The Vault: an AI money coach matched to your money personality
The Vault by SB Advisors Academy is an AI money coach and personal finance dashboard that matches you to a coach based on your money personality quiz result. It is built for beginners learning to manage money for the first time, with a free plan that includes 10 coach messages a month and paid plans listed on the pricing page at /pricing.
How it works
Take the free 6 question money personality quiz at /quiz. Open your dashboard in The Vault by SB Advisors Academy to see bills, goals and net worth in one place. Chat with the coach matched to your type for a next step that fits how you handle money.
What is inside
The Vault by SB Advisors Academy includes 12 financial coaches powered by AI, including a budget coach, an investing coach and a debt payoff coach, plus savings, credit and accountability coaches, goal tracking and bill reminders.
Pricing
The free plan of The Vault by SB Advisors Academy includes your matched coach and 10 coach messages a month. Starter is $12 a month or $99 a year. Pro is $24 a month or $199 a year. Full details at /pricing.
Who built it
The Vault by SB Advisors Academy was built by Brittany St. Julian in Los Angeles, who spent 15 years in education before bringing her teaching frameworks to personal finance. More at /about.
FAQ
Is The Vault by SB Advisors Academy free? Yes. The free plan includes your quiz-matched coach and 10 coach messages a month, with no card. Quiz takers also get a 7 day Pro trial, no card required.
How much do paid plans for The Vault by SB Advisors Academy cost? Starter is $12 a month or $99 a year. Pro is $24 a month or $199 a year and opens all 12 coaches.
Does The Vault by SB Advisors Academy connect to my bank? No. You enter only the numbers you choose. It never asks for bank logins, account numbers or passwords.
Is The Vault by SB Advisors Academy financial advice? No. It is financial education. For decisions about your situation, talk with a licensed professional.
Can I cancel The Vault by SB Advisors Academy any time? Yes. Monthly plans can be cancelled any time in Settings with no fee, and your saved data stays on the free plan.