Services We Offer
Our Services
Automated Savings
Our AI coordinators are able to browse any website and compare offers to find you the best savings deals on insurance, credit cards, savings accounts, loans, and more.
Finding the most competitive auto coverage for you
Here is a simplified checklist to focus on this month
Put an extra $500 into your IRA or brokerage account this month.
Mark as done
🔍 Review your monthly expenses
Find subscriptions or bills you may want to cancel to free up more savings.
Mark as done
Automate
Our Services
Personalized Financial Planning
Our AI planners collaborate with you to design customized plans with clear checklist timelines. We also automate time-consuming tasks, such as reviewing your monthly expenses for duplicates and setting up new accounts to save you time and effort.
Our Services
Comprehensive Guidance
Our AI coach knows your finances in and out, offering a full financial health review, instant answers, and personalized advice.
K
Got it! Based on your data, here’s a quick projection of your son’s 529 plan by the time he turns 18.
529 Plan Growth Projection
Current Balance
$56,000
Monthly Contribution
$1,150
Estimated Annual Return
9%
Years Until College
12
Estimated Total at Age 18
$175,000
The Power of an AI TEAM
You don’t have to be a millionaire
to have your own finance team.
Privacy & Security
At Taka, we treat your privacy and security as our highest priority. Below is an overview of how we protect and handle your information.
• We do not use your personal information to train any models.
• We never share your data with unaffiliated third parties for their own marketing.
• In Transit: Data encrypted using 128-bit encryption.
• At Rest: Data encrypted using 256-bit encryption.
• We adhere to SOC 2 standards to safeguard your data.
• Our systems undergo regular, independent reviews to uncover and fix any vulnerabilities.
• Our security team continuously monitors your account for unusual or harmful activity.
• If something suspicious is detected, we’ll notify you immediately and guide you through next steps.
If you have any questions or want more information on our privacy or security measures, feel free to reach out to us anytime.
FAQs
TAKA
Powered by