Limited spots available for early access

Your Personal
Financial Planner

Zoro analyzes your finances, helps you plan for the future, and gives you regular AI-powered insights. In your inbox but only when you need it.

Secure your spot • Free for early adopters

Read, React, We Learn

Get timely reminders to stay on track and accomplish your goals. Simply reply to give us feedback or update your info.

The Roadmap

We are building in public with early adopters.

10

First 10Current

30-minute free portfolio review and planning meeting directly with our founding team

100

First 100

Receive human reviewed email free for 1 year and early access to new features

1k

First 1,000

We take the RIA exam and offer AI powered comprehensive planning free for 1 year

10k

First 10,000

Launch as a paid app in the app and play stores, free only for life for early adopters

View full timeline details

Perfect for

Busy professionals

Get quick financial insights and estate planning status without scheduling advisor meetings.

Families planning ahead

Coordinate family finances, beneficiaries, college savings, and retirement goals all in one place.

Retirees & seniors

Review estate documents, track healthcare directives, and ensure beneficiaries are aligned across accounts.

High net worth individuals

Optimize tax exposure, manage trusts, and coordinate complex financial structures efficiently.

Ready to get started?

Join the waitlist to receive early access.

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