We're Solving the Data Blindspot in Finance.
Plaid sees transactions. Banks see balances. But nobody sees the full picture — your contracts, equity grants, insurance policies, and liabilities. Until now.
Our Mission
PersonyFi exists to give every individual a complete, intelligent picture of their financial life. We believe that financial clarity shouldn't require a team of analysts or a six-figure advisory retainer.
By combining Plaid bank feeds with AI-powered document parsing, we turn PDFs, contracts, and equity grants into structured, actionable data — giving you the same visibility that institutions have had for decades.
Our Vision
We're building the Context Layer for Finance — a world where your financial identity is portable, user-owned, and AI-ready. A world where you don't re-prove your financial story to every new lender, advisor, or service.
Your Financial Persona travels with you across the Agentic Web, carrying verified context that machines and humans can trust.
What We Stand For
The principles that guide every decision we make.
Security First
Your financial data is a liability, not an asset. We encrypt everything, redact PII before inference, and never train on your data.
Radical Transparency
No hidden fees, no data selling, no dark patterns. You own your data and can export or delete it at any time.
AI with Purpose
We use AI to solve real problems — parsing complex documents, detecting patterns, and modeling scenarios — not to generate hype.
User Obsessed
Every feature we build starts with a real pain point. We talk to users weekly and ship based on what actually matters.
Open Ecosystem
Your Financial Persona is portable. We believe in interoperability, not lock-in. Your identity should travel with you.
Relentless Focus
We do one thing exceptionally well: turn unstructured financial data into actionable intelligence. No feature bloat.
Ready to See the Full Picture?
Join the beta and experience what financial clarity actually looks like.