Private Beta — Limited spots

Your financial identity
for the age of AI agents

Preservely is the AI that learns who you are — watching your money, catching what matters, and guiding you with full context instead of generic answers. The AI that actually knows you.

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Bank-grade security
Plaid verified
Free to join
9:41
Good morning
Alex 👋
Live Summary
9:41 AM
Net worth up $2,840 overnight — Preservely flagged 1 item for review.
Total Net Worth
+0.24% today
$1,174,209
Invested
$952K
+15% YTD
Cash
$198K
4.3% APY
Savings
41%
Top 22%
Financial Identity
41 facts learned
Risk: Conservative Goal: FIRE at 48 Horizon: 12 yrs Tax: Loss-harvest first
Your identity · Preservely Financial Brain
Preservely Agent
1
Unknown charge — $347
INTL*ServicePro on Chase. Never seen in 14 months of your history.
Ask Preservely anything...
Health score 87 — excellent
41 facts learned about you
The problem with AI and money

AI remembers what you say.
It has no idea what's actually true.

AI is getting better at remembering your chats. But it still can't see your real balances, your real holdings, or your real cash flow. So it answers from scraps you happened to mention — and as you trust it more, those guesses quietly steer real financial decisions.

Before AI that only knows your words
Answers from scraps
"Should I pay off my student loan early?"
"Generally, paying off debt early saves on interest. Weigh your rate against expected returns and consider your risk tolerance." — ChatGPT & Claude
Doesn't know your real rate or numbers.
Only knows what you tell it
It can't see what's actually true
Even with memory, general AI stores what you mention in chat — not your verified accounts, holdings, or transactions. It's guessing from fragments, not facts.
Words, not real data.
The hidden risk
It's quietly steering your decisions
Built for the average person and working from incomplete context, its confident answers slowly shape how you think about your own money — without ever truly knowing it.
Confident, but guessing.
With Preservely AI built on your real, verified finances
Answers built around you
"Your loan is 4.1% — keep investing."
"That's below your portfolio's return and your FIRE-at-48 timeline. This matches the approach you chose in March." — Preservely
Knows your rate, goal & history.
Built on real data
It knows what's actually true
Connected through Plaid, your Financial Brain works from verified balances, holdings, and transactions — not what you happened to mention. Facts, not fragments.
Verified, not guessed.
Guidance that fits you
Built around the real you
Because it knows your actual goals and risk tolerance, the guidance is yours — not the average person's. You stay in control of your own money.
Yours, not average.
Illustrative example of how your financial context changes the answer.
Your Financial Brain, learning from day one

Smarter about you
every single week

Preservely is an AI agent built around your financial life. It learns your identity from your real, verified accounts — then puts it to work: catching what costs you money, surfacing what makes you money, and acting on your behalf so the value shows up in your account, not just on a dashboard.

01
Connect — Preservely starts learning
Link your accounts through Plaid in 2 minutes. Preservely starts working from your real balances, holdings, and transactions immediately. No manual setup.
02
It builds your Financial Brain
Your verified data becomes a living model of who you are — your patterns, your goals, your risk tolerance, and the reasoning behind every decision you make.
03
It acts — and the value is real
Preservely catches fraud and waste, flags moves that save or earn you money, drafts the actions, and gets your go-ahead to handle them. Outcomes you can see in your balance — not just advice.
04
Your Financial Brain belongs to you
Your identity isn't locked inside one app. It's yours to keep, export, and control — so you're never starting over, and never held hostage by a tool that owns your data.
Preservely caught thisDay 3
Subscription you forgot about — $132/year
Apple Music, zero plays in 4 months. Flagged before the next billing cycle. Cancelled automatically.
Preservely learned: you stream Spotify exclusively
Preservely noticedWeek 2
Portfolio drifted above your comfort line
ETFs at 22% — above your 18% target. Found $2,100 in tax offsets to rebalance at near-zero cost.
Preservely learned: you want approval before rebalancing
Preservely projectedMonth 1
Net worth crosses $1.5M in 22 months
At your current rate. Calculated from your actual income and patterns, not a generic estimate.
Preservely learned: your FIRE target and timeline
Preservely protectedMonth 2
Fraud caught before you noticed
$347 from an unknown merchant. Never appeared in 14 months of history. Disputed and reversed.
Preservely learned: act autonomously on clear fraud

Real outcomes from the private beta

Not a numbers game — here is what actually changed for people in their first month with Preservely.

Caught what they missed
"It flagged a $347 charge I would have completely missed — a renewal from a service I cancelled a year ago. Disputed and refunded the same week."
$347
recovered · fraud the user never spotted
Beta user · manages his own investments
Guidance that fit them
"I asked three AIs whether to overpay my mortgage. Only Preservely knew my rate was 2.9% and told me not to — that one answer was better than my last advisor's."
$11k
kept invested instead of overpaying low-rate debt
Beta user · 2 years AI-first
And it sticks
0%
churn across the beta.
Not one user has left. The longer Preservely learns you, the more it knows that no other tool does — and the harder it is to go back to AI that treats you like a stranger.
"I've tried every personal finance app out there. Preservely is completely different — it actually knows me. It caught a fraud charge I missed, cancelled a subscription I forgot, and already understands I prefer slow, deliberate moves. It feels less like an app and more like a version of me that never forgets."
Beta user · manages his own investments · 2 years AI-first
Private beta · Limited access

Own your financial identity
in the age of AI

Connect your accounts and Preservely starts building your Financial Brain on day one — learning your goals, your patterns, and how you actually think about money. We onboard a small group at a time, so early members shape the product and keep their spot for life.

You're on the list — we'll be in touch soon.
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