Financial Wellness Goals
Track every goal with visual progress. Stay motivated. Achieve more.
✨ Your Financial Wellness Starts Here
Stop Money Stress. Start Financial Wellness.
One workspace. Complete control. Real financial wellness for individuals, businesses, professionals, and communities.
3-day free trial
No credit card
Cancel anytime
You Don't Need to Be a Financial Expert to Achieve Financial Wellness
Most people struggle with financial wellness because their money is scattered across accounts, apps, and unopened bills. You deserve better. Copiafy brings everything together so you can finally breathe easier about money.
Clarity
Finally see your complete financial picture. No more guessing, no more stress. Just clarity that brings peace of mind.
Opportunity
Compare the best financial products in one place. Find better rates, save more money, and grow your wealth faster.
Community
Work together with your partner, advisor, or team. Financial wellness is easier when you're not doing it alone.
Financial Wellness, Right in Your Wallet
Compare the best financial products and find opportunities to save more, earn more, and achieve your financial wellness goals faster. All in one place.
CD Rates
Compare rates and find the best deals
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Savings Accounts
Compare rates and find the best deals
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Credit Cards
Compare rates and find the best deals
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Home Purchase
Compare rates and find the best deals
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Home Equity
Compare rates and find the best deals
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Refinance
Compare rates and find the best deals
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Investing
Compare rates and find the best deals
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Personal Loans
Compare rates and find the best deals
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Trusted comparisons • Best rates guaranteed • Updated daily
Your Complete Financial Wellness Solution
Whether you're building personal financial wellness, serving clients, or empowering communities—one platform does it all.
PERSONAL FINANCIAL WELLNESS
Stop Feeling Overwhelmed. Start Feeling in Control.
You're not bad with money. You just need the right tools. Track every goal, manage every bill, fix credit errors, and finally build the financial wellness you deserve—all without connecting your bank account.
Achieve Financial Wellness Goals
Emergency fund? Debt freedom? Dream vacation? Track it all with visual progress that keeps you motivated
Never Miss Another Bill
Stop late fees. Get organized reminders and finally feel in control of your money
Fix Credit Errors Yourself
Save thousands on credit repair services. Professional dispute letters at your fingertips
3-day free trial • Then just $9/month • Cancel anytime
Everything You Need for Complete Financial Wellness
One workspace. Complete financial clarity. Real results for your financial wellness journey.
Your Financial Wellness
Dashboard Overview
Financial Wellness Goals
8
3 achieved this year 🎉
Bills Under Control
5
Next: Electric (3 days)
Wellness Improvement
+47
Credit points improved
100% private • No bank linking • Your data never sold
Client Wellness Management
Help clients achieve their financial wellness goals with powerful tools
Professional Platform
White-label financial wellness platform for your practice
Community Impact
Measure and report on community financial wellness outcomes
Bill Peace of Mind
Never miss a payment. Get reminders. Stay organized.
Credit Wellness
Fix errors, improve your score, achieve your credit wellness goals
AI Wellness Coach
Personalized insights to accelerate your financial wellness journey
Secure Document Vault
Keep all your financial wellness documents safe and organized
Real People. Real Financial Wellness.
Join thousands who've transformed their relationship with money
Sarah Martinez
Working Mom
"I finally stopped living paycheck to paycheck. Copiafy helped me see where my money was going and gave me control. Life-changing."
David Chen, CPA
Tax Professional
"My clients finally understand their finances. I manage 50+ clients from one dashboard and saved 15 hours a week. Game changer for my practice."
Jennifer Lopez
Non-Profit Director
"We're changing lives in our community. The impact reporting gets us grants. Worth every penny for the dignity we restore."
Start Your Financial Wellness Journey for Less Than a Coffee
All plans include 3-day free trial. No credit card required. Cancel anytime.
Most Popular
Personal Wellness
$9
per month
- Unlimited financial wellness goals
- Complete bill management
- Credit wellness tools
- AI financial wellness coach
- Compare financial products
- 100% private & secure
No credit card required
Best Value
Business Growth
$149
per month
- Everything in Personal
- Manage 50+ clients
- Client financial wellness dashboards
- Automated workflows
- Professional reporting
- Priority support
No credit card required
20% Off
Professional
$59
per month
- Everything in Business
- White-label your brand
- Compliance tools included
- CPE credit courses
- Professional network access
- 20% credentialed discount
No credit card required
30% Off
Community Impact
$59
$41
per month after trial
- Everything in Business
- Serve unlimited members
- Community wellness programs
- Impact analytics & reporting
- Grant-ready documentation
- 30% 501(c)(3) discount
No credit card required
Risk-free 3-day trial. No credit card. Cancel anytime. Start your financial wellness journey today.
Your Financial Wellness Data Stays Private. Always.
We're not like other platforms. We don't connect to your bank. We don't sell your data. We don't serve you ads. Your financial wellness journey is yours alone.
No Bank Connections
You control what you share. Period.
Zero Data Selling
Your data is never sold. Ever.
Bank-Level Encryption
256-bit encryption protects everything
No Ads, No Tracking
Clean workspace. Pure focus.
100% Private
Your wellness, your data
Your Financial Wellness Journey Starts Right Now
Stop stressing. Start thriving. Join thousands who've found financial wellness with Copiafy.
No credit card • Cancel anytime • Start achieving financial wellness today