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Your AI-powered Personal CFO

Numeris is the AI-powered Personal Financial Operating System for ambitious professionals. Get custom financial intelligence, model scenario projections, and discover wealth opportunities.

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NUMERIS AI CFO

Jeremy

What is my daily financial briefing?

CFO

◆ Forecast Assumptions

Assumes current tax year ISA capacity limits (£20,000/yr).
Assumes average cash reserve yield of 4.85% AER.
Assumes client tax rate bandwidth remains constant.

Here is your CFO Briefing. Net worth is trending up and your cash flow surplus is strong:

CFO

I also identified 2 critical opportunities to optimize your allocations:

Optimize Cash Yield Move £22,000 idle cash

+£840/yr High Impact

Maximize ISA Capacity ISA remaining allowance

+£4,200/yr High Impact

You use 3 apps and still feel disorganised

You've got a banking app, a brokerage, a pension dashboard, maybe a spreadsheet. Each one shows a piece of the picture. None of them tell you what to actually do.

You delay the big financial decisions

ISA allowance, pension contributions, investing a bonus — you know you should act, but there are too many options and no clear answer. So you wait.

You're probably leaving money on the table

Not because you're careless — because no one's looking across your entire financial life to show you where the gaps are. That changes now.

Clarity over complexity

One place. Every account. One clear signal: your next best financial move. No more juggling apps and spreadsheets.

Intelligence, not just tracking

We don't show you data. We tell you what it means, what to do about it, and what happens if you don't.

You stay in control

Numeris gives you the analysis, the scenarios, the recommendations. You make every decision. Always. We never touch your money.

Conversational CFO

Ask questions in plain English. Model complex scenarios and build long-term plans through conversation. Your digital CFO is available 24/7 and remembers everything.

Can I retire at 55?

Yes, with 94% confidence. Direct surplus to your SIPP to save £8.4K tax.

Recommendations

Personalised opportunities ranked by expected impact. Every suggestion shows exact assumptions.

TAX SHIELD ISA Headroom +£4,200/yr

Scenario Simulator

"What if I save £1,000 more a month?" Model any major decision before committing a single pound.

Surplus Flow: £5,770

Future Wealth Map

Visualise your projected net worth, passive income flow, and milestone timelines over 10, 20, or 40 years. Know exactly where your wealth is heading.

Goal-Based Planning

Build and track goals like home ownership, early retirement, or wealth accumulation. Projections update dynamically based on asset velocity.

ETF Education

Learn how to evaluate ETFs through guided, transparent dialogue. No biased sales pitches.

VUAG.L S&P 500 Acc

VWRL.L All-World

Bank-level encryption

Your data is protected with the same security standards as your bank. We use read-only Open Banking access — we never touch your money.

Transparent Logic

Every recommendation comes with its mathematical reasoning, underlying assumptions, confidence level, and risks. No black boxes, ever.

You're always in control

Numeris advises. You decide. We never execute a transaction, move a penny, or take any action without your explicit confirmation.

Human escalation

For high-stakes decisions, we connect you with a verified FCA-regulated financial advisor. Algorithmic precision meets human judgment.

Founding Member

£ 6 /month £12 Save 50%

Locked in forever. Regular price will be £12/month at launch.

Lifetime founding price — locked in forever
Priority access — first to use Numeris when it ships
Founding Member badge — a permanent mark of being first
Full refund if you cancel before launch. Zero risk.

Cohort 01 Capacity: 250 spots

What happens to my money if the product doesn't ship?

Full refund, no questions asked. We use Stripe for all payments, and you can cancel anytime before launch for a complete refund. Your trust matters more than your money.

Do I need to connect my bank accounts?

No. You can start with manual data entry — just like a private banker would collect your information in a meeting. Open Banking integration is available for those who want real-time account syncing, but it's completely optional.

Is this regulated financial advice?

No. Numeris is a financial intelligence and planning platform. We help you understand your finances, model scenarios, and identify opportunities — but all decisions remain yours. For regulated advice, we can connect you with an FCA-regulated advisor.

When does it launch?

We're targeting Q3 2026. Founding members will receive priority early access, product previews, and the ability to shape the roadmap before public launch.

What if I don't earn £100k+?

If your financial life is complex enough that you feel overwhelmed by decisions, Numeris is built for you. Our ICP is professionals with growing wealth and multiple financial goals — income is a proxy, not a gatekeeper.

How is Numeris different from budgeting apps like Emma or Monzo?

Budgeting apps tell you where your money went. Numeris tells you where your money should go. We don't just track — we analyse, recommend, forecast, and help you make better decisions across your entire financial life. Think of it as upgrading from a spreadsheet to a CFO.