Our Solutions
We're building accessible, tech-forward financial tools and education programs designed specifically for Gen Z and Millennials. Explore our three core offerings and find the right fit for your financial journey.
Parity
Your digital financial planner designed to make smart money moves simple and accessible. Whether you're investing, building credit, saving for something big, or just trying to make your paycheck stretch, Parity adapts to your unique financial journey.
Personalized Planning
Create unlimited scenario plans to visualize different financial paths and make confident decisions.
Real-time Account Sync
- Connect your accounts through Plaid for seamless tracking of your spending, saving, and investing.
AI-Powered Guidance
- Get personalized financial insights and advice through our chat feature, powered by advanced AI.
Coming soon on iOS and Android with two flexible plan options:
- Free: 1 scenario plan, 5 AI chats monthly, basic budgeting + goal tracking
- Premium ($7.99/month): Unlimited planning, unlimited chat, real-time Plaid sync, 10% Advisor Match discount
Wealth Academy
Our signature curriculum that integrates financial wellness into higher education and community organizations. Through peer-led, culturally relevant education, we're supporting student retention, academic achievement, and long-term financial empowerment.
Peer-Led Sessions
- Workshops facilitated by trained peers who are relatable, authentic, and understand the unique financial challenges of their generation.
Modular Curriculum
- Tailored content covering budgeting, credit, loans, investing, and more - customized to your institution's specific needs and student demographics.
Interactive Learning
- Hands-on activities, real-world scenarios, and integration with the Parity app for practical application of financial concepts.
Available in three implementation models to suit your needs:
- Full Curriculum Integration: Embedded into existing courses or programs
- Workshop Series: Standalone sessions on specific financial topics
- Train-the-Trainer: We train your staff to deliver our curriculum
The Pulse
Your no-fluff guide to smarter money moves. The Pulse delivers bite-sized financial insights, market updates, and actionable advice directly to your inbox – all explained in language that actually makes sense. No jargon, no information overload, just clarity.
Quarterly Digest
- Stay updated with the most important financial news and trends without the overwhelm of traditional financial media.
Actionable Insights
- Each newsletter includes clear next steps and practical tips you can implement right away to improve your financial situation.
Exclusive Content
- Get access to special offers, investing opportunities, and financial education resources not available anywhere else.
Our newsletter comes in two formats:
- Investment Pulse: Deep dives into investment trends, alternative asset classes, and wealth-building strategies
- Market Pulse: Quick recaps of financial news, economic indicators, and what they mean for your money