Principal — Your AI wealth platform

Fintech Product of the Week on ProductHunt

Your one-stop-shop for

everything money.

Introducing Principal, the world’s first AI financial assistant.

Monitor, understand, and make informed decisions.

Introducing Principal, the world’s first AI financial assistant. Monitor, understand, and make informed decisions.

$14m in assets currently being tracked on Principal.

UNLOCK POTENTIAL

Experience your money like
never before

Experience your money like never before

Get a clear, accurate view of your finances. Principal compiles and

analyzes your data to help you make informed decisions.

Discover how our platform can help you achieve peace of mind. Discover how our platform can help you.

Get a clear, accurate view of your finances. Principal compiles and analyzes your data to help you make informed decisions.

SAVE TIME

We've got
you covered

See how easy it is to consolidate all your accounts

and gain crystal-clear insights into your wealth.

Connect Everything

Link 11,000+ banks and brokerages in seconds using our trusted partner, Plaid.

Financial Pulse

AI-powered updates on your entire portfolio, delivered to your inbox.

Connect Everything

Link 11,000+ banks and brokerages in seconds using our trusted partner, Plaid.

Financial Pulse

AI-powered updates on your entire portfolio, delivered to your inbox.

UNLOCK POTENTIAL

Why Principal?

Discover how our platform can help you achieve peace of mind.

Connect your accounts

Securely connect over 11,000 banks, brokerages, and other financial institutions to automatically import your transaction data.

Add accounts manually

Don't see your financial institution listed? No problem. Manually add your cash accounts, investments, loans, credit cards, and real estate to get full visibility.

Multi-currency support

Manage your money in 13 different currencies, including USD, EUR, CAD, GBP, and more. Stay on top of your financial health no matter where you are.

Home valuation

Monitor the real-time estimated value of your properties using Zestimate, so you can make informed decisions about your real estate holdings.

Try it out with our
7-Day free trial.

$9.99/mo or $99.99/yr (20% off) after.

Get started

FAQs

Is Principal available on mobile devices or desktop only?

How does Principal protect my data?

Where is my data stored?

How can I request changes to my data or delete my account?

Does Principal share my data with third parties?

Did not find the answer you're looking for?

Contact concierge@withprincipal.com

FAQs

Is Principal available on mobile devices or desktop only?

How does Principal protect my data?

Where is my data stored?

How can I request changes to my data or delete my account?

Does Principal share my data with third parties?

Did not find the answer you're looking for?

Contact concierge@withprincipal.com

FAQs

Is Principal available on mobile devices or desktop only?

How does Principal protect my data?

Where is my data stored?

How can I request changes to my data or delete my account?

Does Principal share my data with third parties?

Did not find the answer you're looking for?

Contact concierge@withprincipal.com

Pricing

Learn more about our pricing and features.

Start your free trial today.

Monthly

Yearly (Save 17%)

Principal

$9.99

/ mo

Real-time wealth tracking

Connect up to 10 financial institutions

Assets and liabilities summaries

Historical balance tracking

Investment portfolio

Transaction history, filtering and search

Real-estate realtime value tracking

Retirement projections

AI-powered risk analysis (coming soon)

Start your free trial

Pricing

Learn more about our pricing and features.

Start your free trial today.

Monthly

Yearly (Save 17%)

Principal

$9.99

/ mo

Real-time wealth tracking

Connect up to 10 financial institutions

Assets and liabilities summaries

Historical balance tracking

Investment portfolio

Transaction history, filtering and search

Real-estate realtime value tracking

Retirement projections

AI-powered risk analysis (coming soon)

Start your free trial

Experience your money likenever before

Experience your money like never before

We've gotyou covered

Why Principal?

Connect your accounts

Add accounts manually

Multi-currency support

Home valuation

Try it out with our 7-Day free trial.

Try it out with our 7-Day free trial.

FAQs

Is Principal available on mobile devices or desktop only?

How does Principal protect my data?

Where is my data stored?

How can I request changes to my data or delete my account?

Does Principal share my data with third parties?

FAQs

Is Principal available on mobile devices or desktop only?

How does Principal protect my data?

Where is my data stored?

How can I request changes to my data or delete my account?

Does Principal share my data with third parties?

FAQs

Is Principal available on mobile devices or desktop only?

How does Principal protect my data?

Where is my data stored?

How can I request changes to my data or delete my account?

Does Principal share my data with third parties?

Experience your money like
never before

We've got
you covered

Try it out with our
7-Day free trial.

Try it out with our
7-Day free trial.