You’re building big things.
Let your money work just as hard.
AI-powered financial guidance + CFP® professionals—built for tech talent who want clarity and confidence.
Maximize benefits, grow your wealth, and take action in minutes—without the guesswork.
Moneymap is free during the research preview.
What brought you here today?
Invest smarter
Get advice from a CFP® professional who puts you first (not commissions).
Grow your money
Optimize your saving with a highly personalized plan to keep you ahead.
Plan life's big moments
Buying a home, getting married, or starting a job—your financial planner can help.
Feel good about getting financial advice.
Get trusted guidance from Certified Financial Planner™ professionals—backed by technology, built with transparency, and loved by people who use it. We protect your data, respect your time, and always put your interests first.
Trusted by Our Users
Our users trust Moneymap to put their interests first, guiding them clearly toward meaningful financial progress.
Built for Privacy
Your data is always encrypted in transit and at rest. We never sell it—ever. See our Privacy Policy.
Fiduciary-Only Advice
Every advisor is a CFP® and legally required to act in your best interest. No sales pitches—just real support.
AI is the future—but financial advice needs a human touch.
Here's how Moneymap combines the best of both.
Beyond a Chatbot:
Human Guidance + Smart AI
Real humans, real fiduciary advice
Moneymap isn’t a bot. You'll be matched with a Certified Financial Planner™—a fiduciary you can meet on Zoom, message, or call.
Built on true expertise
Moneymap’s AI isn’t scraping the web—it’s grounded in a decade of coaching and planning. Expertise no chatbot can match.
Actionable plans & accountability
ChatGPT gives generic answers. Moneymap gives you a roadmap. Get tailored To Dos, a 14-day Guided Start and ongoing coaching.
Match. Plan. Progress.
Get matched with your ideal financial planner, collaborate on a personalized plan, and use Moneymap AI for targeted tasks and insights.
Enjoy streamlined support that fits your schedule, keeps you moving forward, and sets you up for lasting financial success.
Match
Answer 7 simple questions to match with your ideal financial planner—meet, message, or connect whenever you're ready.
Plan
Share with Moneymap AI, get a tailored game plan and To Dos—live in your dashboard.
Progress
Kick-start with your 14-day Guided Start, then keep growing with coaching and 24/7 AI.
What people say about Moneymap
The advice didn't feel like a sale was behind it. I felt I could trust it so much more, knowing they truly had my best interests in mind.”
— Davinia
The open and honest conversation was very personal to my situation. I did not feel pressured to make decisions either.”
— Ronika
I got very specific, actionable advice, including ballpark numbers to target for college savings, retirement and an emergency savings fund.”
— Sydney
I was held accountable for taking action and made more movement in reaching my financial goals than I have in the last 5 years.”
— Kristi
* Tesimonials from an earlier version of Moneymap used by employees at a Fortune 100 tech company.
Still have questions?
Start for Free — See Real Progress Fast
Personalized financial advice—totally free during the research preview.
See how Moneymap helps you grow your money faster, save time, and, most importantly, make real financial progress.
About Moneymap
Moneymap combines expert financial planners and AI to help you confidently manage your money and achieve real progress. Currently available as a free research preview—join now and help shape the future of financial advice.
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You deserve personalized financial advice that meets you exactly where you are.
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