A Personal Finance Platform for Wealth Builders

Meet Frank, the AI-powered wealth management tool that brings your accounts, goals, and decisions into one clear control center.

Start Your Free Trial!
The account page on Frank's platform.

What You Get With Frank

Frank isn’t just another budgeting app or financial dashboard. He’s also your personal advisor, powered by our proprietary AI engine, and an expert on all things finance.

All Your Accounts in One Place

Connect your accounts and see your finances in a single view. Frank pulls your financial life together so you don’t have to juggle logins, spreadsheets, or half-remembered balances.

Insights on Complicated Topics

Frank uses your unique inputs to generate highly personalized, report-style Insights that help you dig deeper into specific topics (e.g., 401(k) Rollover Guide, Student Loan Snapshot, Net Worth Overview).

Someone Looking out For You

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

Expert Advice for Life’s Curveballs

Should you finance a new HVAC system you need but can’t afford? Is it better to exercise stock options or pay down the credit card? Frank is available to chat 24/7 with answers grounded in your financial picture, so you don’t have to guess or go it alone.

Your Custom-Built Advisor

You never need to nod along while someone talks over your head. You choose how Frank looks, sounds, and explains things, because truly good advice is easy to understand and comes from someone you trust.

A Perk for Your Commute

Skip the doomscrolling and start making smarter money decisions with Frank. Start with a free 30-day trial, then unlock exclusive limited-time pricing with promo code MTA26.

Yearly
Monthly

$120

(Save over 28% with an annual plan!)

$13.99

Per Month

Start Your Trial
Cancel anytime.

Get Frank Now!

Seeing all your accounts in one place is nice. But knowing what to do next is better. What are you waiting for? Your first 30 days are on us.

Start Your Free Trial

Frequently Asked Questions

Is there an asset minimum like with traditional financial advisors?
How is Frank different from ChatGPT or other AI chatbots?
Is Frank right for me if I already have a financial advisor?
Is my data secure?
Do you share my data with anyone?
FeaturesAboutPricing
Resources
BlogFAQsContact Us
2451 Cumberland Pkwy SE, Suite 3954, Atlanta, GA 30339
TermsPrivacy PolicyDisclosure

© 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.