Financial peace of mind for families
Connect your family's accounts. See everything in one place. Step in only when it matters.
Limited early access. No spam, ever.
Read-only. Your family member stays in control.
Who It's For
You want to stay aware without making your parent feel like they've lost control of their own life.
See how it works Parent of a teenagerKnow what's happening in their account, without being the villain. Quiet visibility, without the awkward conversation.
See how it works CouplesBoth of you should understand it. CoveyFi gives couples a shared picture of their household finances, so neither partner is caught off guard.
See how it works"Our grandparents were making donations to charities none of us recognized. Bills were going unpaid for months before anyone noticed. The tools to help simply didn't exist. So we built CoveyFi." Karen, John, Logan & Trent, Co-Founders
The Problem
63 million Americans are family caregivers, and nearly 4 in 10 manage finances for an aging parent. Most do it with no tools, no training, and no visibility into what's actually happening.
The average caregiver spends 27 hours a week providing care. Nearly half report negative financial impacts: draining savings, taking on debt, delaying retirement. And only 11% have ever received any formal training for the financial responsibilities they've taken on.
What We're Building
CoveyFi connects to your family member's accounts, securely, with their consent, and gives you a clear picture of their financial health. No shared passwords. No guesswork.
Bank-grade connections through Plaid. No shared logins, no passwords stored. Accounts link in seconds, and your loved one stays in control of what's shared.
AI-powered monitoring flags unusual transactions, missed recurring payments, and spending pattern changes, so you catch problems early, not after the damage is done.
See all of your loved one's accounts in one place: recurring bills, subscriptions, income, and balances. Clear enough for anyone in the family to understand.
The family member whose accounts are connected always authorizes the link. CoveyFi is read-only and requires their participation. Awareness without taking anything away from them.
See It In Action
Sarah gets a notification about an unusual spending pattern on her mom's account. She reviews it and resolves the concern in seconds, without a single phone call.
Try clicking an alert in the dashboard to see the full review flow.
Join the waitlist and be first in when we launch.