I Am Net Worthy

What I Am Net Worthy does

I Am Net Worthy (DBA: Net Worthy, Net Worthy for NPO's) is a private financial-literacy learning platform founded in 2017 and operated by a team of 1-10. Originally built as a general personal-finance curriculum for young adults, the company repositioned after non-profits and mission-driven organizations began requesting content tailored to the specific populations they serve, and today the business is structured around the 'Net Worthy for NPOs' offering. The product is a Thinkific-hosted interactive video course spanning ten sequential modules (Welcome to I Am Net Worthy, Million Dollar Plan, Three Phase Path to Financial Independence, Money Basics, Budgeting/Magic Number, Cars, Houses, Long Term Investing, Financial Dashboard, and Right Things/Right Order), augmented by custom content modules (Module X, Module Y placeholders), a custom calculator backend covering net worth, home buying, and car purchasing scenarios, and real-time student engagement reporting at the individual and cohort level. Distribution runs through a direct-sales contact form tiered by user count (0-50, 50-250, 250+) with a parallel self-serve Thinkific portal for individual learners; founder Chris Smith is the named personal-finance educator behind the curriculum.

The company monetizes through a tiered subscription model ($249-$599/month, or $2,388-$5,760/year with a 20% annual discount) plus two customization overlays: a flat-fee 'Done With You' package at +$1,500 on top of the base subscription for organizations creating their own custom content with platform support, and a 'Done For You' services tier priced on custom quote for content authored by the I Am Net Worthy team. Customer segmentation is vertical — non-profits and government/tribal entities serving young adults — with the flagship reference being a six-year, 31-class deployment with the Muckleshoot Tribal Housing Authority (the 'Muckleshoot Money Skills for Life' program). Go-to-market is direct sales initiated from the website contact form, with no disclosed digital marketing, paid acquisition, or geographic targeting; technology infrastructure is largely outsourced to Thinkific rather than built in-house.

Name

I Am Net Worthy

Website

https://iamnetworthy.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

I Am Net Worthy is a private financial-literacy learning platform, built on Thinkific, that delivers a ten-module video curriculum, custom financial calculators, and student engagement reporting to non-profits and mission-driven organizations serving young adults, monetized via tiered subscriptions and customization services.

Ownership category

akta.pro rank

Product category

Financial Literacy Education

NAICS

Educational Support Services (611710)

SIC

Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)

akta.pro secondary industries

Personal Finance & Financial Literacy for Students (EDAMAIAH), Financial & Consumer Literacy (Banking, Credit, Contracts) (EDAAAAAG)

Keywords

• Financial literacy education
• Learning management platform
• Interactive video courses
• Custom curriculum development
• Student progress reporting

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Subscription-based Course Access: Monthly or annual subscription plans for full access to the Net Worthy financial literacy course, priced by organization size (user count tiers). Includes full access to all course modules and standard calculators.
2. Custom Content Development: Additional fees for customized content development - either 'Done With You' model at $1500 for organizations that create their own custom content, or 'Done For You' custom quotes for content created by I Am Net Worthy team.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

I Am Net Worthy provides an interactive video-based financial literacy learning management platform with ten core course modules covering budgeting, money basics, cars, houses, long-term investing, and financial dashboards. The company specializes in customizing or co-creating course content, custom financial calculators, and student engagement reporting for non-profit organizations serving unique populations, offered through tiered subscription pricing by organization size.

Product overview

I Am Net Worthy offers Net Worthy, a financial education learning management platform delivered through interactive video courses with 10 core course modules (covering topics from basic budgeting to long-term investing). The company provides Net Worthy for NPOs as a customized variant for non-profit organizations, along with custom content module development (custom videos, readings, quizzes, calculators, and lessons), a custom calculator backend for personalized financial calculations, and real-time student engagement reporting. The platform operates on a tiered pricing model based on organization size (0-50, 50-250, 250+ users) with optional customization add-ons.

Differentiator

Problem solved

Functional benefit

Products and services

• Net Worthy Financial Literacy Course Platform An interactive video-based financial education learning management platform offering structured coursework across 10 core modules covering budgeting basics, the Million Dollar Plan, the Three Phase Path to Financial Independence, money basics, cars, houses, long-term investing, financial dashboard, and right things/right order. Sold to organizations via tiered subscriptions based on user count (0-50, 50-250, 250+ users), with annual billing offering a 20% discount over monthly rates. Delivered via the Thinkific learning management system with a private branded experience and per-user reporting.
• Custom Content Development Service A customization add-on service for the Net Worthy platform, available in two variants: 'Done With You' (+$1,500 on top of base subscription) where the organization creates its own custom videos, readings, quizzes, or calculators with platform support from I Am Net Worthy, and 'Done For You' (custom quote) where the I Am Net Worthy team creates customized curriculum, videos, readings, quizzes, lessons, and calculators for the specific needs of the organization and its population.

Quantifiable outcome

• Six-year sustained program with 31 classes completed (Muckleshoot Money Skills for Life)

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• ThinkificcoreTechnology or IntegrationThinkific provides the learning management system platform for delivering I Am Net Worthy's financial literacy courses. Individual users access the Net Worthy course through the Thinkific portal at iamnetworthy.thinkific.com. This integration enables online course delivery with progress tracking capabilities.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Practical Money Skills (Visa): Visa's free financial literacy program providing lesson plans, calculators, and resources for educators and consumers. Comparable to I Am Net Worthy in content area and youth-adult focus, but operates as a brand-led free resource rather than a subscription LMS for NPOs.
• Junior Achievement USA: A large national non-profit delivering financial literacy, work readiness, and entrepreneurship programs to young adults. Comparable to I Am Net Worthy in mission and audience, but operates at far greater scale as a national organization with volunteer-driven delivery.

Direct peers

• Next Gen Personal Finance: A provider of free personal finance curriculum and educator resources for high schools and non-profits. Comparable to I Am Net Worthy in target audience (young adults) and mission (financial literacy), differentiated by a free, grant-funded model rather than subscription.
• EVERFI (Blackbaud): A scaled financial literacy and life-skills learning platform sold to schools, non-profits, and employers. Directly comparable to I Am Net Worthy as a digital financial education LMS targeting institutional buyers, but with substantially broader content catalog and enterprise sales motion.
• Banzai: A financial literacy platform for students and adults, sponsored by banks and credit unions and offered free to schools and non-profits. Comparable to I Am Net Worthy as a digital financial education product, with a similar institutional buyer dynamic and similar reliance on partner funding.
• FoolProof: A financial literacy curriculum platform sold to schools, credit unions, and community organizations. Comparable to I Am Net Worthy as a digital financial education product targeting non-profit and educational buyers with reporting and customization.

Emerging players

• InCharge Education: A non-profit financial education provider offering curriculum, counseling, and workshops. Comparable to I Am Net Worthy as a financial literacy content provider for underserved populations, though distributed more through live workshops than a digital LMS.
• Zogo Finance: A gamified financial literacy app for young adults that partners with financial institutions. Comparable to I Am Net Worthy in target demographic (young adults) and digital delivery, though differentiated by its consumer/fintech-partner GTM rather than NPO enterprise sales.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/iamnetworthy
• LinkedInlinkedin.com/company/i-am-net-worthy

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about I Am Net Worthy