Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
Not given
Established
Founded
Not given
2018
Based in
Not given
GB
Pricing model
Freemium
Paid
Pricing
Free 7-day trial available; subscription plans offered with pricing details available on pricing page
Profit Scan: $297 (diagnostic, no call required). Profit Audit: 90-minute 1:1 session guaranteed to identify at least $1,000 in savings or profit opportunities, or money back. Profit Advisory: 12-week engagement. Strategic Advisory Retainer: monthly engagement by invitation.
Key features
Account aggregation across 13,000+ financial institutions
Automated transaction categorization
Customizable budgeting
Net worth tracking and reporting
Recurring bill and subscription tracking
Investment portfolio monitoring
Financial goal setting and tracking
Partner collaboration and shared accounts
Customizable dashboard and reports
Multi-platform synchronization
Profit Scan: $297 diagnostic revealing where profit went in the past month
Profit Audit: 90-minute strategic diagnostic of numbers, pricing, and cash flow with written action plan
Owner Pay by Design: structure for owner compensation decided before the month starts
Profitable Priorities Decision System: repeatable framework for hire, spend, and investment decisions
Strategic Advisory Retainer: ongoing monthly financial intelligence for growing businesses
What makes it different
Combines tracking, budgeting, investing and planning in single unified app
No extra cost to collaborate with partner or financial advisor
Connects to more financial institutions than competitors
No ads and data never sold to advertisers
Specifically designed for couples and families
Two decades of experience inside HSBC Private Bank, Natixis, and Zurich bringing private banking structural thinking to established business owners
Guaranteed to identify at least $1,000 in savings or profit opportunities in the Profit Audit, or money back
Permanent, client-owned financial infrastructure and command centre the business keeps for life
Strategic advisor who answers the financial questions no accountant or business coach can answer
Wealthfluency