Smart Money
Find a Partner
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Verified Partner Firms
Work with a real financial expert
Your AI buddy handles the day-to-day. These firms provide human expertise for the bigger decisions โ€” investment strategy, tax planning, business structuring, estate management.
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Invite Your Partner to a Chat
Once you're working with a partner firm, you'll be able to share a chat with them so they can see the full conversation and join as an active participant โ€” useful when you want human input on something you've been discussing with your AI buddy. You can revoke access at any time from Settings โ†’ Privacy & Data.