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Our services

Four ways we help, working as one

Budgeting, investing, planning and protection, joined up by an AI advisor that sees all of your money, and backed by real people when you want a voice.

01Budgeting

Every dollar, quietly placed

Each purchase is filed the moment it clears, limits shape themselves around the way you really live, and every morning brings one clear number you can spend.

  • Categories that learn from your corrections
  • One spendable number, fresh each morning
  • Upcoming bills spotted days ahead

Yours to spend today

$86

On pace
  • Groceries$412 of $600
  • Eating out$164 of $250
  • Getting around$96 of $180
  • Just for fun$182 of $200

Fun spending is close to its limit. Keeping $18 in reserve until Friday holds the month steady.

02Investing

Patient money, steadily grown

Diversified, low-fee portfolios shaped by what you are saving for and how much swing you can sit with, kept in balance and explained without jargon.

  • Built from broad index funds and ETFs
  • Rebalancing and tax-loss harvesting, handled for you
  • Values-led portfolios if they matter to you

Your portfolio

$96,310.55

Up 12.1% this year
  • US equities46%
  • Global equities22%
  • Bonds20%
  • Impact funds8%
  • Cash4%

Last rebalanced on its own 3 days ago. Yearly fees: 0.08%.

03Planning

Your years, mapped with care

A year off, a first home, children, a slower pace later. Verdane places each goal on one timeline and shows what every choice costs before you commit.

  • Goals ranked by what matters to you
  • Any what-if, answered in seconds
  • A real person to talk it through, any time

Your goals, in sequence

  1. 82%A season in PortugalSpring 2027
  2. 63%Down payment on a home2028
  3. 18%Ada's college fund2041
  4. 34%Retiring at 602052

Pushing Portugal back by three months frees $240 a month for the down payment.

04Protection

Steady cover, day and night

Rainy-day savings, odd charges, gaps in your cover. Verdane keeps an eye on the edges of your money so everything in between can rest.

  • Guidance on the right emergency cushion
  • Instant alerts for unusual or suspicious charges
  • Cover gaps raised before they cost you

Resilience score

86/100

  • Rainy-day fund4.2 months of bills covered
  • Fraud watchActive on every card
  • Life insuranceChecked in March
  • Income coverWorth a second look

A $412 charge from an online shop in Lisbon is on hold. Did you make it?

Begin here

Every part of your money, in one place

No card required. Leave whenever you like.

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