Case study · FundEvolve
A personal finance platform that tells you what to do next
FundEvolve gives professional women a clear, personalized financial system: budgeting, net worth and debt tracking, and AI-powered recommendations, designed by a Certified Financial Planner.
- Client
- FundEvolve
- Industry
- Fintech
- Year
- 2024
- Platform
- Web
What they needed
Most financial planning tools assume you're already wealthy, and most financial content online is loud and contradictory. People earning well still end up guessing: should extra money go to debt, savings or investments?
FundEvolve's founder, a Certified Financial Planner, wanted to put that professional guidance into a product: connect your accounts, see your full picture, and get a short list of clear, prioritized actions that change as your life does.
Inside the platform
Cash flow overview
Actual vs. planned income and spending, with every expense sorted into four types: Basics, Intentional, Blissful and Void. Linked bank accounts bring transactions in automatically.
Spending and budgets
Drill into each spending type to set a budget, see which categories take the biggest share, and review the transactions behind them.
Annual view
Year-to-date income and expenses, month by month, with the months where spending outran income flagged as "money gap months" to adjust for.
Expense breakdown
A full-year table for each spending type, by category and month, with quarterly groupings, totals and averages.
Need a platform like this?
Tell us about your business and we'll show you how we'd approach it, the same way we did for FundEvolve.
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