Private Beta Queue Open

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.

Secure My Spot

cfo.joinnumeris.com/briefing

NUMERIS AI CFO

Jeremy

What is my daily financial briefing?

CFO

Forecast Assumptions

Assumes current tax year ISA & SIPP allowances.
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 3 critical opportunities to optimize your allocations:

Tax & Yield Optimisation AI Action Plan

SIPP Tax Shield Top-up SIPP pension

+£3,840 tax High Impact

Optimize Cash Yield Move £22,000 idle cash

+£840/yr High Impact

Maximize ISA Capacity Utilize remaining limits

+£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.

Cash Yield Optimizer Scan Active

Move Idle Cash Vanguard Cash Reserves

£22,000

Current Yield 1.20%

→

                    Optimized Yield
                    5.25%
                  

Annual Yield Boost +£840/yr

Recommendations

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

Tax Optimisation Plan High Impact

SIPP Top-up Tax relief allocation

Est. Annual Gain +£4,200/yr

Execute Allocation

Scenario Simulator

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

Scenario Sandbox Simulating

Monthly Surplus Allocation £2,200

Time to Goal 2.4 Years

Success Rate 91%

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.

Active Goals Tracker

London Home Deposit 47%

Early Retirement (Age 55) On Track

ETF Education

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

ETF Comparison Matrix

VUAG.L S&P 500 (Acc) 0.07% TER

VWRL.L All-World (Dist) 0.22% TER

Maximize yield on every spare pound.

Describe your balance sheet or sync accounts securely. Numeris continuously scans the market to identify idle cash assets in current accounts and suggests reallocation to higher-yield opportunities instantly.

Automated scanning across all connected banking providers
Yield calculations dynamically updated to reflect base interest changes
Action plans generated with full mathematical transparency

Know if you can afford the big moves.

"Should I buy a property?", "Can I retire early?", "How does taking a sabbatical impact my wealth map?". Run infinite scenario simulations with our advanced AI projection model without touching spreadsheets.

Model properties, interest rate shifts, and transaction fees
Simulated probability indicator based on your net worth velocity
Instantly save scenarios to your active wealth roadmap dashboard

Protect your assets from unnecessary tax leak.

High inflation and freezing thresholds pull ambitious professionals into heavy tax bands. Numeris shields your gains by showing you exactly how and when to leverage tax-free wrappers like ISAs and SIPPs.

HMRC allowances and tax-brackets calculated dynamically
SIPP and ISA headroom warnings sent straight to your brief
Optimized allocation summaries for absolute planning confidence

Connect your accounts

Connect bank and investment accounts securely via read-only Open Banking, or add balances manually. Your security is paramount.

Get custom plans

Numeris analyzes your cash flows, holdings, and liabilities to produce clear, structured wealth optimization reports showing every mathematical assumption.

Approve and optimize

Review and execute optimizations with absolute clarity. We advise and draft instructions, but you always retain 100% control of your capital.

Wealth Recovered

Stop losing yield. Reclaim money left on the table by outdated interest accounts and unoptimized tax brackets.

24/7 Monitoring

Numeris runs constantly in the background. No oversight lapses, no missed tax deadlines, and zero effort required.

Instant Modeling

Transition from financial uncertainty to absolute mathematical confidence on major, life-altering allocations.

Full Visibility

No black boxes. Every calculation, projection, and opportunity is completely reviewable and explainable down to the source.

Bank-Level Security

We leverage read-only Open Banking access. We never touch, hold, or execute transactions with your capital.

Human Escalation

For high-stakes decisions, seamlessly escalate to verified, FCA-regulated financial advisors inside the platform.

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
Full refund anytime 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.