Financial Intelligence
powered by a network of self-improving agents
The Agent Network
AI agents that don't advise.
They execute.
We're building a self-improving network of specialized AI agents that move money, negotiate bills, switch products, and optimize every dollar — automatically.
Negotiation Agent
Lowered your internet bill
Rate Scout Agent
Found a better savings APY
Tax Agent
Identified missed deduction
24/7
Agents working for you
100%
Aligned to your goals
$0
In hidden fees or commissions
The Problem
Financial guidance
is fundamentally broken.
The tools built to “help” you are designed to profit from you. Generic chatbots, siloed data, and conflicted advisors. The entire system needs to be rebuilt.
ChatGPT doesn’t know you
It can’t see your balances, your 401(k), your credit utilization, or your rent-to-income ratio. You get fortune-cookie advice for a six-figure problem.
“You should save more money.” — every AI chatbot, ever.
Your data lives in silos
Chase doesn’t talk to Fidelity. Credit Karma doesn’t talk to your mortgage lender. You’re manually playing middleman between apps that refuse to share.
5 apps. 5 logins. 0 coordination.
Advisors profit from confusion
$200/hour for advice you can’t verify, from people incentivized to sell you products you don’t need. The financial advice industry runs on information asymmetry.
The less you understand, the more they earn.
The Mess
Your money is everywhere.
Your clarity is nowhere.
The average American juggles 4+ financial apps. Every one of them wants to lock you in, not help you win.
Chase
Checking
$4,212
Marcus
Savings
$18,400
Fidelity
Investments
$67,300
Amex
Credit Card
−$2,840
SoFi
Student Loans
−$24,100
Coinbase
Crypto
$3,200
Optum
HSA
$6,800
Vanguard
401(k)
$42,500
Vendor lock-in is by design
Transfer fees, closure delays, lost loyalty points — banks deliberately make it painful to leave. Your inertia is their revenue model.
Switching costs you hours
Found a better rate? Now update every direct deposit, autopay, and linked account. Most people give up. Banks know this.
Nobody advocates for you
Every app is incentivized to keep you on their platform. None of them will tell you a competitor has a better deal. Until now.
The Payoff
The network works.
You live.
While you're at dinner, on a trip, or asleep — the AI agent network is hunting better rates, cutting fees, and compounding every advantage. You just live your life.
Rate Scout Agent
Comparing savings rates— handled
Negotiation Agent
Calling to dispute fees— handled
Coverage Agent
Researching better insurance— handled
Portfolio Agent
Rebalancing investments— handled
Audit Agent
Reviewing statements for errors— handled
You're In Control
The network runs automatically — but you can take the wheel anytime. Ask a question and agents go to work finding your answer.
“Find me the best high-yield savings rate right now”
Rate Scout Agent found 5.02% APY at Wealthfront — 0.47% higher than your current account. Want me to initiate a transfer?
“What's this $14.99 fee on my Chase statement?”
Audit Agent identified it as a recurring charge from an app subscription you cancelled in October. Dispute drafted and ready to send.
“Am I on track for my emergency fund goal?”
You're at $8,200 of your $15,000 target. At your current save rate, you'll hit it by September. Portfolio Agent found $340/mo in optimizations to get there by July.
~5 hrs
Reclaimed every week
260+
Hours back per year
∞
Better things to do
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