clim8 Competitors

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

Cleo. Where AI meets money. Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change. Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer. Our mission? To change the world's relationship with money. Cleo is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances. Using simplicity and humor, she’s helped millions of people improve their relationship with money, because we believe that everyone has the potential to achieve financial well-being in just one generation. Through a personalized chat, she provides you with deep insight about your money and tailored financial tools that increase your ability to save, all while making you laugh. We’re a product for the next generation. That means that we are committed to inclusive and unbiased financial growth for all. It also means dropping the BS. In the past year or so we’ve grown the Cleo team from 100 to 250+, and closed a $80m Series C led by Sofina (that’s a $500M valuation). Want to get involved? You know that awful feeling when you wake up wondering if what you’re about to do for the next 8 hours actually matters? That doesn’t happen here much. Everything we do is grounded in purpose. And because we’re all showing up for the same reason, collaboration comes easy. We have a culture of stepping up. We want, and expect you to grow and develop. You’ll have our support in everything you do. But more importantly, you’ll have our trust. We treat our people as humans first, employees second, which means giving everyone a voice. All perspectives are embraced here.

We believe in making money simple. Albert is your personal financial assistant who knows it all and does it all for you. We offer trustworthy tools that bring your whole financial life together and handle the hard and tedious parts of money — so you can spend less time managing it, and keep more of it. Trusted by over 15 million people, Albert helps you budget, save, spend, invest, and plan — all in one app. Our personal finance dashboard gives you a complete view of your money, while Genius, our built-in AI assistant, takes action — moving money, finding savings, and even helping you shop smarter. Albert is not a bank. Banking services provided by Sutton Bank, Member FDIC. Albert Savings accounts are held for your benefit at FDIC-insured banks, including Coastal Community Bank, and Wells Fargo, N.A. Albert Investing accounts are not FDIC insured, not a deposit, and may lose value. Disclosures: https://albert.com/terms/disclosure-library/