UNLOCK POTENTIAL

UNLOCK POTENTIAL

UNLOCK POTENTIAL

Modern wealth tracking

For everyone

Modern wealth tracking

For everyone

Modern wealth tracking

For everyone

We're fixing traditional wealth tracking to enhance clarity and reduce friction,

connecting you to your money at the click of a button.

We're eliminating the inefficiency and friction of traditional

wealth tracking, connecting you to your money

at the click of a button.

We're eliminating the inefficiency and friction of traditional wealth tracking, connecting you to your money at the click of a button.

A new home for your money.

A new home for your money.

A new home for your money.

Principal's elegantly designed user interface allows for unparalleled depth, providing

multiple layers of data catered to individuals seeking financial clarity.

We're eliminating the inefficiency and friction of traditional

wealth tracking, connecting you to your money

at the click of a button.

We're eliminating the inefficiency and friction of traditional wealth tracking, connecting you to your money at the click of a button.

Demystify your

wealth

Demystify your

wealth

Demystify your

wealth

Centralize your finances into a single platform. Focus on what really matters.

Centralize your finances into a single platform. Focus on what really matters.

Centralize your finances into a single platform. Focus on what really matters.

Automatic net worth tracking
Automatic net worth tracking
Automatic net worth tracking
Powerful transaction search & filtering
Powerful transaction search & filtering
Powerful transaction search & filtering
On-demand banking information
Up-to-date banking information
Up-to-date banking information
On-demand data resyncronization
On-demand data resyncronization
On-demand data resyncronization
100% free to use
1000+ banks across the US and Canada
1000+ financial institutions
1000+ financial institutions

For everyone

For everyone

For everyone

Instantly connect your accounts
Checking & savings accounts
Checking & savings
Checking & savings
Credit cards
Investment portfolios
Loans

We're democratizing wealth and making it accessible to everyone, not just high net worth individuals. We all deserve financial clarity.

We're democratizing wealth and making it accessible to everyone, not just high net worth individuals. We all deserve financial clarity.

We're democratizing wealth and making it accessible to everyone, not just high net worth individuals. We all deserve financial clarity.

Net worth

Net worth

Net worth

Current

Current

Current

94k

94k

94k

© 2024 Principal Financial Technologies, Inc. All rights reserved.

Centralize, simplify, empower.

© 2024 Principal Financial Technologies, Inc.

All rights reserved.

Centralize, simplify, empower.

© 2024 Principal Financial Technologies, Inc.

All rights reserved.

Centralize, simplify, empower.