Unlock Your

Financial Freedom

Unlock Your

Financial Freedom

Get back to what you love

Go after what you want

Unlock financial freedom

Get back to
what you love

Go after
what you want

Unlock
financial freedom

Get back to what you love

Go after what you want

Unlock financial freedom

with TAKA

Taka is your AI finance team, dedicated to helping you achieve FIRE (Financial Independence, Retire Early). Get a team that works for youβ€”so you can focus on what matters most.

Discovery Call

Discovery Call

Discovery Call

Get Started

Get Started

Get Started

The Power of an AI Team

  • 24/7 Availability

    Always on and available 24/7, we ensure no missed opportunities in your financial journey by providing instant guidance and real-time support whenever needed.

  • Commitment to You

    Dedicated exclusively to your unique needs and goals, we deliver data-driven recommendations and strategies that prioritize your best interests above all else.

  • Evolving Expertise

    The team stays current with the latest knowledge and trends, continuously adapting to provide cutting-edge financial insights and strategies.

24/7 Availability

We’re your always-on finance team, available 24/7 to guide and support you in real timeβ€”so you never miss an opportunity on your financial journey

Commitment to You

Dedicated exclusively to your unique needs and goals, we deliver data-driven recommendations and strategies that prioritize your best interests above all else.

Evolving Expertise

The team stays current with the latest knowledge and trends, continuously adapting to provide cutting-edge financial insights and strategies.

Services We Offer

At Taka, we're all about the FIRE (Financial Independence, Retire Early) approach, which focuses on increasing your savings rate and investing towards early retirement. With expert coaching, tailored plans, and seamless savings solutions, we turn financial independence from a dream into a clear, actionable path.

Our Services

Comprehensive Guidance

Ori knows your finances inside and out, offering a full financial health check, instant answers, and personalized adviceβ€”whether for education planning, investment optimization, or strategy refinement.

Hi Mike, how can I help you today?

Hi Mike, how can I help you today?

M

Hi Ori, how much will my son have in his 529 account when he turns 18?

M

Hi Ori, how much will my son have
in his 529 account when he turns 18?

Your son’s 529 account currently has $56,000, with $1,150 in monthly contributions. At a 9% growth rate, it could reach about $175,000 by age 18.

Your son’s 529 account currently has $56,000, with $1,150 in monthly contributions. At a 9% growth rate, it could reach about $175,000 by age 18.

$175,000

$56,000

529 Plan Growth Projection

Current

Age 18

Growth Rate 9%

$175,000

$56,000

529 Plan Growth Projection

Current

Age 18

Growth Rate 9%

M

Will it be enough for my son to go to private school?

M

Will it be enough for my son to go to private school?

Private schools can cost $50k–$80k per year, meaning you might need $200k–$300k for four years without scholarships or grants. Do you know how likely financial aid or merit options are?

Private schools can cost $50k–$80k per year, meaning you might need $200k–$300k for four years without scholarships or grants. Do you know how likely financial aid or merit options are?

M

Which account should I contribute to first, IRA or 401(k)?

M

Which account should I contribute to first, IRA or 401(k)?

Start with your 401(k), especially if your employer offers a matchβ€”that’s free money! Then, contribute to an IRA for tax benefits. If you have room in your budget, go back and maximize your 401(k).

Start with your 401(k), especially if your employer offers a matchβ€”that’s free money! Then, contribute to an IRA for tax benefits. If you have room in your budget, go back and maximize your 401(k).

M

How much should I contribute?

M

How much should I contribute?

Contribute enough to get the full employer match. Then, focus on paying off your $12,000 debt and building a $3,000 emergency fund. After that, boost your 401(k) contributions up to the $23,500 limit for 2025 if possible.

Contribute enough to get the full employer match. Then, focus on paying off your $12,000 debt and building a $3,000 emergency fund. After that, boost your 401(k) contributions up to the $23,500 limit for 2025 if possible.

Our Services

Personalized FIRE Planning

Roger and Amara, your FIRE coaches, create a personalized plan for financial independence, refining strategies to keep you on course for early retirement with confidence.

Our Services

Our Services

Automated Savings

Sofia and Ethan find the best insurance and financial deals, securing great coverage at the lowest price. The savings they find boost your FIRE savings rate and grow your total savingsβ€”just share your policies, and they’ll handle the rest.

Great news! I’ve been monitoring the policies and found you a better auto insurance rate. Here’s the comparisonβ€”take a look and let me know if you’d like to move forward.

Great news! I’ve been monitoring the policies and found you a better auto insurance rate. Here’s the comparisonβ€”take a look and let me know if you’d like to move forward.

Great news! I’ve been monitoring the policies and found you a better auto insurance rate. Here’s the comparisonβ€”take a look and let me know if you’d like to move forward.

M

That’s great! How much would I save?

M

Looks good! How much do I save?

M

Looks good! How much do I save?

You can save $398 per year while keeping the same coverageβ€”a smart way to boost your savings effortlessly!

You can save $398 per year while keeping the same coverageβ€”a smart way to boost your savings effortlessly!

