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IN CLOSED BETA

The money app for busy HR leaders.

You have a lot on the go, we get that. Let Finwello help you spend less time on your money, and more time on the things that matter.

Money is personal

How its managed should adapt to you.

FOR THE GOAL-GETTERS

What are you saving for?

  • Going on an adventure?
  • Doing something special?
  • Building your rainy day fund?

Quickly set how much to save each paycheck, and we’ll automatically put it into your savings.

FOR THE LIFESTYLE SPENDERS

Sometimes, you need a little leeway in your life. We feel your flexibility! Connect your accounts, and let us do the heavy lifting!

Finwello detects your monthly expenses and does the math to give you a personalized snapshot of what’s Safe-to-Spend on what you want.

FOR THE COMFORT SEEKERS

You hate surprises — we understand. Finwello has a built-in safety net for when life doesn’t go as smoothly as you plan.

We’ll let you know when we detect that there isn’t enough money to fund your savings. Giving you the power to choose how much goes to the things that matter most to you.

Plus, you’ll get real-time insights like overdraft warnings, bill and subscription monitoring, and many more alerts to protect your financial well-being.

FOR THE FINANCIAL THINKERS

With your financial feed, the details you need are always at your fingertips.

You can drill down on most insights, giving you in-depth information like transaction details, summaries, and more. And most transactions are interactive, giving you the freedom to control how you categorize them and set budgets as you see fit.

IN CLOSED BETA

The money app for HR leaders.

Finwello helps you save, spend and manage money on your terms, no matter where you bank.

Money is personal

How its managed should adapt to you.

THE GOAL-GETTERS

Going on an adventure? Doing something special? Building your rainy day fund?

Quickly set how much to save each paycheck, and we’ll add it to your savings.

THE LIFESTYLE SPENDERS

Sometimes, you need a little leeway in your life. We feel your flexibility! Connect your accounts, and let us do the heavy lifting!

Finwello detects your monthly expenses and does the math to give you a personalized snapshot of what’s Safe-to-Spend on what you want.

THE COMFORT SEEKERS

You hate surprises — we understand. Finwello has a built-in safety net for when life doesn’t go as smoothly as you plan.

We’ll let you know when we detect that there isn’t enough money to fund your savings. Giving you the power to choose how much goes to the things that matter most to you.

Plus, you’ll get real-time insights like overdraft warnings, bill and subscription monitoring, and many more alerts to protect your financial well-being.

THE FINANCIAL THINKERS

With your financial feed, the details you need are always at your fingertips.

You can drill down on most insights, giving you in-depth information like transaction details, summaries, and more. And most transactions are interactive, giving you the freedom to control how you categorize them and set budgets as you see fit.

Money made personal

Unlock the power of your Money Personality!

Over time, the app will adapt how it interacts with you. You’ll receive recommendations and guidance that factor in your natural traits and align with your unique needs and goals.

Strategist

Strategists are planned in how they manage money. They take a thoughtful approach to spending, saving, and debt.

Initiator

Initiators take a goal-driven approach to managing money. They will do anything needed to ensure their financial success.

Influencer

Influencers take an unplanned approach to managing money. They find saving tedious, but their goal-driven nature can keep them on track.

Engager

Engagers are impulsive in how they manage money. They find it hard to commit to a savings plan unless they see quick gains towards their goals.

Community Builder

Community Builders take an emotional approach to money. Their need for security leads them to save, but their instinctive nature can drive spending.

Reflective Thinker

Reflective Thinkers are rational in how they manage money. They are budgeters and good at balancing spending with saving.

Stylish Thinker

Stylish Thinkers take an analytical approach to managing money. Yet, they find it hard to stick with a savings plan that does not excite them.

Adapter

Adapters take a rational approach to money. Yet sometimes, they find it hard to stick to a budget or savings plan.

Facilitator

Facilitators are practical in how they manage money. Their focus on financial security leads them to budget, save and spend accordingly.

Relationship Builder

Relationship Builders are driven by their need for security. They take a steady approach to savings but can spend on impulse.

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Finwello Inc.
Atlanta, Georgia

Finwello is a proud ATDC Accelerate portfolio company!

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Each individual’s legal, tax, and financial situation is unique; therefore, each individual is advised to consult with their own attorney, accountant, and financial professional regarding their specific circumstances. Finwello does not provide legal, tax, or investment recommendations or advice.