
Refresh.me
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.




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
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
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.
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
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.
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.
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.