| What it does | See your entire net worth in one private place
| AI-powered personal finance platform that tracks spending, detects money leaks, and forecasts your financial future.
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| CA
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| Pricing model | Free
| Free trial
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| Pricing | Free base tracking features; premium features planned
| Pro: $8.97/month or $67/year ($5.58/month when billed yearly, save 38%). Family: $14.97/month or $97/year ($8.08/month when billed yearly, save 46%), includes up to 5 family members. All prices in USD. 14-day free trial with full access.
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| Key features | - Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
- Backfill historical data to see your complete wealth journey
- Portfolio analysis with insights into health, risk exposure, and diversification
- Deep-dive into ETF holdings to see companies you own and overlaps
- Set long-term goals and overlay target trajectory versus actual growth
- Weekly recap and monthly reminder emails for balance updates
- Track recurring subscriptions and spending by category
- Convert and unify multiple currencies into one net worth number
- Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
| - AI Money Coach (Franklyn) available 24/7
- Silent Money-Leak Detection to flag unused subscriptions and price hikes
- AI receipt scanner
- Bank sync across 16,000+ institutions
- 256-bit AES bank-level encryption
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| What makes it different | - 100% manual tracking with no broken bank syncs or security risks from credential sharing
- Complete privacy: data never sold, shared, or used to recommend products
- Works with any asset type worldwide without requiring bank connections
- Designed for couples and families to track household wealth in one place
- Simple, reliable tool that respects your time without pushing upsells or proprietary products
| - AI designed into the core product, not bolted on as a gimmick
- Privacy-first with no data selling, ever
- Affordable AI-powered tools starting at $5.58/month
- Small responsive team shipping updates every week based on user feedback
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 6 ● no change since last check | Not checked yet ● no change since last check |
| Trust Flow (Majestic) | 8 | 0 |
| Citation Flow (Majestic) | 19 | 17 |
| Referring domains (Majestic) | 4 | 7 |