About Bear Financial

Our Story

In 2025, the world is facing unprecedented economic changes and challenges. The founders met and realized that there was an opportunity to make positive changes. We saw the potential for financial tools that traditionally benefit the top 1% to be redesigned to serve everyone.

We are still early in this journey, but we are working hard to achieve it. Our vision is clear: to democratize access to financial capabilities and empower individuals.

Our Mission

Financial stability, wellness, and empowerment should be available to everyone.

Financial advice, planning, products, services, and tools all disproportionately help only the wealthiest. We believe we can do better, and we are building solutions to make that happen.

Leadership Team

The Bear Financial Services leadership team includes an experienced technologist who has worked on multiple Billion-user apps at Google and Meta, and an ex-C-Suite executive from a major financial services company.

Bear's Favorite Personal Finance Books

Andrew Tobias's "The Only Investment Guide You'll Ever Need"

Benjamin Graham's "The Intelligent Investor"