Principal

Brisa (formerly Principal) is a personal wealth OS that helps users track and manage their finances. It connects to over 12,000 financial institutions and offers features like net worth tracking, retirement planning, and automatic real estate valuation.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is Principal?

Brisa, previously known as Principal, is a comprehensive personal wealth operating system designed to give users a holistic view of their financial health. It allows secure connection to over 12,000 banks, brokerages, and other financial institutions to automatically import transaction data. Users can also manually add accounts for cash, investments, loans, credit cards, and real estate. Key features include net worth tracking, multi-currency support, home valuation using Zestimate, and retirement planning. Brisa prioritizes security with industry-standard encryption and strict access controls, storing all data securely within North America. It is currently a desktop-only platform optimized for larger screens.

Best used for

Ideal for individuals who need to consolidate all their financial information in one place, track their net worth across various asset classes, and plan for long-term financial goals like retirement. Especially valuable for those with diverse investments, multiple currencies, or real estate holdings who want a comprehensive financial overview.

Common actions

track personal finances

monitor net worth

plan retirement

manage investments

value real estate

AI financial managementpersonal finance aggregatorwealth tracking

Capabilities

Key features

Connect 12,000+ financial institutions
Manual account addition
Net worth tracking
Multi-currency support
Automatic real estate valuation
Retirement planning
Investment portfolio tracking

Target Audience

individuals with diverse investmentsfinancial plannersreal estate investorsretirement planners

Integrations

Not yet documented

Pricing & Plans

Paid

Not publicly disclosed. Check withprincipal.com for current pricing.

FAQs

What is the pricing for Brisa?

Brisa offers a single pricing plan at $80 per month or $800 per year. This includes full access to all features, such as connecting up to 10 financial institutions, net worth tracking, and automatic real estate valuation. A 14-day free trial is available.

Is Brisa available on mobile devices?

Currently, Brisa is a desktop-only platform. It is optimized for larger screens to provide users with a comprehensive and detailed view of their finances, making it ideal for in-depth financial management and analysis.

How does Brisa ensure the security of my financial data?

Brisa prioritizes your security by employing industry-standard encryption methods, including AES256-CBC for data at rest and TLS for data in transit. They also enforce strict access controls and conduct regular security audits to safeguard your information. All data is stored securely in North America.

Can I manually add financial accounts if my institution isn't listed?

Yes, Brisa allows you to manually add various financial accounts, including cash accounts, investments, loans, credit cards, and real estate. This ensures you can get full visibility of your financial health even if your specific institution isn't automatically connectable.

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