What is Principal?
Principal is an AI-powered financial platform designed to transform how you manage your wealth. It consolidates all your accounts, investments, and debts, providing an all-encompassing view that empowers you to make well-informed decisions with ease. The platform leverages artificial intelligence to offer personalized recommendations tailored to your financial goals, all while ensuring your data remains protected with top-notch security measures.
Key Features:
Real-time Wealth Tracking: Gain instant insights into your financial status with real-time tracking of all your accounts.
Personalized Recommendations: Leverage AI to receive financial advice and investment suggestions that align with your specific objectives.
Comprehensive Data Security: Enjoy peace of mind with bank-grade encryption that safeguards your personal financial information.
Advanced Analytics and Reporting: Utilize powerful tools to categorize transactions, filter data, and generate detailed reports for a clearer financial picture.
Seamless Integration: Connect multiple financial institutions to your platform, streamlining the process of managing your finances.
Use Cases:
Streamline Personal Finances: Simplify budgeting and expense tracking for individuals tired of juggling spreadsheets and multiple apps.
Financial Planning for Retirees: Utilize the platform's retirement planning tools to ensure a secure financial future post-retirement.
Risk Management for Investors: Access advanced insights and risk assessments to make informed investment decisions and manage portfolio risks.
Conclusion:
Principal is redefining personal finance management by making it smarter, safer, and more streamlined. With its comprehensive suite of tools and AI-driven insights, you're not just managing your wealth; you're mastering it. Ready to take control of your financial destiny? Explore Principal today for free and uncover the power of informed investing.
More information on Principal
Launched
2022-08
Pricing Model
Freemium
Starting Price
$9.99 / month
Global Rank
13467513
Follow
Month Visit
<5k
Tech used
Framer,Google Fonts,Gzip,HTTP/3,OpenGraph,HSTS
Top 5 Countries
100%
United States
Traffic Sources
45.17%
1.41%
0.07%
5.7%
34%
13.64%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 24, 2025)
Principal was manually vetted by our editorial team and was first featured on 2024-09-05.
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