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Refresh.me

Added on 2025-04-08

Refresh.me is a personal financial management platform. Customers get access to their three bureau credit report, daily credit monitoring, budgeting tools, identity theft alerts and insurance, privacy monitoring and removal, and much more.

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Product Feature Introduction

Refresh.me

All-in-one personal financial management tool

Designed to simplify and enhance various aspects of users' financial lives.

I. Account Management

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Multiple Account Linking

It can integrate with over 12,000 banks and institutions. This allows users to sync all their bank accounts in one place, providing a clear overview of their entire financial landscape.

Your Connected Accounts

Platinum Savings

Chase

$34,243.25

Updated 1 hour ago

Joint Checking

Chase

$18,110.30

Updated 1 hour ago

Marty's Checking

UW Credit Union

$5,463.98

Updated 2 hours ago

Jennifer's Checking

PNC Bank

$4,724.52

Updated yesterday

Total Savings

$103,763.61

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Transaction Tracking

Users can view a breakdown of all their transactions in one location. The tool will notify users if they are spending more than usual, helping them stay on track with their financial goals.

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Investment Portfolio Management

By connecting investment accounts, users can see how their portfolio is performing. They can track historical performance and allocation, all in a consolidated view for a comprehensive understanding of their investments.

II. Additional Financial Services

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Credit Report and Score

Users have access to their complete credit report and history. They can receive daily updates and important alerts related to their credit, enabling them to stay on top of their credit health.

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Identity Theft Protection

Refresh.me offers comprehensive identity theft protection. It comes with $1 million of insurance and white-glove restoration services, providing users with security and peace of mind.

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Privacy Management

Since data brokers sell personal details online, the tool stops them and removes users' information, protecting users' online privacy.

Take Control of Your Financial Future

Join thousands of people already using Refresh.me to organize their digital life through our seamless platform.

play_arrow Start Managing Your Finances

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