Get a clear view of your finances and privately plan smarter moves with trusted AI guidance.
No ads. No commissions.Just unbiased financial guidance.
Don’t just track your Money Plan it with AI
Sync your accounts, set your goals, and let Selfinancial’s AI show you the fastest path to grow your wealth.
No ads. No commissions.Just unbiased financial guidance.
Take control of your subscriptions
Selfinancial users save between $50 and $300 right after downloading the app.
No ads. No commissions.Just unbiased financial guidance.
AI-driven credit cards management.
Manage all your credit cards in one place — and boost your credit score with smart AI insights.
No ads. No commissions.Just unbiased financial guidance.
The Open Finance Platform
Most Connected in the World
Sync your accounts, track your goals, and chat with our Agents—for free.
Your Wealth:
Is It Growing
or Going?
Clearly understand your financial situation and privately plan smarter moves with trusted human guidance.
No ads. No commissions.Just unbiased financial guidance.
Don’t just track your Money Plan it with someone
Sync your accounts, track your goals, and invite someone you trust to guide you — for free.
No ads. No commissions.Just unbiased financial guidance.
Your knowledge can unlock confidence
for someone just starting out.
Share your expertise securely, guide their next move, and help build lasting financial strength.
No ads. No commissions.Just unbiased financial guidance.
Don't just track your Money
Plan it with someone
Sync your accounts, track your goals, and invite someone you trust to guide you — for free.
No ads. No commissions.Just unbiased financial guidance.
The Open Finance Platform
Most Connected in the World
Sync your accounts, track your goals, and chat with our Agents—for free.
Get to Know
Connected to Your Financial Life
Instantly sync with 9,000+ financial institutions worldwide.
Selfinancial securely connects to your banks, credit cards, investment accounts, and more—giving you a complete view of your financial health in real-time. No matter where you bank or invest, we’ve got you covered, so you can easily manage and understand your money with confidence.
Intelligence
Financial Adviser
Skills snapshot
Macro-savvy investment pro who blends big-picture thinking with deep security analysis. Masters multi-asset portfolio construction, corporate valuation, and risk budgeting—all under the CFA Institute’s gold-standard ethics code.
What this pro does
Acts as your personal chief investment officer: scopes your goals and risk comfort, designs diversified portfolios, monitors performance and taxes, and keeps recommendations squeaky-clean with CFA Code & Standards.
Joana Miller
Administrator
Joana
U.S. inflation just ticked higher—do we need to tweak my portfolio?
Financial Adviser
Good catch. Core CPI ran 0.3 ppt hot, so the Fed may stay hawkish longer. I’d shave duration by 0.8 years and tilt a bit toward quality-value stocks that hold up in tightening cycles.
Joana
Do I have to sell anything today?
Financial Adviser
Nope. We’ll handle the shift with new contributions and a bond maturity rolling off next week—no extra trading costs.
Enter your message...
Budgeting Assistant
Skills snapshot
Your zero-based-budget buddy—auto-categorizes every swipe, then nudges you before you blow the grocery line.
What this pro does
Tracks daily cash flow, builds spending caps, and spits out easy-to-follow weekly “allowance” alerts that keep you on plan.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Budgeting Assistant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Budgeting Assistant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Tax Analyst
Skills snapshot
IRS rule-book ninja—knows every line, schedule, and credit you can legally claim.
What this pro does
Files federal and state returns, surfaces deductions you missed, and keeps you audit-proof with tidy digital records.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Tax Analyst
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Tax Analyst
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Debt-Refinancing Consultant
Skills snapshot
Rate-shopper extraordinaire armed with refinance calculators and lender hookups.
What this pro does
Compares offers side-by-side, models breakeven points, and quarterbacks the paperwork so you snag the lowest cost of money.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Debt-Refinancing Consultant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Debt-Refinancing Consultant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
First-Time Homebuyer Assistant
Skills snapshot
Mortgage translator and down-payment coach rolled into one.
