A comprehensive personal finance platform that syncs all your assets, liabilities, and investments in one secure dashboard.
The personal finance super-app. Refresh consolidates your entire financial life—banking, investing, and credit—into one beautiful, automated dashboard.
As a founder, your personal financial picture is often complex and intertwined with your business. We recommend Refresh because it gives you a complete, real-time view of your net worth without the spreadsheet fatigue. It integrates with over 12,000 financial institutions to track bank accounts, investments, and even credit scores automatically. It’s the easiest way to monitor your personal runway and financial health while you focus on building your company.
Key Features:
Universal Sync: Connects with 12,000+ banks and brokerages.
Net Worth Tracking: Visualizes assets vs. liabilities in real-time.
Credit Monitoring: Keeps an eye on your credit score and alerts you to changes.
Identity Protection: Includes monitoring to keep your personal data safe.
Advantages & Benefits:
Clarity: Turns scattered financial data into a single, understandable picture.
Security: Bank-level encryption ensures your data stays private.
Peace of Mind: proactive alerts help you catch fraud or spending issues early.
Ideal Customer Profile:
Founders managing personal runway.
High-net-worth individuals with diverse assets.
Freelancers with variable income streams.