Foundation47
Foundation47 is a Lexington, Kentucky-based financial literacy education company delivering fee-based workshops on budgeting, debt management, investing, and small business finance to K-12 schools, universities, and community organizations nationwide. It serves students, young adults, and aspiring small business owners.
- Company typePrivate
- Founded2022
- HeadquartersLexington, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Foundation47 does
Foundation47 (operating as Foundation 47 LLC) is a Lexington, Kentucky-based financial literacy education company founded in 2022 that delivers fee-based workshops and presentations primarily to educational institutions and community organizations. Its service portfolio spans age-segmented curriculum: middle school, high school, and college/young-adult financial literacy sessions (covering budgeting, debt management, investing, credit, and emotional spending), the SBA-aligned Money Smart for Small Business (MSSB) 13-module instructor-led program, Small Business Taxes training, and job-search guidance. The company also publishes 'The Wealth Equation,' a free eBook by CEO Dale Morgan used as an email-gated lead magnet. Named institutional clients include Northern Kentucky University, Kentucky State University, and Morehead State University.
The business operates without proprietary technology: there is no software product, mobile app, API, or AI/ML component; the core deliverable is in-person presentations customized to client objectives. Distribution is direct-to-client via on-site workshops and a nationwide website contact form, with brand-building supported by appearances on Kentucky TV stations (LEX18, WKYT, KET) and SBA Kentucky District Director recognition. The team is small (1-10 employees; CEO Dale Morgan, a facilitator, and an executive administrator), making the model highly dependent on the founder as the primary presenter.
Commercially, Foundation47 generates revenue through quote-based professional services fees for workshops and presentations, supplemented by a freemium content funnel via the eBook. Pricing is not publicly disclosed. The customer base is concentrated in Kentucky higher education with three named university logos; a nationwide service area is claimed but not yet evidenced by a broad institutional book of business. Strategic positioning centers on underserved audiences (student athletes, community college students, small business owners) and the founder's personal financial journey as a credibility and storytelling differentiator.
Foundation47 firmographics
Firmographics- Name
- Foundation47
- Legal name
- Foundation 47 LLC
- Website
- https://foundation47llc.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Foundation47 is a Lexington, Kentucky-based financial literacy education company delivering fee-based workshops on budgeting, debt management, investing, and small business finance to K-12 schools, universities, and community organizations nationwide. It serves students, young adults, and aspiring small business owners.
- Ownership category
- akta.pro rank
Foundation47 industry classification
Industry- Product category
- Financial Education Services
- NAICS
- Educational Support Services (61171), Educational Support Services (611710)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Personal Finance & Financial Literacy for Students (EDAMAIAH)
- akta.pro secondary industries
- Budgeting & Cash-Flow Management (EDAAAJAA), Credit & Debt Management (Credit Scores, Loans, Repayment) (EDAAAJAC), Financial Literacy, Debt Counseling & Default Prevention (EDALAJAK)
Keywords
Where Foundation47 is headquartered
LocationHeadquarters
- HQ city
- Lexington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Foundation47 business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Workshop and Presentation Services: Foundation47 generates revenue through fee-based financial literacy workshops and presentations delivered to educational institutions (middle schools, high schools, colleges) and organizations. Services include budget management, investments, debt management, and small business training programs.
- eBook Sales/Downloads: The company offers a free eBook 'The Wealth Equation' by Dale Morgan as a lead generation tool. Email signup required for download.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Foundation47 product offering
Product offeringCore offering
Foundation47 delivers fee-based financial literacy workshops and presentations to educational institutions (middle schools, high schools, colleges/universities) and organizations nationwide. The curriculum covers budgeting, saving, investing, debt and credit management, job search preparation, and small business financial management, delivered by founder Dale Morgan and facilitators. A free eBook, "The Wealth Equation," is used as a lead-generation tool.
Product overview
Foundation47 is a financial literacy education company offering a portfolio of workshop-based services and digital content. The core offering consists of financial literacy presentations tailored to different age groups (middle school, high school, and college/young adults), covering topics such as budgeting, saving, investing, debt management, and job search preparation. Additionally, the company offers specialized programs including Money Smart for Small Business (MSSB) with 13 instructor-led modules, Small Business Taxes training, and a free eBook titled 'The Wealth Equation' by Dale Morgan. The company operates nation-wide, delivering workshops to universities, schools, and community organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Middle School Financial Literacy Presentations Financial literacy presentations for middle school students covering financial values, goal-setting, budgeting, banking, saving and investing, with content customizable to client objectives.
- High School Financial Literacy Presentations Financial literacy presentations for high school students covering money decisions, minimizing college costs, maximizing income, budgeting, saving, investing, and responsible credit card use.
- College and Young Adults Financial Literacy Presentations Financial literacy presentations covering money management, budgeting, debt, financial goals, investing, emotional spending, and marketing tactics for young adults transitioning from high school to college.
