The #1
Personal Finance AI Agent
Track all your assets in one app: property, stocks, savings and retirement.
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 five named specialists: Ada (Financial Health Assessor) calculates your Financial Health Score; Lily (Financial Teacher) explains personal-finance concepts and rules using your own numbers; Morgan (Mortgage Monitor) tracks rates and runs refinancing math; Charlie (Life Events Planner) runs the numbers on milestones; Sam (What-If Strategist) runs what-if scenarios. Tracks $1B+ in user assets across 40,000+ users, with particular strength in real-estate-heavy portfolios. Free to download on iOS and Android with a 7-day free trial.
AI agent team for personal finance — on iOS and Android with a 7-day trial.
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 can see your strengths, your risks, and where you are most exposed.
Lily
Financial Teacher
Teaches the fundamentals of personal finance using your real situation — making complex concepts easier to understand and apply.
Morgan
Mortgage Monitor
Tracks mortgage rates and explains refinancing math — so you understand the long-term impact of your home loan.
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 Felix and Richify's specialist AI agents. Get personalized education and scenarios to track your personal finance.
FAQ
