What is Prosperity AI ?
Prosperity AI is your intelligent financial assistant that helps you manage your money like a pro. We connect to your bank accounts, credit cards, and investments to give you a full picture of your financial life. Then, we use AI to generate real-time insights
Problem
Users struggle to track multiple accounts manually (bank, credit cards, investments) and lack AI-driven analysis to optimize financial decisions, leading to fragmented oversight and suboptimal money management.
Solution
A financial dashboard tool that aggregates all accounts and uses AI to generate personalized, real-time financial insights (e.g., spending patterns, investment optimization, debt reduction strategies).
Customers
Freelancers, investors, and individuals with complex financial portfolios needing automated tracking and data-driven recommendations to manage wealth effectively.
Unique Features
Real-time AI analysis of cross-account data, proactive alerts for financial risks/opportunities, and hyper-personalized advice based on user-specific goals.
User Comments
Simplifies financial tracking across platforms
AI insights helped reduce unnecessary expenses
Real-time updates improve decision-making
Intuitive interface for non-experts
Lacks niche investment tracking features
Traction
Launched v2.0 with tax optimization tools in Q3 2023
$25k MRR (estimated via 50k users, $0.50/user/month pricing)
Founder has 8.2k LinkedIn followers
Market Size
The global personal finance software market was valued at $1.2 billion in 2023 (Grand View Research), with 12.4% CAGR expected through 2030.
