Personal CFO
A CFO in your pocket.
Personal CFO gives you the financial oversight that wealthy people pay advisors $500/hour for. Weekly insights, spending trends, investment suggestions, and wealth-building strategies.
How it works
Connect
Link all financial accounts
Analyze
Agent builds your financial picture
Brief
Weekly insights and recommendations
Act
One-click to implement suggestions
Everything included
Personal CFO comes fully loaded with everything you need.
Weekly financial briefings
Spending trend analysis
Investment suggestions
Net worth tracking
Tax optimization tips
Emergency fund monitoring
Retirement projections
Goal tracking
Real-world results
See how people are using Personal CFO to transform their workflow.
Spending Blindness
No idea where money goes
Weekly report with actionable insights
Investment Paralysis
Don't know where to start
Personalized allocation suggestions
Tax Surprise
Owed $8k unexpectedly
Quarterly estimates, no surprises
"It's like having a rich friend who actually explains money. Grew my savings rate from 8% to 24%."
Priya Sharma
Software Engineer, FAANG
Works with your tools
Personal CFO connects seamlessly with the tools you already use.
Common questions
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