Our Mission
To empower everyday people with intuitive, secure, and insightful tools that make managing money simple, stress-free, and even rewarding. We believe financial clarity should be for everyone—not just experts.
What We Offer
Root & Branch combines smart budgeting, real-time expense tracking, goal planning, and personalized insights—all in one clean, privacy-first platform. Whether you're saving for a home, paying off debt, or just trying to understand where your money goes, we’ve got your back.
Our Core Values
Clarity
No jargon, no confusion—just clear financial insights you can act on.
Privacy
Your data stays yours. We never sell or share your financial information.
Empowerment
We build tools that help you grow—not just track—your financial health.