What is Steve?
Steve is your personal AI financial coach, designed to cut through financial confusion and provide a clear, actionable path to building wealth. If you're ready to move beyond simply tracking expenses and start making proactive decisions that accelerate your financial goals, Steve provides the guidance you need, one step at a time.
Key Features
🧠 Proactive AI Coaching Steve analyzes your real-time financial data to provide personalized, forward-looking advice. Instead of just showing you a report of past spending, the AI offers actionable insights to help you optimize your money and build better habits before you spend.
🎯 Goal-Oriented Financial Planning Set meaningful goals like paying off debt, saving for a home, or building an emergency fund. Steve helps you create a realistic plan and automatically tracks your progress, celebrating milestones with you and keeping you motivated on your journey to financial independence.
📊 Automated Spending & Net Worth Tracking Securely connect your accounts from over 12,000+ institutions via Plaid. Steve automatically categorizes your transactions and tracks your complete financial picture—including assets and debts—so you always have an up-to-date view of your net worth without touching a spreadsheet.
💬 24/7 Financial Guidance on Demand Have a question about budgeting, spending, or how to handle a financial decision? Just ask Steve. Get clear answers and best practices anytime, without the high cost or delays of a traditional financial advisor.
Use Cases:
For the User Feeling Overwhelmed by Budgeting: Tired of manually tracking every purchase in a spreadsheet? Steve automates the entire process. It securely syncs with your bank accounts, categorizes your spending, and helps you build a flexible budget that adapts to your life. You’ll see exactly where your money is going and find opportunities to save, effortlessly.
For the Aspiring Investor Needing a Clear Plan: You know you need to plan for the future, but aren't sure what to do next. Steve helps you define what financial independence means to you—whether that’s early retirement or simply less stress. It provides a step-by-step framework, helping you understand how to allocate a work bonus, determine an affordable car payment, or put extra cash to work.
For the Person Seeking Smarter, Affordable Advice: Financial advisors can be expensive and slow to respond. Steve gives you immediate, intelligent guidance based on your personal data. It helps you evaluate your financial options in real-time, turning complex decisions into clear, confident actions. It’s like having a dedicated financial expert in your pocket, available 24/7.
Why Choose Steve?
Steve is engineered to deliver actionable outcomes, not just data. Here’s how it stands apart:
While most finance apps only show you where your money went, Steve proactively guides you on where your money should go to achieve your goals faster. It focuses on future decisions, not just past reports.
Unlike traditional financial advisors who are costly and work on their own schedule, Steve provides personalized, AI-powered coaching 24/7 for a simple, flat monthly fee. You get instant answers without the high price tag.
Steve is one of the few platforms built specifically for the goal of financial independence. It moves beyond basic budgeting to provide a comprehensive system for tracking net worth, managing debt, and building a long-term plan for the life you want.
Your security is paramount. Steve uses the same bank-level, 256-bit encryption and read-only access via Plaid that is trusted by major financial apps like Venmo and Robinhood. Your login credentials are never seen or stored.
Your First Step to Financial Freedom
Steve is designed to turn financial confusion into confidence and action. By providing clear insights and a personalized plan, it empowers you to build wealth with intention. Start your journey toward financial freedom and see how Steve can help you achieve your goals.
More information on Steve
Launched
2023-09
Pricing Model
Free Trial
Starting Price
Global Rank
12178131
Follow
Month Visit
<5k
Tech used
Top 5 Countries
87.64%
12.36%
United States
Italy
Traffic Sources
5.4%
1.15%
0.06%
73.9%
10.51%
8.85%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
Steve was manually vetted by our editorial team and was first featured on 2025-08-09.
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