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.
A 5-Minute Conversation That Changes Everything
Perry starts with a short, engaging chat to learn about your income, spending, goals, and what matters most to you.
Your Personalized Financial Report
Get a clear, easy-to-understand report with practical tips and a snapshot of your financial health—no jargon, just real advice.
Tips You Can Use Right Away
Perry gives you simple, actionable steps to help you save more, spend smarter, and reach your goals—starting today.
How Perry Works
A simple, friendly process—powered by AI, designed for you.
Quick Chat
A friendly conversation to understand your unique circumstances
Simple, conversational questions
No technical financial knowledge needed
Takes just 5 minutes
Adapts based on your responses
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 500+ 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.