What We Do

An AI-powered personal finance coach that analyzes spending patterns and provides personalized budgeting advice to help users achieve their financial goals.

Pain Points

Early-career professionals (22-30)

• Overwhelmed by complex financial tools and jargon

• Struggle with 'analysis paralysis' from too many options

• Lacking confidence in making financial decisions

Tech-savvy millennials

• Lack personalized advice that adapts to their unique situation

• Need simple, actionable guidance to build consistent habits

• Desire to leverage technology for financial empowerment

Why Now

Rising financial anxiety affects 70% of young adults, while 81% express interest in personalized, tech-driven financial solutions that simplify planning.

Competitor Landscape

Direct Competitors

• Mint (Intuit) - 20M+ users

• YNAB (You Need A Budget) - 1.5M users

• Personal Capital - $15B in assets managed

Indirect Competitors

• Traditional financial advisors - $1 trillion market

• Banking apps with basic budgeting - 25% of mobile users

• Excel spreadsheets and manual tracking - 50% of users still prefer manual tracking

Emerging Competitors

• AI-powered robo-advisors - projected $1 trillion by 2025

• Fintech startups with ML capabilities - expected growth rate of 24% annually

• Voice-activated financial assistants - growing adoption in smart homes

What We Do

Pain Points

Why Now

Competitor Landscape

What We Do

An AI-powered personal finance coach that analyzes spending patterns and provides personalized budgeting advice to help users achieve their financial goals.

Pain Points

Early-career professionals (22-30)

• Overwhelmed by complex financial tools and jargon

• Struggle with 'analysis paralysis' from too many options

• Lacking confidence in making financial decisions

Tech-savvy millennials

• Lack personalized advice that adapts to their unique situation

• Need simple, actionable guidance to build consistent habits

• Desire to leverage technology for financial empowerment

Why Now

Rising financial anxiety affects 70% of young adults, while 81% express interest in personalized, tech-driven financial solutions that simplify planning.

Competitor Landscape

Direct Competitors

• Mint (Intuit) - 20M+ users

• YNAB (You Need A Budget) - 1.5M users

• Personal Capital - $15B in assets managed

Indirect Competitors

• Traditional financial advisors - $1 trillion market

• Banking apps with basic budgeting - 25% of mobile users

• Excel spreadsheets and manual tracking - 50% of users still prefer manual tracking

Emerging Competitors

• AI-powered robo-advisors - projected $1 trillion by 2025

• Fintech startups with ML capabilities - expected growth rate of 24% annually

• Voice-activated financial assistants - growing adoption in smart homes