Your wealth deserves
a higher IQ
CFP-grade financial planning powered by AI. Track spending, optimize investments, forecast retirement — with the intelligence your money deserves.
$1.24M
$4,280
On Track
87% success probability across 1,000 scenarios
$2.4B
Assets tracked
99.9%
Uptime
256-bit
Encryption
Intelligence Suite
Every tool, one platform
Spending analysis, portfolio optimization, retirement forecasting, and estate planning — all working together.
Smart Spending
AI-powered expense tracking. Ghost subscription detection. Daily safe-to-spend budgets.
Portfolio Intelligence
Asset allocation analysis. Fee optimization. Rebalancing recommendations powered by data.
Retirement Forecast
1,000+ Monte Carlo simulations. Confidence intervals. What-if scenario modeling.
Wealth Planning
Net worth tracking. Alternative investments. Tax planning. Estate document management.
Getting Started
Up and running in minutes
Connect your accounts
Securely link bank accounts, credit cards, and investments through Plaid. Takes under 2 minutes.
Get your financial picture
See spending patterns, net worth, cash flow, and portfolio analysis — all updated automatically.
Receive AI-powered guidance
Ask questions in plain English. Get CFP-grade recommendations tailored to your specific situation.
AI Advisor
Ask anything about your finances
Get personalized, CFP-grade guidance in plain English.
How am I doing with my spending this month?
You've spent $2,847 this month — 12% under your typical spending.
Safe-to-spend for the rest of the month: $423
I found 2 subscriptions you haven't used in 90 days — want me to show you?
Get Started
Give your wealth a higher IQ
Connect your accounts securely. Get insights in minutes. No financial expertise required.
Start for free