What this pro does
Breaks down DTI, PMI, points, and closing costs, then stages your finances for lender approval without the headaches.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
First-Time Homebuyer Assistant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
First-Time Homebuyer Assistant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Credit-Recovery Assistant
Skills snapshot
Score-rehab specialist—writes dispute letters in your voice and schedules on-time-payment reminders like clockwork.
What this pro does
Plots the fastest route from 580 to 740, coaches utilization ratios, and tracks every bureau update until you’re back in the A-tier.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Credit-Recovery Assistant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Credit-Recovery Assistant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Financial Planner
Skills snapshot
Your financial “family doc.” Runs lifetime cash-flow projections, optimizes taxes, retirement, insurance, and coaches you through money-mindset roadblocks—always acting as a fiduciary.
What this pro does
Builds a 360° life-plan: analyzes where you are, maps out goals (house, college, retirement), models tax and protection strategies, sets priorities, and keeps the plan fresh as life happens.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Financial Planner
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Financial Planner
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Debt-Management Counselor
Skills snapshot
Debt-snowball sensei—negotiates lower APRs and rallies you through payoff plateaus.
What this pro does
Builds a step-by-step kill-plan, handles hardship chats with creditors, and keeps you motivated with milestone badges.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Debt-Management Counselor
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Debt-Management Counselor
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Financial Therapist
Skills snapshot
Money-mindset healer bridging dollars and emotions—think half coach, half counselor.
What this pro does
Unpacks spending triggers, eases financial stress, and rebuilds healthy money habits so your wallet and wellbeing sync up.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Financial Therapist
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Financial Therapist
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Tax Preparer
Skills snapshot
IRS rule-book ninja—knows every line, schedule, and credit you can legally claim.
What this pro does
Files federal and state returns, surfaces deductions you missed, and keeps you audit-proof with tidy digital records.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Tax Preparer
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Tax Preparer
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Intelligence
Financial Adviser
Skills snapshot
Macro-savvy investment pro who blends big-picture thinking with deep security analysis. Masters multi-asset portfolio construction, corporate valuation, and risk budgeting—all under the CFA Institute’s gold-standard ethics code.
What this pro does
Acts as your personal chief investment officer: scopes your goals and risk comfort, designs diversified portfolios, monitors performance and taxes, and keeps recommendations squeaky-clean with CFA Code & Standards.
Joana Miller
Administrator
Joana
U.S. inflation just ticked higher—do we need to tweak my portfolio?
Financial Adviser
Good catch. Core CPI ran 0.3 ppt hot, so the Fed may stay hawkish longer. I’d shave duration by 0.8 years and tilt a bit toward quality-value stocks that hold up in tightening cycles.
Joana
Do I have to sell anything today?
Financial Adviser
Nope. We’ll handle the shift with new contributions and a bond maturity rolling off next week—no extra trading costs.
Enter your message...
Budgeting Assistant
Skills snapshot
Your zero-based-budget buddy—auto-categorizes every swipe, then nudges you before you blow the grocery line.
What this pro does
Tracks daily cash flow, builds spending caps, and spits out easy-to-follow weekly “allowance” alerts that keep you on plan.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Budgeting Assistant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Budgeting Assistant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Tax Analyst
Skills snapshot
IRS rule-book ninja—knows every line, schedule, and credit you can legally claim.
What this pro does
Files federal and state returns, surfaces deductions you missed, and keeps you audit-proof with tidy digital records.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Tax Analyst
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Tax Analyst
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Debt-Refinancing Consultant
Skills snapshot
Rate-shopper extraordinaire armed with refinance calculators and lender hookups.
What this pro does
Compares offers side-by-side, models breakeven points, and quarterbacks the paperwork so you snag the lowest cost of money.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Debt-Refinancing Consultant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Debt-Refinancing Consultant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
First-Time Homebuyer Assistant
Skills snapshot
Mortgage translator and down-payment coach rolled into one.