You can save $398 per year while keeping the same coverageβ€”a smart way to boost your savings effortlessly!

Saving Opportunity

$959/6mo.

Current Plan

$760/6 mo.

Recommended

Switch Now

Saving Opportunity

$959/6mo.

Current Plan

$760/6 mo.

Recommended

Switch Now

Saving Opportunity

$959/6mo.

Current Plan

$760/6 mo.

Recommended

Switch Now

If you’d like to move forward, just click β€œSwitch Now.”

If you’d like to move forward, just click β€œSwitch Now.”

If you’d like to move forward, just click β€œSwitch Now.”

M

Which account should I contribute to first, IRA or 401(k)?

M

Which account should I contribute to first, IRA or 401(k)?

Start with your 401(k), especially if your employer offers a matchβ€”that’s free money! Then, contribute to an IRA for tax benefits. If you have room in your budget, go back and maximize your 401(k).

M

Which account should I contribute to first, IRA or 401(k)?

Start with your 401(k), especially if your employer offers a matchβ€”that’s free money! Then, contribute to an IRA for tax benefits. If you have room in your budget, go back and maximize your 401(k).

Start with your 401(k), especially if your employer offers a matchβ€”that’s free money! Then, contribute to an IRA for tax benefits. If you have room in your budget, go back and maximize your 401(k).

M

How much should I contribute?

M

How much should I contribute?

Contribute enough to get the full employer match. Then, focus on paying off your $12,000 debt and building a $3,000 emergency fund. After that, boost your 401(k) contributions up to the $23,500 limit for 2025 if possible.

Contribute enough to get the full employer match. Then, focus on paying off your $12,000 debt and building a $3,000 emergency fund. After that, boost your 401(k) contributions up to the $23,500 limit for 2025 if possible.

Our Services

Personalized FIRE Planning

Roger and Amara, your FIRE coaches, create a personalized plan for financial independence, refining strategies to keep you on course for early retirement with confidence.

You don’t have to be a millionaire
to have your own finance team.

Ori

Team Lead

Roger

FIRE Coach

Amara

FIRE Coach

Sofia

Savings Expert

Ethan

Savings Expert

Discovery Call

Discovery Call

Discovery Call

Get Started

Get Started

Get Started

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.

Your Data

Your Data

β€’ We do not use your personal information to train any models.
β€’ We never share your data with unaffiliated third parties for their own marketing.

Bank-Level Encryption

Bank-Level Encryption

β€’ In Transit: Data encrypted using 128-bit encryption.
β€’ At Rest: Data encrypted using 256-bit encryption.

SOC 2 Compliance & External Audits

SOC 2 Compliance & External Audits

β€’ We adhere to SOC 2 standards to safeguard your data.
β€’ Our systems undergo regular, independent reviews to uncover and fix any vulnerabilities.

24/7 Suspicious Activity Alerts

24/7 Suspicious Activity Alerts

β€’ Our security team continuously monitors your account for unusual or harmful activity.
β€’ 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

What is Taka?

How does the Taka team work together?

Can Taka help me save more money?

What services does the Taka team provide?

Is my financial data secure with Taka?

How can I get started with Taka?

What is Taka?

How does the Taka team work together?

Can Taka help me save more money?

What services does the Taka team provide?

Is my financial data secure with Taka?

How can I get started with Taka?

What is Taka?

How does the Taka team work together?

Can Taka help me save more money?

What services does the Taka team provide?

Is my financial data secure with Taka?

How can I get started with Taka?

TAKA

Β© 2025 Invisible Platforms, Inc. All rights reserved. Contact Us: [email protected]

Β© 2025 Invisible Platforms, Inc. All rights reserved.
Contact Us: [email protected]

Β© 2025 Invisible Platforms, Inc. All rights reserved. Contact Us: [email protected]

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Privacy Policy

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Our Services

Comprehensive Guidance

Ori knows your finances inside and out, offering a full financial health check, instant answers, and personalized adviceβ€”whether for education planning, investment optimization, or strategy refinement.

Hi Mike, how can I help you today?

Hi Mike, how can I help you today?

M

Hi Ori, how much will my son have
in his 529 account when he turns 18?

M

Hi Ori, how much will my son have
in his 529 account when he turns 18?

Your son’s 529 account currently has $56,000, with $1,150 in monthly contributions. At a 9% growth rate, it could reach about $175,000 by age 18.

Your son’s 529 account currently has $56,000, with $1,150 in monthly contributions. At a 9% growth rate, it could reach about $175,000 by age 18.

$175,000

$56,000

529 Plan Growth Projection

Current

Age 18

Growth Rate 9%

$175,000

$56,000

529 Plan Growth Projection

Current

Age 18

Growth Rate 9%

M

Will it be enough for my son to go to private school?

M

Will it be enough for my son to go to private school?

Private schools can cost $50k–$80k per year, meaning you might need $200k–$300k for four years without scholarships or grants. Do you know how likely financial aid or merit options are?

Private schools can cost $50k–$80k per year, meaning you might need $200k–$300k for four years without scholarships or grants. Do you know how likely financial aid or merit options are?