
Why Helo
Because we believe most financial institutions are missing the mark. Everybody deserves true, transparent financial advice. And, because we believe that power belongs back in the pockets of everyday people. People like us.

The smart money app
The Helo Mission
We are different. And we like it that way.
Helo fiercely protects individuals’ financial interests
Provide honest, straightforward financial solutions, empowering you with revolutionary smart banking & money management
Eliminate the need for predatory financial institutions and help everyone regain control of their financial health.
Improving lives, and building communities for a brighter future.

Female-founded.
Change-oriented.
As a financial advisor, our founder saw first-hand the gap in financial knowledge that was not being addressed by traditional banks. We are passionate about driving change by focusing on honest, empowering financial wellness that provides independence and peace of mind for individuals and families.
The Ultimate Financial Sidekick
Tired of juggling banks and budgeting apps?
Helo is the all-in-one solution that makes managing your money as easy as finding cute cat videos online
Helo | Budgeting App | Big Banks | |
---|---|---|---|
All-In-One Financial management | |||
High-Interest Savings | |||
High-Interest Checking | |||
Account Integration | |||
Automated Finances | |||
Retirement Tracker | |||
Budgeting Software | |||
For A Better Future | |||
Educational Resources | |||
Sells Your Data |
There’s one box we left unchecked, and we are proud of it.
Wherever you are in your financial journeys
Helo is here for every step
Everyday Money Management
Build Wealth
Accounts

Helo Pros
Our technology is really smart. And so are our humans. Helo Certified Advisors are available to assist in reaching your personalized goals.
