Your Finances Elevated.

Loftd handles the busywork — data input and categorizing transactions, surfacing what matters. So you can focus on where you're going, not where every cent went.

Get the Mobile App See how it works

Loftd Lifetime Wealth tab — $10.2M projection at 60

What Loftd Does

Loftd AI CFO — running four jobs at once.

Loftd CFO Strategic Brainstorming · Handles Data Entry

Lifetime Wealth

Chat through moves, careers, slowdowns, sabbaticals. The CFO redraws the chart as you talk.

Net Worth

The CFO organizes every account and shows you where your wealth is working — and where it isn't.

Transactions

No more bad auto-categorization. Your CFO gets to know you, then categorizes every transaction. You review and approve.

Budget

Build a budget with your CFO in minutes. Compare actuals to budget all year — or spin up new budgets as life changes.

Loftd · Your AI CFO

You have $22,000 sitting in checking earning near zero. At current money market rates, that's $880/year you're leaving on the table. Want me to show you the 10-year picture?

Product Tour

Lifetime Wealth Tab

See what you could be worth at any age.

A few minutes of conversation becomes your future plan — model a move to Austin, a sabbatical, a raise, a pay cut, and the CFO redraws your wealth chart on the spot.

Lifetime Wealth web view — $7.5M projection at 60

Lifetime Wealth mobile view — $10.2M at 60

Net Worth Tab

Every account, totaled live.

The CFO adds and organizes every account. You link them securely with Plaid.

Net Worth Tab

Where it's heading by year-end.

Loftd forecasts your short term net worth growth and shows you where you could be deploying your wealth better now to match your lifetime goal.

Transactions Tab

The CFO proposes — you tap approve.

No more battling bad auto-categorization. The CFO learns your spending, proposes a category for every transaction.

Loftd Transactions web — CFO proposal review

Transactions Tab

Visualize it in our Money Flow.

View where the money goes and where the opportunities are for more savings. More savings > more invested > more lifetime wealth.

Turn your phone sideways to see every dollar flow

Budget Tab

After talking to you, your CFO drafts the plan.

In minutes, your CFO has a budget for you to approve that fits you. Measure yourself against it and rebudget as things change during the year.

CFO AI Auto Budget worksheet — Q4 savings

Budget Tab

Then live it, every month.

Actuals roll in automatically — see which categories are different or on track. Stay the course or create new budgets as things change in your year.

Security & Privacy

Two disciplines, one standard. Here are the highlights—the full details live in our Security & Privacy page.

Security

How we protect the system your money flows through.

256-bit encryptionAt rest and in transit—every request, every record.
TLS everywhereModern TLS between your device and our services—no plaintext shortcuts.
Walled-off infrastructureHosted on Supabase with row-level security so your data stays isolated.
Least-privilege accessOur team gets the minimum access needed to operate the product.

See more on Security →

Privacy

How we treat the data you trust us with.

Read-only accessWe can see your accounts to show insights—we can never move your money.
Never soldYou pay for Loftd, so your data is not the product. Full stop.
Delete anytimeOne tap in Settings removes everything—no hoops, no delays.
Plain-language policiesNo legalese fog—our policies read the way the app talks.

See more on Privacy →

Link To Your Bank Securely With Plaid

We partner with Plaid to securely bring in your transactions from your bank.
We don’t hold or ever see your login info.
Plaid is connected to 12k+ financial institutions.
Millions of people use Plaid every day.

How Bank Connections Work

Plaid account linking on Loftd mobile — Select accounts

Pricing

One Membership. Full Access.

A single transparent subscription unlocks every feature of Loftd on iOS and Android—no upsells, no tiers, no surprises.

Save 30%

$6.99/ month

Billed annually at $83.88—a 30% saving vs. monthly.

Lifetime Wealth, Net Worth, Spend Flow, and Budget—all included
Secure bank linking via Plaid with clear, revocable permissions
Cancel anytime in Settings—no long-term contract
Real human support via contact & support

Get Loftd on Your Phone

Get The Mobile App Via TestFlight

Loftd is live in TestFlight. Install it on your iPhone in 60 seconds and start building your Wealth Dream today.

Install via TestFlight

Full launch soon on

App Store · Coming soon Google Play · Coming soon