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.
Funding
$7.5M 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.
Founders
Product
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.
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.
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