| What it does | AI personal finance management that diagnoses your finances and ranks what to do next with dollar impact
| Track charitable donations and maximize tax deductions with organized records and tax-ready reports
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | US
| US
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| Pricing model | Freemium
| Free
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| Pricing | Free: one complete financial analysis and one portfolio review, no card required. Lodestar Plus $14.99/mo or $149.99/yr (7-day free trial available).
| Not given
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| Key features | - Live net-worth simulator with Monte Carlo ranges
- Personalized opportunities based on job, employer benefits, age, location, and account structure
- Portfolio structural score and plain-English review of actual holdings
- Tax strategy center with CPA-ready guidance
| - Photo receipt capture that automatically reads and fills in donation details
- IRS compliance checking for deductible donations
- Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
- Community feed to follow friends and discover campaigns
- Privacy controls with private, followers-only, and public sharing options
- Goal tracking by amount, cause, number of gifts, or organization
- Dashboard showing total giving, tax savings, goal progress, and impact history
- IRS-registered charity search and lookup
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| What makes it different | - Forward-looking prescriptive approach, not backward-looking tracking—ranks what to do next by dollar impact
- Every dollar figure computed by deterministic engine, never guessed by AI
- Flat fee model regardless of asset size, removing conflicts of interest
- Complete analysis available free before upgrading, no teaser tier
| - 2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
- Automatic receipt reading and donation data extraction
- Complete tax filing integration with TurboTax import
- Social community for charitable giving discovery and tracking
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 0 | 0 |
| Citation Flow (Majestic) | 19 | 0 |
| Referring domains (Majestic) | 2 | 0 |