Protecting seniors

We monitor your financial data-providing guidance to improve retirement outcomes, independence and reduce elder fraud.

We provide finance alerts to vulnerable seniors and their families- in essence we read your bank and other financial statements, monitor transactions as they post and then point out suspicious or unusual activity. Our goal is very simple -- to help prevent elder fraud and help seniors stay independent longer. Coming this fall we will monitor investments!

Protect Against Fraud 1 in 18 seniors will be the victim of financial exploitation each year.
Preserve Assets "A great tool to monitor caregiver spending"
See our article on the importance of planning on HumbleDollar

Join our product launch waitlist - launching this month or just say hi!

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Who Are We

Matt Halperin, Cofounder
Brings a background in retirement services. Extensive experience in risk and portfolio management.

Greg Corso, Cofounder
Technology and financial services operating executive. As COO, helped a mature a founder led company and tripled revenues.
Tamas Marin, Cofounder
He has over three decades of technical expertise in various domains, roles and settings at both startups and established corporations
Click on any photo for a biography.