About Sequence

Sequence is a financial routing platform that visualizes money flow across multiple accounts and automates cash management using conditional logic and IF statements. It enables users to optimize savings and investments by controlling transfers and allocations from a single interface, addressing the complexity of managing diverse financial assets.

```xml <problem> Managing finances across multiple accounts can be complex, making it difficult to optimize savings, investments, and cash flow. Individuals often lack a unified view of their financial landscape, hindering effective financial planning and execution. </problem> <solution> Sequence provides a financial routing platform that visualizes money flow across various accounts and automates cash management through conditional logic. The platform allows users to connect checking, savings, brokerage, credit card, and crypto accounts to gain a comprehensive view of their finances. Users can set up automated transfers and allocations based on predefined rules and IF statements, optimizing savings, investments, and debt management. By providing a single interface to control and monitor financial activities, Sequence simplifies financial management and empowers users to achieve their financial goals. </solution> <features> - Dynamic user interface for visualizing money flow across multiple accounts - Automated transfers and allocations based on user-defined rules and IF statements - Integration with checking, savings, brokerage, credit card, and crypto accounts - Balance updates and notifications to track financial activity - Collaboration features for managing finances with a partner or financial advisor - FDIC insurance through partner bank Thread, protecting deposits up to $3,000,000 </features> <target_audience> Sequence targets individuals and businesses seeking to streamline their financial management, optimize savings and investments, and gain a clear view of their overall financial landscape. </target_audience> ```

What does Sequence do?

When was Sequence founded?

Sequence was founded in 2022.

How much funding has Sequence raised?

Sequence has raised 7500000.

Founded

2022

Funding

7500000

Employees

24 employees

Major Investors

EMERGE, Aleph

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Sequence

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Executive Summary

getsequence.io 2K+

Crunchbase

Founded 2022

Funding

Estimated Funding

$5M+

Major Investors

EMERGE, Aleph

Team (20+)

No team information available.

Company Description

Problem

Managing finances across multiple accounts can be complex, making it difficult to optimize savings, investments, and cash flow. Individuals often lack a unified view of their financial landscape, hindering effective financial planning and execution.

Solution

Sequence provides a financial routing platform that visualizes money flow across various accounts and automates cash management through conditional logic. The platform allows users to connect checking, savings, brokerage, credit card, and crypto accounts to gain a comprehensive view of their finances. Users can set up automated transfers and allocations based on predefined rules and IF statements, optimizing savings, investments, and debt management. By providing a single interface to control and monitor financial activities, Sequence simplifies financial management and empowers users to achieve their financial goals.

Features

Dynamic user interface for visualizing money flow across multiple accounts

Automated transfers and allocations based on user-defined rules and IF statements

Integration with checking, savings, brokerage, credit card, and crypto accounts

Balance updates and notifications to track financial activity

Collaboration features for managing finances with a partner or financial advisor

FDIC insurance through partner bank Thread, protecting deposits up to $3,000,000

Target Audience

Sequence targets individuals and businesses seeking to streamline their financial management, optimize savings and investments, and gain a clear view of their overall financial landscape.