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Principal

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Principal is an AI-driven wealth management platform that consolidates all financial accounts into a single, user-friendly dashboard. With the ability to securely link over 11,000 banks and brokerages, users can effortlessly monitor their net worth and receive AI-powered insights to make better financial decisions.

Principal can be found in Business Intelligence & Analytics, Investment Portfolio Management, Business Credit Score Monitoring and Accounting Software categories.

Google Web Risk Check: August 26, 2025 *

Principal Main Features

Principal Benefits

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Extra Details

X: https://twitter.com/principalhq
Instagram: https://www.instagram.com/withprincipal
Niches: Fintech, Personal Finance, Wealth Management
Year Established: 2024
Country: Canada
SaaS Browser Published: February 04, 2025
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Principal Conclusion

Principal is an AI-driven wealth management platform that consolidates all financial accounts into a single, user-friendly dashboard.

With the ability to securely link over 11,000 banks and brokerages, users can effortlessly monitor their net worth and receive AI-powered insights to make better financial decisions.

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