Limited spots available for early access

Your Personal
Financial Planner

Zoro analyzes your finances, helps you plan for the future, and gives you regular AI-powered insights. In your inbox but only when you need it.

Secure your spot • Free for early adopters

The Roadmap

We are building in public with early adopters.

Current

First 10Current

Dedicated 1-on-1 Financial Plan Review

Get a comprehensive financial plan review and customized quarterly planning directly from our team to set your foundation.

100

First 100

AI-Powered Financial Plan Review & Human Validation

Receive AI-generated financial plan reviews via email, validated by our experts, with quarterly planning free for one year.

First 1,000

Registered Investment Advice & AI Planning

Once we obtain our RIA license, get free access to AI-powered comprehensive financial planning and tailored portfolio updates for one year.

10k

First 10,000

Lifetime Access to Paid App

Secure a free-for-life subscription to our mobile app, including RIA-backed stock insights and goal-based portfolio balancing.

View full timeline details

Perfect for

Busy professionals

Get quick financial insights and estate planning status without scheduling advisor meetings.

Families planning ahead

Coordinate family finances, beneficiaries, college savings, and retirement goals all in one place.

Retirees & seniors

Review estate documents, track healthcare directives, and ensure beneficiaries are aligned across accounts.

High net worth individuals

Optimize tax exposure, manage trusts, and coordinate complex financial structures efficiently.

Ready to get started?

Join the waitlist to receive early access.

Your PersonalFinancial Planner