OptiVault
AI money coach for iPhone with budgets, spending insights and savings goals.
OptiVault is an AI money coach for iPhone that helps people understand their finances, build budgets and work toward savings goals. Connect supported accounts through Plaid to organize spending, track net worth and create a personal financial plan. Ask money questions by text or voice and review a weekly Financial Wrap covering spending, savings and goal progress. Account connections are read-only: OptiVault cannot transfer money or place investment trades. It provides educational tools and planning support.
Key features
- 01AI money questions by text or voice
- 02Personal budgets
- 03Spending insights
- 04Savings goals
- 05Personal financial plans
- 06Net worth tracking
- 07Read-only Plaid account connections
- 08Weekly Financial Wrap
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