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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
Data-driven financial insights tailored to your unique situation and goals.
Financial Education
Complex concepts explained in clear, accessible terms for every knowledge level.
Privacy-First Approach
Actionable advice without requiring sensitive financial data or bank connections.
Unlock Your Financial Potential with Our AI Financial Companion
Experience a new level of financial understanding with personalized insights tailored just for you. Our AI Financial Companion simplifies complex concepts, making financial literacy accessible and engaging.
Make Smarter Money Decisions
Get a clear view of your financial health with personalized insights powered by AI. No more guesswork, just practical analysis that shows where you stand and what to do next.
Transform Financial Confusion into Clarity
Receive a personalized financial health score and detailed breakdown of your strengths and improvement areas based on your unique situation.
How It Works
Transform your financial future with our AI-powered platform
Quick Assessment
Our AI-powered assessment understands your unique financial situation
Smart adaptive questioning
Comprehensive financial analysis
Goal prioritization system
Risk tolerance evaluation
Frequently Asked Questions
Got questions about how our AI financial companion works? We've got answers.
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.
500+ beta users already benefiting
Perry has completely transformed how I understand my finances. The AI insights helped me identify savings opportunities I never would have found on my own.