EQUO - AI Personal Finance

About Us

Personal Financial Advice
— Truly Personal.

Equo is your AI-powered financial advisor, built to deliver clear, tailored guidance based on your real goals, not generic templates.

We make smart financial planning simple, personalized, and stress-free — so you can focus on living, not budgeting.

Trusted by young professionals at

Our Values

The Values Behind Equo

We turn complexity into clarity—and action.

Trust, Not Trends

We ground our advice in time-tested financial wisdom—no hype, no shortcuts—so users can make confident, long-term decisions.

Trust, Not Trends

We ground our advice in time-tested financial wisdom—no hype, no shortcuts—so users can make confident, long-term decisions.

Trust, Not Trends

We ground our advice in time-tested financial wisdom—no hype, no shortcuts—so users can make confident, long-term decisions.

Clarity Over Complexity

Financial guidance should be simple, digestible, and jargon-free. We turn overwhelming data into clear, personalized actions.

Clarity Over Complexity

Financial guidance should be simple, digestible, and jargon-free. We turn overwhelming data into clear, personalized actions.

Clarity Over Complexity

Financial guidance should be simple, digestible, and jargon-free. We turn overwhelming data into clear, personalized actions.

Built for Real Life

Designed for busy professionals juggling multiple accounts and limited time, our platform offers reliable, embedded actions that meet users where they are.

Built for Real Life

Designed for busy professionals juggling multiple accounts and limited time, our platform offers reliable, embedded actions that meet users where they are.

Built for Real Life

Designed for busy professionals juggling multiple accounts and limited time, our platform offers reliable, embedded actions that meet users where they are.

Holistic and Unbiased

We deliver a full financial picture—across cash, debt, investments, and goals—without agenda. Just smart, helpful AI built to serve.

Holistic and Unbiased

We deliver a full financial picture—across cash, debt, investments, and goals—without agenda. Just smart, helpful AI built to serve.

Holistic and Unbiased

We deliver a full financial picture—across cash, debt, investments, and goals—without agenda. Just smart, helpful AI built to serve.

Why us

Why Smart Professionals Trust Equo

Because everyone deserves expert financial guidance — without the complexity or high fees.

Manual Work

Focus on a single need—budgeting or investing

Generic tips, often hidden behind paywalls

Overwhelming dashboards, jargon, or ads

Track your money, but no guidance on what to do

Ad-driven or pushing costly upsells

Built for beginners or high-net-worth clients

Equo Personal Financial Advisor

Full-picture guidance across cash, debt, investing & goals

Personalized, AI-powered strategy inspired by timeless principles

Clean, calming UX with clear explanations and next steps

No agenda—just honest, explainable recommendations

Built for busy professionals who want control without the complexity

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

What is Equo?

How does Equo work?

Who is Equo for?

Is my financial data safe?

Does Equo cost anything?

What is Equo?

How does Equo work?

Who is Equo for?

Is my financial data safe?

Does Equo cost anything?

What is Equo?

How does Equo work?

Who is Equo for?

Is my financial data safe?

Does Equo cost anything?

Your money should work as hard as you do.

Let Equo help you build wealth, not just track it.

Get started