Welcome to Aria

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Your personalized financial advisor that never forgets, available 24/7

Personalized wealth coaching

A coach that actually knows your money

Aria isn't a chatbot that forgets you between questions. It remembers your goals, your income, your debt, and your timeline — then coaches you with specific next steps as life changes. From “should I pay off my loan or invest?” to “what do I do with this bonus?”, you get real numbers, not generic tips.

✓Learns your goals and adapts as your life changes
✓Coaches you with specific next steps, not lectures
✓Available instantly, 24/7 — no appointments

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Aria

See your future net worth take shape

Watch two futures at once — your current path and an optimized one — projected year by year to retirement. Drag one lever and the whole curve responds instantly, so you can feel the impact of every decision before you make it.

✓Current vs. optimized paths, side by side
✓A clear financial-independence target line
✓Updates live as your plan and habits change

Current path Optimized path

Income Engine

Every paycheck, allocated for you

Most budgeting apps look backward and tell you where you overspent. The Income Engine looks forward: the moment you're paid, it directs every dollar — what to spend, save, invest, and which debt to attack first — with the reasoning spelled out in plain English.

✓Automatic take-home pay from your real tax situation
✓A CFP-style priority order for every dollar
✓Guilt-free spending money, calculated for you

You just got paid

$8K

Essential bills$0

Brokerage investing$0

401(k) boost$0

Roth IRA$0

Emergency fund$0

Vacation fund$0

Available to spend$0

Estate planning

Your estate, finally in plain English

Upload your will, trust, and beneficiary documents and Aria turns the legalese into a clear summary — then flags what's missing. No more wondering whether your plan is actually complete.

✓Plain-English summaries of complex documents
✓Planning gaps surfaced automatically
✓Private and encrypted — never used to train AI

Estate Plan

Upload a document

PDF

Drop your estate document here

or click to browse — PDF only, up to 50MB

Revocable TrustWillPower of AttorneyHealth Directive+9 more

Encrypted in transit & at rest · never used to train AI

The reality of financial wellness

Among U.S. adults

Don't have a written financial plan

Struggle with basic financial literacy

Feel unsure when making big financial decisions

CFA-trained AI

Expert financial guidance — personalized for you.

Our AI is trained on CFA-level financial knowledge and speaks to your specific situation — your income, your goals, your debt, your timeline. Not generic advice pulled from a search engine. Answers built around you.

CFA-level knowledge

Backed by the same curriculum that trains the world's top financial analysts — distilled into plain, actionable language.

Personalized to your profile

Every answer factors in your income, savings rate, debt, goals, and risk tolerance. No two responses are the same.

Available 24/7

Ask anything, anytime. Your AI advisor never clocks out, never judges, and never rushes you.

What we offer

Everything you need to build real wealth.

Ask any financial question and get personalized, actionable guidance instantly — available 24/7. Our AI synthesizes your goals, habits, and profile to deliver advice that's actually relevant to your situation, not generic tips you've heard before.

Your Wellness Score tracks holistic financial health across your savings rate, debt levels, investment activity, and emotional relationship with money. It gives you a single clear number showing where you stand — and what to focus on first.

Unlike traditional budgets built around restriction, our AI generates spending plans aligned with your values and wellness goals. You'll spend less on what doesn't matter and more on what truly does.

We take the anxiety out of money. Automated insights, clear action steps, and a non-judgmental interface are designed to help you feel in control — not overwhelmed. Financial stress is real, and we treat it that way.

Absolutely. We use bank-level encryption and a privacy-first approach to data security. Your financial information is yours — we never sell it, and we protect it like it matters.

Get started

Ready to get started?

Join thousands of members who are building wealth and well-being together.

Start Your Journey Book a Demo