See your AI financial advisor in action
Tell us a little about your goals and we will set up a personalized walkthrough.
Request your demo
It takes about a minute. We reply within two business days.
Why choose Warren
Advice that uses your real numbers, in plain language, whenever you need it.
Personalized financial advice
Tailored recommendations based on your financial situation, goals and risk tolerance.
Goal-based planning
Create and track progress toward multiple financial goals with clear, actionable steps.
Debt optimization
Smart strategies to reduce debt faster and save thousands in interest payments.
Investment portfolio analysis
Check your investments for diversification, fees and alignment with your risk level.
- 256-bit encryption
- SOC 2 controls
- Read-only access
- No data selling
Frequently asked questions
What people ask before they book a demo.
- How does Warren get my financial data?
- Import statements from any bank or card (CSV, Excel, OFX, QFX, QIF) and Warren reads your real numbers. Automatic bank connections are on the roadmap. We never ask for your bank login, and all data is encrypted with bank-level security.
- Can Warren help with retirement planning?
- Yes. Warren analyzes your current savings rate, income and expenses to recommend a retirement strategy, shows whether you are on track and suggests adjustments that could get you there faster.
- Is my financial data secure with Warren?
- Security is our top priority. We use 256-bit encryption, SOC 2 compliance measures and read-only access to your accounts. We never sell your data and you can revoke access at any time.
- Does Warren replace a human financial advisor?
- Warren provides personalized financial guidance similar to what you would get from a human advisor, at a fraction of the cost. For complex situations like estate planning or high-net-worth tax strategy, specialized human advice can still be useful alongside Warren.
- What happens after I sign up for Warren?
- After signing up you import statements from your bank or card, or enter balances by hand. Warren reads your real numbers, presents a household dashboard within minutes, and you can start asking questions right away.