Personal finance, precision-built
Meridian tracks your net worth, spending, and investments in one calm, fast interface — the clarity of a professional trading desk, built for your money.
No card required · Bank-grade encryption · 12,000+ portfolios tracked
Net worth
All accounts
Spending
$4,200
Saved
$1,850
Invested
$12,400
Net worth tracked
Portfolios connected
Uptime, trailing 12 mo
Average app rating
Connects with 12,000+ banks, brokerages & exchanges
The product
No dashboards to configure, no formulas to maintain. Meridian does the reconciling so you do the deciding.
Connect banks, brokerages, crypto, and real estate. Meridian reconciles them into a single net worth that's current every time you open it.
Every transaction is sorted the moment it lands. Correct one and Meridian remembers — permanently.
See exactly where each month goes — by category, merchant, and trend — without building a single report.
Allocation, cost basis, and performance across every account — the full picture, no spreadsheet required.
Total return
+18.4%
trailing 12 months
How it works
Connect banks, cards, brokerages, and wallets with read-only, bank-grade access. Meridian never moves your money — it only reads the balance.
Add accounts
Balances, transactions, and holdings merge into one live view. Every figure is tabular, timestamped, and yours to drill into.
This month
+$3,410$128,540
Income
$9,200
Spending
$4,200
Saved
$1,850
Forecasts, alerts, and plain-language insights turn the numbers into the next move — before the month gets away from you.
On track to save $18,400 this year
At your current pace, you'll beat last year by 22%.
Dining is 38% above your average
$612 so far — mostly weekends. Set a cap?
Security
A finance tool is only as good as the confidence you have handing it everything. Meridian earns that the boring way — with architecture, not adjectives.
Meridian can see balances and transactions. It can never move, spend, or withdraw a cent.
AES-256 at rest, TLS 1.3 in transit. Credentials are tokenized — we never store your bank password.
SOC 2 Type II certified, with third-party penetration tests every quarter.
Disconnect an account or erase everything in one click. Your data leaves when you do.
Pricing
Start free forever. Upgrade when your money gets interesting.
Free
Get the full picture.
Plus
Stay ahead of it.
Pro
For serious portfolios.
Your money, in focus
Connect your first account in under two minutes. Free forever, no card required.
Join 12,400+ people who finally know their number.