About Us

About Us

About Us

Personal Financial Advice
Made Truly Personal.

EQUO combines your actual finances with live market context to create explainable, personalized guidance. So every decision feels confident, timely, and truly yours.

Trusted by young professionals at

Our Values

Our Values

Our Values

The Values Behind EQUO

Turning Complexity into Clarity You Can Act On

Transparent by Design

EQUO shows its work so you always know why it makes sense. Every recommendation comes with clear reasoning, data sources, and backtesting.

Transparent by Design

EQUO shows its work so you always know why it makes sense. Every recommendation comes with clear reasoning, data sources, and backtesting.

Transparent by Design

EQUO shows its work so you always know why it makes sense. Every recommendation comes with clear reasoning, data sources, and backtesting.

Personalized Intelligence

EQUO adapts to your actual accounts, goals, and financial patterns to give guidance built around you.

Personalized Intelligence

EQUO adapts to your actual accounts, goals, and financial patterns to give guidance built around you.

Personalized Intelligence

EQUO adapts to your actual accounts, goals, and financial patterns to give guidance built around you.

Always Context-Aware

EQUO stays synced with real-time financial data and adjusts your strategy automatically, keeping you ahead without the stress.

Always Context-Aware

EQUO stays synced with real-time financial data and adjusts your strategy automatically, keeping you ahead without the stress.

Always Context-Aware

EQUO stays synced with real-time financial data and adjusts your strategy automatically, keeping you ahead without the stress.

Trust, Earned Through Logic

No ads. No upsells. No hidden bias. EQUO’s multi-agent system exists to serve your interests alone.

Trust, Earned Through Logic

No ads. No upsells. No hidden bias. EQUO’s multi-agent system exists to serve your interests alone.

Trust, Earned Through Logic

No ads. No upsells. No hidden bias. EQUO’s multi-agent system exists to serve your interests alone.

Why us

Why us

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

Focus on a single need—budgeting or investing

Focus on a single need—budgeting or investing

Generic tips, often hidden behind paywalls

Generic tips, often hidden behind paywalls

Generic tips, often hidden behind paywalls

Overwhelming dashboards, jargon, or ads

Overwhelming dashboards, jargon, or ads

Overwhelming dashboards, jargon, or ads

Track your money, but no guidance on what to do

Track your money, but no guidance on what to do

Track your money, but no guidance on what to do

Ad-driven or pushing costly upsells

Ad-driven or pushing costly upsells

Ad-driven or pushing costly upsells

Built for beginners or ultra-wealthy clients, not busy professionals.

Built for beginners or ultra-wealthy clients, not busy professionals.

Built for beginners or ultra-wealthy clients, not busy professionals.

Equo Personal Financial Advisor

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

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

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

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

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

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.

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

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

Every recommendation explained with transparent reasoning you can verify.

Every recommendation explained with transparent reasoning you can verify.

Every recommendation explained with transparent reasoning you can verify.

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

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

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

Built for busy professionals who want control without the complexity.

Built for busy professionals who want control without the complexity.

Built for busy professionals who want control without the complexity.

FAQs

FAQs

FAQs

We’ve Got the Answers You’re Looking For

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?

We’re on Discord.
Come roast our product.

We’re building EQUO with our users, not just for them. Drop your thoughts, feedback, and feature ideas.

Built with love in San Francisco

Crafted by the EQUO Team

©2025 All right reserved

Built with love in San Francisco

Crafted by the EQUO Team

©2025 All right reserved