Personal financial planning software for tech professionals
AI-powered personal finance platform that tracks spending, detects money leaks, and forecasts your financial future.
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
CA
Pricing model
Paid
Free trial
Pricing
Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
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.
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
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
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
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
Nauma
BudgetSmart AI