J.P. Morgan Wealth PlanTM Named ‘Best Personal Finance Product’
J.P. Morgan Wealth PlanTM Na...
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J.P. Morgan Wealth PlanTM Named ‘Best Personal Finance Product’

23 March 2023
2 min.
J.P. Morgan Wealth PlanTM Named ‘Best Personal Finance Product’

J.P. Morgan Wealth Management’s Wealth Plan was named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards. The tool, launched in December of 2022, is available for free in the Chase Mobile app and on Chase.com.

Wealth Plan is a digital money coach designed to help the 54 million digitally-active Chase customers make smarter money decisions and plan, save and invest, all in one place and at no cost. Wealth Plan gives users a full view of their finances, including accounts outside of Chase, and allows them to set goals and get personalized step-by-step guidance to help reach them. Chase customers can also schedule a video meeting and work one-on-one with a J.P. Morgan advisor directly within Wealth Plan.

The FinTech Breakthrough Awards recognize top companies, technologies and products in the global fintech market. Wealth Plan was selected among more than 4,000 nominations around the world.

This is an amazing accomplishment for the Wealth Plan team in the first six months of launching the product,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “To date, we have had millions of clients engage with Wealth Plan. People want a plan, especially in times of market uncertainty.”

Chase customers can access J.P. Morgan Wealth Plan anytime by clicking on the ‘Plan & track’ tab in the Chase app or on Chase.com. The tool has had strong engagement in the few months since launch.

“Wealth Plan empowers people to take control of their finances and makes the long term more real,” said Sam Palmer, Head of Product and Experience at J.P. Morgan Wealth Management. “We have given clients a seamless digital experience to plan for the future and track towards their goals, whether they work with a financial advisor or invest on their own.”

J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.

While projections created by J.P. Morgan Wealth Plan are hypothetical and do not reflect future investment results, clients can see how they are tracking towards their objectives and how changes today can affect them. Results may vary with each use and over time. For more information about Wealth Plan by J.P. Morgan Wealth Management visit www.jpmorgan.com/wealthplan

Persons2 in the news

Head of Digital Wealth Planning & Advice
1 place
CEO J.P. Morgan Wealth Management
2 place


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