Meet Warren: A free AI agent that builds long-term financial plans in 10 minutes
By
Dima Tarasenko
Not artisan, but a perfectly fine bagel. Hits the spot.
Summary
Meet Warren is a free AI-powered financial planning tool that helps users understand their long-term financial future. Founder Dima built it after struggling to find a simple way to assess his own financial trajectory. The tool targets people at key life turning points (new job, home purchase, family growth, retirement) and provides personalized financial projections without needing a human advisor.
Key quotes
· 4 pulledI built Warren because I couldn't get a straight answer to a simple question: will I be okay, financially?
I wasn't looking for an advisor. I just wanted to see my actual financial picture: what happens if I keep going like this, what changes if I make different decisions.
Warren is for people at critical financial turning points. A new job, first home, growing family, approaching retirement.
We help you understand what your future actually looks like, without needing an advisor.
You might also wanna read
OpenAI launches ChatGPT personal finance tools with Plaid bank integration for Pro users
OpenAI has launched personal finance tools for ChatGPT, enabling users to connect bank accounts, credit cards, loans, and other financial ac
OpenAI Launches Grove Program for Early-Stage AI Company Builders
OpenAI is launching a new program called OpenAI Grove, designed for technical talent at the very beginning of their company-building journey
OpenAI Solutions Engineer Lee Spacagna Discusses AI Agent Workflows for Financial Services
Lee Spacagna, a Solutions Engineer at OpenAI, presented at the OpenAI Financial Services Summit on operationalizing AI workflows. He discuss

Morgan Stanley to open wealth management platforms to external AI agents
Morgan Stanley is opening its wealth management platforms (ShareWorks and Equity Edge) to external AI agents from corporate clients, allowin

Robinhood launches AI agent tools for autonomous stock trading and credit card purchases
Robinhood has launched two new AI-powered products — Agentic Trading and an Agentic Credit Card — that allow retail investors to connect thi

Duebase AI: Automated Financial Analysis for UK Companies Using AI
Duebase AI is an artificial intelligence platform that analyzes UK Companies House filings to provide instant risk assessments and financial
