Achieve Financial
Happiness & Security
We remove the manual, tedious, and complex process of tracking finances by automatically generating personalized reports and plans based on real data. Your AI-powered financial coach for savings, debt, investments, retirement, and beyond.
Join the WaitlistBe the First to Experience HappyFin
Join our waitlist and get early access to the financial mindfulness platform designed for you.
Welcome to HappyFin
Your journey to financial happiness starts here
Everything You Need for Financial Happiness
Powerful features designed to simplify your financial journey and help you achieve lasting security.
Automated Financial Tracking
No more manual entry. We automatically track your finances and generate personalized reports based on real data.
AI Financial Coach
Get personalized guidance from your AI coach on savings, debt management, investments, retirement, and end-of-life planning.
Financial Mindfulness
Build a sustainable practice of long-term financial mindfulness with tools designed for your well-being.
Community-Focused
Designed specifically for the Latino/a/e community, understanding your unique financial journey and cultural context.
Personalized Plans
Receive customized financial plans tailored to your goals, income, and life stage.
Secure & Private
Your financial data is encrypted and protected with bank-level security. Your privacy is our priority.
How HappyFin Works
Four simple steps to transform your financial future and achieve lasting peace of mind.
Join the Waitlist
Sign up to get early access to HappyFin and be among the first to experience financial mindfulness.
Connect Your Accounts
Securely link your financial accounts. We use bank-level encryption to keep your data safe.
Get Your Personalized Plan
Our AI analyzes your finances and creates a customized roadmap for your financial goals.
Build Financial Mindfulness
Follow your AI coach's guidance and track your progress toward lasting financial happiness.
Transform Your Financial Life
Join thousands of community members building lasting financial happiness and security.
Save Time
Stop spending hours on spreadsheets. Let automation handle the tedious work.
Reduce Stress
Gain clarity and confidence with personalized guidance from your AI coach.
Achieve Happy Goals
Data-driven insights help you reach your financial milestones with confidence.