Master Your Money with Personalized Financial Education
From foundational lessons to AI-powered personalized guidance - choose the plan that accelerates your journey from financial beginner to confident investor.
Starter
Perfect for Financial Beginners
Access to 3 of 10 basic lessons
Standard community access
Basic financial education content
Perfect for those just starting their financial journey
Investor
For Serious Learners Ready to Invest
That's 2 months free!
All 10 basic lessons unlocked
10 advanced courses by financial advisors
Priority support (24hr response)
Connect 1 brokerage account
Ideal for first-time investors serious about learning
Wealth Builder
For Advanced Investors Building Wealth
That's 4 months free!
All 10 basic lessons unlocked
Unlimited advanced courses by advisors
Unlimited AI-personalized lessons
Monthly 1-on-1 guidance sessions
Unlimited brokerage connections
Designed for sophisticated investors and wealth builders
Feature Comparison
Compare what you get with each plan
| Feature | Starter | Investor | Wealth Builder |
|---|---|---|---|
Basic Lessons Core financial education lessons | 3 of 10 | All 10 | All 10 |
Advanced Courses Expert-generated courses by financial advisors | 10 Courses | Unlimited Access | |
AI Personalized Lessons Custom lessons based on your goals | Unlimited | ||
Portfolio Tracking Connect and monitor investment accounts | 1 Brokerage Account | Unlimited Accounts | |
Customer Support Get help when you need it | Standard Access | Priority (24hr response) | 1-on-1 Priority Channel |
1-on-1 Guidance Personal sessions with financial experts | Monthly Sessions | ||
Community Access Connect with other users | Standard Access | Priority Access | VIP Access |
What Our Students Say
"Moneko's AI-personalized lessons helped me understand investing concepts I'd been struggling with for months. The portfolio tracking feature is a game-changer."
"As a complete beginner, the Investor plan gave me exactly what I needed - comprehensive courses without overwhelming complexity. Now I'm confidently building my portfolio."
"The advanced courses by financial advisors are incredibly detailed. I've learned more in 3 months with Moneko than 2 years of trying to figure it out alone."
Your Financial Data is Secure
Frequently Asked Questions
Yes! You can upgrade or downgrade your plan at any time. When you upgrade, you'll be charged the prorated amount for the remainder of your billing cycle. When you downgrade, the change will take effect at your next billing cycle.
Your free trial automatically converts to a paid subscription unless you cancel before it ends. We'll send you email reminders before your trial expires, and you can cancel anytime during the trial with no charges.
We accept all major credit cards (Visa, MasterCard, American Express, Discover) and PayPal. All payments are processed securely through Stripe with bank-level encryption.
Absolutely. We use bank-level 256-bit SSL encryption and are SOC 2 compliant. We only access your accounts in read-only mode and never store your banking credentials. Your data is protected with the same security standards used by major financial institutions.
You can cancel your subscription anytime with no cancellation fees. We offer a 30-day money-back guarantee - if you're not satisfied within the first 30 days, we'll provide a full refund. After cancellation, you'll retain access until the end of your current billing period.
Our AI analyzes your financial goals, experience level, and learning preferences to create custom lessons just for you. You can chat with the AI about specific topics you want to learn, and it will generate comprehensive, personalized content tailored to your situation.
Yes! We offer a 50% discount for verified students and educators. Contact us at hello@moneko.io with your .edu email address to get started with your discounted plan.
With the Investor plan, you can connect 1 brokerage account. Wealth Builder subscribers can connect unlimited accounts from all major brokerages including Fidelity, Charles Schwab, Vanguard, TD Ameritrade, and more.
Not Sure Which Plan is Right for You?
Start with our Free plan to explore core features, or dive deeper with a Plus trial. You can always upgrade as your financial needs grow.
Contact Us for a Recommendation