Your money mind matters.
There is no such thing as a one-size fits all solution for managing money.
That’s why we’ve integrated a personality test with the help of top experts in the field to supercharge your finances with features and insights that adapt to your Money Personality.
Meet the Money Personalities:
Your money mind matters.
There is no such thing as a one-size fits all solution for managing money.
That’s why we’ve integrated a personality test with the help of top experts in the field to supercharge your finances with features and insights that adapt to your Money Personality.
Meet the Money Personalities!
Each has its own preferences and motivations when it comes to managing money.
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.
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.
Relationship Builder
Relationship Builders are driven by their need for security. They take a steady approach to savings but can spend on impulse.
Facilitator
Facilitators are practical in how they manage money. Their focus on financial security leads them to budget, save and spend accordingly.
Adapter
Adapters take a rational approach to money. Yet sometimes, they find it hard to stick to a budget or savings plan.
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.
Reflective Thinker
Reflective Thinkers are rational in how they manage money. They are budgeters and good at balancing spending with saving.
We power you to save and spend in ways that match your Money Personality.
It's Fast
In 10 minutes you get powerful, personal insights about your natural approach to financial decision-making.
It's Science-Based
Independent scientific validation by a team with 100+ years of experience, and an overall 91% reliability.
It's Secure
We treat your data the same way we’d treat our own. Your Money Personality insights are private and secure.
Finwello Inc.
Atlanta, Georgia
© 2022 Finwello Inc.
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.