Wealth Plan recognized by FinTech Breakthrough
Awards for helping people make smarter money decisions
J.P. Morgan Wealth Management’s Wealth Plan was named Best
Personal Finance Product in the 2023 FinTech Breakthrough Awards.
The tool, launched in December of 2022, is available for free in
the Chase Mobile app and on Chase.com.
Wealth Plan is a digital money coach designed to help the 54
million digitally-active Chase customers make smarter money
decisions and plan, save and invest, all in one place and at no
cost. Wealth Plan gives users a full view of their finances,
including accounts outside of Chase, and allows them to set goals
and get personalized step-by-step guidance to help reach them.
Chase customers can also schedule a video meeting and work
one-on-one with a J.P. Morgan advisor directly within Wealth
Plan.
The FinTech Breakthrough Awards recognize top companies,
technologies and products in the global fintech market. Wealth Plan
was selected among more than 4,000 nominations around the
world.
“This is an amazing accomplishment for the Wealth Plan team in
the first six months of launching the product,” said Kristin
Lemkau, CEO of J.P. Morgan Wealth Management. “To date, we have had
millions of clients engage with Wealth Plan. People want a plan,
especially in times of market uncertainty.”
Chase customers can access J.P. Morgan Wealth Plan anytime by
clicking on the ‘Plan & track’ tab in the Chase app or on
Chase.com. The tool has had strong engagement in the few months
since launch.
“Wealth Plan empowers people to take control of their finances
and makes the long term more real,” said Sam Palmer, Head of
Product and Experience at J.P. Morgan Wealth Management. “We have
given clients a seamless digital experience to plan for the future
and track towards their goals, whether they work with a financial
advisor or invest on their own.”
J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction
with Wealth Management Digital Channels in the J.D. Power 2022 U.S.
Wealth Management Digital Experience Study.
While projections created by J.P. Morgan Wealth Plan are
hypothetical and do not reflect future investment results, clients
can see how they are tracking towards their objectives and how
changes today can affect them. Results may vary with each use and
over time. For more information about Wealth Plan by J.P. Morgan
Wealth Management visit www.jpmorgan.com/wealthplan
Read more about the 2023 FinTech Breakthrough Awards here.
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management
business of JPMorgan Chase & Co., a leading global financial
services firm with assets of $3.7 trillion and operations
worldwide. J.P. Morgan Wealth Management has more than 5,000
advisors and ~$647 billion of assets under supervision. Clients can
choose how and where they want to invest. They can do it digitally,
remotely, or in person by meeting with an advisor in one of our
more than 4,700 Chase branches throughout the U.S., or in one of
our 30 offices. For more information, go to www.jpmorgan.com/wealth
and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management
on LinkedIn.
About FinTech Breakthrough
Part of Tech Breakthrough, a leading market intelligence and
recognition platform for technology innovation and leadership
around the globe, the FinTech Breakthrough Awards program is
devoted to honoring excellence in Financial Technologies and
Services companies and products. The FinTech Breakthrough Awards
provide public recognition for the achievements of FinTech
companies and products in categories including Payments, Personal
Finance, Wealth Management, Fraud Protection, Banking, Lending,
RegTech, InsurTech and more. For more information visit
FinTechBreakthrough.com.
LEARN MORE ABOUT OUR FIRM AND
INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
INVESTMENT AND INSURANCE PRODUCTS
ARE:
• NOT FDIC INSURED • NOT INSURED
BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR
OTHER OBLIGATION OF, OR
GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS
AFFILIATES
• SUBJECT TO INVESTMENT RISKS,
INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
FinTech Breakthrough Award winners (Published
23 March 2023). are selected based on an in-depth research
methodology and proprietary scoring system that includes six
objective criteria, including product functionality, ease-of-use,
technological innovation and impact. Companies do not pay a fee to
be considered or placed on the list of FinTech Breakthrough Award
winners. Less than 10% of candidates reviewed receive an award. The
FinTech Breakthrough Awards do not evaluate the quality of services
provided to their clients or customers and is not indicative of the
Company’s future performance. Fee paid to publisher for licensing
use of materials after ranking announced. Study conducted between
October 1, 2022 – January 11, 2023 . For more information, visit
https://fintechbreakthrough.com/judging-process/.
By visiting a third-party site, you may be entering an unsecured
website that may have a different privacy policy and security
practices from J.P. Morgan standards. J.P. Morgan is not
responsible for, and does not control, endorse or guarantee, any
aspect of any linked third-party site. J.P. Morgan accepts no
direct or consequential losses arising from the use of such
sites.
J.P. Morgan Wealth Management received the highest score in the
J.D. Power 2022 U.S. Wealth Management Digital Experience Study of
customers’ overall satisfaction with wealth management websites and
mobile apps. Visit jdpower.com/awards for more details.
J.P. Morgan Wealth Management is a business of JPMorgan Chase
& Co., which offers investment products and services through
J.P. Morgan Securities LLC (JPMS), a registered
broker-dealer and investment adviser, member FINRA and SIPC.
Insurance products are made available through Chase Insurance
Agency, Inc. (CIA), a licensed insurance agency, doing business as
Chase Insurance Agency Services, Inc. in Florida. Certain custody
and other services are provided by JPMorgan Chase Bank, N.A.
(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the
common control of JPMorgan Chase & Co. Products not available
in all states.
© 2023 JPMorgan Chase & Co.
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Media Contact Jami Tanner jami.tanner@jpmorgan.com
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