AI Financial Agent : Ask your money anything.
YourOwn puts your entire financial life in your pocket and lets you put it to work. It's the first wallet to consolidate your bank, income, investments, crypto, and taxes into one secure financial identity and now, the first to put a personal AI agent on top of it.
Key Features:
AI Financial Agent : Ask your money anything. Get instant answers on taxes, investments, savings, and more. Powered by your connected financial data. Free to start using, 100% secure. No Personally Identifiable Information (PII) is shared.
Financial Identity: Connect over 12,000 institutions — income, banks, investments — and watch your net worth, cash, and portfolio come into focus in real time.
Instant Sharing: Skip the PDF hunting and share your verified financial data instantly for loans, rentals, or financial planning, with a full activity log for total transparency.
Marketplace: Tap into a curated set of wealth-building tools and connect with top financial advisors for guidance built around your actual numbers.
Full Consent with Military-Grade Encryption: Your data is locked down with state-of-the-art encryption, accessible only through your unique seed phrase. You decide what's shared and with whom. Nothing moves without your say-so.
Built for Compliance: Designed to meet the standards banks, lenders, and income verifiers actually require.
Your financial data has always been valuable. Now it finally works for you.
I have been waiting for SO long to finally have a way to consolidate all my financial info together across the dozen different accounts I have because I have to provide it lenders constantly for my different properties!! THIS IS IT! Now I have my accounts hooked up across banks, credit cards, E*Trade, crypto, payroll and even tax (although tax I still have to upload the returns) and I can share all the required documents in one click. Amazing! Plus, all the info is always updated so it’s just set it and forget it in terms of effort. Love the seed phrase piece too…I don’t want anyone seeing my stuff unless I allow it.
Rental applications made easy
Natalie19936
I’m currently searching for a new home to rent and this wallet makes it so easy to share bank and income info with landlords and property managers. Last time I was in the market I applied for 5 places before I landed one. I had to manually pull all info from multiple portals and then send or upload each time. Never miss out on your dream apartment or home by being organized and instantly sharing required info.
Makes mortgage process wayyy easier
Kimroa777
I’m going through the mortgage prequal letter process now and it was so annoying until I found this app. I connected all my accounts and it automatically generates the documents I need to share the with the loan officer. Typically the bank wants me to email my statements, and this packages them all up in a zip I can just attach. I actually went to a few banks at the same time to shop rates bc it is so easy.
Super useful
Justtryinhutout
I’m not great with my finances, everything is scattered everywhere, so this helps me keep track of all those scattered pieces and gives an big picture snap shot. It’s very useful and insightful if you’re like me. Also super convenient for sharing financial data with a third party, I haven’t needed to use that feature yet, but I did a test with my self and it worked great.
AI Financial Agent : Ask your money anything. Get instant answers on taxes, investments, savings, and more. Powered by your connected financial data. Free to start using, 100% secure. No Personally Identifiable Information (PII) is shared.
Version 1.76.0
The developer, YourOwn Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Identifiers
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Location
Contact Info
Browsing History
Identifiers
Usage Data
Diagnostics
Other Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