- Bank On It Workshop Presentations highlighting the importance of saving money and helping navigate unforeseen situations, meet financial obligations, and build wealth while avoiding debt and financial anxiety.
- Debt Management Workshop Presentations covering responsible credit card debt management, credit score building, and understanding how lenders evaluate creditworthiness for loan decisions.
- Money Smart for Small Business (MSSB) Curriculum An instructor-led curriculum consisting of 13 modules providing an introduction to topics related to starting and managing a small business.
- Pay Yourself First Workshop Presentations informing students about different investment options, explaining why investing matters, the power of compounding, and the risk-return tradeoff.
- Job Search Expectations Workshop Guidance on resume preparation, navigating employment options, understanding the application process, and interpreting job analysis questionnaires.
- Small Business Taxes Workshop Tax-related presentations for small business owners covering tax planning and management strategies.
- The Wealth Equation eBook A free eBook by Dale Morgan providing financial guidance through personal stories and relatable lessons on mindset, discipline, purpose, and breaking financial cycles; available for free download in exchange for email signup.
Companies that use Foundation47
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles2 records
Foundation47 technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Foundation47 partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Foundation47 competitors and assessment
Company assessmentBroad incumbents
- Visa Practical Money Skills: Visa-sponsored financial literacy program offering free classroom curricula for K-12 and adults. Overlaps with Foundation47's budgeting, credit, and debt modules but is funded and distributed by a major card network.
- Junior Achievement USA: Large established nonprofit delivering financial literacy, work readiness, and entrepreneurship programs to K-12 students nationwide. Operates in the same financial-literacy-for-students category as Foundation47 but at vastly greater scale.
- Ramsey Education: Education arm of Ramsey Solutions providing personal finance curriculum for high schools and colleges, plus Foundations in Personal Finance coursework. Competes with Foundation47 in the high school and college financial literacy space.
Direct peers
- InCharge Education Foundation: Nonprofit offering financial literacy workshops, resources, and educator training across K-12, college, and adult audiences. Directly comparable to Foundation47 in service format, audience, and topic coverage.
- FoolProof Foundation: Independent nonprofit delivering financial literacy modules to K-12 schools, colleges, and adults. Closely mirrors Foundation47's multi-age-group workshop model and competes for the same educational institution budgets.
- Next Gen Personal Finance (NGPF): Nonprofit providing free, turnkey personal finance curriculum to high schools and educators. Directly competes with Foundation47's middle school and high school presentations with a far larger content library and broader educator adoption.
Emerging players
- Khan Academy Personal Finance: Free, high-quality personal finance video and exercise content for students and adults. Overlaps with Foundation47's educational mission and represents a free alternative for self-directed learners and schools.
- Greenlight Financial Literacy: Fintech platform offering debit cards and financial literacy content for kids and teens. Competes for the same student-audience attention as Foundation47 but via a digital product rather than workshops.
- Zogo Finance: Financial literacy app for students that gamifies personal finance learning. Overlaps with Foundation47's mission to teach students about money management, but delivered via mobile app rather than live presentations.
Others
- FDIC Money Smart for Young Adults: Free FDIC-published financial education curriculum for young adults that Foundation47's college-level offerings directly compete against. A federally-funded, free alternative that constrains Foundation47's ability to monetize similar content.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Foundation47 social profiles
Digital presenceFoundation47 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Foundation47 leadership team
Management profileNumber of profiles
Profiles3 records
Foundation47 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Foundation47 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Foundation47
What does Foundation47 do?
Foundation47 delivers fee-based financial literacy workshops and presentations to educational institutions (middle schools, high schools, colleges/universities) and organizations nationwide. The curriculum covers budgeting, saving, investing, debt and credit management, job search preparation, and small business financial management, delivered by founder Dale Morgan and facilitators. A free eBook, "The Wealth Equation," is used as a lead-generation tool.
Is Foundation47 a public or private company?
Foundation47 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Foundation47 founded?
Foundation47 was founded in 2022. It employs 1 to 10 people.
Where is Foundation47 based?
Foundation47 is headquartered in Lexington, United States, in the North America region.
How does Foundation47 make money?
Two revenue lines are on record. Workshop and Presentation Services are the primary driver. The others are eBook Sales/Downloads.
Who are Foundation47's main competitors?
Broad incumbents on record are Visa Practical Money Skills, Junior Achievement USA and Ramsey Education. Direct peers are InCharge Education Foundation, FoolProof Foundation and Next Gen Personal Finance (NGPF). Emerging players are Khan Academy Personal Finance, Greenlight Financial Literacy and Zogo Finance. FDIC Money Smart for Young Adults is listed as an others.
Does Foundation47 have an API?
No public API is recorded for Foundation47.
What industry is Foundation47 in?
Foundation47's product category is Financial Education Services. Its primary akta.pro industry code is EDAMAIAH, Personal Finance & Financial Literacy for Students, with a secondary code of EDAAAJAA, Budgeting & Cash-Flow Management. Its NAICS code is 61171 and its SIC code is 8200.