Our mission is to
enable financial independence
while preserving privacy.
What is Oakify?
Oakify will help you define your financial goals with realistic
target dates. Budgeting and tracking your net worth is a great
first step, but tracking your progress toward your goals is what
is really going to help you in the long-run.
Oakify is meant to be a guide that keeps you on track financially throughout fluctuating markets, macroeconomic cycles and life events. Our app will show you your progress and make personalized suggestions, without ever compromising the privacy of your data.
How it works
01 Understand your situation
Calculate your total net worth, track your progress over time, and keep tabs on your Oakify Score to monitor your progress towards FI.
02 Visualize your future
Define realistic goals, determine when they can be reached and project what your future finances may look like.
03 Use the right tools
Explore the fastest route to your goals by enrolling into one of our five programs with specific recommendations, geared to your specific needs.
04 Virtual Assistant
Our virtual assistant will be able to tap into an expansive knowledge base to answer your questions and expand upon your financial literacy.