Early access · The $500 guarantee

Know what to do next with your money.

One money move worth $500 or more. Found for you. Done with you.

See it work

Here’s what that actually looks like.

We spot it, we show you why it’s worth doing, and we do the work with you. Three of the most common ones:

serfin

Your move

We found

sitting in checking and savings, earning almost nothing.

Illustrative. What we find depends on your accounts.

How it works

Connect your accounts
You link them through Plaid — the same bank-grade security thousands of banks already use. Read-only, always.
We identify the move
We look across everything you have and everything you owe, and pick the one thing worth the most right now. $500 in savings or cash, guaranteed.
We do it with you
This is the part nobody else does. No research to run, no forms to decode. We carry the work and walk you through every step, start to finish.

Trust & safety

Serfin can analyze your finances. It cannot move your money.

You connect through Plaid. Your bank login stays with your bank.

Serfin never takes an action on its own. Ever.

You choose whether to act, and approve every step.

We’re inviting people a few at a time. Tell us where to send yours.