Step 01
Connect everything
Link banks, cards, brokerages, and retirement accounts with read-only visibility by default.
Private beta · US rollout
Your money,
finally on autopilot.
NewForm connects every account you own, automates saving and investing, and shows your true net worth in one honest view.
$3.2B tracked
142k waitlist
SOC 2 ready
$24M Series A
True net worth
$184,240
Live
Cash moved$420
Invested$180
Goal health92%
Three steps. Then it runs itself.
How it works
Set it up once. After that, NewForm moves money according to your rules and shows whether you are on track.
Step 02
Write the rules
Set floors, goals, and schedules so money can save, invest, and pay down debt automatically.
Step 03
Track the truth
Open the app to one number that tells the truth, updated daily with plain-language projections.
A calmer money operating system.
Product
More visual, less spreadsheet. Each product surface is designed to answer one question: what should happen next?
Automated saving
Saving that happens without you.
Most people do not have a saving problem. They have a remembering problem. NewForm watches cash flow and tucks money away when you can afford it.
- Rules adapt to your real paycheck timing
- Separate goals for emergency fund, trip, or home
- A safety floor so checking never runs dry
Hands-off investing
Investing without the homework.
Pick a goal and a timeline. NewForm builds a diversified, low-cost portfolio, invests steadily, and rebalances when the plan drifts.
- Globally diversified index portfolios
- Automatic rebalancing and tax-aware moves
- Fees shown in dollars, not only percentages
Net worth, daily
The full picture, every morning.
Every account, debt, and asset in one honest view. The first thing you see each day is where you stand and where you are heading.
- Assets, debts, and cash unified in one view
- Five, ten, and twenty-year projections
- Gentle nudges when something needs attention
The compounding view
Small, steady moves. A different decade.
A sample member, saving and investing on autopilot from age 30. The gray line is doing it by hand and forgetting half the time. The green line is letting NewForm handle it.
Built by operators, not spreadsheet theorists.
The founders
A small team with time spent inside banks, fintechs, and the messy reality of household money.
Maya Okonkwo
Co-founder & CEO
Former product lead on consumer banking at a top-five US bank. Built NewForm after watching smart people lose money to bad defaults and busy lives.
Daniel Reyes
Co-founder & CTO
Early engineer at a payments unicorn, where he learned that moving money should be boringly reliable. Leads the systems layer.
Priya Nair
Co-founder & Head of Product
Designer and behavioral-economics nerd. Makes hard financial decisions feel like one obvious tap, so members follow through.
Backed by
Our $24M Series A was led by Meridian Capital, with operators who have built this before.
Meridian
North Star
Cedar & Co
Tidewater
Early access
Put your money
in a new form.
Early access is rolling out across the US this year. Join the list and we will save your spot in line.