Personal finance.
On your own terms.

The first financial planning app
that helps you do it all.


Financial planning.
The way it should be.

You deserve a better way to answer all of your questions.
This is personal financial advice built for the 21st century.


Your story is unique.

Define what matters most to you. What does your rich life look like?

Everything we do is focused on helping you build your ideal lifestyle. No exceptions.


Leave your calculator at home.

We do the math behind the scenes and break personal finance down into simple terms that allow you to make decisions with confidence.

No experience necessary.


This is a lifestyle plan. Not budgeting, micro-investing, or expense-tracking. Previsio crafts plans for the “whole” you.

Confidently plan and make decisions with the big picture in mind.


Don't spend thousands of dollars on questionable financial advice that might not be relevant when priorities change.

Easily modify your plan when life happens at a fraction of the cost with tools and technology traditional financial advisors wish they had.

Ads? Nope.Paid recommendations? Never.Kickbacks? None. Zero. Zilch.

Your perfect lifestyle in three simple steps.

Let's get to know you.

Our quick and friendly interview will help us learn a little more about where you are and where you want to be.

What is your ideal lifestyle? Let's dig in and find out how to make it happen.

We craft your plan.

As your digital financial advisor, we'll get you started off right, and you can make changes anytime for a plan that is perfectly you!

In the background we'll be working hard and getting better every day using machine learning to make sure your plan is always at its tip top.

Start your journey.

We give you everything you need to put your plan in motion.

You're in the driver's seat, but we'll be here to help every step of the way.

No matter the obstacles, road-blocks, or changes that come along, it's our job (and privilege) to get you to your destination safely and efficiently. And most importantly, help you enjoy the ride!

More features you'll love!

Smart Planning

The tools you need to make important decisions and create achievable goals.

All In One

All of your accounts in one place so you can build a complete plan and track progress.


We respect your data. Your privacy and security is top priority.


See the impact of your decisions right now and in the future. Fast!


Effortlessly put your plan on autopilot.


We'll notify you when something's up. Only when you need to know.


Never feel stuck. Our plans easily grow and adapt with you.


A safe place for financial advice. We don't judge. We're just here to help.

Personalized learning for everyone.

Created by experts. Made for you.

Take control of your future.

Did you know?

Previsio, Inc. is a technology company. Analyses, tools, articles, and any other information or data presented on this website is for informational and educational use, and should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs.

Previsio does not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. To the maximum extent permitted by law, Previsio disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses.

Content contained on or made available through Previsio website is not intended to and does not constitute legal advice or investment advice and no attorney-client relationship is formed. Your use of the information on the website or materials linked from the Web is at your own risk.

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