Meet Felix, your AI CFO.
Felix is Richify's AI CFO. He brings your goals, cashflow, investments, properties, and debts into one clear picture — and coordinates a team of specialist agents so nothing about your money lives in a forgotten spreadsheet. Educational tools only, no advice.
Free to start · iOS & Android · 25,000+ people tracking their wealth with Richify
Your money lives in ten places and adds up nowhere
Nothing talks to each other.
Bank apps, brokerages, a property here, a crypto wallet there, a spreadsheet you stopped updating. The full number lives in your head, if anywhere.
You only ever see pieces.
Each app shows one slice. None of them tells you where you actually stand across everything you own and owe.
Hiring a CFO isn't an option.
Companies have a CFO to keep the whole picture straight. Felix runs that same kind of overview on your numbers, inside the app.
How Felix works
- 1
Bring your whole picture in.
Add your accounts, assets, debts, and goals in the Richify app (manual entry works everywhere — no bank login required).
- 2
Ask Felix anything.
“Where do I stand right now?” “What changed this month?” “Am I on track for my goals?” — in plain language.
- 3
See everything in one view.
Felix consolidates net worth, cashflow, and debt across currencies, and routes deeper questions to the right specialist agent.
What you can ask Felix today
Where does my money actually stand?
Felix pulls your net worth, cashflow, assets, and debts into one dashboard so the whole picture is on a single screen.
What's my complete net worth across currencies?
Multi-currency by default — Felix consolidates accounts held in different currencies into one comparable total.
Am I on track for my goals?
Felix compares your current trajectory against the goals you've set and shows the gap, as math, not as a recommendation.
What changed this month?
Felix surfaces the movements — what grew, what shrank, what's new — so nothing drifts unnoticed.
How much is my debt really costing me?
Felix lays out the interest math across your loans so the true cost is visible in one place.
Which agent should look at this?
Ask about a mortgage, a what-if, your financial health — Felix hands you to Morgan, Sam, Ada, or another specialist on the team.
Felix brings the picture together. The decisions stay yours.
Felix vs. a single banking app
| Banking app | Felix | |
|---|---|---|
| Sees your whole net worth | No — just that one bank | Yes — every account, asset, and debt |
| Property, investments, crypto | Rarely all in one place | Yes — multi-asset by design |
| Coordinates specialist help | No | Yes — routes to the right agent |
| Tells you what to do | Sometimes sells products | Never — shows the picture only |
Frequently asked questions
Is Felix a financial advisor?
No. Felix is an AI agent inside the Richify app that organises and explains your finances using the information you provide. Felix never recommends products or tells you what to do — he gives you a clear, complete picture so you can decide.
Is Felix free?
Richify is free to download, and you can start adding your accounts and seeing your whole picture right away. Some advanced features may need a paid plan, and you'll always see what's included before anything unlocks.
What does Felix need from me?
Whatever you choose to add: accounts, assets, debts, income, and goals. Manual entry works in every country, and the more complete your numbers, the sharper the overview. You stay in control of what you share.
Which countries does Felix work in?
Richify works globally with multi-currency support, so Felix consolidates your picture wherever you live. There are no country-specific account types you have to set up first.
How do I start a chat with Felix?
Download the Richify app on iOS or Android, finish the short setup, and Felix is the first agent on your team. Add a few numbers and ask where you stand — the overview takes under two minutes.
See your whole financial picture in the next 2 minutes
Felix leads Richify's AI agent team — meet the specialists he works with.