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.