A personal CRM that picks one person a day to help you stay in touch
Stage
Not given
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Founded
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Based in
AE
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Pricing model
Freemium
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Pricing
Free includes everything with limits. PRO is an in-app purchase with higher limits, longer forecasts and advanced features.
Free: The whole daily habit including your circle with cadence for each person, daily nudge and conversation starters, one-tap messaging and reach-out log. Premium: US$4.99/month or US$49.99/year with everyone due today in one swipeable set, the cadence board, richer conversation starters, and choic
Key features
Track net worth (Own minus Owe)
Monitor monthly cash flow (In minus Out)
Asset growth tracking with savings goals
Multi-currency support
iCloud sync across devices
Savings and investment growth visualization
Expense tracking without penny-by-penny recording
On-device data encryption with passcode or Face ID
Daily nudge with one person to reach out to
Set contact frequency for each person (weekly, fortnightly, monthly or quarterly)
Notes and conversation history from previous interactions
Conversation starters built from interests
One-tap messaging to your usual messaging app
Encrypted at rest storage of names, notes and life events
AI-generated suggestions that never see contact names
No ads and no tracking
What makes it different
Financial data stays on your device and in your own iCloud, never on company servers
Reduces financial complexity to two simple questions
Focuses on the psychology of debt reduction and stress relief
Emphasizes compound growth and consistent small contributions
One person per day instead of a backlog of many
AI-generated suggestions that never see your contacts' names
Handoff to your messaging app without creating another inbox
Built-in conversation starters from interests and links to share
WealthyPocket
Wren