About Vision

We built the app we wished we'd had.

Vision is tax-smart money for households who think long-term. One clear picture of your net worth, your budget, and the tax bill before you sell a stock.

A note from the founder

"I was tired of being reactive — trading through the year, then waiting on a 1099 to learn what it cost me. So we built Vision to flip that: a proactive financial vision consumers have never had before, with the data to make informed decisions in real time."

Riley Smith
Founder & CEO · Vision Finance
·  ·  Why we exist

Most money apps show you the past. We show you the move.

Tracking apps are good at one thing: telling you what already happened. Here's what you spent. Here's what you have. But the moment that actually costs you money is the one in front of you, the sale you're about to make, the card you're about to swipe, the bill that lands next April.

Vision is built around that moment. Connect your banks, cards, and brokerages through Plaid, and Vision turns the noise into one picture you can read over coffee. Then the Sell Simulator shows you the tax bill before you sell a stock, so April never surprises you.

It's built for households, not just individuals. Mine, Yours, and Ours, so two people can share the parts of their money that are shared and keep private the parts that aren't. And it's built privacy-first: your credentials never touch our servers, and we never sell your data.

·  ·  What we believe

A few things we won't compromise on.

Privacy is the product

We built the app so we can't see what we don't need to, and can't sell what we do. Your bank credentials never touch our servers.

Show the bill, not just the gain

Every brokerage shows your profit. We show what you'll owe on it, before you make the move, not after.

Built for households

Money is rarely a solo sport. Mine, Yours, and Ours is core to Vision, not an afterthought bolted on later.

Plainspoken, always

No jargon, no hype, no impossible promises. Just a clear picture and the next honest move.