Albert

ABOUT

Albert is a new type of financial service that uses powerful technology to automate your finances, with a team of human experts to guide users.

CHALLENGE 

Older generations have traditionally visited a financial advisor in person, but that world has changed. Digital natives don’t want to sit in front of a person anymore, and the emerging need to manage day-to-day finances remotely means consumers of all ages need a new digital approach. 

SOLUTION

Albert recreates the in-person financial advising experience for people – especially those in their 20s to 40s –  on their smartphones. 

• The average user comes to Albert with a median income of $40,000 and minimal savings. 
• The app helps them focus and stay organized about different aspects of their financial health, from paying off debt to finding the right types of insurance. 
• The technology brings together a user’s financial data in one place so they can manage bank accounts, credit cards, loans, and investments at the same time.  

FINANCIAL HEALTH FOCUS

47% of American families can’t afford a surprise $400 expense. Albert believes fair access to financial advice can change that.