Personal Finance AI

MindVest
Compass

Your AI Personal Financial Assistant.

Connect 3,000+ accounts. Get instant answers. Make better decisions — automatically.

$500+
Saved per month
8 hrs
Saved monthly
40%
Faster to goals
3,000+
Institutions connected

Everything in one place.

  • Cut Costs by $500+/Month

    AI scans every account and identifies hidden fees, subscriptions, and spending patterns you never noticed.

  • Save 8+ Hours Monthly

    Stop manually tracking spreadsheets. Compass gives you instant answers to any financial question.

  • Reach Goals 40% Faster

    Personalized action plans for retirement, savings targets, and investment milestones — built around your numbers.

  • Reduce Financial Stress by 60%

    One clear picture of everything: debts, savings, net worth, projections. Less anxiety, more clarity.

Connected accounts showing brokerage and crypto wallets
Financial snapshot dashboard with account balances
AI prompt customization interface
Projected savings growth over 12 months

Your data is safe with us.

Bank-grade security and global compliance — built in from day one.

Compliance

  • SOXSarbanes-Oxley Act compliance
  • GDPRGeneral Data Protection Regulation
  • FCA RegulationsFinancial Conduct Authority
  • Data ResidencyYour data stays where you are
  • Data DeletionDelete your data anytime

Security Stack

  • E2EEEnd-to-end encryption
  • TLS 1.3Transport layer security
  • AuthorizationStrict access control
  • Digital SignaturesNon-repudiation & integrity
  • LLM Prompt Injection ProtectionAI security
  • Storage EncryptionDatabase encryption at rest
MindVestMindVest
+
Microsoft

Powered by Microsoft Azure

Enterprise infrastructure. 99.99% uptime. Your data never leaves the region you're in.

Secure
Data
60+
Global Regions
24/7
Monitoring

Ready to take control of your finances?

Join thousands already saving more, stressing less, and reaching their goals faster.

Start with MindVest Compass

Follow our latest product and company news.

Latest from X
MindVest (@MindVestAI) on X: "Investing just got easier with @MindVestAI. All you need to do is this: 1. Connect Atlas to @claudeai or @perplexity_ai 2. Import strategies (SPY, QQQ, IWM and SPX Strategy 0DTE by OGB: EMA + DEX and GEX) 3. Use openclaw or @claudeai code to schedule alerts and updates" — April 7, 2026
MindVest (@MindVestAI) on X: "Here we go again!! @AskPerplexity + Atlas. @AskPerplexity is absolutely crushing it...." — April 3, 2026
MindVest (@MindVestAI) on X: "Adding Atlas MCP connector just make your analysis better! it includes: brokerage connection (connect $Robinhood, $Webull, $Fidelity and let perplexity suggests risk management techniques), options and stocks data, options greeks, chart analysis, X and web search" — March 6, 2026
MindVest (@MindVestAI) on X: "Here is the prompts that can help you mark charts, plan options, and perform risk management via $claude or $gpt: Alert Format - Direction: Bullish or Bearish, Long Entry: price or condition, Long Exit: price" — March 5, 2026
MindVest (@MindVestAI) on X: "For everyone wanting to try using $claude to pull quality financial data and not random internet noise: add this as a custom connector. $claude will be able to: 1. pull live stocks chart and do technical analysis 2. Company fundamentals" — March 4, 2026
MindVest (@MindVestAI) on X: "Breaking News! Technical Analysis coming to $chatgpt soon. You will soon be able to ask $chatgpt to identify trends, plot EMA, RSIs, VWAP and other indicators." — February 25, 2026
MindVest (@MindVestAI) on X: "$claude makes financial analysis easy. Now, with Atlas, you can visualize $stocks, $options activity directly in $claude" — February 25, 2026
View more on X
Latest from LinkedIn
FinManager AI on LinkedIn: MindVest Atlas MCP connector brings real-time financial data, brokerage connections, options analysis, and technical indicators directly into AI tools like Claude, ChatGPT, and Perplexity.
FinManager AI on LinkedIn: MindVest provides AI-native finance tools including Atlas for investing analysis and Compass for personal financial management, integrating with Discord, Slack, WhatsApp, and AI assistants.
FinManager AI on LinkedIn: Latest company updates and product news from MindVest, the AI-native finance platform powering smarter investing and personal financial management.
View more on LinkedIn