What this pro does
Breaks down DTI, PMI, points, and closing costs, then stages your finances for lender approval without the headaches.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
First-Time Homebuyer Assistant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
First-Time Homebuyer Assistant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Credit-Recovery Assistant
Skills snapshot
Score-rehab specialist—writes dispute letters in your voice and schedules on-time-payment reminders like clockwork.
What this pro does
Plots the fastest route from 580 to 740, coaches utilization ratios, and tracks every bureau update until you’re back in the A-tier.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Credit-Recovery Assistant
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Credit-Recovery Assistant
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Financial Planner
Skills snapshot
Your financial “family doc.” Runs lifetime cash-flow projections, optimizes taxes, retirement, insurance, and coaches you through money-mindset roadblocks—always acting as a fiduciary.
What this pro does
Builds a 360° life-plan: analyzes where you are, maps out goals (house, college, retirement), models tax and protection strategies, sets priorities, and keeps the plan fresh as life happens.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Financial Planner
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Financial Planner
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Debt-Management Counselor
Skills snapshot
Debt-snowball sensei—negotiates lower APRs and rallies you through payoff plateaus.
What this pro does
Builds a step-by-step kill-plan, handles hardship chats with creditors, and keeps you motivated with milestone badges.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Debt-Management Counselor
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Debt-Management Counselor
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Financial Therapist
Skills snapshot
Money-mindset healer bridging dollars and emotions—think half coach, half counselor.
What this pro does
Unpacks spending triggers, eases financial stress, and rebuilds healthy money habits so your wallet and wellbeing sync up.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Financial Therapist
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Financial Therapist
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Tax Preparer
Skills snapshot
IRS rule-book ninja—knows every line, schedule, and credit you can legally claim.
What this pro does
Files federal and state returns, surfaces deductions you missed, and keeps you audit-proof with tidy digital records.
Joana Miller
Administrator
Joana
Can I realistically retire at 55?
Tax Preparer
Let’s see—I’ve pulled your 401(k), Roth IRA, and brokerage balances. With $1,200 a month in contributions, a 3.5 % real return, and 2 % inflation, you hit 110 % of the target by 55.
Joana
I’m thinking about an international health-care policy. Worth it?
Tax Preparer
The $1,800 yearly premium drops your surplus to 104 %, still on track. I’ll plug it in and bump your emergency fund to nine months of expenses.
Enter your message...
Money shouldn't be this hard.
Do any of these sound familiar?
Living paycheck to paycheck
63% of Americans live paycheck to paycheck. Constantly balancing bills and expenses leaves little room to plan for your future.
No Clear Financial Overview
61% of people don't track spending or use a budget effectively. With accounts scattered across multiple banks, cards, and apps, getting a clear financial picture feels impossible.
Trustworthy Advice is Hard to Find
Financial advice is often biased or confusing. Banks push their products, online searches offer conflicting opinions—it's challenging to find guidance you truly trust.
Anti-biased
Missed Financial Opportunities
70% of Americans carry consumer debt. Without clear visibility and unbiased advice, many miss opportunities to consolidate debts, lower interest rates, or improve their finances.
How does it work?
Discover Selfinancial – the personal finance and investment platform that makes managing your money smarter.
We combine artificial intelligence with the expertise of the world’s top financial advisors to simplify your finances and help your wealth grow.
Connect your accounts and investments in one place
Open a conversation with your smart financial advisors
Now enjoy all the financial intelligence working exclusively for you.
Our Promise – 100% Unbiased Guidance
We strictly maintain a zero-ad, zero-commission policy—no banner ads, no sponsored products, no hidden agendas. Every recommendation from your Selfinancial Educator prioritizes your best interests, never influenced by external incentives or profit motives.
Our revenue comes exclusively from clear, transparent subscriptions, ensuring our interests always align perfectly with yours. Whether we recommend refinancing, switching providers, or adjusting your financial strategies, it’s solely because we genuinely believe it will improve your financial well-being.
