Pearl Tech Inc.

Pearl Tech Inc.

Your AI Personal Wealth Manager

5 followers

Meet Your AI Personal Wealth Manager – a smart, chat-powered companion simplifying your finances. Investment management & advise awaits SEC registration (join the waitlist!), but enjoy instant access to budget planning, financial simulations, spending optimizations, and goal tracking—without traditional advisors. Available now: * Chat-based financial simulations * Personalized budgeting * Real-time insights * Easy, advisor-free planning
This is the 2nd launch from Pearl Tech Inc.. View more

Pearl

AI personal wealth manager
Your AI Personal Wealth Manager! Join the waitlist for investment management and instantly access powerful budgeting, simulations, and goal tracking tools—advisor-free!
Pearl gallery image
Pearl gallery image
Pearl gallery image
Free Options
Launch Team / Built With
Vy - Cross platform AI agent
Vy - Cross platform AI agent
AI agent that uses your computer, cross platform, no APIs
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What do you think? …

Leandro Vallejos
I talked to a lot of people and realized most Americans don't have access to personal wealth managers or financial advisors, leaving many struggling financially or unable to retire—including myself. After selling my investments to fund my startup, I knew I needed a better way to automate and optimize my finances to keep going. Current solutions: - Robo-Advisors - Budgeting Apps - Spread sheets What we do better: - Connect all your accounts with Plaid—so we see the whole story, not just a chapter - Personal data encrypted in storage for privacy - Show you ways to optimize money and have it work for you - Fire up “what-if” runs to spot how tiny tweaks snowball over time - Hand you wealth-manager tools in plain-English chat—no need to know advanced mathematics - Once the SEC stamp lands: autopilot your saving, investing, and real-deal advice