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.
AI agent team for personal finance — free on iOS and Android.
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.
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.
Your AI CFO & Specialist Team
Meet Felix and the Richify Team
Felix is your AI CFO. He coordinates a team of named specialists, each with a focused job — working together so you can see your whole financial picture.
For educational purposes only — not financial advice
Felix
AI CFO
Your AI CFO. Brings together your goals, cashflow, investments, properties, and debts into one complete financial picture — so you can focus on what matters most.
Ada
Financial Health Assessor
Analyses your financial life and calculates a Financial Health Score — so you understand your strengths, risks, and opportunities for improvement.
Lily
Financial Teacher
Teaches the fundamentals of personal finance using your real situation — making complex concepts easier to understand and apply.
Pepper
Financial Architect
Helps you think strategically about money — turning financial complexity into clear frameworks for building long-term wealth.
Morgan
Mortgage Monitor
Tracks mortgage rates and explains refinancing math — so you understand the long-term impact of your home loan.
Dua
Money Mind Coach
Focuses on the emotional side of money — surfacing hidden patterns and behaviours that influence your financial decisions.
Charlie
Life Events Planner
Helps you prepare financially for life's biggest milestones — growing a family, buying a home, or starting a new chapter.
Sam
What-If Strategist
Explores different financial scenarios and future possibilities — so you understand potential outcomes before making important decisions.
Set your financial goal
Turn your short or long-term dreams into financial goals.
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
Learn from AI agents inspired by legends. Get personalized education and strategies to track your personal finance.
FAQ
Frequently Asked Questions
