Published on Jan 14, 2026

Introducing Frank: Your New Financial Best Friend

Written by
 Christine NeroJan 14, 2026

Introducing Frank: Your New Financial Best Friend

The moment has finally arrived! Starting today, we’re officially offering Frank to the public. It’s been a long journey, and we’re thrilled for people to see what he can do.

Meet Frank

A year ago we started wondering: How do we create a financial advisor for people who don’t think they can afford one or are too intimidated to have the conversation?

Frank was born, and frankly, we can’t wait for you to meet him. 

Frank is a new kind of financial advisor. He reviews your finances, answers your questions, and works overtime to identify risks or uncover opportunities. The best part? If you blew your budget on clothes or don’t want to give up your dinners out, Frank won’t judge. He’s here to give friendly advice and provide accessible options, no matter what your finances look like. 

What You Get With Frank‍

All Your Accounts in One Place

Frank pulls every element of your financial life together in a single view so you don’t have to juggle logins, spreadsheets, or half-remembered balances. 

An Advisor Who Gets You

You choose how Frank looks, sounds, and explains things, because truly good advice is easy to understand and comes from someone you trust.

Alerts When Something Needs Attention

Frank keeps an eye on your finances and alerts you if something seems off, whether it’s a spending shift, a missed opportunity, or a potential issue. 

Clear Answers for Financial Decisions

Is it ok to focus on renovations if you have debt? Where should you save after maxing out your 401(k)? Frank is available to chat 24/7 with answers grounded in your real financial picture, so you’re not stuck guessing.

Two Planning Sessions with a Human Advisor

With Frank, you don’t have to choose between cutting-edge tech and human empathy: you get both. A subscription includes two 60-minute planning sessions each year with a CFP® professional to discuss whatever is on your mind.

Why Frank?

Frank isn’t just a chatbot. He was purpose-built for finance. The team behind Frank is the same team that built SmartPath, with over 15 years of experience in providing financial education. Frank is powered by a proprietary personal finance LLM that we trained on real-world financial questions and challenges. When he answers your questions, he’s not surfing the web for the most popular answer: he’s drawing from his own vetted, financial knowledge.

Take Frank for a Spin

Frank is the newest innovation in financial advice, and we think you’ll want to see for yourself. Try Frank risk-free for 30 days. If you’re not satisfied, we’ll give you your money back, no questions asked.

‍We can’t wait to hear about how Frank makes a difference in your financial life. Together, you’ll be unstoppable.

Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. SEC. Registration does not imply a certain level of skill or training. This content is shown for educational purposes only.

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© 2025 All Rights Reserved. Frank is an AI-powered service provided by SmartPath Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration with the Securities and Exchange Commission does not imply a certain level of skill or training. The advice, content, data, guidance, and/or information provided by Frank (collectively, Frank’s content) is based on user inputs, connected accounts, and Frank’s models and research. Frank’s content may contain errors and/or be outdated, and accordingly, Frank’s content should be carefully checked and verified by users prior to use or reliance. Any use or reliance on Frank’s content is at the user’s sole risk. We do not accept, assume, and/or agree to, and we expressly disclaim, any and all responsibility and/or liability for the use of, and/or reliance upon, Frank’s content. Without limiting the foregoing, Frank's content is not, and may not be construed as, legal and/or tax advice. Furthermore, all investing involves potential risk of loss, including the possible loss of principal. Past investment performance is not indicative of future investment performance.