Platform Features
Total visibility. Intelligent guidance. Zero shame.
Core Feature
See your complete financial picture in one elegant dashboard. Connect all your accounts securely via Plaid and never wonder where you stand again.
Intelligence
Like having a financially-savvy best friend who actually gets the entrepreneurial journey. Receive personalized insights based on your patterns, goals, and unique wealth identity.
Progress
Set meaningful goals—from emergency reserves to dream experiences—and watch your progress with visual tracking and milestone celebrations.
For Entrepreneurs
Track revenue goals, program launches, and business milestones alongside your personal finances. Built for the way entrepreneurs actually think about money.
Psychology Meets Technology
Discover your archetype, understand your money patterns, and build a relationship with wealth that expands instead of contracts.
Bank-level security for all your account connections.
See everything important at a glance with elegant visualizations.
Check your wealth status anywhere, anytime.
Visual progress toward what matters most to you.
Personalized recommendations based on your patterns.
Understand where your money goes without the shame spiral.
Strategic framework for building your financial cushion.
See your growth trajectory over time.
Monitor investments and see allocation recommendations.
Connect business revenue for complete visibility.
Get notified about what matters, not noise.
256-bit encryption and industry-standard protection.
Securely link your accounts through trusted integrations.
Powered by Plaid: We use the same secure technology trusted by Venmo, Robinhood, and major financial institutions. We never see or store your bank login credentials.
Join the waitlist for early access and founding member pricing.
Get Started