EQUO
AI financial advisor for young professionals that gives explainable, credit-based investing guidance from connected accounts.
What it does
EQUO is an AI-powered personal finance assistant aimed at young professionals seeking an alternative to expensive human wealth managers. It connects to a user's financial accounts and answers money questions with explainable, sourced reasoning while tracking live market news and portfolio allocation.
Core features
Conversational AI agent for financial questions
Account connection for a full personalized financial picture
Explainable multi-agent reasoning behind each recommendation
Live market news tracking tied to portfolio impact
Generative UI visualizations of allocation and answers
Credit-based usage across plan tiers
Best for
→Getting investment guidance without paying hourly advisor fees
→Tracking how market news affects a personal portfolio
→Understanding the reasoning behind a financial recommendation
Pricing
Free
EQUO+
$9.99/month
EQUO++
$19.99/month