Our mission is to help everyone achieve financial health and live better lives.
Our mission is to help everyone achieve financial health and live better lives.
A letter from our founding team
A letter from our founding team
A letter from our founding team
Managing personal finances is harder than ever. It’s time-consuming, complicated, and stressful. It requires multiple calculations, constant decision-making, and navigating complex financial systems to move money, invest, and ensure everything is done correctly. It's easy to feel overwhelmed.
That’s why we created Advizmo, to simplify and automate personal finance, help people be better prepared for the future, and to free up time for the activities they want to do.
Managing personal finances is harder than ever. It’s time-consuming, complicated, and stressful. It requires multiple calculations, constant decision-making, and navigating complex financial systems to move money, invest, and ensure everything is done correctly. It's easy to feel overwhelmed.
That’s why we created Advizmo, to simplify and automate personal finance, help people be better prepared for the future, and to free up time for the activities they want to do.
Managing personal finances is harder than ever. It’s time-consuming, complicated, and stressful. It requires multiple calculations, constant decision-making, and navigating complex financial systems to move money, invest, and ensure everything is done correctly. It's easy to feel overwhelmed.
That’s why we created Advizmo, to simplify and automate personal finance, help people be better prepared for the future, and to free up time for the activities they want to do.
Our platform is designed to:
Our platform is designed to:
Our platform is designed to:
Grow your income through smarter financial decisions
Grow your income through smarter financial decisions
Grow your income through smarter financial decisions
Automate tedious money management tasks
Automate tedious money management tasks
Automate tedious money management tasks
Provide confidence in your financial future
Provide confidence in your financial future
Provide confidence in your financial future
Free up your time to focus on what matters most. Family, hobbies, career growth, and more.
Free up your time to focus on what matters most. Family, hobbies, career growth, and more.
Free up your time to focus on what matters most. Family, hobbies, career growth, and more.
We are committed to building technology that makes financial well-being easier and more accessible for everyone. Your feedback is invaluable to us. We’d love to hear from you!
We are committed to building technology that makes financial well-being easier and more accessible for everyone. Your feedback is invaluable to us. We’d love to hear from you!
We are committed to building technology that makes financial well-being easier and more accessible for everyone. Your feedback is invaluable to us. We’d love to hear from you!
Meet Our Founders
Meet Our Founders
Murray Jones, CEO
Murray Jones, CEO
Murray built Advizmo because personal finance should be simpler. Managing cash, investing smartly, and preparing for retirement shouldn't require a finance degree. The current system makes it far more complicated than it needs to be.
Advizmo helps to solve this. As an SEC-registered investment advisor, it combines cash flow management with tax-optimized investing in one platform. Advizmo analyzes all your accounts to determine whether you have excess cash or need more in checking, then automatically moves funds into higher-earning accounts and investments, helping you optimize your finances without expensive advisors.
Drawing on his experience at JP Morgan and Accenture, Murray combines deep financial expertise with technical skill to build a platform that makes professional-grade money management accessible to everyone.
Sweety Bandgar, CTO
Sweety Bandgar, CTO
Sweety co-founded Advizmo because she wants to make personal finance and investing more transparent and accessible to everyone. Managing money is confusing, complicated, and takes more time than it should. Time that busy people would rather spend on what matters most in their lives.
As Head of Engineering, she's building technology that automates personal finance so people can feel confident about their financial future and better prepared for retirement. She brings experience from Expedia and startups building trustworthy systems for millions of users, and now she's applying those same principles to help people take control of their finances.
Meet Our Founder
Murray Jones
Murray has founded several companies and has extensive experience in financial services, having worked at JP Morgan and Accenture. With a background in artificial intelligence and machine learning, he has developed multiple solutions for financial institutions. Now, he's leveraging these experiences to help as many people as possible simplify and improve their personal finances—so they can live better, stress-free lives.
Sweety Bandgar, CTO
Sweety co-founded Advizmo because she wants to make personal finance and investing more transparent and accessible to everyone. Managing money is confusing, complicated, and takes more time than it should—time that busy people would rather spend on what matters most in their lives. As Head of Engineering, she's building technology that automates personal finance so people can feel confident about their financial future and better prepared for retirement. She brings experience from Expedia and startups building trustworthy systems for millions of users, and now she's applying those same principles to help people take control of their finances.
Meet Our Founders
Murray Jones, CEO
Murray built Advizmo because personal finance should be simpler. Manage your cash, invest smartly, and prepare for retirement without needing a finance degree. The current system is overly complicated and confusing, forcing you to use different apps for budgeting, investing, and planning. So he built Advizmo, an SEC-registered investment advisor that brings all of your personal finance together in one place, from cash flow monitoring to tax-optimized investing, helping people optimize their finances without expensive advisors. With experience at JP Morgan and Accenture, he combines financial expertise with technical skills to build the platform himself.
Sweety Bandgar, CTO
Sweety co-founded Advizmo because she wants to make personal finance and investing more transparent and accessible to everyone. Managing money is confusing, complicated, and takes more time than it should—time that busy people would rather spend on what matters most in their lives. As Head of Engineering, she's building technology that automates personal finance so people can feel confident about their financial future and better prepared for retirement. She brings experience from Expedia and startups building trustworthy systems for millions of users, and now she's applying those same principles to help people take control of their finances.
Join Our Team
We’re always looking for passionate people to help us transform personal finance. If you’re interested in a career at Advizmo, reach out at careers@advizmo.com.
