We are transforming financial wellness by breaking down the artificial walls that traditionally separate different dimensions of well-being. Through our innovative app, powered by our proprietary assessment science and AI technology, we create digital spaces where people can grow their self-awareness, practice new approaches, and fundamentally change their psychological relationship with money.
Unlike traditional financial or wellness apps that focus on single metrics, ours integrates emotional, social, intellectual, spiritual, environmental, occupational, and financial elements—recognizing that true wealth emerges when these dimensions work in harmony.
Through Personawealth, we're creating the tools for a life where financial decisions and personal fulfillment are no longer separate journeys, but one integrated path.
Financial wellness extends far beyond the numbers on a page. True financial wellbeing comes from recognizing blind spots in your relationship with money that can subtly sabotage your goals. Created by a multidisciplinary team of experts - from clinical therapists and finance professionals to technologists and performance psychologists - our evidence-based assessments, tools, and platform illuminate connections between what we believe and what we do.
We start with curiosity, we start with your “WHY” - guiding you through an exploration of the human side of money - the emotional, psychological, and relational dimensions - while addressing unique challenges faced by those underserved by traditional finance.
Through data-driven insights, we uncover how your core values around money shape decisions across home, work, parenting, and relationships.
Innovation, integrity, and empathy guide our mission to make money personal—fusing advanced AI solutions with ethical, transparent, and compassionate support to help you achieve lasting financial well-being.
Innovation
We combine cutting-edge AI technology with behavioral science to create experiences that adapt to your unique financial psychology and learning style. By continually redefining what's possible in personal finance, we approach each challenge with experimentation and creativity, reimagining how you can better understand and optimize your relationship with money.
Integrity
We practice responsible data stewardship, transparent methodology, and an unwavering commitment to ethical practices that serve your highest good, not just our bottom line. From handling your data responsibly and securely to delivering transparent insights that guide you toward your goals, we build trust through honesty, accountability, and a singular focus on what serves you best. We are committed to any work we ask of you—we have experienced it ourselves and continue to practice what we teach.
Empathy
We recognize systemic inequities and design with accessibility at our core, ensuring our platform accommodates diverse needs, communication styles, and historically excluded experiences. By meeting you where you are—with compassion and without judgment—we create pathways to financial well-being that honor your unique journey.
Meet the awesome folks who make all of this possible day to day.