EQUO - AI Personal Finance

About Us

Personal Financial Advice
— Truly Personal.

EQUO is your AI-powered advisor that blends your complete financial picture with live market context to give guidance you can trust.

Every recommendation is tailored to your goals, explained with transparent reasoning, and grounded in proven strategies — so you can make confident decisions without the guesswork.

Trusted by young professionals at

Our Values

The Values Behind EQUO

Turning Complexity into Clarity You Can Act On

Trust, Not Trends

We ground every recommendation in time-tested financial principles — no hype, no shortcuts — so you can make confident, long-term decisions

Trust, Not Trends

We ground every recommendation in time-tested financial principles — no hype, no shortcuts — so you can make confident, long-term decisions

Trust, Not Trends

We ground every recommendation in time-tested financial principles — no hype, no shortcuts — so you can make confident, long-term decisions

Clarity Over Complexity

Financial advice should be simple, digestible, and jargon-free. We turn overwhelming data into clear, personalized actions you can take today.

Clarity Over Complexity

Financial advice should be simple, digestible, and jargon-free. We turn overwhelming data into clear, personalized actions you can take today.

Clarity Over Complexity

Financial advice should be simple, digestible, and jargon-free. We turn overwhelming data into clear, personalized actions you can take today.

Built for Real Life

For busy professionals managing multiple accounts and limited time, EQUO delivers reliable, embedded actions that fit seamlessly into your routine.

Built for Real Life

For busy professionals managing multiple accounts and limited time, EQUO delivers reliable, embedded actions that fit seamlessly into your routine.

Built for Real Life

For busy professionals managing multiple accounts and limited time, EQUO delivers reliable, embedded actions that fit seamlessly into your routine.

Holistic and Unbiased

See your full financial picture — cash, debt, investments, and goals — without agenda. Just smart, helpful AI working entirely in your best interest.

Holistic and Unbiased

See your full financial picture — cash, debt, investments, and goals — without agenda. Just smart, helpful AI working entirely in your best interest.

Holistic and Unbiased

See your full financial picture — cash, debt, investments, and goals — without agenda. Just smart, helpful AI working entirely in your best interest.

Why us

Why Smart Professionals Trust EQUO

Because Smart Money Advice Shouldn’t Be Complicated or Cost a Fortune

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 ultra-wealthy clients, not busy professionals.

Equo Personal Financial Advisor

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

Personalized strategies built from your real data and live market context.

Generative UI that turns your questions into clear visuals and step-by-step actions.

Every recommendation explained with transparent reasoning you can verify.

Proactive alerts when market changes affect your plan — no need to chase trends.

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