Your financial companion
angela is a secure and private, personalized companion that helps you understand your finances, prepare for advisor meetings, and feel genuinely at home with your money.
40 places available · No credit card · 90-day program
What makes angela different
angela is built on a scientifically backed framework developed with a PhD psychologist. She adapts her responses based upon how your brain works — how you think, process, and communicate. Whether you prefer plain and direct, exploratory and curious, or something else entirely, angela adapts.
Experience it for yourselfBy asking you a short set of questions, angela begins by understanding how you prefer to receive information — your pace, your vocabulary, your level of detail. Every response is calibrated to you from day one.
The framework behind angela was developed over years with a PhD psychologist, drawing on established communication and behavioural science. It's not a personality quiz — it's a substantive model of how people engage with complex information.
What angela does
angela sits quietly alongside your financial life. Ask questions you'd feel embarrassed to ask your advisor. Securely upload a document you don't understand. Work through what you actually want before your next meeting.
There's no such thing as a question that's too basic. angela is here for all of them — the ones you've been sitting with for months, and the ones that come up five minutes before a meeting.
Walk into every conversation feeling grounded. angela helps you think through what you want to cover, what questions to ask, and what you actually want to understand by the end.
Over time, angela helps you feel genuinely informed — not just prepared for a single conversation, but more connected to the bigger picture of your money and where it's going.
Expense ratios, asset allocation, sequence of returns — angela translates financial language into plain English, so nothing your advisor says leaves you guessing.
Why angela exists
totumai proprietary research · n=300 · 2026
Your documents and your data
One of the most powerful things you can do with angela is securely share a financial statement or document you'd like to understand better. angela reads it with you, explains what it means in plain language, and helps you figure out what questions are worth asking.
Any document you upload is encrypted in transit and at rest. It is used only to inform your conversation with angela, and automatically deleted after 24 hours.
Your documents and conversations are never shared with your financial advisor, their firm, or any third party. What you share with angela stays with angela.
Documents are automatically deleted after 24 hours. Your personal information is never sold, shared, or passed to any third party, full stop.
Who angela is for
You pay attention to your finances and you care about getting things right. But occasionally you leave a meeting or read a document and wonder if you've really understood everything you should. That feeling is more common than you think.
Approaching retirement. Taking on more financial responsibility. Going through a major life change. These are moments when feeling informed really matters, and angela can help you feel more grounded as you work through them.
Not to become a financial expert — just to feel genuinely comfortable with your finances. To understand what's happening, have the conversations you want to have, and feel like your money is truly working for you.
For financial advisors
When clients arrive prepared, conversations go deeper. angela doesn't replace you — she makes every interaction with you more valuable.
When clients understand the basics, meetings become conversations. angela gives them the vocabulary and confidence to engage more meaningfully with you.
Clients who understand their situation are more decisive. angela helps them process information between meetings so they come ready to move forward.
Offering angela to your clients signals that you care about their financial confidence, not just their portfolio. It's a simple way to deepen trust and demonstrate your commitment.
Advisors never see what clients discuss with angela. This separation is foundational — it's what allows clients to use angela as a safe space to ask the questions they'd otherwise keep to themselves.
The early access program
When you join the angela beta, you start with a simple Financial Confidence Score — a gentle snapshot of how you're feeling about your finances right now. Over 90 days, angela is alongside you. By the end, you'll have something to look back on.
We'd love to have you. Places are limited to 40 women and we'll be in touch within 48 hours.
angela doesn't connect to your financial accounts and never shares your data. Everything you tell angela stays private — your advisor doesn't see it.