Pearl - AI Wealth Management

Transform your financial future with Pearl, the intelligent money management app that makes investing and budgeting effortless. Get a personalized AI, track spending, and build wealth through smart financial planning.

Pearl combines advanced AI technology with sophisticated financial algorithms to deliver personalized money management strategies that adapt to your unique goals and risk tolerance. Whether you're saving for retirement, planning a major purchase, or building an emergency fund, Pearl's intelligent financial coach guides you every step of the way.

AI-Powered Wealth Management Tools
- Real-time budget analysis and spending insights
- Intelligent debt payoff strategies and savings optimization
- 24/7 AI chat support for all your financial questions

Smart Investment Planning
- Goal-based investing with Monte Carlo simulations
- Risk assessment and strategy matching
- Performance tracking and rebalancing recommendations

Complete Budget Management
- Automatic expense categorization and tracking
- Bank account integration with Plaid security
- Monthly budget planning across 7+ categories
- Surplus optimization and savings acceleration

Personalized Financial Goals
- Retirement planning with compound growth calculations
- Home buying and major purchase planning
- Emergency fund building strategies
- Custom financial milestone tracking

Investment Strategy Engine
- Legendary investor-inspired portfolio strategies
- Risk-adjusted returns and diversification analysis
- Tax-loss harvesting opportunities
- Asset allocation optimization

Bank-Level Security
- 256-bit encryption and secure data handling
- Read-only bank account access via Plaid
- No stored banking credentials
- SOC 2 Type II compliance

Key Features:
- Automated budget tracking and expense analysis
- Investment strategy discovery
- Goal-based financial planning
- Real-time portfolio performance monitoring
- Debt optimization and payoff strategies
- Secure bank account integration
- Interactive financial planning tools
- Risk tolerance assessment
- Tax optimization strategies

Pearl transforms complex financial planning into simple, actionable insights. Improve your financial health with Pearl's intelligent tools. Custom financial milestone tracking. Pearl does not offer financial advise, but may in the future.