Ed: Your Money Person

Finally, a money person on your side.

Ed sees what's at risk, where you can grow, and what to do next — across cash, investing, RSU, runway, and the years ahead. Without becoming a finance nerd.

HOW ED WORKS

1. Connect your accounts through Plaid. Ed reads your real money — unlimited accounts.

2. Take the Money Diagnosis — a 2-minute checkup. Ed surfaces 3 decisions worth your attention.

3. Set the goals that matter. Ed builds the plan and tracks progress.

4. Each morning, Brief brings 5 things worth your attention — tuned to your assets and what you care about.

PLAN — YOUR FINANCIAL HEALTH, ACROSS 4 DIMENSIONS

Protect, Compound, Upgrade, Enjoy. Plan tracks progress on each. Every checkup ends with the next move you should make. History stays accessible.

WHAT ED DOES

• Plan — 4-dimension health check + history + next-move recommendations

• Goal — create the goals that matter, Ed builds the plan

• Brief — daily 5 events worth your attention

• Money Diagnosis — 2-minute entry checkup, unlimited redo

• Desk — a calmer place to follow what Ed is watching for you

• Memory — Ed remembers context across sessions, no repeat questionnaires

Not another budgeting app, brokerage, robo-advisor, or generic chatbot. Ed reads your whole money picture and shows you the next move — your call to make.

Ed doesn't pick stocks, promise returns, or fabricate data. Ed reads the data so you can decide.

Precise about your money. Blind to your identity. See our Privacy Policy for details.

Built for the person who's been carrying complexity alone.

Money at peace. Wealth in motion.

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Ed does not provide personalized investment, tax, or legal advice and is not a registered investment advisor. Past performance does not guarantee future results.