The Vault
AI dashboard that maps your money personality to a plan you actually follow
The Vault is an AI financial dashboard built for adults who were never taught how money works. It opens with a financial personality assessment that identifies how you actually behave around money, then uses that result to shape everything after it, from the budget you build to the questions your coaches answer for you. Twelve specialized AI coaches handle budgeting, investing basics, net worth tracking, and market context in plain language, so the answers arrive at the level you are actually at rather than the level a finance textbook assumes. Pro users can connect The Vault through MCP and bring those same coaches into whatever LLM they already work in. Progress runs on XP quests, which keeps the learning consistent instead of stalling after the first enthusiastic week.
Built by SB Advisors Academy.
- Category
- Fintech
- Location
- United States
- Funding stage
- Bootstrapped