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 save each month for retirement?
Based on your income of $85,000 and goal to retire at 65, I recommend saving 15% ($1,062/mo).
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 every year.
Free tools are generic
Most free apps give cookie-cutter advice that ignores your real income, debts, taxes, and life goals.
Doing nothing costs you
Every day without a clear plan means missed compounding, missed tax savings, and delayed freedom.
Three steps to a smarter financial life
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
Banking, investments, debt, and more — all with bank-level security and read-only access via Plaid.
Get personalized advice
Saving, investing, taxes, and debt — all tailored to your unique situation, income, and long-term goals.
Act smarter every day
Receive nudges, suggestions, and reminders so you actually follow through on the things that matter.
A view of the world's markets — tuned to your goals
Warren watches global markets, rates, and economic signals around the clock — then distills what actually matters for your money.
- 8 major financial hubs, continuously monitoredNYC, London, Frankfurt, Dubai, Hong Kong, Tokyo, Singapore, São Paulo.
- Market moves translated into plain-English actionsNo jargon. Just what to do, and why it matters for your plan.
- Proactive nudges when something changesRate shifts, earnings surprises, tax deadlines — Warren flags what you'd otherwise miss.
Real questions. Real answers.
See what Warren can help you figure out — starting today.
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?”
Three minds, one plan
Each advisor specializes in a different part of your financial life — so you get depth where it matters.
Warren
Long-term investing & wealth
Builds investment strategies, retirement plans, and compounding wealth over decades.
Charlie
Strategy & decision-making
Helps with major life decisions, career moves, and strategic financial planning.
Liz
Budgeting, debt & wellness
Specializes in everyday finances, debt payoff plans, and building healthy money habits.
Bank-level security.
Zero surprises.
We never sell your data. Your information is encrypted and yours alone. Warren uses read-only access through secure APIs like Plaid — we can see your balances, but we can't move a cent.
Future-proof your finances
Every day you wait, you could be making better decisions. Get your first personalized plan in minutes.