| What it does | Personal financial planning software for tech professionals
| Track all your money in one app: bank accounts, cards, cash, exchanges and crypto with summaries in hryvnia
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| Stage | Not given
| Established
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| Founded | Not given
| 2021
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| Based in | US
| UA
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| Pricing model | Paid
| Not given
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| Pricing | Basic Plan: $200/year. Guided Plan: $2,000/year for one plan subscription.
| Free tier available without credit card. Plus: 199 ₴/month or 1,999 ₴/year. Family: 399 ₴/month or 3,999 ₴/year (up to 5 people). Business: 599 ₴/month or 5,999 ₴/year for sole proprietors. Prices include taxes; annual plans offer approximately 2 months free.
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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
| - Consolidate bank accounts, cards, cash and crypto in one dashboard
- Voice, text and receipt photo expense recording with Surikat AI
- Budget tracking with spending pace alerts
- Days Supply calculator on iPhone and Mac
- Annual spending heat map and analytics
- Shared spaces for families and couples
- Support for 8 crypto exchanges and wallets
- Multi-currency conversion to hryvnia
- AES-256-GCM end-to-end encryption
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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
| - Voice and photo receipt expense recording with AI categorization
- Consolidated view of all money sources with single hryvnia conversion
- Days Supply metric showing days until money runs out
- End-to-end encryption with data stored only in EU
- No data selling or AI model training on user information
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 12 ▲ +1 (up) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 10 | 0 |
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| Citation Flow (Majestic) | 19 | 0 |
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| Referring domains (Majestic) | 54 | 0 |
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Nauma
Degroshi