YOUR MONEY. FINALLY IN ORDER.

A complete money plan
that puts your paychecks to work.

Connect your accounts. Answer a few questions. Longview tells you what to do next, and notices when life changes the plan.

No spam. We’ll only write when there’s something worth sharing.

PRODUCT EXAMPLE

A plan clear enough to post.

EXAMPLE PLAN · MAYA, 25

Your next 5 moves

01

Pay off the Discover card first

02

Open and fund a Roth IRA

03

Move your emergency fund into a HYSA

04

Contribute 6% to capture the full 401(k) match

05

Invest the rest in a simple diversified portfolio

More in your full plan

THE WHOLE PLAN, IN ONE PLACE

Set it up once. Keep it working as life changes.

Longview is a smart financial planning companion that helps you build, automate, and maintain your complete plan across debt, savings, accounts, protection, and investments. It guides the setup, monitors quietly, and steps in when something needs attention.

Pay off debt with a clear plan

Prioritize balances, improve credit, and get behavioral nudges that keep payoff progress moving.

Pay off debt with a clear plan

Prioritize balances, improve credit, and get behavioral nudges that keep payoff progress moving.

Save more without guessing

Set goals, automate transfers, and see progress in plain language built for loud budgeting.

Save more without guessing

Set goals, automate transfers, and see progress in plain language built for loud budgeting.

Open the right accounts, in order

Know when checking, HYSA, Roth IRA, HSA, or brokerage accounts belong in your plan.

Open the right accounts, in order

Know when checking, HYSA, Roth IRA, HSA, or brokerage accounts belong in your plan.

Build the right emergency fund

Set the target, automate contributions, and keep the cash in an account that works harder.

Build the right emergency fund

Set the target, automate contributions, and keep the cash in an account that works harder.

Put every dollar in the right place

Follow a contribution order across the 401(k) match, Roth IRA, HSA, and brokerage.

Put every dollar in the right place

Follow a contribution order across the 401(k) match, Roth IRA, HSA, and brokerage.

Invest simply, add your speculation

Get a diversified portfolio matched to your risk profile and goals. No stock tips. Have "bets" in crypto or specific tickers? Add dedicated allocations for each.

Invest simply, add your speculation

Get a diversified portfolio matched to your risk profile and goals. No stock tips. Have "bets" in crypto or specific tickers? Add dedicated allocations for each.

Keep every goal aligned

Manage short-, medium-, and long-term portfolios together as your life and priorities change.

Keep every goal aligned

Manage short-, medium-, and long-term portfolios together as your life and priorities change.

Protect what you’re building

Add the right insurance defenses and a practical succession plan before they become urgent.

Protect what you’re building

Add the right insurance defenses and a practical succession plan before they become urgent.

Handle complexity as wealth grows

Plan retirement, asset location, direct indexing, concentrated positions, hedging, and rebalancing.

Handle complexity as wealth grows

Plan retirement, asset location, direct indexing, concentrated positions, hedging, and rebalancing.

LAUNCHING WITH

Your financial life deserves serious infrastructure.

Trust is part of the product, not a policy page. Longview is launching with regulated guidance, strong security controls, and data portability designed in from day one.

SOC 2 certification

Independent controls for security, availability, and confidential handling of customer data.

SOC 2 certification

Independent controls for security, availability, and confidential handling of customer data.

SEC-registered investment adviser

Financial guidance delivered within a regulated fiduciary framework built around client interests.

SEC-registered investment adviser

Financial guidance delivered within a regulated fiduciary framework built around client interests.

End-to-end encryption

Sensitive financial information is protected as it moves through and is stored by the system.

End-to-end encryption

Sensitive financial information is protected as it moves through and is stored by the system.

Your data stays portable

Download your plan as a Markdown file and bring it to any LLM or tool you choose.

Your data stays portable

Download your plan as a Markdown file and bring it to any LLM or tool you choose.

© 2026 LongviewAI · Built for you to manage your own money decisions.

© 2026 LongviewAI · Built for you to manage your own money decisions.