Cleo

Financial technology company and the world's first AI financial assistant that analyzes spending, tracks budgets, sets goals, and provides personalized financial guidance.

Where Cleo ranks

Current edition · updated Oct 20, 2026

About Cleo

Financial technology company and the world's first AI financial assistant that analyzes spending, tracks budgets, sets goals, and provides personalized financial guidance.

Products

  • Cleo

    Personal Productivity & Utilities

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    Conversational AI financial assistant that analyzes spending, calls out bad habits, tracks budgets, helps set and meet goals, and provides personalized financial guidance.

  • Cleo Autopilot

    Personal Productivity & Utilities

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    Automates money goals with Autopilot, enabling users to set, forget, and reach their financial targets on their timeline.

  • Cleo Card

    Lending, Credit & Underwriting

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    Credit building card issued by WebBank, Member FDIC.

  • Cleo Savings

    Banking & Payments

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    Savings product that lets users commit to a savings goal, save automatically, earn high interest, and hit their target on their timeline.

Security and compliance

As reported by Cleo. Ask for audit reports before you buy.

  • Bank account details not stored by Cleo

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