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Principal is an AI-powered wealth platform designed to offer users a comprehensive, unified view of their financial life. It is built to track investments, help grow wealth, and provide personalized financial insights that enable users to make informed decisions.

Users can connect to multiple financial institutions, including banks, retirement plans and credit cards via a trusted partner, Plaid. With overarching concepts of privacy and security, Principal ensures that user data is protected using bank-grade security measures.

The platform analyzes user data to offer a clear, precise view of finances, helping individuals to understand their financial situation better. Catering to diverse needs, Principal enables real-time tracking of wealth, historical balance tracking, and offers an overview of users’ assets and liabilities.

Additional features include transaction history review, investment portfolio handling, real-time tracking of real estate values and retirement projections.

Lastly, it is working towards offering AI-powered risk analysis. Thus, Principal aims to serve as a new home for personal finances by replacing the conventional ways of managing finances with smarter, AI-driven solutions.