Your Digital Financial Assistant

Grow your wealth faster without even thinking about it.

Expert Help and Advice—On Your Phone

Answer a few questions, link your accounts, then sit back and let
your assistant get to work.

Your Complete Financial Life

Link all your accounts for a complete view of your financial affairs.

Projections & Tracking

Project your financial future, and track your progress along the way.

Helpful Updates & Tips

Timely updates and helpful tips keep you on track.

Expert Advice When You Need It

Need an expert? Get introduced to a fiduciary, fee-only advisor at any time.

The Power Behind Your Assistant

Combining the knowledge of top financial planners with data from our
100k users, we're your behind-the-scenes, always-on financial assistant.

  • See Where You Stand

    Understand your situation with data-driven insights.

  • Chat On Demand

    Access our financial database with a simple chat.

  • Invest With Confidence

    Use your existing accounts, including Robinhood.