That’s our unwavering commitment: straightforward, trustworthy financial advice—every time.
Meet Selfinancial – the personal finance platform that puts you in control.
Selfinancial isn’t just about quick fixes; it’s about empowering you with knowledge. The platform and educators focus on explaining your finances, not just telling you what to do. You’ll learn why certain choices are smart, so you become more confident and financially savvy over time. We’re here to raise your financial IQ, step by step – ultimately, you won’t just have better finances, you’ll have better financial skills.
Learn
Understand the principles behind financial decisions, not just what to do
Apply
Put knowledge into practice with guided exercises and educators support
Grow
Build confidence and independence in managing your financial future
Long before Danilo started building the Selfinancial app, he helped me personally organize my finances and plan for financial freedom. His guidance changed how I manage money—and inspired him to create a tool that could help even more people. I’ve been supporting the development of Selfinancial from day one, and I’m excited it will soon be available for everyone to use with their family and friends.
Leonardo V.
IT Specialist, Alelo
Danilo helped me rethink my finances long before Selfinancial existed. His guidance transformed how I viewed money—and that impact inspired the creation of the Selfinancial app. I’ve supported the project since the first version, testing features and sharing insights. Soon, everyone will be able to use this platform to manage money and get advice from people they trust.
Renan Cirilo
Software Engineering Manager, Itaú Unibanco
React
Coming Soon
Educators
Become a Selfinancial Educator (Professional or Personal)
Guide Others Towards Financial Wellness
Whether you’re a professional advisor or simply someone trusted by friends and family, Selfinancial empowers you to privately guide and support others with their financial decisions.
Professionals: Grow your practice by securely offering unbiased, actionable insights to your clients.
Personal Guides: Support your loved ones confidentially, even if finance isn’t your professional expertise.
Olivia Johnson
Programmer
Jessie Smith - Educator
Just a heads up — you spent $275 on delivery apps this month so far. That's almost 4x your average!
Olivia
0h wow... Didn't realize it added up that fast. l've been slammed with work.
Jessie Smith - Educator
Happens to all of us! Want to set a weekly cap and maybe create a backup grocery plan? I can help with that.
Enter your message...
Olivia Johnson
Programmer
Jessie Smith - Educator
Just a heads up — you spent $275 on delivery apps this month so far. That's almost 4x your average!
Olivia
0h wow... Didn't realize it added up that fast. l've been slammed with work.
Jessie Smith - Educator
Happens to all of us! Want to set a weekly cap and maybe create a backup grocery plan? I can help with that.
Enter your message...
Charllote Williams
Designer
Henry Jones - Educator
Hey! I noticed a SI 000 payment toward your student loan this week — great job staying consistent!
Charllote
Thanks! lt's automatic, but it always feels like a big chunk of my income @
Henry Jones - Educator
Totally understand. Want to review your monthly cash flow together? We might find room to breathe without falling behind on payments.
Enter your message...
Why Your Guidance Matters
Because Everyone Benefits from Trusted Advice
Financial advice isn’t just for experts. With Selfinancial, anyone can help others achieve financial clarity, stability, and confidence—whether you’re a seasoned advisor, a parent guiding your children, or a friend helping a peer.
Your insights matter. Selfinancial gives you the secure tools and private space to positively impact someone’s financial future, no matter your professional background.
Easy, Secure, Private Communication
Real-time Financial Insights
Make a Genuine Difference
Join Selfinancial and start guiding others towards better financial decisions today.
Charllote Williams
Designer
Henry Jones - Educator
Hey! I noticed a SI 000 payment toward your student loan this week — great job staying consistent!
Olivia
Thanks! lt's automatic, but it always feels like a big chunk of my income
Henry Jones - Educator
Totally understand. Want to review your monthly cash flow together? We might find room to breathe without falling behind on payments.
Enter your message...
