Reset is a digital platform that aggregates users' bank, credit, and investment accounts to provide a unified view of their finances. It offers real-time budgeting insights, expense categorization, goal‑tracking dashboards, and alerts to help users manage spending, save more, and improve financial literacy.
Funding
$2.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
9OFounders
Product
Problem
Many individuals lack accessible tools to monitor, understand, and improve their personal financial health, leading to missed savings opportunities, unmanaged debt, and financial stress.
Solution
Reset provides a digital platform that centralizes users’ financial data, offers real-time insights, and guides them toward better financial habits. By securely linking bank accounts, credit cards, and investment portfolios, the service delivers personalized budgeting recommendations, expense categorization, and goal-tracking dashboards. Automated alerts highlight overspending, upcoming bills, and potential savings, while educational content helps users build financial literacy. The platform’s intuitive interface enables users to set and monitor short- and long-term financial goals, such as emergency funds, debt repayment, or retirement planning, fostering proactive financial wellness.
Target Audience
Reset is aimed at consumers seeking to improve personal financial management, including young professionals, families, and anyone looking to gain clearer insight into their spending and savings habits.
Features
- Secure aggregation of bank, credit, and investment accounts for a unified financial view
- Automated expense categorization and budgeting tools with customizable spending limits
- Goal-setting module with progress tracking for savings, debt reduction, and investment targets
- Real-time alerts for bill due dates, low balances, and unusual transactions
- Educational resources and actionable tips to improve financial literacy
- Mobile app with push notifications and on-the-go access to financial dashboards