BlackCase 2.0
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Why BlackCase

Money answers should not live behind a sales call.

BlackCase started because the answers people needed about their own money were either behind a sales call or buried in jargon, and neither of those is an answer.

So we built the other thing: one app where your whole money life lives in plain language, and where the professionals you talk to are real, verified, and there because you asked.

What you actually get

Help that used to be reserved for the wealthy.

Most financial guidance is built for people who already have money. Advisors look for accounts worth managing, and everyone else gets guesswork, jargon, and ads. BlackCase is built for everyone else.

• Plain answers about your own moneyAsk anything, from whether you can afford something to what a Roth even is, and get a straight answer. No jargon, no sales pitch on the other end.
• Know your gaps before they cost youSee where your retirement and your coverage actually stand, in real numbers from your own situation, so nothing surprises your family later.
• Guidance without a wealth requirementYou do not need a portfolio to deserve a plan. The kind of help people pay advisors for, in your pocket, whenever you need it.
• A real, verified human when you want oneWhen a question needs a person, book one. Every professional is checked against SEC and FINRA records before you can find them.

Why we built it

Built by people who serve, for people who get skipped.

BlackCase was started by a first generation college student serving as a 27D Paralegal Specialist, an E-4 in the Texas Army National Guard. In the Guard you meet a lot of people who work hard and show up for everyone else, and still never get a straight answer about their own money. Nobody sat them down. Nobody was going to.

That is who BlackCase is for. Service members, first responders, and everyday people the finance industry was never really built to serve. If you are starting from zero, if money stress keeps you up at night, if no one in your family could teach you this because no one taught them, this was built with you in mind first, not last.

Financial guidance should not be a luxury for the wealthy. That is the whole company.

The team

Built in San Antonio.

With a practitioner who has sat on the other side of the table for years.

Keith Forster

Financial professional

Keith works with families and business owners in San Antonio. He brings the practitioner side: what actually gets recommended, how it is paid for, and what people are never told to ask.

Already built

This is not a pitch deck. Most of it is live.

• The BlackCase app, live on the App Store and Google PlayApproved and shipping on both stores.
• Verified pros onlyEvery advisor is checked against SEC and FINRA records before they can be discovered in the app.
• Meeting tokensBook time with a real professional using tokens, no subscription required to talk to a human.
• The BlackCase finance wikiPlain-language money guides on blackcase.co, written to be read without a dictionary.
• An AI assistant that answers the phoneOur assistant Belle sets up your first meeting over a real phone call.