Talk
  to your money

Your AI-powered financial assistant that connects all your accounts and answers your financial questions instantly.

No more scouring through reports, apps, or files —
just ask.
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Features

Discover the powerful tools that will transform your financial management

AI-Powered Financial Guidance

Your personal financial assistant available 24/7

Get instant answers to your financial questions with our advanced AI assistant that understands your unique financial situation.

Document Hub

Secure document storage and organization

Store and organize all your important financial documents in one secure, searchable location.

AI Integration

Coming Soon

Account Aggregator

Unified view of all your finances

Connect all your financial accounts to get a complete picture of your net worth and asset allocation.

Banks

Supported

Brokerages

Supported

Crypto

Select institutions

Sports betting

Coming Soon

Prediction markets

Coming Soon

Brokerage Integration

Seamless portfolio management

Connect your brokerage accounts and analyze your investments with real-time data and portfolio analytics.

News and Updates

Stay informed with relevant news

Receive curated financial news and updates tailored to your portfolio and interests.

Stock Research

Deep dive into companies and markets

Analyze fundamentals, trends, and insights with our streamlined research workspace.

Your Security is Our Priority

We understand that financial data requires the highest level of protection. That's why we've built our platform with enterprise-grade security measures and trusted integrations like Plaid and SnapTrade that never expose your credentials.

Plaid & SnapTrade Integration

We use Plaid and SnapTrade for secure, read-only connections. We never see your passwords or login credentials - you authenticate directly with your bank or brokerage.

Read-Only AI with Privacy

Your data is never used to train AI models or contribute to any machine learning processes. Additionally, our AI has no ability to take any actions regarding your finances—it can only read and analyze your data.

Bank-Grade Encryption

All your financial data is protected with AES-256 encryption, the same standard used by major banks and financial institutions.

Secure Authentication

Multi-factor authentication and OAuth 2.0 protocols ensure only you can access your account and financial information.

Privacy First

We never sell your data. Your financial information is encrypted and stored securely, with strict access controls. Read our privacy policy.

Complete Data Deletion

When you disconnect accounts or delete your account, all your financial data is permanently and safely removed from our database. We don't retain your information after you leave.

Trusted by thousands of users worldwide

Privacy Policy

Complete Data Deletion
AES-256 Encryption
GDPR Compliant
99.9% Uptime

Integrate with over 13,000 institutions

Seamlessly connect with banks, credit unions,
and financial services worldwide

Visa
Mastercard
American Express
Discover
PayPal
Bank of America
Chase
Citi
Wells Fargo
Fidelity
Charles Schwab
Morgan Stanley
Goldman Sachs
BlackRock
Vanguard
Ally
Equifax
TransUnion
TD Bank
HSBC
Barclays
Deutsche Bank
UBS
Credit Suisse
Horizon Logo

What users say

Real stories from people using Cobalt to make smarter decisions.

Cobalt surfaces insights from my brokerage and credit data in seconds. It's become my daily finance assistant.
Alex Johnson
Alex Johnson
Financial Advisor
Uploading tax docs and asking questions about deductions saved me hours. The AI summaries are spot on.
Priya Shah
Priya Shah
Tax Professional
Being able to chat with my spending trends and credit health made budgeting so much easier.
Michael Chen
Michael Chen
Budget Analyst
All my financial life in one place — and it actually feels delightful to use.
Sara Gomez
Sara Gomez
Product Manager
Linking my accounts took minutes. The real-time alerts help me stay ahead of bills and investments.
Diego Alvarez
Diego Alvarez
Investment Advisor
Cobalt surfaces insights from my brokerage and credit data in seconds. It's become my daily finance assistant.
Alex Johnson
Alex Johnson
Financial Advisor
Uploading tax docs and asking questions about deductions saved me hours. The AI summaries are spot on.
Priya Shah
Priya Shah
Tax Professional
Being able to chat with my spending trends and credit health made budgeting so much easier.
Michael Chen
Michael Chen
Budget Analyst
All my financial life in one place — and it actually feels delightful to use.
Sara Gomez
Sara Gomez
Product Manager
Linking my accounts took minutes. The real-time alerts help me stay ahead of bills and investments.
Diego Alvarez
Diego Alvarez
Investment Advisor

Simple, transparent pricing

One plan with everything you need to take control of your financial life.

Most Popular

Cobalt

Everything you need for complete financial control

$70/yearSave $13.88/year

Cancel anytime, no hidden fees

Start 30-day free trial

Free trial on annual plan—billed after 30 days.

What's included:

30-day free trial on annual - Cancel anytime
AI-Powered Financial Guidance
Document Hub - Secure storage & organization
Account Aggregator - Unified financial view
Brokerage Integration - Portfolio management
News and Updates - Curated financial news
Research Tools - Market analysis & insights
Advanced security & encryption

Join thousands of users who trust Cobalt with their financial data. Bank-level security, enterprise-grade encryption, and 24/7 monitoring.

Frequently Asked Questions

Make the most of your savings. We offer a range of features that give you control over your money—without confusion.

Ready to take control of your money?

Join thousands of users who are already using Cobalt to make smarter financial decisions every day.