Vantage

One decision a week. That's it.

Built for people earning $200K+ who don't have time to manage every dollar. Each week Vantage looks at your whole picture and tells you the single highest-impact move to make — and shows you exactly why.

Prototype. Nothing you type leaves your browser — there's no account, no server, and no data stored. "See a sample week" uses made-up numbers so you can look around without entering anything.
● This week's move
Raise your 401(k) to 6% to capture the full employer match.
You're leaving free employer money on the table every paycheck.
+$7,200/yr
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Your finances

Enter the numbers you know — you can skip anything you're unsure about and change it later. Everything stays in your browser.
Link accounts automatically DEMO ONLY
In the real product this would connect read-only through Plaid — balances only, never passwords, and never the ability to move money. In this prototype it's a simulation that fills in example balances.
and / or enter manually
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Your quick wins

A first pass on your accounts — the guaranteed moves that don't depend on your goals yet. Accept, snooze, or dismiss each one.
Found for you
$0
in guaranteed, low-risk value across your accounts.
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What are you working toward?

For each goal, tell us when you'll need it and how much — either today's cost or the amount at the deadline. Vantage projects your net worth and tunes how hard your money needs to work.
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Your plan

Choose your approach
Each closes the gap differently — for more return you take on more risk. We recommend one for your situation.
👀 You're viewing sample numbers for a $240k-income household — not your own.
JM
Good morning, Jamie
✎
● This week's move
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Computed from your numbers and goals. Educational, not personalized advice.

Quick actions

Net worth
$0
+$3,140 this month · full breakdown →

Net worth

Edit numbers
$0
Assets
$0
Liabilities
$0
Composition
Cash
Investments
Retirement
Real estate

Assets

Liabilities

Your goals

JM
Jamie Morgan
jamie@email.com

Your data

Edit my financial numbers›
Linked accounts (demo)›
Run the decision optimizer›

Settings

StrategyBalanced ›
Check-in frequencyWeekly · 1x ›
This is an early prototype. Your numbers are held in this browser tab only — there is no account and no server storing them. Refreshing the page clears everything. Educational use only; not financial, tax or investment advice.
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Link accounts (demo)

This is a simulation — no real bank connection is made. Selecting an institution fills in example balances so you can see how the optimizer responds.

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Your numbers

Manual and demo-linked accounts appear together. Stored only in this browser tab.

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Allocate funds
Available to allocate
$0
Cash in checking above one month of expenses, ready to deploy toward your goals.
Suggested split
Reset
Remaining to assign$0
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Add a goal
What are you saving for?
$
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Decision optimizer
Vantage ran the rules engine on your numbers and goals. Switch approaches to see how the gap and risk change.
0 moves
Vantage shows one a day so you're never overwhelmed.
🔥 3-week streak
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Check-in frequency

How often should Vantage check your accounts and surface new moves?

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