Finally, a financial advisor that knows you — and works for you
Warren is your personal AI that gives you smart, unbiased, and personalized financial advice — from saving and investing to taxes and debt.
How much should I be saving each month for retirement?
Based on your income of $85,000, current savings of $42,000, and goal to retire at 65, I recommend saving 15% ($1,062/month).
This would put you on track for $1.8M by retirement, allowing for $72,000/year in income.
Financial advice is broken
Most people are flying blind with their finances. You ask friends, scroll Reddit, or maybe talk to your bank. None of them know your full situation — and they're not unbiased.
Great advisors are expensive
Quality financial advisors often require high minimum assets and charge 1-2% of your wealth annually.
Free tools are generic
Most free financial tools give generic advice that doesn't account for your unique situation and goals.
Doing nothing costs you freedom
Every day without a clear financial plan means lost opportunities and delayed financial freedom.
What is Warren?
Warren is your AI-powered personal finance advisor. He connects to your accounts and gives clear, specific, daily advice — like a world-class advisor who actually knows you.
Connect your accounts securely
Banking, investments, debt, and more - all with bank-level security and read-only access
Get personalized advice
Saving, investing, taxes, and debt — all tailored to your unique financial situation and goals
Act smarter every day
Receive nudges, suggestions, and reminders that help you make better financial decisions
Key Use Cases
See what Warren can help you do right away
Save smarter
How much can I safely save this month?
Invest better
Is my portfolio too risky for my age?
Plan big goals
How do I save $50k for a house in 2 years?
Pay off debt
Which credit card should I pay down first?
Reduce taxes
What can I do to lower my tax bill this year?
Retirement planning
Am I on track to retire by 60 with my current savings rate?
Meet Your Advisors
Warren's AI personalities specialize in different aspects of your financial life
Warren
Long-term investing & wealth
Expert at building investment strategies, retirement planning, and growing wealth over time
Charlie
Strategy & decision-making
Helps with major life decisions, career moves, and strategic financial planning
Liz
Budgeting, debt, and wellness
Specializes in everyday finances, debt management, and improving financial health
Bank-Level Security & Privacy
We never sell your data. Your information is encrypted and yours alone.
Warren uses read-only access through secure APIs like Plaid.
Future-Proof Your Finances
Every day you wait, you could be making better decisions. Try Warren and get your first personalized plan in minutes.