| What it does | Your personal AI CFO for serious investors
| Connected financial planner for Indians in India and abroad
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | US
| SG
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| Pricing | Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
| Free forever with all calculators and financial health check. Pro from $12/month or $99/year. Advisor $99/month and Advisor Pro $299/month for financial advisors.
|
|---|
| Key features | - Connect over 12,000 US banks and brokerages
- Connect crypto exchanges and self-custody wallets
- Track physical assets with live market data valuation
- Real-time financial insights via call, chat, or email
- Read-only access with no ability to move money
- SOC 2 Type II certified encryption
- Mobile-first web experience
- AI-powered financial analysis connected to real accounts
| - Free financial calculators for SIP, FIRE, retirement, EMI, tax and more
- Connected financial planner tracking income, expenses, goals, assets and net worth
- AI-generated personalized action plans ranked by urgency
- FinChat AI planning assistant with 200 messages per month on Pro
- Multi-currency support for eight currencies including INR, USD, EUR, GBP
- PDF reports and scorecards for Pro users
- NRI-specific tools for residential status and returning to India
|
|---|
| What makes it different | - Built by investors specifically for investors
- AI answers questions using your real numbers, not generic examples
- Institutional-grade analysis in real time, 24/7
- Combines account aggregation with AI financial insights
- Secure with encrypted data and no credential storage
| - Connected workspace where cash flows, investments, goals, loans and SIPs stay connected
- Treats Indians abroad as core audience with multi-currency and residency rule support
- Never connects to bank or investment accounts; data encrypted with AES-128
- Recommendations follow standard financial planning order, not a generic checklist
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 42 ● no change since last check | 5 ● no change since last check |
|---|
| Trust Flow (Majestic) | 12 | 26 |
|---|
| Citation Flow (Majestic) | 32 | 25 |
|---|
| Referring domains (Majestic) | 111 | 15 |
|---|
Silvia
FinPlann