From Mint to a new Era

November 2, 2023

Alex Norcliffe
Co-founder & CEO

With Mint closing down on January 1, 2024, everyone using Mint has an opportunity to find a better alternative to manage their money. Staying on top of your personal finances shouldn’t be like a second job, but unfortunately, that’s how a lot of tools feel.

We know there’s a better way. Imagine if Mint could have moved money for you, built a budget based on your spending habits and savings needs, recommended which credit card to pay off first, and helped you build a balanced investment portfolio — and all you had to do was ask.

Join Era, and imagine no longer. Era is your AI-powered, personal guide in the world of finance. Here’s what you can expect:

  • Actionable Insights: Era is more than just advice, it’s actionable intelligence. Once you connect your accounts, Era will learn about your spending habits and financial position — a true, 360° view of your finances. Then, you can ask questions about your own personal finances, like building a plan to pay off student loan debt, how your spending has changed over the last 6 months, or what subscriptions you have. You can ask Era about news and current events or for an opinion about how current events might affect the market and your finances. Want to move money, rebalance your portfolio, or round up your spending into your savings accounts? Just ask Era.
  • AI and human expertise: We combine advanced AI with the experience and wisdom of human advisors. This allows Era to offer personalized recommendations at scale, from providing student debt solutions to rebalancing investment portfolios. You can even follow the strategies of leading investors. And Era is always working for you — 24/7 — optimizing your personal finances while you live your life.
  • Real-time analysis and news you can use: By integrating macroeconomic data, news about financial markets, and current events that impact the market, Era refines its recommendations in near-real time — always keeping you in the loop.
  • Affordability and accessibility: We’re committed to keeping Era accessible. The product will be available as a freemium version, ensuring affordability as we continue to enhance our offerings.

From Mint to Era in a few simple steps

We’re all about keeping things simple. You don’t need to deal with the hassle of saving years of your data in your Google Drive; easily move your data to Era and gain deeper insights into your financial data on day one.

Once in Era, you’ll be able to automatically import this information, connect your existing financial institutions and seamlessly start where you left off. After connecting your bank accounts, loans and credit institutions, even your investments, Era will keep the data fresh and you can have a conversation with Era right away.

Today is your first step into a new Era of personal finance. Get started.