| What it does | The all-in-one personal finance dashboard combining envelope budgeting, expense tracking, and portfolio management
| Tax and financial planning from a CPA and Financial Planner team for one flat fee
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| Stage | MVP
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| Founded | 2020
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| Based in | DE
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| Pricing model | Free trial
| Freemium
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| Pricing | Free during open beta. Full release will be subscription-based with price TBD. Beta users will receive a discount.
| Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
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| Key features | - Envelope-based budgeting with real-time category tracking
- Multi-asset portfolio tracking including stocks, ETFs, crypto, commodities, and forex
- Visual reports and Sankey diagrams showing spending flows
- Real-time net worth and portfolio performance tracking
- Annualized performance and wealth projections
- Manual transaction entry with no bank connections required
- AES-256 encryption with zero-knowledge architecture
- EU server hosting under GDPR compliance
- CSV import for portfolio positions
- Desktop and mobile access
| - Connect financial accounts securely with read-only access
- AI-powered financial forecasting and scenario planning
- Dedicated CPA for tax planning and filing
- Dedicated Financial Planner for retirement and wealth management
- Tracks for organizing financial projects and decisions
- Estate and beneficiary planning coordination
- Multi-state and international tax coverage options
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| What makes it different | - Manual entry by design creates financial awareness and spending habits, unlike automated bank-syncing apps
- Combines budgeting and investing in a single app, providing complete net worth view across cash and all assets
- Zero-knowledge encryption and EU hosting unlike US-based competitors relying on third-party aggregators
- Built by a single developer with no shareholders or exit strategy, focused on quality over growth metrics
- Privacy by design with technically impossible data sales due to encryption
| - All-in-one: AI software, CPA, and Financial Planner on one integrated team
- Flat fee pricing instead of percentage of assets
- Tax filing included on every Advisor plan
- 30-day money-back guarantee on Advisor plans
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 16 ● no change since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 11 | 10 |
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| Citation Flow (Majestic) | 20 | 37 |
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| Referring domains (Majestic) | 16 | 78 |
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Finzen
Nino