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Personal finance, guided by AI

Your money, finally in clear view

In good company

  • Northfield
  • Halcyon
  • meridianTrust
  • Ashgrove&Co
  • LumenCapital
A Verdane member in soft golden light
Verdane

Tending your
future

Member favorite

Verdane gathers your accounts, goals and bills into one quiet place. A personal AI advisor learns the rhythm of your life, answers in plain language and helps you choose the next step with confidence.

See how it works

Who we are

Chosen by people who plan ahead

More than 1.2 million members, alongside the banks and institutions they already know, turn to Verdane for a clearer picture and steadier decisions.

  • Northfield
  • Halcyon
  • meridianTrust
  • Ashgrove&Co
  • LumenCapital
  • Stillwater

Clear numbers

Cash flow you can read in seconds

Follow each dollar from the moment it lands to the moment it leaves, with balances that refresh as you spend.

Month in review

Every account, combined

12.4% above last month

Combined balance

$14,250.00

Earned$9,840

86% of your monthly goal

Invested$2,950

62% of the yearly plan

Spent$4,380

48% of your budget used

A Verdane member smiling on a hillside walk
Your day so far

Net today

+$184.20

Verdane AI

Advice that knows your numbers

Ask in your own words, see the months ahead and hand off the sorting, all explained plainly.

00
03

Question: Is it safe to invest $500 this month? Answer: Yes, with room to spare. Once rent, bills and your savings goal are covered, $1,240 is free this month. Putting in $500 still leaves you a $740 buffer. My suggestion: $350 into your index fund, $150 into your emergency fund.

Plain-Language Answers

Type a question the way you would say it out loud, and get a clear reply built on your real numbers.

Ninety-Day Forecasts

Look three months down the road, with quiet heads-ups well before a tight week arrives.

  • Getting around: Rideshare $18.40, Transit pass $33.00
  • Home and utilities: Electricity $64.20, Broadband $55.00
  • Fun and leisure: Movie night $24.00, Streaming $11.99

Automatic Sorting

Each purchase finds its category as it clears, so your budget stays honest without the upkeep.

Member voices

Straight from our members

Honest notes from people with full, busy lives. Drag, swipe or simply let them float past.

Hannah Lowe, a Verdane member
“Looking at my money used to make my chest tight. Now it is a slow Sunday ritual with tea, and I leave it feeling lighter.”
Hannah Lowe, Garden designer
I asked if I could go part-time for a year. Before my shift ended, I had a plan and a monthly target.
Ines Carvalho, ICU nurse
Walter Briggs, a Verdane member
“The AI notices the small things and my advisor helps me weigh the big ones. Between them, nothing slips past me.”
Walter Briggs, Retired civil engineer
It flagged a slow season for the studio six weeks early. That one warning saved my whole summer.
Devika Rao, Ceramics studio owner
Claire Duval, a Verdane member
“My card balance felt like a wall. Verdane turned it into small, doable steps, and cheered me through every one.”
Claire Duval, Middle school music teacher
My equity package finally makes sense to me. Five years of guessing, cleared up in a single evening.
Jonah Feld, Product designer
Theo Brennan, a Verdane member
“Some months are feast, some are famine. Verdane turns it all into one steady paycheck I can plan on.”
Theo Brennan, Freelance photographer
Our daughter's college fund took one quiet evening to set up. Picking her car seat took us longer.
Amara and Kofi Mensah, First-time parents

Your dashboard

The whole picture, laid out simply

Balances, goals, upcoming bills and timely suggestions, set out in the order a trusted advisor would walk you through them.

Total net worth

$261,230.38

+$34,120 over the past year

Accounts

5 connected
  • Daily checkingNorthfield Bank$8,420.16
  • Reserve savingsStillwater$24,900.00
  • Investment accountLumen Capital$96,310.55
  • Workplace 401(k)Meridian Trust$132,840.00
  • Rewards cardHalcyon-$1,240.33

Where it went this month

$4,380outgoing
  • Home38%
  • Food and dining21%
  • Shopping and fun13%
  • Utilities12%
  • Getting around9%
  • Everything else7%

Saving toward

  • Safety net70%

    $16,800 of $24,000

  • First home fund63%

    $38,020 of $60,000

  • Lisbon in autumn52%

    $2,080 of $4,000

Bills ahead

Fully funded
  • RentDue tomorrow$2,150.00
  • ElectricityDue in 4 days$64.20
  • BroadbandDue in 7 days$55.00
  • Auto insuranceDue in 12 days$112.40

Gentle nudge

Dining came in $180 under your usual this month. Shall we add it to your first home fund?

In the web app

Look closely before you invest

Whether it is a broad index fund or a local company you admire, read a clear, plain-language profile of it before a single dollar leaves your account.

Questions

Before you sign up, a few answers

What people usually want to know before linking their first account.

It links to your accounts, files each transaction under the right category, projects the months ahead and answers money questions in everyday language. It works from your actual balances rather than averages, so asking whether you can afford something gets a clear yes, a no or a plan.

Everything is encrypted while stored and while moving, account links are read-only, and we never sell your data. Export it or erase it completely whenever you choose.

Never. Verdane can view your balances, but nothing moves until you approve it yourself. Any automatic rule you create can be paused or edited with a single tap.

Yes, whenever you need one. Every plan includes a free first call with a certified Verdane advisor, and Private pairs you with a dedicated advisor of your own. Our advisors are salaried and earn no commissions. The AI covers daily questions, and people help with the big ones.

Free costs nothing, forever, with no card on file. Plus is $14 a month, or $11 billed yearly, with a 14-day free trial and no card needed. Private, with a dedicated advisor, is $49 a month or $39 billed yearly.

That is exactly what it was made for. Verdane learns your rhythm, turns uneven pay into one steady monthly figure and lets you know weeks in advance when a lean month is on the way.

Something we missed? Talk to our team

Your next step

A steadier way with money begins here

No card required. Leave whenever you like.

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