A thinking partner for your financial life. Maven helps you understand what you have, what it means, and what to consider next — without managing your money or selling you anything.
Maven is an intelligence layer for your financial life — a co-pilot that helps you think through complex decisions with clarity and confidence.
Maven gives you the clarity to make better decisions — the kind of insight that used to require expensive advisors or years of expertise.
Most people don't know where their portfolio is fragile — until markets expose it.
Maven shows you concentration risks, correlation dangers, and blind spots before they become problems.
Tax optimization is complex. Most people leave money on the table because they don't know what questions to ask.
Maven surfaces opportunities like Roth conversions, tax-loss harvesting, and asset location — explained simply.
Should you pay down the mortgage or invest? Roll over the 401k? Convert to Roth this year?
Maven helps you think through tradeoffs clearly — so you can make decisions you won't second-guess.
"I logged in and Maven showed me that 40% of my portfolio was in tech stocks I didn't even realize were correlated. I thought I was diversified."
→ A risk you didn't know you had
"I asked Maven if I should do a Roth conversion this year. It walked me through the bracket math and helped me understand the 5-year rule I'd never heard of."
→ A question you wouldn't know to ask an advisor
Transparency about what's real and what's coming.
Your financial data deserves serious protection.
We don't sell your data. Ever. Your financial information is used only to serve you.
256-bit encryption in transit and at rest. We treat your data like we'd treat our own.
Maven provides financial information and education — not personalized investment advice. Big decisions deserve professional guidance.
We're building Maven with early users who want financial clarity without the complexity. Your feedback directly shapes what we build.
Free during beta. No credit card required.