The #1
Personal Finance AI Agent

What if one AI Agent handled your entire financial life?

Richify is an AI agent team for personal finance. Felix is the AI CFO and single conversational entry point — Felix onboards you and coordinates a team of seven named specialists: Ada (Financial Health Assessor) calculates your Financial Health Score; Lily (Financial Teacher) teaches personal-finance fundamentals using your real situation; Pepper (Financial Architect) turns complexity into clear frameworks for long-term wealth; Morgan (Mortgage Monitor) tracks rates and refinancing math; Dua (Money Mind Coach) works on the emotional side of money; Charlie (Life Events Planner) helps prepare for milestones; Sam (What-If Strategist) explores scenarios. Tracks $600M+ in user assets across 25,000+ investors, with particular strength in real-estate-heavy portfolios. Free on iOS and Android; Pro is US$9.99/month.

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25,000+investors tracking with Richify
$600M+in assets tracked
150,000+AI conversations completed

AI agent team for personal finance — free on iOS and Android.

Richify portfolio and assets view

Input and track everything you own.

Create your portfolio with your assets and liabilities.
The more context our AI agents have, the more relevant financial education and analysis they can provide to help you understand your financial picture.

Asset cards showing BTC, NVIDIA, REAL ESTATE, TESLA, and XAU

Stay on track with
feasible milestones.

Understand Your Starting Point

Track all your assets and liabilities to see your true net worth.

Reach the Halfway Mark

Grow your retirement base to $250,000.

Secure Your Retirement Base

Achieve $500,000 in long-term savings.

Financial milestone goal cardGoal: Save $100,000 in a freedom fund
Set your
financial goal

Set your financial goal

Turn your short or long-term dreams into financial goals.

Get onboarded by super-agent Felix

Get onboarded by super-agent Felix

Input and track everything you own. Create your portfolio with your assets and liabilities.

Get help from
our AI agents

Get help from our AI agents

Learn from AI agents inspired by legends. Get personalized education and strategies to track your personal finance.

FAQ

Frequently Asked Questions

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Your personal AI for understanding and tracking your personal finance.

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