Project your future

What Project your future does

Proyecta tu futuro is a Mexico-based financial coaching company founded by Víctor Manuel Martínez Medina, an Industrial Engineer specialized in finance from Tec de Monterrey. The company serves Mexican individuals, couples, families, and small business owners seeking to improve financial literacy, reduce debt, and achieve savings and retirement goals. Its service is built on a proprietary coaching framework called "Metodología de Coaching Proyecta," supported by a proprietary tracking platform (Software Proyecta tus finanzas) and a mobile app that enables clients to monitor a personalized "financial diet." The company has helped more than 2,000 people over 15+ years and operates with a distributed team of 20+ financial coaches, including MDRT-qualified advisors, delivering sessions both in-person at its San Luis Potosí headquarters and online via Zoom.

The company's product portfolio spans a free financial diagnostic (Diagnóstico Financiero Personalizado and Check Up Financiero), ongoing coaching services, paid workshops (e.g., "Enero sin dinero" at $250 MXN), the Proyecta KIDS financial education program for children ages 7-12 ($500 MXN enrollment for a 6-month curriculum), the Club del Inversionista (a real estate investment club with minimum entry of 50,000 MXN), and downloadable resources such as ebooks and budget spreadsheets. The core revenue mechanism is a commission arrangement with Seguros Monterrey New York Life: the company earns when coached clients adopt recommended savings and investment products, aligning company revenue with client savings behavior. Complementary revenue streams include workshop fees, KIDS enrollments, and digital product downloads. Marketing relies on a multi-channel approach combining educational content (blog, ebooks), branded events (Money Night with Mexican entrepreneurs), referral incentives ($500 MXN per converted referral), and individual coach social media presence.

Geographically the company is headquartered in San Luis Potosí, Mexico, serving clients nationally through online delivery. It remains privately held and founder-controlled with no disclosed institutional investors, no parent company, and no subsidiaries. The company has expanded its coach network and product surface over time but has not pursued external funding, acquisitions, or international expansion based on available data.

Name

Project your future

Legal name

Proyecta tu futuro

Website

https://proyectatufuturo.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Proyecta tu futuro is a Mexico-based financial coaching company serving individuals, couples, families, and small business owners through proprietary methodology, in-house tracking software, and a mobile app, monetizing via commissions on savings products, workshops, and education programs.

Ownership category

akta.pro rank

Headquarters

HQ city

Lomas

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Coaching Services: Personalized financial coaching sessions delivered by certified coaches. Initial orientation session is free, followed by ongoing coaching support. Revenue is generated through client engagement and subsequent use of savings/investment products.
2. Educational Workshops: Paid workshops on topics like retirement planning, investments, and financial basics. Example: 'Enero sin dinero' workshop at $250 MXN.
3. Commission from Savings Products: The company earns commissions when clients use savings and investment instruments provided through Seguros Monterrey New York Life. This aligns company success with client savings behavior.
4. Proyecta KIDS Program: Financial education program for children aged 7-12 years, lasting 6 months with twice-weekly sessions. Enrollment fee of $500 MXN.
5. Digital Products: Downloadable ebooks and resources on financial topics such as saving money on household expenses.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Proyecta tu futuro offers personalized financial coaching and education services to Mexican individuals, families, and small business owners. The service combines a proprietary coaching methodology (Metodología de Coaching Proyecta) with proprietary software (Software Proyecta tus finanzas) and a companion mobile app to help clients reduce debt, save, invest, and plan for retirement. The company also runs the Proyecta KIDS program for children ages 7-12 and the Club del Inversionista real estate investment club.

Product overview

Proyecta tu futuro is a financial coaching company offering a unified advisory ecosystem built around its proprietary Metodología de Coaching Proyecta. The core service combines personalized financial diagnoses and Check Up Financiero sessions with the company's own Software Proyecta tus finanzas and a companion mobile app, guiding clients through a structured three-step process: spend less, save, and invest. The offering portfolio includes the Proyecta KIDS financial education program for children, the Club del Inversionista (real estate investment club starting at 50,000 MXN), downloadable resources such as a budget spreadsheet and an eBook on household savings, and supplemental workshops and events. All services are delivered through a network of trained financial coaches, with the software serving as the analytical backbone and the mobile app providing ongoing client tracking and engagement.

