Advizmo is your automated personal finance assistant that helps you make smarter money decisions and put your excess funds to work.

The Problem We Solve
The average person has over $10,000 sitting in 0% interest checking accounts - money that could be earning significant returns. Managing finances manually is time-consuming, stressful, and often leads to missed opportunities for wealth building.

Our Solution
Advizmo analyzes your accounts daily across all your banks to identify excess funds and provides clear, actionable recommendations. We automate the decision-making process so you can:
- Move money out of 0% checking into high-yield savings or investments
- Ensure you always have enough to cover upcoming bills
- Maintain appropriate emergency savings levels
- Avoid overdrafts and financial stress

How It Works

1. Daily Analysis: We calculate your upcoming bills and identify surplus cash
2. Smart Notifications: Receive timely alerts about moving excess funds based on your preferences
3. Automated Guidance: Get clear next steps without spreadsheets or guesswork

The Results
Our users report feeling more confident about their finances, saving significant time on money management, and earning more on their excess funds. 

As one user said: "Advizmo gave me the confidence to move money out of checking into high interest savings. It feels good to finally be getting serious about retirement."

Our Mission
We believe everyone deserves to feel confident about their finances. Advizmo eliminates the complexity and stress of money management, so your money works harder for you while you focus on what matters most.

Save Time. Stress Less. Grow More.

Advizmo

Org chart

Teams

Offices

Advizmo

Org chart

Teams

Offices

Related companies