Your AI Personal Wealth Manager! Join the waitlist for investment management and instantly access powerful budgeting, simulations, and goal tracking tools—advisor-free!
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Best
Maker
📌
I talked to a lot of people and realized most Americans don't have access to personal wealth managers or financial advisors, leaving many struggling financially or unable to retire—including myself. After selling my investments to fund my startup, I knew I needed a better way to automate and optimize my finances to keep going.
Current solutions:
- Robo-Advisors
- Budgeting Apps
- Spread sheets
What we do better:
- Connect all your accounts with Plaid—so we see the whole story, not just a chapter
- Personal data encrypted in storage for privacy
- Show you ways to optimize money and have it work for you
- Fire up “what-if” runs to spot how tiny tweaks snowball over time
- Hand you wealth-manager tools in plain-English chat—no need to know advanced mathematics
- Once the SEC stamp lands: autopilot your saving, investing, and real-deal advice
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