mastercard Dev
Hannah Mack
Co-Founder
  • 3 yrs Sales/Development
  • Chairman’s Award Recipient
Revenue Forecast (USD)
2028 Revenue

$0.8m

5 Year CAGR

230%

YOY Growth - 2028

144%

2028 Year-End Rev. Run Rate

$1.3m

Earnings Forecast (USD)
2028 EBITDA

$0.6m

2028 EBITDA Margin

68%

2028 Gross Profit

$0.8m

2028 Gross Margin

100%

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