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Press & media resources

Boilerplate, founder bio, approved quotes, and downloadable assets for journalists and editors covering BetterOff.

Quick facts

Product
Read-only personal financial home base — banks, brokerages, 401(k)s, IRAs, supported crypto exchanges, on-chain wallets, liabilities, recurring obligations, manual assets, and optional shared access in one workspace.
Founded
2025
Headquarters
Remote, United States
Founder
Zachary Roth
Pricing
Single flat-fee plan — see pricing
Coverage
10,000+ banks and brokerages through Plaid, 10 admitted crypto-exchange connection profiles, and 40+ supported chains can feed one read-only map alongside manual assets, debts, and obligations.
Page last updated
2026-07-10

What BetterOff is not

  • Not a robo-advisor

    BetterOff does not provide investment advice or allocate funds.

  • Not a money-movement product

    Read-only by design — cannot transfer, trade, or withdraw funds.

  • Not a tax-filing service

    Can organize account context and exports, but does not prepare or file returns.

  • Not a regulated financial professional

    Not a registered investment adviser, broker-dealer, accountant, or law firm.

Boilerplate

One sentence

BetterOff is a read-only financial home base for people whose finances have outgrown budgeting apps: accounts, assets, debts, recurring obligations, changes, missing information, and shared access when needed. Operated by FinSync LLC, operating as Raintree Technology.

Short — one paragraph

BetterOff maps what you have, what you owe, what you are committed to, what changed, and what needs attention in one read-only workspace. Bank passwords never touch BetterOff; read-only provider authorizations are encrypted. No money ever moved. Operated by FinSync LLC, operating as Raintree Technology, founded 2025.

Long — three paragraphs

BetterOff is one read-only workspace for the financial life that usually lives across portals, spreadsheets, recurring bills, debt servicers, manual assets, and memory. Banks, brokerages, retirement accounts, supported crypto exchanges, and on-chain wallets can sync into the same map as manually entered assets, liabilities, and obligations. Connections are read-only by design. Bank passwords never touch BetterOff; provider tokens and admitted read-only exchange keys are encrypted, and BetterOff cannot move user funds.

BetterOff is built for people whose money picture has too many moving parts for a budgeting app: multiple logins, assets, debts, recurring obligations, stale connections, and trusted people who may need a clean view. Use it privately, or share access with a spouse, partner, CPA, advisor, parent, executor, or other trusted person when needed.

BetterOff is operated by FinSync LLC, operating as Raintree Technology. BetterOff is not a registered investment adviser, broker-dealer, accountant, or law firm.

Founder

Zachary Roth— Founder & CEO

Zach spent years reconciling his own finances by hand - checking portals, retyping balances, tracking obligations, and keeping a spreadsheet alive just to answer "where is everything?" He started BetterOff in 2025 to build the read-only financial map he wanted: current for one person, shareable with trusted people when needed, and never able to move money.

Approved quotes

“Budgeting apps are built around spending categories. BetterOff is built around the full map: accounts, assets, debts, obligations, changes, and who needs access when it matters.”

— Zach Roth, Founder

“The next generation of personal finance software should be private by default and shareable by choice. A spouse, CPA, advisor, parent, or executor should not need screenshots and passwords to understand the picture.”

— Zach Roth, Founder

Press kit

Direct downloads. Extended brand guidelines, color, and typography on the brand page.

  • Mark — SVG, light background

    SVG · vector

    Download

  • Mark — SVG, high-contrast background

    SVG · vector

    Download

  • Mark — PNG, 512×512

    PNG · 512×512

    Download

  • Mark — PNG, 192×192

    PNG · 192×192

    Download

  • Founder headshot — Zach Roth

    JPEG · high-res

    Download

  • Product screenshot — desktop

    WebP · high-res

    Download

  • Product screenshot — mobile

    JPG · high-res

    Download

Press contact

Interview requests
Email [email protected] with topic, publication, and target date. Allow 48 hours of lead time when possible.
Fact-checks
Email [email protected] with “FACT-CHECK” in the subject line and a deadline if you have one.
Other inquiries
Use the contact page for partnerships, support, or anything else.