Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • North One Reviews & Ratings
    5,042 Ratings
    Company Website
  • eToro Reviews & Ratings
    32,059 Ratings
  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    290 Ratings
    Company Website
  • Epicor Financials Reviews & Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,776 Ratings
    Company Website
  • GroupTogether Reviews & Ratings
    4,767 Ratings
    Company Website
  • Condo Control Reviews & Ratings
    525 Ratings
    Company Website
  • Martus Reviews & Ratings
    160 Ratings
    Company Website
  • Total ETO Reviews & Ratings
    45 Ratings
    Company Website

What is Lumio?

Bring all your financial accounts together in one easy-to-use platform, which enables you to keep track of your balances at a glance, analyze your spending habits, and gain insightful recommendations for saving both individually and as a family. Broaden your financial management capabilities by overseeing joint accounts, checking accounts, credit cards, investments, ISAs, savings, and more—all through a unified, comprehensive money dashboard. Enjoy a detailed, categorized breakdown of your income, expenditures, and investments, helping you to catch unexpected subscriptions before they become issues. Improve your financial behaviors with AI-powered alerts that notify you about shifts in your spending and suggest the best times to put away extra money. Whether you’re gearing up for a new addition to the family, adopting a pet, or buying a home with your partner, you can feel confident that your finances are tailored to support your family’s aspirations. Historically, effective financial management tools have largely been reserved for the wealthy, which is why we developed Lumio with the belief that personalized financial planning should be available to everyone, regardless of their economic status. By offering these essential resources, we enable individuals from diverse backgrounds to reach their financial ambitions and improve their overall well-being. This commitment to inclusivity allows us to break down barriers and foster a greater understanding of personal finance for all.

What is Acorns?

Seize control of your financial destiny with an all-encompassing service that encompasses investment, retirement, checking accounts, and a myriad of additional offerings. You can effortlessly invest your spare change, designate a portion of your paycheck, and receive personalized financial advice at your convenience. Take advantage of expertly designed smart portfolios that adjust as your financial situation and goals change over time. With backing from respected investors and industry giants like Blackrock and CNBC, this platform has gained the trust of more than 8 million users. Your security is our top priority, featuring robust measures such as bank-level protection, 256-bit encryption, and optional two-factor authentication for added security. Discover the distinctive heavy metal debit card that not only aids in saving but also actively invests on your behalf, providing features like Real-Time Round-Ups, Smart Deposit options, no hidden charges, and access to a vast network of over 55,000 fee-free ATMs. Additionally, with collaborations from over 350 brands that enhance your investment journey, plus the ability to browse millions of job opportunities directly within the Acorns app, you can optimize your earnings to boost both your savings and investments. Enjoy exclusive financial insights and strategies tailored specifically for you, courtesy of Acorns and CNBC, fostering a deeper understanding that can elevate your financial capabilities. Embracing continuous education enables you to thrive in the dynamic world of personal finance, ensuring you remain well-prepared for any financial challenge ahead.

Media

Media

Integrations Supported

Integrations Supported

Era
Mesh
PortfolioPilot
Trellis Connect
Utluna

API Availability

API Availability

Pricing Information

$4.80 per month
Free Version

Pricing Information

$1 per month

Supported Platforms

SaaS
Android
iPhone
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Lumio

Date Founded

2017

Company Location

United Kingdom

Company Website

www.lumio-app.com

Company Facts

Organization Name

Acorns

Date Founded

2012

Company Location

United States

Company Website

www.acorns.com

Categories and Features

Budgeting

Not specified

Personal Finance

Not specified

Categories and Features

Popular Alternatives

Popular Alternatives

Mint Reviews & Ratings

Mint

Intuit
MoneyLine Reviews & Ratings

MoneyLine

NCH Software