Your money. Your data. Your device.
Personal wealth management, without the institution.
The fintech trade-off
Every financial tool makes the same demand: hand over your data. Your transactions, your balances, your goals — uploaded to servers you don’t control, processed by algorithms you can’t inspect.
You’re forced to choose: powerful financial insights, or privacy. The tools that could help you most require you to trust them with everything.
NeoCash breaks this trade-off. AI-powered wealth management that runs entirely on your device. Your data never leaves your browser — not even once.
Traditional Fintech
NeoCash
Eight goals. One financial picture.
Organize your finances across eight life categories — from retirement planning to education funding. Each goal gets dedicated AI analysis while insights flow freely between them.
It remembers what matters.
Unlike chatbots that forget everything, NeoCash builds a persistent memory of your financial facts, preferences, and decisions. Every conversation picks up exactly where you left off.
Goals that talk to each other.
A change to your tax strategy automatically surfaces implications for your retirement plan. NeoCash’s cross-pollination engine connects insights across all your financial goals — nothing exists in a silo.
Upload. Analyze. Understand.
Drop in your tax returns, investment statements, or insurance policies. NeoCash extracts key data, identifies opportunities, and connects findings to your broader financial picture — all processed locally.
Five experts, one conversation
Specialized AI agents collaborate behind the scenes to give you institutional-grade financial analysis.
Tax Advisor
Analyzes tax implications across your entire portfolio. Identifies deductions, optimizes timing, and ensures your wealth strategy is tax-efficient.
Portfolio Analyzer
Deep analysis of your investment holdings. Evaluates risk exposure, asset allocation, and performance against your stated goals.
Budget Planner
Transforms spending data into actionable plans. Tracks cash flow, identifies savings opportunities, and aligns daily spending with long-term goals.
Estate Planner
Plans for the long view. Evaluates beneficiary structures, trust options, and succession strategies to protect your legacy.
Generalist
Your go-to for everything else. Handles broad financial questions, coordinates between specialists, and provides holistic wealth perspective.
Three steps. Zero complexity.
Upload your documents
Drop in tax returns, bank statements, investment reports, or any financial document. NeoCash processes everything locally in your browser.
Ask anything
Chat naturally about your finances. Five specialized AI agents collaborate to provide comprehensive, personalized analysis.
Get connected insights
Receive actionable recommendations that account for your complete financial picture. Every goal informs every other.
Zero servers. Zero accounts. Zero compromises.
Your financial data never leaves your browser. Not to our servers. Not to anyone's servers. Not ever.
IndexedDB Storage
All financial data persists in your browser's IndexedDB. Private, encrypted, and accessible only to you.
Local-Only Processing
AI analysis runs entirely in your browser session. No data is transmitted to external servers for processing.
No Data Network Calls
NeoCash makes zero network requests with your financial data. Your information stays in your browser tab.
Browser-Native Security
Built on web platform security primitives. Same-origin policy, sandboxed execution, and standard browser protections.
Your financial story starts here.
No sign-up. No accounts. Just open and start.