Intelligence for
Your Wealth
Harness institutional-grade AI to optimize your assets, minimize taxes, and predict net worth.
Algorithmic Precision
Our neural networks process millions of data points to deliver actionable financial intelligence.
Smart Categorization
AI sorts transactions with 99.8% accuracy.
Predictive Forecasting
See future balances before you spend.
Investment Audit
Real-time analysis against market trends.
Subscription Insights
Detect unused subscriptions and optimize recurring costs.
Unlock Institutional Advantage
Powerful tools previously reserved for ultra-high-net-worth individuals, now at your fingertips.
Your Personal CFO,
Available 24/7.
Forget generic advice. Our 6 specialist AI agents work together to answer any financial question in plain English, analyzing your real-time data to provide context-aware answers.
Based on your current cash flow:
- Projected Savings: $4,200
- Fixed Expenses: $2,100
Yes. You'll still have a $1,200 buffer.
Voice Command
Speak naturally to query your finances. "What's my burn rate?"
Tax-Loss Harvesting
Auto-monitor portfolio to offset gains with losses.
Monte Carlo Sims
Stress-test your retirement against 10,000 scenarios.
Stock Options & RSU
Track vesting schedules and tax implications.
Impulse Detection
AI flags uncharacteristic spending spikes in real-time.
Multi-State Tax
Automatic liability calculation across state lines.
Smart Lot Selection
FIFO, LIFO, and Specific ID optimization.
Zakat Compliance
Advanced calculation for Islamic finance purity.
Portfolio Analytics
Sharpe ratio, Alpha/Beta, and diversification scoring.
Debt Avalanche
AI-optimized payoff strategies to minimize interest.
Document OCR
Instant extraction for W-2s and 1099s.
Rebalancing AI
Smart recommendations to keep your allocation on target.
Real Estate Tracking
Track equity, mortgages, and property value appreciation.
DeFi Portfolio Sync
Track crypto wallets and tax lots automatically.
Family Sharing
Manage household wealth with partner access (up to 5).
HSA Optimization
Maximize triple-tax advantages for health.
Charitable Giving
Tax-deductible donation planning and analysis.
Voice Command
Speak naturally to query your finances. "What's my burn rate?"
Tax-Loss Harvesting
Auto-monitor portfolio to offset gains with losses.
Monte Carlo Sims
Stress-test your retirement against 10,000 scenarios.
Stock Options & RSU
Track vesting schedules and tax implications.
Impulse Detection
AI flags uncharacteristic spending spikes in real-time.
Multi-State Tax
Automatic liability calculation across state lines.
Smart Lot Selection
FIFO, LIFO, and Specific ID optimization.
Zakat Compliance
Advanced calculation for Islamic finance purity.
Portfolio Analytics
Sharpe ratio, Alpha/Beta, and diversification scoring.
Debt Avalanche
AI-optimized payoff strategies to minimize interest.
Document OCR
Instant extraction for W-2s and 1099s.
Rebalancing AI
Smart recommendations to keep your allocation on target.
Real Estate Tracking
Track equity, mortgages, and property value appreciation.
DeFi Portfolio Sync
Track crypto wallets and tax lots automatically.
Family Sharing
Manage household wealth with partner access (up to 5).
HSA Optimization
Maximize triple-tax advantages for health.
Charitable Giving
Tax-deductible donation planning and analysis.
Uncompromising
Security.
We employ defense-in-depth strategies including AES-256 encryption, MFA, and strict privacy controls to ensure your wealth data remains yours alone.
AI Redaction Layer
Names, SSNs, and Account Numbers are automatically detected and stripped before data touches any AI model.
The Privacy Vault
Sensitive documents are stored in a dedicated, isolated vault encrypted with separate keys (AES-256-GCM).
Biometric & MFA
Multi-Factor Authentication (2FA) and biometric passkeys ensure only you can access your financial core.
Architected for Alpha.
Precision infrastructure designed for speed and security.
Real-time Sync
Connects with 14,000+ financial institutions globally in seconds via Plaid.
Bank-Grade Security
AES-256 encryption for sensitive data. Your financial information stays protected.
Net Worth Tracking
Visualize assets vs liabilities across all accounts. Track growth over time.
Retirement Clarity
Monte Carlo simulations show your probability of retirement success. Know your number.
- RMD Planning
- Roth Conversion Analysis
Finances, Together
Share your financial dashboard with your partner or family. Everyone stays on the same page.
- Invite up to 5 members
- Shared budgets & goals
Simple, Transparent Pricing
Pro
Billed $99 yearly
- 5 Bank Accounts
- 100 AI Queries/mo
- Smart Categorization
- Budgets & Bills
- Net Worth Tracking
- Savings Goals
- Basic Reports
- Anomaly Detection
Premium
Billed $149 yearly
- 10 Bank Accounts
- Unlimited AI Queries
- Full Tax Suite
- Tax-Loss Harvesting
- Multi-State Tax
- Portfolio Analytics
- Stock Options/RSU
- Retirement Planning
- HSA Optimization
- Family Sharing (5)
- Priority Support
Your money, multiplied.
Join thousands of investors and savers who have taken control of their financial future.
7-day free trial • Cancel anytime • No credit card required