Our Story

We set out on a journey three years ago to create a better tool for managing personal finances. Here’s why:

Did you know that the majority of workers in the U.S. have between 4 to 6 financial accounts spread across multiple companies? Think about it…bank accounts, car loans, student loans, credit cards, health savings accounts, insurance, investments… How many do you have?

It’s nearly impossible to know what you have, much less how you are doing. The whole process is overwhelming, time-consuming and confusing.

We want to change that once and for all. We believe that being equipped with real-time data and information will help you build a solid financial foundation for your own unique journey.

Our financial tracker is the only mobile solution that captures your commitments in one place, aligns them to your goals and coaches you each step of the way.

Follow our journey as we launch My Financial Zen to provide real-time financial insights.