Coming Soon
Calling All Financial Educators
Empower Others & Grow Your Influence
Are you a financial planner, advisor, or educator who prioritizes client-first, unbiased guidance? Join Selfinancial’s educator network to securely reach people actively seeking your help. We handle the heavy lifting—securely aggregating financial accounts, categorizing spending, and providing private collaboration—so you can focus on educating and advising effectively.
Get Pre-Qualified Leads
Users proactively seek your guidance. With one click, they can securely invite you into their financial world—no more cold outreach or impersonal webinars. Connect effortlessly with motivated individuals ready to improve their finances.
Build Trust, Not Pressure
Our zero-ad, zero-commission model removes any incentive to push products. You can offer genuine, unbiased financial guidance, building deeper relationships based purely on trust and clarity.
Collaborate with Real-Time Data
Forget manual spreadsheets and guesswork. When invited, you gain secure, read-only access to your client’s comprehensive financial dashboard, enabling precise, timely, and informed advice.
Expand Your Impact
No matter your role—Certified Financial Planner, credit counselor, or informal financial mentor—Selfinancial connects you to clients seeking your unique insights, expanding your reach beyond traditional boundaries.
Do you want to be among the first educators at Selfinancial?
Selfinancial: The Future of Private Consulting
Join Selfinancial’s pilot list today and be one of the first to experience a new era of private consulting in personal finance.
Get early access to all the features that empower financial educators to monetize their consulting in a scalable way, while helping raise financial awareness across the country.
Don’t miss the opportunity to achieve the financial freedom that Selfinancial will bring to educators.
- We'll keep your data safe & private. It's free and takes 3 minutes.
Frequently Asked Questions
Clear, direct answers to your top concerns.
Are you a financial planner, advisor, or educator who believes in putting clients first? Join Selfinancial’s coach network to reach people who need your guidance in a whole new way. We handle the heavy lifting—aggregating accounts, tracking progress, and providing a secure space—so you can focus on what you do best: educating and advising.
Selfinancial uniquely combines comprehensive real-time data aggregation with the ability to invite human guides for personalized advice, all within one private and secure platform. It’s not just about tracking; it’s about understanding and collaborative planning.
Absolutely. Your security and privacy are our top priorities. We use bank-grade encryption, secure read-only API integrations, and strict privacy measures. Only people you explicitly invite (your Selfinancial Educators) can access your information, and you retain full control over their permissions.
Yes, absolutely! You can start by manually entering your details and transactions. Meanwhile, you’ll also find a simple option within the app to suggest your bank, so we can prioritize adding it soon.
Anyone whose financial judgment you trust can become your educator—whether they’re a certified financial advisor, a knowledgeable family member, or a trusted friend. You easily invite them directly through the app, giving them secure, read-only access to help guide your financial decisions.
Selfinancial provides immediate clarity by securely linking your financial accounts and categorizing your transactions automatically. Your chosen educators can see your financial picture clearly, providing timely comments, personalized recommendations, and actionable advice tailored specifically to your situation.
Yes, always. You have complete flexibility to add, switch, or remove educators anytime within the app. Your financial guidance can effortlessly evolve with your personal situation, ensuring your support network stays aligned with your current needs.
Have other questions? We're always here to help.
All your accounts, one place. Simple, secure, and in control. Of your finances.
Selfinancial is launching soon. Join the community now
Bank-Level Security
256-bit encryption
Read-Only Access
No money movement
Data Privacy
We never sell your data
SOC 2 Type II
System snd Organization Controls 2
GDPR
General Data Protection Regulation - EU
CCPA
California Costumer Privacy
ISO 27001
Information Security Management System - ISMS
Bank-Level Security
256-bit encryption
Read-Only Access
No money movement
Data Privacy
We never sell your data
SOC 2 Type II
System snd Organization Controls 2
GDPR
General Data Protection Regulation - EU
CCPA
California Costumer Privacy
ISO 27001
Information Security Management System - ISMS