Summary
This platform provides a comprehensive financial management solution that allows users to track their accounts, optimize spending, analyze investments, and create financial plans. It supports collaboration between partners and financial advisors, offers advanced budgeting tools, and utilizes AI for transaction organization. Users can visualize their financial data through charts and reports, ensuring a clear understanding of their financial health. The service emphasizes security and user privacy, with no advertisements or data sales.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
20.7 years — Since Apr 2004
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523930
SIC 4 Digit Code
6211
SIC 2 Digit Code
62
Industry
1. Financial Technology
2. Investment Advice
Vendor
Source
Microsoft
TXT Record
TXT Record
TXT Record
Segment
TXT Record
ZenDesk
TXT Record
Sendgrid
TXT Record
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