New

New

Outperform

expensive wealth managers

$300/hr financial advisors

generic financial apps

expensive wealth managers

expensive wealth managers

$300/hr financial advisors

generic financial apps

expensive wealth managers

Equo provides personalized, trustworthy financial guidance to help you make informed decisions with confidence.

Trusted by young professionals at

Trusted by young professionals at

Our Services

Our Services

Our Services

Financial Planning Shouldn't Be Overwhelming

Equo combines advanced AI with time-tested financial principles to provide you with personalized strategies, helping you achieve your financial goals.

Financial Health

Unified Dashboard

We help consolidate all your financial accounts—checking, savings, credit cards, investments, loans—into a single, intuitive dashboard. Equo provides a comprehensive view of your financial health, enabling informed decision.

Dashboard

Reports

Settings

Help

Net Worth

$82,589.51

+2.4% from last month

Total Balance

$82,589.51

+3.8% from last month

May 2025 Budget

You've spent 80% of your monthly budget

Monthly Spending

90

+8%

Last year

This year

25

20

15

10

5

Portfolio Allocation

750

+5%

25

+12%

358

+9%

Dashboard

Reports

Settings

Help

Net Worth

$82,589.51

+2.4% from last month

Total Balance

$82,589.51

+3.8% from last month

May 2025 Budget

You've spent 80% of your monthly budget

Monthly Spending

90

+8%

Last year

This year

25

20

15

10

5

Portfolio Allocation

750

+5%

25

+12%

358

+9%

Personalized Strategies

Your plan is built around your real-life goals, income, and timeline — grounded in proven investment principles like diversification, long-term growth, and disciplined risk management.

What can I help with?

Whether you have a budgeting or investment question

|

Add document

Analyze

Generate Image

research

What can I help with?

Whether you have a budgeting or investment question

|

Add document

Analyze

Generate Image

research

What can I help with?

Whether you have a budgeting or investment question

|

Add document

Analyze

Generate Image

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

E-mail Sending..

LinkedIn

IT services

Founders

Draft

Schedule

Sent

AI-driven Financial Insights

Equo analyzes your income, spending, and investments to surface clear, personalized opportunities — from optimizing your portfolio to improving your savings strategy, always aligned with your goals and risk tolerance.

Actionable Recommendations

Beyond insights, we empower you to act. Whether it's reallocating assets, adjusting investment portfolios, or optimizing savings, the platform offers step-by-step guidance, simplifying complex financial decisions.

Hey David!

Here is your Custom project & schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey David!

Here is your Custom project & schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey David!

Here is your Custom project & schedule

On going project :

Customer Support Chatbot

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Pricing Plan

Choose a plan that fits your needs and start automating with AI

Healthier

$4.99/month

Increase financial health.

What's Included:

Basic workflow automation

AI-powered personal assistant

Standard analytics & reporting

Email & chat support

Up to 3 AI integrations

Value Investor

Popular

$19.99/month

Time-tested analysis, reports and actions from legendary investors.

What's Included:

Advanced workflow automation

AI-driven sales & marketing tools

Enhanced data analytics & insights

Priority customer support

Up to 10 AI integrations

Healthier

$4.99/month

Increase financial health.

What's Included:

Basic workflow automation

AI-powered personal assistant

Standard analytics & reporting

Email & chat support

Up to 3 AI integrations

Value Investor

Popular

$19.99/month

Time-tested analysis, reports and actions from legendary investors.

What's Included:

Advanced workflow automation

AI-driven sales & marketing tools

Enhanced data analytics & insights

Priority customer support

Up to 10 AI integrations

Healthier

$4.99/month

Increase financial health.

What's Included:

Basic workflow automation

AI-powered personal assistant

Standard analytics & reporting

Email & chat support

Up to 3 AI integrations

Value Investor

Popular

$19.99/month

Time-tested analysis, reports and actions from legendary investors.

What's Included:

Advanced workflow automation

AI-driven sales & marketing tools

Enhanced data analytics & insights

Priority customer support

Up to 10 AI integrations

Build with love in San Francisco

Crafted by the Equo Team

©2025 All right reserved

Build with love in San Francisco

Crafted by the Equo Team

©2025 All right reserved