| What it does | Personal financial planning software for tech professionals
| AI-powered personal finance and household management platform
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| CZ
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| Pricing model | Paid
| Freemium
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| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| Free: £0 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L
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| Key features | - Advanced tax modeling for stock options, concentrated stock, QSBS, and other complex equity strategies
- Monte Carlo simulation to stress-test plans across thousands of market scenarios
- Financial projections across decades with instant impact analysis
- Investment tracking across multiple accounts with tax treatment analysis
- AI plan review to identify gaps and risks in financial strategy
- 1:1 plan review with 60-minute focused session with team
- Financial goals management with dedicated funding strategies
- Live Q&A and learning sessions hosted twice a month
| - Bank statement import from 203 formats in 31 countries
- Budget management with 50/30/20 or envelope method
- Subscription and recurring payment tracking
- Investment portfolio tracking for stocks, ETFs and crypto
- Real estate and property valuation
- Vehicle and valuables tracking
- Shared expenses and bill splitting
- AI assistant for financial questions and analysis
- Tax orientation tools
- Net worth calculation and tracking
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| What makes it different | - Designed specifically for tech professionals with complex equity positions
- Entirely user-supported with no affiliate marketing, third-party compensation, or product commissions
- Forward-looking financial planning application rather than just spending tracking
- Models complex tax implications including Roth conversions, QCDs, IRMAA, and RMDs
| - Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables
- AI assistant that understands your data and answers financial questions with sources
- Privacy-first design with EU data centers, no bank password required, and data never sold
- Supports 203 bank statement formats from 31 countries
- Free tier genuinely usable forever with no dark patterns
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▼ −1 (down) since last check | 17 ● no change since last check |
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| Trust Flow (Majestic) | 10 | 8 |
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| Citation Flow (Majestic) | 19 | 28 |
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| Referring domains (Majestic) | 54 | 36 |
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Nauma
Assetli