AI Native
Money Management
Manage all aspects of your finance with the power of AI.
We are now in public beta
Join our public beta program and let’s make Shepherd Money better!
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Unlock advanced insights with our Premium Plan
– More accounts, more AI, more control.
First 100 User
First 100-500 User
First 500-1000 User
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Money Management for Dummies
Our AI is here to help you learn and make better financial decisions.
From beginners to finance geeks, enjoy the bespoke experienced based on your financial goals, powered by AI.
Reliable AI financial advisor
Meet your always-on financial advisor. Ask anything about your money and get instant, personalized guidance.
Explore AI AssistantEffortless Budgeting, Maximum Impact
Take control of your finances with Shepherd Money's intuitive budgeting tools. Automatically categorize spending, set spending limits, and track progress.
Explore BudgetingSee Your Wealth Grow
Gain a clear picture of your financial health with our net worth tracking. Automatically monitor your assets and liabilities, and watch your wealth grow over time.
Explore Net WorthGrow Your Wealth Wisely
Our app empowers you to make informed investment decisions. Track your portfolio, analyze performance, and explore investment opportunities with ease.
Explore InvestmentPredict Your Financial Future
Visualize your financial future with Shepherd Money's powerful planning tools. Set clear goals, track progress, and make informed decisions.
Explore Financial PlanningTop Priority
We Partner with the Best
We use Plaid’s identity verification service - trusted by Venmo, Google Pay and more
See Plaid’s Privacy Policy
We never access credentials
Your Credentials are sent directly to your banks, never to our system
Sensitive Info is Encrypted
We apply bank level 256-bit encryption to protect your sensitive information