
Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.
MX MoneyMap is a financial wellness solution that helps consumers understand their spending, set savings goals, and build healthier financial habits. It provides personalized money experiences powered by enhanced transaction data and intelligent categorization.
Financial institutions use MoneyMap to increase customer engagement, reduce churn, and drive product adoption by delivering actionable financial guidance directly within their digital banking experience.


Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.


Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.


Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
Personal financial management platform providing account aggregation and spending insights across European banks.


Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.



Monarch's app aggregates accounts for budgeting, goal tracking, and collaborative money management.

Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.
Open savings and fixed-term investment plans online with a regulated Mexican digital finance company.
Personal finance and retirement planning for corporate executives.
Financial management platform for account aggregation and financial insights.


PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.


AI-powered spend insights that identify savings opportunities and optimize financial decision-making.


FDIC-insured business accounts with high-yield earnings, zero fees, and integrated cash management.


An Egyptian employee financial wellness platform offering salary access, instant bill payments, savings, gold investment, and money transfers.


Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.

Personal financial management platform providing account aggregation and spending insights across European banks.
Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.

Finary's cashflow tool tracks household budgets inside its wealth platform.

Proprietary assessment suite for values-based financial planning

Open savings and fixed-term investment plans online with a regulated Mexican digital finance company.

Personal finance and retirement planning for corporate executives.
Financial management platform for account aggregation and financial insights.
PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.

AI-powered spend insights that identify savings opportunities and optimize financial decision-making.

FDIC-insured business accounts with high-yield earnings, zero fees, and integrated cash management.

An Egyptian employee financial wellness platform offering salary access, instant bill payments, savings, gold investment, and money transfers.

Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.
