LET'S TALK MONEY
Financial education
for a new generation.
Financial education isn't traditionally learned, so we've built an entirely new approach. Whether you're learning to boost your savings, starting an investment, or planning for a well-earned retirement, Perry makes it easier to take an active role in building your wealth with AI insights.
Personalized Analysis
Perry learns about your unique situation and goals to deliver insights that matter to you.
Financial Education
Complex concepts explained in clear, accessible terms for every knowledge level.
Privacy-First Approach
Get practical advice without sharing sensitive bank details.
KEY BENEFITS
Your toolkit for
financial empowerment
Build better money habits
Learn proven strategies and develop sustainable habits that support your financial wellness journey.
Make informed decisions
Access educational resources and tools to help you understand your options and make confident choices.
Create your personal roadmap
Develop a comprehensive understanding of your financial situation with personalized insights and guidance.
Feel confident and prepared
Gain knowledge and tools to help you navigate financial decisions with greater confidence and clarity.
Stay informed and educated
Access up-to-date educational content and insights to help you stay informed about financial wellness.
Plan for your goals
Learn how to create actionable plans and track your progress toward your personal financial objectives.
Conversation That Gives You The Birds Eye View
Perry starts with a short, engaging chat to learn about your income, spending, goals, and what matters most to you.
Create your path to financial clarity
From educational insights to personalized support, Perry is unlike any financial wellness platform you've ever experienced.
Personalized guidance
Access tailored educational content and AI-powered insights designed around your unique learning needs and goals.
Educational resources
Learn about budgeting, saving, and financial planning through comprehensive educational materials and tools.
Interactive learning
Engage with interactive tools and exercises designed to help you understand and apply financial wellness concepts.
Knowledge empowerment
Build confidence through education and develop a healthier mindset around money management and financial wellness.
Frequently Asked Questions
Curious about Perry? Here's what you need to know.
Still have questions?
Drop us a lineMeet Perry, your AI financial companion
Get personalized financial insights, education, and guidance without sharing sensitive bank information. Perry makes wealth building accessible for a new generation.
Join 1000+ people already using Perry
Perry made understanding my finances so much easier. The chat was quick, and the report gave me tips I could use right away.