Imagine

Principal

AI wealth platform for tracking investments and growing wealth with personalized insights.

The AI REPORT pick
Other
Productivity
Subscription (monthly/yearly)
Overview
ABOUT

Principal is an AI wealth platform designed to help users see all their money in one place, track investments, and get personalized insights to grow their wealth. It allows users to connect all their accounts, monitor their net worth, and make informed financial decisions. Principal supports linking over 11,000 banks and brokerages, offers AI-powered financial updates, and provides multi-currency support.

USE CASE

Productivity

KEY FEATURES

Account aggregation; Investment tracking; Personalized financial insights; AI-powered updates; Multi-currency support; Home valuation

Meta
Subscription (monthly/yearly)
$20–$40
β†’ Go to Pricing Page
Startup (1–10)
United States

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