Differentiator

Problem solved

Functional benefit

Brands

• Proyecta KIDS: Financial education program for children ages 7-12, lasting 6 months with twice-weekly two-hour sessions.
• Club del Inversionista

Products and services

• Diagnóstico Financiero Personalizado (Personalized Financial Diagnostic)
• Check Up Financiero (Free Financial Health Checkup)
• Proyecta tu futuro App (Mobile App)
• Software Proyecta tus finanzas (Proprietary Financial Software)
• Proyecta KIDS Financial Education Program
• Club del Inversionista (Investor Club)
• eBook: Aprende a ahorrar hasta $85,000 anuales en los gastos de casa (Household Savings eBook)
• Control de presupuesto (Budget Control Spreadsheet)
• Educational Workshops (e.g., Enero sin dinero, SAT para principiantes, Estructura tu retiro)
• Personalized Financial Coaching (Ongoing Advisory)

Quantifiable outcome

• Over 2,000 people helped over 15+ years
• +3 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core and flagship.

• Seguros Monterrey New York LifecoreStrategic or Co-development PartnerStrategic partnership where Proyecta tu futuro recommends savings and investment instruments provided by Seguros Monterrey New York Life. The company earns commissions when clients use these instruments, aligning company revenue with client savings success. The partnership enables access to secure savings products for clients.
• Arturo Elías AyubflagshipOthersFeatured speaker at Money Night event, second edition in San Luis Potosí. Arturo Elías Ayub is a prominent Mexican businessman, Director of Strategic Alliances and Contents at América Móvil, Director General of Fundación Telmex, and Shark Tank Mexico judge. His appearance at company events enhances brand credibility and attracts high-profile attendees.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• SmartAsset: Large US personal finance content and advisor-matching platform with educational tools across investing, taxes, and retirement. Comparable in providing consumer financial education content and connecting users to advisory products.
• NerdWallet: Major US personal finance content and comparison platform with educational articles, tools, and product recommendations. Comparable as a scaled financial education brand monetizing through financial product referrals.

Direct peers

• Greenlight: US-based financial education platform for kids and teens with parental controls and investing features. Comparable to Proyecta tu futuro's Proyecta KIDS program, offering age-segmented financial education with software/app delivery.
• Coru: Mexico-based financial wellness platform offering personalized financial guidance and tools to consumers. Directly comparable to Proyecta tu futuro as a Mexican consumer financial advisory/coaching service with a digital product layer.
• SmartPath: Financial education and coaching platform serving employees and individuals through employer partnerships and direct coaching. Comparable in combining personal finance education with coaching delivery and employer/individual channels.
• Planea Tu Plata: Mexican financial education and coaching brand offering courses and advisory content to Spanish-speaking consumers. Comparable as a Mexico-focused personal finance education provider with similar target audience and content-led model.
• Finhabits: Latino-focused financial planning app with a coaching/advisory component for Hispanic users in the US and Mexico. Comparable audience (Spanish-speaking mass market) and similar coaching-plus-product monetization model.
• Conduce tu Dinero: Mexican financial education platform founded by Myriam Berry providing courses, workshops, and content on personal finance. Directly comparable as a Mexican personal-finance education brand targeting the same mass-market consumer base.

Emerging players

• Zogo: Gamified financial education app for young consumers and students, partnering with banks and employers. Comparable as an early-stage financial education product targeting younger demographics, similar to Proyecta KIDS.
• YNAB (You Need a Budget): Subscription budgeting and financial education software with strong content/coaching component. Comparable in combining personal finance software with educational methodology and self-improvement framing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ProyectaFuturo
• Instagraminstagram.com/finanzas.al.cubo
• LinkedInlinkedin.com/company/proyectatufuturo

Revenue estimate

Valuation estimate

Number of profiles

Profiles26 records

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 Project your future