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Now accepting early access

Your whole
financial life,
one step ahead.

Kasmos connects your banks, cards, investments, loans and insurance, then watches over everything around the clock, surfacing what matters and answering any money question in plain language.

Free to join No credit card No cash advances, ever
✦ Kasmos AI
"Am I getting value from my Amex Platinum?"
You've used $340 of $1,695 in benefits, and $1,320 expires Dec 31.
● Renewal alert
GEICO renews in 23 days
A good window to compare quotes in your area.
Good morning,Alex
Net worth
$142,580
↑ $3,240 this month · +2.3%
Health score
738
Thriving
This month
$4,120
↓ 8% vs last
Saved
$1,380
CH
Chase Checking••1234
$8,240
AX
Amex Platinum••6 · due in 12d
–$1,210
VG
VanguardBrokerage
$96,400
✦ Heads up

Headspace and your Apple One both include meditation, so cancel one to save $12.99/mo.

Bank-level 256-bit encryption
PLAID Connections powered by Plaid
Read-only: we never move your money
We never sell your data
The problem

Managing money shouldn't
take a dozen apps.

Your accounts, cards, investments and bills live in separate places, so things slip through the cracks, and no one's connecting the dots for you.

01

Money in the wrong place

Cash sitting in a 0.01% account while inflation quietly eats it, and no one tells you.

02

Silent leaks everywhere

Forgotten subscriptions, unused card perks, and a renewal you could have shopped, all costing you every month.

03

You're figuring it out alone

A genuinely complex financial life, and no one to explain what it means or what to actually do next.

One app for everything

Every corner of your money,
connected and watched over.

Kasmos is an AI-powered personal financial operating system that brings your entire financial life into one place, and actually understands how the pieces fit together.

🏦Bank accounts
💳Credit cards
📈Investments
💰Net worth
🎯Budgets & goals
🔁Subscriptions
🛡️Insurance
🧾Receipts & returns
📋Tax deductions
🎓Student loans
🏠Housing & mortgage
✈️Trips
🎁Card rewards
❤️Health score
🤝Couples mode
📊Credit score
AI financial coach

Ask anything.
Get answers in plain English.

Kasmos knows your real numbers (your actual spending, accounts, cards and goals), so its answers are specific to you, not generic advice off the internet.

  • Answers grounded in your own transactions and balances
  • Can set a budget, recategorize a charge, or build a rule for you, right in the chat
  • Remembers the conversation so you can pick up where you left off
Kasmos AI
Your full financial context
Which subscriptions should I cancel?
Based on your actual usage

You have 14 active subscriptions ($287/mo). 3 haven't been touched in 45+ days.

Cancel Headspace: meditation is already in your Apple One
Downgrade Hulu: no live-TV usage detected
Act now and save $117.93/mo · $1,415/year
Is my emergency fund strong enough?
From 6 months of your spending

Your real monthly baseline is $3,280 (from your transactions, not a guess). $12,400 saved = 3.8 months.

A bit under 4–6 months for your income, so aim for $3k more
Move it to a 5.1% HYSA and earn ~$632/yr on the same cash
Two moves to a stronger cushion
When should I shop for car insurance?
Based on your policy data

Your GEICO policy renews October 14, 34 days out. That's your optimal window.

Compare Progressive, State Farm & Travelers, your record qualifies for top tiers
Typical savings: $380–$520/year in your area
Accounts & net worth

Your complete picture,
finally in one number.

Every bank, card, loan and investment account in one live view, with your true net worth, credit-card utilization, and how many months of expenses your cash really covers.

  • Assets and liabilities tracked together, with mortgages and loans counted correctly
  • Net-worth trend over time, updated as your accounts move
  • Cash-runway and utilization so you always know where you stand
Net worth
$142,580
↑ $3,240 this month · +2.3%
Assets cash · investments
$163,040
Liabilities cards · loans
–$20,460
Spending & budgets

Know where it goes,
before it's gone.

