Your financial future, engineered.
11 financial domains. 30-year projections. One intelligent system.
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Your finances live in five different apps.
None of them talk to each other.
A tax decision affects your retirement. A career change impacts your kids' college fund. A real estate purchase reshapes your debt for decades.
But no tool shows you these connections.
One financial OS. 11 domains. 30-year clarity.
When you change your tax strategy, your retirement projection updates automatically.
Tax Strategy
State-by-state optimization and 30-year tax impact
Investing
Portfolio analysis with AI rebalancing scenarios
Real Estate
Buy vs rent projections and equity trajectory
Education
529 strategies and per-child college projections
Debt & Leverage
Payoff sequencing and mortgage optimization
Career Intel
Compensation analysis and job switch impact
Insurance
Coverage gap analysis and premium optimization
Retirement
FIRE calculations and readiness scoring
Business
Entity structure and revenue projections
Estate & Legacy
Wealth transfer and gift tax optimization
Benefits
HSA/401k/RSU employer benefit maximization
Each domain uses its unique color from our integrated financial palette.
How it works — 3 steps to your 30-year strategy
Simple process. Powerful insights.
1. Share
Tell us about your finances. Takes 5 minutes. Upload docs or type your story.
- Quick financial intake
- Document upload optional
- Privacy-first approach
2. AI Analyzes
11 domains analyzed simultaneously. Tax, investing, real estate, and 8 more.
- Comprehensive analysis
- Cross-domain connections
- Real-time processing
3. See Your Future
30-year wealth trajectory with AI-optimized scenarios. Compare paths.
- Visual projections
- Multiple scenarios
- Interactive comparisons
Start free. Scale as you grow.
7-day free trial · All features · No credit card required
Starter
- 11 financial domains
- 30-year projections
- AI chat analyst
- Monthly refresh
Pro
- Everything in Starter
- PDF reports
- Weekly refresh
- Real estate intelligence
- Estate planning
Executive
- Everything in Pro
- Priority processing
- Daily refresh
- Document extraction
- Partner accounts
Your data is our #1 priority.
Enterprise-grade security built for your financial privacy.
256-bit TLS + AES-256
Bank-grade encryption in transit and at rest
SOC 2 Type II Infrastructure
Built on Supabase + Stripe certified platforms
CCPA Compliant
Delete your data anytime, full privacy control
Zero Storage Processing
Documents analyzed then immediately deleted
Start your 7-day free trial.
No credit card required. Cancel anytime.