AI-powered personal finance app that connects your financial accounts and suggests your smartest next move.
Track every asset you own on one interactive map
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
Not given
Pricing model
Free trial
Free trial
Pricing
14-day free trial with full access to all features. After trial: $9.99 per month or $79 per year. Cancel anytime during trial with no charge.
Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
Key features
AI Financial Advisors - 8 specialized agents personalized to your situation
Automatic bank, card, and brokerage syncing with nightly transaction refresh
Net worth tracking with peer percentile comparisons
Smart budgeting with rollover and visual progress rings
Goal forecasting with AI-powered projections
Cash flow visualization with interactive Sankey diagrams
Recurring charge and bill detection with price increase alerts
Weekly personalized audio briefing
Read-only bank connections through Plaid
Encrypted bank access tokens with no credential storage
Interactive global map with globe and country views
Track property, vehicles, boats, aircraft, land, parking and equipment
View value, income, expenses, yield and net worth for each asset
Attach documents such as deeds and insurance
Set reminders for renewals
Track loans and mortgages with debt details
Export data as PDF, Excel or CSV reports
Performance ranking showing returns across portfolio
Upload deed, invoice or contract to auto-fill asset details
Create private read-only sharing links for accountants or partners
What makes it different
All 8 specialized AI agents included in every plan with no tiers or feature gates
One prioritized next action based on your complete financial picture
Full access during 14-day free trial with no charge if canceled
Locked-in pricing for all subscribers even after price increases
One interactive map showing all asset types together
Values come from you, not market estimates, ensuring accuracy to your beliefs
No bank logins required or personal data collection
Tracks ownership share for properties held with partners
Works across multiple countries with globe and country views
PocketBuddy
Owned Map