Richify - Finance Education AI

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Richify is a personal finance AI tool that helps users track their portfolio, set financial goals, and learn from AI agents inspired by legendary investors. It offers multi-asset tracking and over 100 free financial calculators.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Non-technical

About

What is Richify - Finance Education AI?

Richify is an AI-powered personal finance app designed to help users manage their financial life and learn about investing. It allows users to track a wide range of assets including stocks, crypto, real estate, and retirement accounts, all within a single dashboard. The app features an AI super-agent named Felix who onboards users and coordinates specialist AI agents like Morgan for refinance monitoring, Hank for deep-dive analysis, and Deepa for diversification. Users can also learn from AI personas modeled after famous investors such as Warren Buffett and Ray Dalio. Richify emphasizes a privacy-first architecture with manual data entry, ensuring no bank credentials are required.

Best used for

Ideal for individuals who need to consolidate all their financial assets in one place, set and track personal financial goals, and learn investment principles from AI agents. Especially valuable for those seeking a privacy-focused app that doesn't require bank account linking and offers localized tools for multiple countries.

Common actions

track financial assets

set financial goals

learn investment strategies

analyze financial data

monitor portfolio diversification

Finance

Capabilities

Key features

Multi-asset portfolio tracking
AI super-agent Felix
Specialist AI agents
Investor-style AI personas
100+ free financial calculators
Multi-country support
Privacy-first architecture

Target Audience

individual investorspersonal finance enthusiastsfinancial learnersbudget-conscious individuals

Integrations

Not yet documented

Pricing & Plans

Freemium · Paid

Freemium

FAQs

What types of assets can I track with Richify?

Richify allows you to track a comprehensive range of assets including stocks, ETFs, crypto, real estate, retirement accounts (like 401k, IRA, superannuation), savings, and various debts. It supports multi-currency tracking for a complete financial overview.

Does Richify connect to my bank accounts or provide financial advice?

No, Richify does not connect to bank accounts or brokerages; all data is entered manually, ensuring a privacy-first approach. It is a financial education platform and does not provide financial advice. Always consult a licensed financial advisor for investment decisions.

What is the pricing structure for Richify?

Richify offers a free tier that includes asset tracking and chat with the Felix AI super-agent. Premium plans, which unlock additional specialist AI agents and deeper learning features, start from US$9.99 per month or US$99 per year.

Which countries does Richify support with localized features?

Richify provides market-specific features, localized tools, tax logic, and relevant financial content for users in the US, Australia, Canada, the UK, India, Spain, Brazil, and China, making it globally accessible.

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Trading & Investments Financial Modeling Financial Data & Research Risk & Fraud Detection Crypto & Blockchain Fintech

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