Currence is a rapidly trusted fintech platform designing a smarter approach to cash flow—recognized for its ability to help users save more while still living fully today. With a 4.9 App Store rating, it's shaping how individuals and financial advisors collaborate on financial freedom.
Currence unlocks financial confidence by helping individuals and financial professionals build smarter cash flow habits and save faster. Ideal for anyone who wants to feel in control of their finances and advisors looking to deepen client engagement, it simplifies saving without sacrificing lifestyle—bridging the gap between spending and building wealth.
A digital savings platform (powered by Thread Bank, Member FDIC) featuring a “reservoir” account that captures income before spending begins, real-time visibility for users & advisors, plus tools/training for financial professionals.
Most people struggle to save because expenses follow income. Currence flips that by automating savings first—helping clients save up to 6× the national average and reducing client meeting time by ~75%
Built by seasoned financial advisors, the platform blends behavioral science, automation, and real-time advisor-client collaboration to foster lasting financial freedom. Its high user rating (4.9) speaks to its effectiveness and trust.
Available for individuals and financial professionals; includes a strategic advisor partner program (CIA), training, and events to support implementation.