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Creating a world where everyone can achieve their financial goals.

At Moneymap, we empower you to make smarter financial decisions using AI-driven insights, personalized behavioral strategies, and expert financial coaching.

We don't just educate—you take action on your custom plan.

Our money philosophy

For real financial progress, people need more than just education—they need a personalized plan and the right support to follow through.

Moneymap’s AI-first approach combines behavioral insights, technology, and human expertise to make financial planning seamless. Our AI personalizes your plan, while expert CFPs refine it and provide ongoing support.

With intelligent guidance and real human oversight, you'll be amazed at how much progress you can make.

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Smart technology, smarter humans

Take action with ongoing support and friendly nudges from your dedicated Moneymap financial coach and their team.

By messaging with your coach and working on your personalized To Dos in your dashboard, you'll be amazed at how much progress you make.

A research-backed approach

Moneymap was created in collaboration with behavioral experts, including well-known behavioral economist and NY Times bestselling author, Dan Ariely. 

Our process is designed to help you make progress on your money by coaching you one step at a time.

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Our values

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Expert Guidance

Our AI-powered advice is reviewed and refined by CFP® professionals and fiduciaries, ensuring your best interests always come first.

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Fuel Progress

Moneymap is designed to help you take action and move forward on your financial goals. (see Reviews).

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Smarter Advice with AI

Our AI streamlines financial guidance, making advice faster, more personalized, and accessible to everyone.

START TODAY

Gain financial clarity, confidence and control.

Get personalized financial guidance with AI-driven insights and expert CFP support—completely free during our research preview.

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About

 

490 43rd St.
Suite 350
Oakland, CA
94609

[email protected]

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In just five minutes, you'll get matched with an amazing financial coach.

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