Our Financial Journey

From a small team passionate about financial literacy to Malaysia's growing digital budgeting platform

2019

The Beginning

Started in a small office space with three financial advisors who noticed how many people struggled with basic budgeting. We weren't trying to revolutionize anything – just wanted to create something that actually worked for regular folks managing their money.

Launched with 50 beta users from our personal networks
Built our first budgeting tool using feedback from local families
Established our Petaling Jaya office location
Started weekly financial literacy workshops

2022

Growing Roots

By 2022, word had spread organically. People were actually using our platform daily, which honestly surprised us. We expanded our team and started focusing more on the digital side of things, though we kept our personal touch.

Reached 2,500 active users across Malaysia
Introduced mobile-friendly budgeting features
Partnered with local banks for secure account integration
Launched our expense tracking automation tools

2025

Looking Forward

This year feels different. We're planning to expand our educational programs and introduce some features that our users have been requesting. Nothing too fancy – we still believe the best financial tools are the ones people actually want to use every day.

Planning advanced goal-setting features for Q3 2025
Developing small business budgeting modules
Expanding our educational workshop series
Building stronger community features for user support

What Drives Us

We believe financial wellness shouldn't be complicated or intimidating. Every feature we build comes from real conversations with people who just want to manage their money better. Sometimes the best solutions are the simple ones that actually work.

Liora Tan

Founder & Financial Education Director