Principal
Consolidate financial accounts with AI-driven wealth insights
Financial AnalysisFree
Features
Universal Account Linking
Connect 11,000+ banks/brokerages through Plaid integration
AI Financial Pulse
Automated portfolio analysis delivered to your inbox
Multi-Currency Support
Manage finances across 13 currencies including USD/EUR/GBP
Real Estate Tracking
Link properties to mortgages with Zestimate valuations
Manual Accounts
Add unlisted institutions for complete financial picture
Pricing
Pricing Model
N/A
Has free version
No
API access available
Not Available
Platform Support
Technical Information
SSL Secure
No
API Access
Not Available
DiscoveredInvalid Date
Frequently Asked Questions
Is Principal available on mobile devices?
Website only mentions web access through browsers
How does Principal protect my data?
Uses Plaid for bank connections, but specific security measures not detailed
Can I delete my account?
Contact concierge@withprincipal.com for account changes/deletions
Social Media
Social Media