We never stop growing and we never stop improving.

As long as we’ve been in the digital financial management space, it’s been our mission to offer state of the art products to our partners. Our developers are dedicated to making sure whatever tools we build and whatever strategic partners we work with provide our FIs with the security, functionality, and options to deliver best in class financial management tools to their customers. As you can see from our timeline, that focus hasn’t changed since we first began.

  • January 2018

    Core Partners See Our Value

    Jack Henry announces over 100 clients have signed with Geezeo as their PFM, in less than a year, with 100 more projected in 2018.


  • March 2017

    Jack Henry Partnership

    Sign partnership with leading core processor Jack Henry (NASDAQ: JKHY)

  • August 2015

    Credit Unions Love Us

    Selected as preferred partner by NAFCU

  • September 2015

    We Never Stop Innovating

    As the financial industry becomes more comfortable with the move to mobile platforms and digital financial management, Geezeo responds with a new, robust API.

  • January 2015

    Banks Love Us

    Endorsed by ABA

  • May 2014

    Growth Accelerates

    Geezeo PFM client list tops 300.

  • May 2013

    The Scale and The Power

    Geezeo has processed more than 2 billion transactions for clients and customers.

  • December 2012

    The Word Spreads

    Geezeo has over 155 PFM clients heading into the new year.

  • January 2012

    The First Big Deal

    Geezeo signs Regions Bank with $124 billion of assets under management.

  • December 2010

    Quality Pays

    Has 13 retail bank clients and 2 of the top 10 credit unions in the US. Geezeo’s integrated platform delivers financial behavioral analytics and targeted marketing, completely disrupting the digital banking space.

  • January 2009

    Strategic Shift

    Geezeo becomes white label PFM provider, Alliant CU and Stanford FCU are first clients.

  • November 2007

    Light-On-The-Wire PFM

    As an alternative to heavy software like Quicken and MS Money, Geezeo offers an easy to use Personal Financial Management (PFM) product. Geezeo is quickly recognized by the WSJ, Chicago Times, CNBC as one of the best free tools for helping consumers manage their finances.

  • October 2006

    Mobile Focused Since Day 1

    Geezeo Mobile launches allowing consumers to check their balances and recent transactions from multiple financial institutions using SMS. WSJ covers Geezeo driving mass adoption of this innovative product.