SERVICES
Taking Your Plan to
the Next Level
Plans
Basic financial plans and summaries to help users understand cash flow, recent activity, and overall account status at a glance.
Accounting
High-level transaction categorization and summaries to help users review income and spending patterns across connected accounts.
Finance Optimization
Simple insights and trends to help users identify spending habits and improve awareness of their financial activity over time.
We’re Good with Numbers
ABOUT
Early-Stage
BloomWise is an early-stage prototype designed to explore ways users can better understand their personal financial activity. The platform focuses on presenting basic account summaries and spending patterns in a clear, accessible format.
Users may choose to connect financial accounts through Plaid in order to view consolidated balances and transaction information across institutions. BloomWise does not move money, initiate payments, or provide financial, legal, or tax advice.
This prototype is currently in a limited evaluation phase and is intended for testing, learning, and iteration.
CONTACT
For questions, support, or data requests related to the BloomWise prototype, please contact us.