Transactions are categorized automatically the moment they land, with rich detail on dining, groceries, transport and shopping. Set budgets and Kasmos tracks your pace for you.

  • Automatic categorization you can correct once, and it sticks
  • Budget & savings goals with on-track / off-track pacing
  • Split transactions, custom rules, and manual entries
June budgets
On track
🍽️ Dining$312 / $400
🛒 Groceries$268 / $600
🚗 Transport$190 / $250
🛍️ Shopping$540 / $450
🔁 Subscriptions$287 / $300
Proactive insights

Kasmos comes to you,
before it costs you.

You shouldn't have to go looking for problems. Kasmos watches 24/7 and reaches out, with a push notification, the moment something's worth your attention.

  • Duplicate subscriptions, price creep, and budget overruns flagged early
  • Insurance renewals surfaced ~30 days out, while you can still act
  • Milestones celebrated: net-worth crossings and goals hit
🔁
Two streaming services overlap
You pay for both Hulu and YouTube TV, so drop one to save $76/mo.
🛡️
Auto insurance renews in 23 days
A good time to compare, since your clean record qualifies for better tiers.
⚠️
79% of your dining budget is gone
It's only the 18th, and at this pace you'll land ~$120 over.
🎉
Net worth crossed $140k
Up $18,400 over the last 12 months. Nicely done.
Investments

Your portfolio,
in plain language.

See your holdings, allocation, and day-by-day performance across every brokerage and retirement account, without the jargon, and without logging into five different apps.

  • Allocation across stocks, ETFs, bonds, cash and crypto
  • Daily & year-to-date performance with a value trend
  • Folded into your true net worth automatically
$96.4kPortfolio
Stocks 46%
ETFs 28%
Bonds 14%
Cash 12%
VOO Vanguard S&P 500
▲ 0.8%
AAPL Apple Inc.
▲ 1.2%
VXUS Total Intl Stock
▼ 0.3%
And so much more

The things that quietly
cost you the most.

The small, scattered stuff competitors ignore, and Kasmos turns it into money saved.

🎁

Credit-card rewards

Track every perk and credit across your cards, see which card to use where, and coach your spend toward more rewards.

🛡️

Insurance, organized

Auto-detect your policies, get renewal alerts before you overpay, and snap a photo to store digital insurance cards.

🧾

Receipts & returns

Photograph a receipt and Kasmos reads it, finds the store's return window, and warns you before it closes.

📋

Tax deductions

Deductions tracked year-round as they happen (HSA, charitable, mortgage interest and more), with a federal estimate.

🎓

Student loans & mortgage

Compare Standard, SAVE, IBR, PAYE and PSLF side by side, and see when you're ready to buy a home.

🤝

Couples mode

Merge two financial lives into one shared picture, with every account and goal tagged by who it belongs to.

738
Thriving
out of 900
Financial health score

One score that tells you
if you're actually okay.

Kasmos scores your financial health across nine dimensions and recomputes it every night, so you can watch it climb as you make better moves, and always know what to work on next.

Emergency fundGood
Savings rateStrong
Debt-to-incomeHealthy
InvestmentsOn track
Spending controlWatch
Net-worth trendRising
How it works

Up and running in
three simple steps.

Connect once. Kasmos activates instantly and comes to you from there.

1

Create your account

About 60 seconds. No lengthy forms, no credit checks, no commitments.

EmailPhone Apple
2

Connect your accounts

Securely link your banks, cards and investments through Plaid in under a minute.

🔒 EncryptedRead-only
3

Kasmos goes to work

It monitors everything 24/7 and surfaces what matters, before it becomes a problem.

Always on
The landscape

Other apps stopped short.

Most finance apps show you charts of what already happened. Kasmos works across your whole financial life, and tells you what to do.

