The advice a $300-an-hour financial advisor gives the wealthy — for everyone. Vortex Finance sees your complete financial picture and tells you exactly what to do next, in plain language.
Bank-level security · No ads, ever · We never sell your data · Built by VortexVortex Finance connects to your whole financial life, then does what a great advisor would — in plain language, on your terms.
Link your banks, cards, and investments. Vortex Finance builds a complete picture of your money — net worth, cash flow, and every account in one place.
“What did I spend on dining?” “Can I afford this?” Get real, specific answers about your actual money — not charts, not generic tips.
“Cook two more nights a week and you'll hit your emergency fund by June.” Guidance that specific — based on your real numbers.
A full financial advisor, run by AI. No spreadsheets, no guesswork, no minimum balance.
Ask anything about your money and get real, specific guidance — the kind that used to cost $300 an hour.
Checking, savings, cards, investments, 401(k)s — every account connected into one complete, live picture.
Budgets that adapt to how you actually spend, not arbitrary category limits you'll ignore by the 5th.
Set a goal. Vortex Finance tells you exactly how to hit it — and keeps you on track when life happens.
Real financial guidance has always been locked behind a velvet rope — reserved for the wealthy, the financially literate, the already financially conscious. We built Vortex Finance to tear it down.
The things people ask before they hand an app their financial life.
We're onboarding early users now, in waves, on iOS and Android. Join the waitlist and you'll be first in line — no credit card, no commitment.
Yes. Connections use bank-level encryption, credentials are never stored by us, and access is read-only — Vortex Finance can see your accounts to advise you, never move your money.
Never. We don't sell your data and we don't run ads — full stop. Advertisers and data brokers are how other finance apps make money by working against you. We won't build that business.
A simple subscription — a rounding error next to what a human advisor charges, and nothing like the wealth minimums they require. If you're not saving more than you spend on us, we haven't done our job.
Checking, savings, credit cards, investments, and retirement accounts across thousands of institutions — connected into one live picture of your net worth and cash flow.
No. Budgeting apps show you charts and leave you to figure it out. Vortex Finance tells you what to do — specific, based on your real numbers — the way a great advisor would.
Be first when Vortex Finance launches on iOS & Android. We're onboarding now.