Pennywise – Your life. Your money.
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Pennywise Device Screenshots

Your Life. Your Money.

Pennywise helps you rule both. It’s the FREE, easy-to-use app that puts all your your financial data in one place. With the best security. Unbiased professional advice when you need it. And rewards for building good financial habits. Pennywise – it just makes sense.

Pennywise Budgeting

Automatically see your recurring deposits and bills. Set reminders so you never miss payment dates. Super smart technology learns about your income and expenses and helps you make a personalized budget. We will even let you know when we can save you money. Now that’s being penny wise!


Pennywise iPhone Sample

Pennywise Device Collection

Consolidated Household View

If you choose, you can combine the financial information of family members into a single consolidated view. That way, you can see your entire household picture at a glance. Income, expenses, investments, financial goals – it’s all right there in the palm of your hand, whenever you want it.

Get Rewards

Get Rewarded for Hitting Your Goals

Earn points when you when you reach milestones or achieve financial goals. Get special offers related to y our savings goals. It’s one of the many ways that Pennywise encourages good habits and rewards you for healthy financial planning and management.


We get it – sometimes you just need a little good ol’ fashioned TLC. From a real human, not some robo-advisor that serves up “one size fits all” financial advice. That’s why are have a team of Certified Financial Planners who will help y ou with any aspect of your your financial life – from initial planning to choosing investments to portfolio management and more. They’ll work with you to help you meet your financial goals, and will review your account with you whenever you want. And they aren’t tied to any bank, investment house or other financial institution, so you can count on solid, trustworthy, independent advice. It’s the wise way to do things.

* Requires Premium Account

Financial Advisor

Want to Get Pennywise?

Enter your contact information here. We’ll get in touch with you to let you know when and how you can create a Pennywise account.

Stack of Pennies

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