The Snowball Story

We aim to merge humans and technology to truly provide the best financial guidance for millions of people, whether it’s tackling your student debt or retirement.

snowball wealth young woman

A New Way To Build Wealth

As first generation college graduates, our founding team became exposed early on to the day-to-day struggles of managing finances and the value of frugality, tenacity, and the right money moves. After more than a decade across entrepreneurship and financial services, we realized that there was an opportunity to create a personal finance company that had the customer’s best interest in mind.

Because money is emotional, we knew that there had to be both a human and community element to helping people with their personal finances. We decided to build a first-of-its-kind technology platform that helps users tackle budgeting, debt, investments, and more through personalization and behavioral design. We know that technology is only half the equation, so we’ve paired this with affordable financial coaching calls and chat and a supportive community.

We’re inspired by the success of our users in tackling their finances and confidence about building wealth. We are guiding them early on how to set up a Roth IRA as a tax advantage, why it’s important to build equity in a house sooner, and why a balanced portfolio is important. We are excited at Snowball Wealth to humbly help millions of people achieve their financial dreams.

Snowball Wealth Founding Team

Our Mission

Snowball Wealth believes that no matter what background or income you come from, EVERYONE should have access to the best advice to build wealth. We aim to do the heavy lifting while still remaining a neutral platform, so you can make the best choices possible for your financial life.

What We Believe

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People First

We put the Snowball Wealth community first. Every decision we make or product we recommend should be in the best interest of our community.
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Excellence at the Core

We hold ourselves to the highest standards, whether we are building a product or growing our team, so we can achieve exceptional results.
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Think Big and Innovate

We strive to think big and create and communicate a bold direction for Snowball Wealth. We think differently and look around everywhere for the best ways to serve our community.

Leadership Team

Tanya Menendez

CEO / Co-founder

Pearl Chan

COO / Co-founder

Justin Vencel

CTO / Co-founder

Pickles

Canine Security

Are you making the right money moves?

Talk to a real person at Snowball Wealth today who understands your financial concerns and questions. Whether that's budgeting, debt, or the foundations of when you should start saving for retirement and investing.

Schedule A Call