YOUR FINANCIAL GOALS WITHIN REACH

Jared is a financial assistant that helps you improve your finances daily

Jared helps you understand your finances find the right professional achieve your goals

Jared is an AI-powered assistant who regularly interacts with you to understand you. It will help you identify your financial goals and offer you content and solutions to achieve them.

Personalized

Jared gets to know you and makes your experience unique and tailored to you

Proactive

Jared is a real assistant: he works in the background and reaches out to you when necessary

Intuitive

Jared was designed to be easy to use, regardless of your financial knowledge

From problems to solutions

Talk
with Jared

Set and track your goals

Access the right information

Find the best
solution

Some use cases

Investments

Savings

Budget management

Taxation

Banking and insurance

Consumer rights

Financial behavior

A trusted ally

Jared is designed to help you achieve your financial goals simply and securely.

Know-how

By working closely with a family office (a wealth management firm), we have designed Jared based on an approach and analyses built on over 30 years of wealth management expertise.

Artificial Intelligence

Jared’s abilities enable him to make personalised predictions and tailor-made recommendations through the unprecedented use of data and artificial intelligence.

Behavioral finance

Jared uses behavioural finance and cognitive science to understand how emotions and biases affect financial decisions. This is what enables him to understand you beyond the numbers and be a true tailor-made assistant.

Security

From the outset, the tool has been designed to offer the best possible protection for your data. The confidentiality and protection of your data is at the heart of our concerns.

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Partners

Your goals, our priority