About Us

Building technology that simplifies financial planning with speed, security & ease

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9.4k

Active User

"We're loving it. This is simply unbelievable! I like it more and more each day because it makes my life a lot easier."

Casey Kaspol

General Manager

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About showcase image

105+

Talented team members

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About showcase image

Our Core Value

We’ll calculate limits to recommend you based on your spending predictions, or simply tell us how much you want to spend

Our Mission

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

Executional Excellence

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

Our Vision

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

Our story over the years

2017

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

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2018

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

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2019

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

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2020

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

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2021

We obsess over the challenges our customers face and create inspired solutions that empower them to differentiate and win.

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We are a team with a love for numbers

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Marvin McKinney

Co-Founder & COO

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Jacob Jones

Chief Product Officer

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Mandale Schumacher

Strategic Partnerships

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Courtney Henry

Founder & CEO

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Marvin McKinney

Co-Founder & COO

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Team Image
Jacob Jones

Chief Product Officer

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Team Image
Marvin McKinney

Co-Founder & COO

Team Sub Image
Team Image
Jacob Jones

Chief Product Officer

Team Sub Image
Team Image
Mandale Schumacher

Strategic Partnerships

Team Sub Image
team image
Courtney Henry

Founder & CEO

Team Sub Image
Team Image
Marvin McKinney

Co-Founder & COO

Team Sub Image
Team Image
Jacob Jones

Chief Product Officer

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