Manage your finances
with AI expertise.
Expert financial coaching across investments, taxes, estate, and retirement. Honest guidance, all for less than a cup of coffee.
/ Who Are You?
Built for professionals
like you.
Every stage comes with its own money decisions. Pick the situation that sounds like you — Alistair adapts to your life, not a template.
Early-Career Professional
You finally make real money. Here's what to do with it first.
Mid-Career Professional
You make six figures, but it isn't compounding the way it should.
FIRE Seeker
You save aggressively. What's your number — and your date?
Self-Employed & Solopreneurs
No HR, no benefits. You're the CFO now.
New Parents
Protect the kid, fund college, and still retire.
Pre-Retiree
Am I actually ready to stop working?
/ See It In Action
A quick tour of Alistair
/ Our Philosophy
Advisors charge 1%.
We don’t.
Your financial well-being shouldn’t cost 1% of your future. On a $1M portfolio, that’s $10,000 every year. And for that fee, you’re often getting a quarterly phone call and a PDF of pie charts.
Alistair gives you the same expert financial coaching for $4.99/month. No AUM fees. No conflicts of interest. No products to sell. Just honest, AI-powered financial guidance across every domain that matters — available whenever you need it.
/ Six Ways to Level Up
Serious expertise.
No serious fees.
Investment Strategy
Portfolio construction, asset allocation, and rebalancing guidance tailored to your goals and risk tolerance.
Tax Planning
Tax-gain harvesting, retirement account optimization, and strategies to minimize what you owe.
Estate Planning
Wills, trusts, beneficiary designations, and wealth transfer strategies for your legacy.
Retirement Planning
Income projections, withdrawal strategies, and Social Security optimization for a secure retirement.
Risk Management
Insurance analysis, emergency fund planning, and downside protection strategies.
Insurance Analysis
Coverage assessments across life, disability, long-term care, and property insurance.
/ Data Privacy
Your money.
Your data.
Most financial apps want you to link your accounts. We don’t. Alistair works with what you choose to share — a conversation, a document, a screenshot. No invasive access, no data mining, no surprises.
No bank connections
Alistair never links to your bank, brokerage, or any financial institution. No connections, no logins, no account access — ever.
You control what you share
Describe your finances in your own words, upload a document, or share a screenshot. You decide what Alistair knows.
Encrypted and private
Everything you share is encrypted at rest and in transit. Your data is visible only to you. We never sell it or use it to train models.
/ Simple Pricing
Start free.
Upgrade when ready.
Free
$0/month
7-day free trial of Pro included
- 30 messages per month
- Basic financial Q&A
- Investment strategy guidance
- Tax & retirement planning
- Risk management advice
- Portfolio tracking
- Document upload & analysis
- Personalized recommendations
Pro
$4.99/month
$49.99/year — save 16%
- Unlimited messages
- Everything in Free
- Document upload & analysis
- Personalized recommendations
- Financial plan + PDF
Ready to fire your advisor?
Alistair gives you everything a traditional advisor does — plus tax strategy, estate planning, and 24/7 access — for a flat subscription.
Try Alistair Free7-day free trial · No credit card required