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
Smart money moves for geeks. Powered by proactive, explainable AI.
Agent
History
New Session
I have 10K USD cash, how should I start investing?
Send message to EQUO
Agent
History
New Session
I have 10K USD cash, how should I start investing?
Send message to EQUO
Agent
History
New Session
I have 10K USD cash, how should I start investing?
Send message to EQUO
Trusted by young professionals at
Trusted by young professionals at
Financial Planning
Shouldn't Be Overwhelming
Explainable, tailored strategies. Instantly at your command.
Agent
History
New Session
Hello, John
What’s your biggest money question right now?
Ask anything…
Agent
History
New Session
Hello, John
What’s your biggest money question right now?
Ask anything…
Personalized, Down to the Last Detail
Personalized, Down to the Last Detail
Connect your accounts, and we’ll factor in your full financial picture before every answer.
Connect your accounts, and we’ll factor in your full financial picture before every answer.
Personal Agent
Personal Agent
See the “Why” Behind Every Move
See the “Why” Behind Every Move
Behind every recommendation is a team of agents working in sync: analyzing your data, testing their logic, and showing exactly how each insight adds up.
Behind every recommendation is a team of agents working in sync: analyzing your data, testing their logic, and showing exactly how each insight adds up.
Tailored to You.
Tuned to the Market.
Tailored to You.
Tuned to the Market.
Always up to date. Never out of touch. EQUO tracks live market changes before giving answers.
Always up to date. Never out of touch. EQUO tracks live market changes before giving answers.
1 min
Fed Raises Rates 0.25%
Extensive Coverage
Details
Sources
32m
Tech Layoffs Increase
Moderate Coverage
Details
Sources
32m
Inflation Drops to 3.2%
Low Coverage
Details
Sources
1 day
Fed Raises Rates 0.25%
Low Coverage
Details
Sources
1 min
Fed Raises Rates 0.25%
Extensive Coverage
Details
Sources
32m
Tech Layoffs Increase
Moderate Coverage
Details
Sources
32m
Inflation Drops to 3.2%
Low Coverage
Details
Sources
1 day
Fed Raises Rates 0.25%
Low Coverage
Details
Sources
Current vs. Target Allocation
80%
60%
40%
20%
0%
Current vs. Target Allocation
80%
60%
40%
20%
0%
Your Answer, Visualized
Your Answer, Visualized
EQUO’s generative UI turns complex financial answers into clear, intuitive insights you can actually understand.
EQUO’s generative UI turns complex financial answers into clear, intuitive insights you can actually understand.
Pricing Plan
Choose a plan that fits your needs and start automating with AI
Free
$0/month
Get started with basic financial insights and AI assistance.
What's Included:
20 monthly credits
Basic financial insights
Account overview
Account overview
EQUO+
Popular
$9.99/month
More credits of AI agents.
More credits of AI agents.
Everything in Free, plus:
100 monthly credits
Advanced AI recommendations
Portfolio optimization
Goal tracking
EQUO++
$19.99/month
Premium features for power users and professional traders.
Everything in EQUO+, plus:
Unlimited AI analysis
Real-time market alerts
Advanced portfolio analytics
Priority customer support
Free
$0/month
Get started with basic financial insights and AI assistance.
What's Included:
20 monthly credits
Basic financial insights
Account overview
Account overview
EQUO+
Popular
$9.99/month
More credits of AI agents.
More credits of AI agents.
Everything in Free, plus:
100 monthly credits
Advanced AI recommendations
Portfolio optimization
Goal tracking
EQUO++
$19.99/month
Premium features for power users and professional traders.
Everything in EQUO+, plus:
Unlimited AI analysis
Real-time market alerts
Advanced portfolio analytics
Priority customer support
Free
$0/month
Get started with basic financial insights and AI assistance.
What's Included:
20 monthly credits
Basic financial insights
Account overview
Account overview
EQUO+
Popular
$9.99/month
More credits of AI agents.
More credits of AI agents.
Everything in Free, plus:
100 monthly credits
Advanced AI recommendations
Portfolio optimization
Goal tracking
EQUO++
$19.99/month
Premium features for power users and professional traders.
Everything in EQUO+, plus:
Unlimited AI analysis
Real-time market alerts
Advanced portfolio analytics
Priority customer support