Personal Financial Management

Proven Personal Financial Management
Consumer. Business. Wealth.

Geezeo PFM


Proven White Label PFM. For All Your Market Segments.

Geezeo is a leader in Digital Financial Management, offering an integrated Personal Financial Management (PFM) platform for financial institutions. But let's be clear; PFM has grown up and moved way beyond budgeting. In fact, in addition to offering a retail product, we are the first provider to offer a business and wealth solution too. We have proven, deep working relationships with core processors and online banking providers. Integration is critical to the online banking experience, because Geezeo Digital Financial Management empowers your digital banking ecosystem, giving retail and business online banking users more control and holistic views of financial health.



Learn More. Ask For A Demo.

Talk is cheap. Seeing is believing. For an interactive demo, customized presentation or simply to ask a few questions, contact our Sales Team.