Principal
0
Principal is an innovative AI-powered wealth platform designed to centralize your financial data and offer personalized insights to help you grow your wealth effectively. By analyzing your financial situation, it empowers you to make informed decisions and track investments effortlessly.
Promote this Tool
Update this Tool
Principal is an innovative AI-powered wealth platform designed to centralize your financial data and offer personalized insights to help you grow your wealth effectively. By analyzing your financial situation, it empowers you to make informed decisions and track investments effortlessly.
Featured
What is Principal?
Principal brings together your entire financial landscape into one cohesive platform. It provides real-time tracking of your accounts, investments, and expenses, all while offering AI-driven insights tailored to your financial goals. With features like transaction categorization and data analysis, Principal simplifies complex financial decisions, ensuring you stay on top of your wealth management.
Who will use Principal?
- Individuals looking to manage personal finances
- Investors wanting to track investments
- Financial advisors seeking better client insights
- Small business owners managing company finances
How to use the Principal?
- Step1: Sign up on the Principal website.
- Step2: Connect your bank and investment accounts.
- Step3: Explore the dashboard for an overview of your finances.
- Step4: Utilize features like investment tracking and AI insights.
- Step5: Regularly review your financial progress and adjust goals as needed.
Platform
- web
- ios
- android
Principal's Core Features & Benefits
The Core Features
- Real-time wealth tracking
- Personalized financial insights
- Transaction categorization
- Data-driven financial analysis
- Bank-grade security
The Benefits
- Comprehensive view of finances
- Informed decision-making
- Simplified money management
- Improved investment tracking
- Enhanced financial well-being
Principal's Main Use Cases & Applications
- Monitoring personal expenditure and income
- Evaluating investment performance
- Retirement planning and projections
- Tax planning and optimization
Principal's Pros & Cons
The Pros
Consolidates multiple financial accounts and institutions in one dashboard.
Supports connection to over 11,000 banks and brokerages via Plaid integration.
Allows manual addition of accounts for full visibility of finances.
Supports multi-currency management in 13 different currencies.
Provides AI-powered financial updates directly to the user's inbox.
Includes real-time home valuation with Zestimate integration.
Offers a 7-day free trial for new users.
The Cons
No information available on open-source availability.
No dedicated mobile app information or links provided on the website.
Some users may prefer more personalized financial advice or agent-based interaction which is not explicitly offered.
Principal's Pricing
| Has free plan | No |
|---|---|
| Free trial details | 7-day free trial |
| Pricing model | Free Trial |
| Is credit card required | No |
| Paid from | 24.99 USD |
| Has lifetime plan | No |
| Billing frequency | Monthly |
Details of Pricing Plan
Monthly
24.99 USDAnnual
249.99 USDDiscount:20% off annual subscription
For the latest prices, please visit: https://www.withprincipal.comFAQs of Principal
Principal Company Information
- Website: https://www.withprincipal.com
- Company Name: Principal
- Support Email: [email protected]
- Facebook: NA
- X(Twitter): NA
- YouTube: NA
- Instagram: NA
- Tiktok: NA
- LinkedIn: NA
Analytic of Principal
Visit Over Time
Monthly Visits
33
Avg Visit Duration
00:00:00
Page Per Visit
1.01
Bounce Rate
50.19%
Sep 2025 - Nov 2025 All Traffic
Geography
Top 1 Regions
United States
100%
Sep 2025 - Nov 2025 Worldwide Desktop Only
Traffic Sources
Search
32.75%
Social
31.32%
Direct
28.36%
Referrals
5.97%
Paid Referrals
1.49%
Mail
0.10%
Sep 2025 - Nov 2025 Desktop Only
Top Keywords
| Keyword | Traffic | Cost Per Click |
|---|---|---|
| principal.com login | 830 | $ -- |
| principal log in | 270 | $ 3.29 |
| the principal login | 260 | $ -- |
| principal.com personal login | 240 | $ -- |
Principal Reviews
5/5
Principal's Main Competitors and alternatives?
- Mint
- Personal Capital
- YNAB (You Need A Budget)
- Betterment
You may also like:
Automated invoice scanner that extracts receipts from your inbox and organizes them into Google Drive folders.
SageFusion provides a trusted platform for obtaining second opinions on your investments.
FinChat.io: AI-powered platform for investment research with financial data and analytics.
TrendEdge AI provides advanced financial insights utilizing alternative data sources for smarter investments.
Efficient, AI-driven financial reporting with Sheshi FR. Automate and simplify your financial tasks.
Flowith is a canvas-based agentic workspace which offers free 🍌Nano Banana Pro and other effective models...
Osfin AI automates finance and accounting operations, streamlining processes from reconciliation to payouts.
AI-powered financial advisor for personal finance management.
Refly.AI empowers non-technical creators to automate workflows using natural language and a visual canvas.
AI girlfriend you call, and chat with. Real voice conversations with memory. Every moment feels special with her.
Talkpal is an AI-powered language tutor, offering efficient and interactive language learning.
Wollo allows you to create, explore, and chat with AI characters using advanced, emotionally aware AI technology.
Transform your photos into captivating animated videos effortlessly.
AI Agent Payroll Robot automates payroll processing and employee management tasks efficiently.
Hevolve AI offers immersive AI-driven learning experiences to transform education.
DRAMAX.AI is an AI-driven platform that creates engaging video content including ads, video dramas, and marketing content.
Learn in 3D with AI - Experience the future with AI and Mixed Reality.
Sayve combines gaming with financial education to teach saving and earning.
Sage Towers is an AI-driven multiplayer fantasy world with interactive NPCs and real-time voice chat.
Clone, Design, and Create Expressive AI Voices in Seconds, with Perfect Sound Effects and Music.
Generative AI-driven legal assistant for real-time, on-demand legal information.
A platform for automated collection and smart organization of electronic and paper invoices.
TaxGPT offers AI-powered tax filing solutions for individuals and businesses.
All-in-one AI video creation studio that turns any text and images into full videos up to 30 minutes.
AutoDoc AI automates documentation for software, improving efficiency with AI-driven solutions.
TurboDoc automates invoice data extraction and processing with AI and OCR technology.
AI-powered tool for legal document review, summarization, and interactive chat.
Abstra is an AI-powered workflow engine for business process automation and management.
AI-powered legal case management software to boost your law firm's efficiency.
Optimize your coding workflow with Zist, a revolutionary code snippets manager.
Midjourney: AI-powered image generator to elevate visual creativity and design.
Qoder is an agentic coding platform for real software, Free to use the best model in preview.
Learn to automate your business with the GCProductivity strategy sessions.
AI-driven legal research assistant for efficient and accurate case law retrieval.
Skywork AI is an innovative tool to enhance productivity using AI.
Trellabel: Powerful no-code platform for labeling and tracking everything effortlessly.
Review Insights Pro: Efficient review management for small businesses.