Your Entire Financial Life,
in One Smart App!
Track your net worth, connect assets, monitor crypto, and get AI-powered financial insights — all in one place.
Works in 3 easy steps
Connect Accounts
Link your banks, crypto wallets, and investments securely.
Track Everything
Get a real-time view of your net worth across all assets and financial breakdown.
Secure Your App
Two-factor authentication, biometric login, and optional PIN protection keep your account safe.
Everything You Need to
Master Your Finances
FinanceIQ uses top security protocols from banks. Your login details are safe with trusted partners like Plaid.
All Your Assets in One Place
Connect everything — bank accounts, investments, crypto, real estate, vehicles, side hustles, and loans — and see your full financial picture in one clean dashboard. Manual entry options are available too.
Bank-Level Security
Your data is always protected with end-to-end encryption and read-only access. FinanceIQ can never move or access your money — only analyze it securely to deliver insights.
AI Financial Assistant
Ask questions in plain language and get instant, personalized answers. Track net worth, check portfolio growth, or get tailored suggestions — your own financial assistant, available 24/7.
Simple, Secure Experience
FinanceIQ is designed to be intuitive and seamless. Onboard in minutes, connect accounts with a few taps, lock your app, and manage your entire financial life from a single, beautifully designed app.
Smart Assets & Liabilities
Turn complex numbers into simple, actionable insights. Visualize your net worth, monitor performance trends, and understand where your wealth is growing — all in real time.
Meet your Personal Money Expert built right into FinanceIQ.
Our AI Assistant lets you interact with your finances naturally, just by asking questions. Whether you want to know your current net worth, how your investments are performing, or how your assets have grown over time, you’ll get clear, personalized answers in seconds.
Your data is private, encrypted, and never shared. Learn moreFrequently Asked Questions
Your Entire Financial Life,
in One Smart App!
Track your net worth, connect assets, monitor crypto, and get AI-powered financial insights — all in one place.