See how Kasmos compares to Origin →

Feature
Kasmos ✦
Monarch
Copilot
Rocket Money
YNAB
AI coach that knows your numbers
Proactive insights & alerts
partial
partial
Credit-card benefits tracker
Insurance tracking & renewals
Tax deduction tracking
Student-loan repayment planning
Financial health score
Couples / shared view
Spending & net worth
No cash advances
Security & privacy

Your trust is the
whole product.

Bank-grade security, read-only access, and a business model that never depends on selling your data.

🔒

256-bit encryption

Your data is encrypted at rest and in transit, the same standard used by major financial institutions.

👁️

Read-only access

Kasmos connects to read and analyze. It can never move, touch, or spend your money.

🔌

Disconnect anytime

Remove any institution in one tap, and your linked data is deleted from our systems.

🚫

We never sell data

No selling your financial behavior to third parties. Revenue comes from subscriptions and transparent referrals. That's it.

PLAID
Connections powered by PlaidThe same infrastructure trusted by Venmo, Robinhood and 8,000+ apps. Your bank credentials never touch our servers.
Pricing

Start free.
Upgrade when you're ready.

Connect your bank and experience Kasmos at no cost. Early members get Kasmos Pro on us.

Monthly
Annual Save 33%
Free
$0
Forever, no credit card
 

Connect your bank and experience the Kasmos AI coach with no commitment.

  • One connected institution
  • Spending intelligence & auto-categorization
  • Net-worth tracking
  • Basic subscription detection
  • AI coach on your bank data
  • 3 proactive insights / month
Get started free →
Most popular
Kasmos Pro ✦
$9.99
/month, billed monthly
 

Connect everything. Kasmos watches your entire financial universe and comes to you when it matters.

  • Everything in Free
  • Unlimited connected institutions
  • Investments, credit cards & insurance tracking
  • Tax deductions & student-loan planning
  • Financial health score & couples mode
  • Unlimited insights, 24/7 across everything
Claim your free year →

The earlier you join, the more you save.

First 1,000 members
Free for 12 months
No credit card required
Members 1,001–5,000
50% off first year
$4.99/mo or $39.99/yr
After 5,000
Regular pricing
$9.99/mo or $79.99/yr

Beyond subscriptions, Kasmos earns transparent referral fees when you choose to get insurance quotes, file taxes, or apply for a card through a partner. These never influence our recommendations. We will never sell your data. We will never offer cash advances.

Questions

Good to know.

Yes, the Free plan lets you connect your bank, see your spending and net worth, and use the AI coach at no cost, forever. Kasmos Pro unlocks unlimited accounts plus investments, cards, insurance, taxes, loans, the health score and couples mode. The first 1,000 members get Pro free for 12 months.

Your data is encrypted with bank-level 256-bit encryption at rest and in transit. Bank connections run through Plaid, so your login credentials never touch our servers, and Kasmos has read-only access, so it can never move your money. You can disconnect any institution at any time.

Kasmos connects through Plaid, which supports more than 12,000 banks, credit unions, card issuers and brokerages across the US, the same network behind apps like Venmo and Robinhood.

Never. Kasmos makes money from subscriptions and transparent referral fees, never by selling your financial behavior to third parties, and never through cash advances or fees that profit when you struggle.

Yes. Couples mode merges both of your financial lives into one shared view, with every account, goal and category tagged by who it belongs to, so you can finally get on the same page.

It answers money questions using your real numbers (your actual transactions, balances, cards and goals), so the advice is specific to you. It can also take action for you: set a budget, recategorize a charge, or create a rule, right inside the conversation.

Kasmos is built for iPhone and rolling out through early access now, with Android on the roadmap. Join the waitlist and we'll reach out when your spot opens.

Get started

Your finances deserve
someone in their corner.

Join the waitlist for early access. Free to join, and the first 1,000 members get Kasmos Pro free for a year.

Free to join No credit card No cash advances, ever
Get in touch

Still have
questions?

Early access, partnerships, press, or anything else: we'd love to hear from you.

✉️
[email protected]We usually reply within a day
✦ You're on the list.
You're in the first wave. We'll be in touch soon.