Cleo review & pricing
AI money coach (budgeting, credit, cash advance)
Free plan: unverified · Trial: Not stated
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Our take: Motivating and fun for budgeting and credit. It's a coach, not an investment adviser. Be careful with the cash-advance features.
Best for: Getting spending, debt and credit under control
Cleo pricing
| Plan | Price | Source |
|---|---|---|
| Plus | $5.99/mo | source |
| Pro | $8.99/mo | source |
| Builder | $14.99/mo | source |
Free plan: unverified · Free trial: Not stated (source)
What it actually does
| Budgeting | yes |
| Planning | yes |
| Portfolio analysis | not listed |
| Manages money | not listed |
Source: https://web.meetcleo.com/pricing
The AI part
"Advanced AI that remembers your goals" / AI coaching (Pro and Builder) (source)
Is Cleo an SEC-registered investment adviser?
Not found in SEC IAPD
IAPD search for 'Cleo AI' returned no firms; the only 'Cleo' result (Cleo Capital Management) is unrelated. We searched for “cleo ai; cleo”. You can check for yourself at adviserinfo.sec.gov.
What we could not verify
- Whether a free plan exists (pricing page notes cash advance can be requested without subscribing)
Check the current price on their site. Prices change, and we re-verify weekly.
We may earn a commission if you sign up through our links. It never changes our data or picks. Disclosure