Our mission is simple: to bridge the gap between basic budgeting apps and costly wealth managers by building a self-service, AI-native financial life management platform. With agent-driven insights across budgeting, forecasting, asset management, tax optimization, relocation planning, and more, we empower individuals to manage their finances with sophistication and confidence at a fraction of traditional advisory fees. Rooted in our own frustrations as tech workers, we are dedicated to making advanced financial guidance accessible, affordable, and deeply personal.