Your all-in-one personal
financial advisor.
From cash flow tracking to retirement gap analysis, tax optimization, and insurance planning — Elenvo AI gives you a real-time, 360° view of your finances and actionable steps to grow your wealth.
Everything your money needs, in one place.
See every dollar, mapped in real time.
See every dollar in and out, mapped in real time. Click any category to drill into transactions.
One number. The truth about your picture.
Built on retirement planning, emergency reserve, debt health, cash flow, family protection, and tax optimization — updated in real time.
Your shortfall, and a plan to close it.
Ellie calculates your shortfall and builds a closing plan. Most users discover a $400,000 gap in their first session.
Every goal, paced and funded.
Set a target — a house, a rainy-day fund, early retirement — and Ellie tracks whether you're ahead or behind, then puts your monthly surplus to work closing the gap.
Coverage gaps, surfaced.
Coverage gap analysis across life, disability, and umbrella policies. Most users are under-insured and don't know it.
Nothing slips past the deadline.
Proactive nudges for deadlines, opportunities, and anomalies. IRA deadlines, tax-loss harvesting windows, stale balances — never missed.
Real money, verifiable.
You're flying blind with your money.
You have accounts everywhere, deadlines you're missing, and tax dollars left on the table. No one is connecting the dots. Until now.
Your AI CFO. On the clock, always.
Ellie reads your complete financial picture the way a top advisor would — then surfaces ranked, actionable recommendations in under a minute.
Reads everything.
Connects bank, brokerage, retirement, insurance, and tax data through bank-grade integrations.
Spots what you miss.
Every gap, every underfunded goal, every missed tax shelter — flagged automatically.
Explains in plain English.
No jargon. Every recommendation shows its reasoning and its projected dollar impact.
Try everything free for 90 days. Upgrade when you're ready.
The trial opens the whole product and asks for no card. Cancel any time.
- Full Gap Analysis
- Tax Optimization (all shelters)
- Smart Alerts & deadlines
- Unlimited plans with Ellie
- Unlimited linked accounts
- Full Gap Analysis
- Tax Optimization (all shelters)
- Smart Alerts & deadlines
- Unlimited plans with Ellie
- Unlimited linked accounts
- Everything in Pro
- Licensed advisor reviews
- Quarterly portfolio check-in
- White-glove onboarding