Clarity for Clients. Confidence for Advisors.

Currence is the cash flow system that helps financial advisors grow their practice and increase client savings. Access client onboarding, growth, and planning all in one place.

4.9 on App Store

Currence, Inc. is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.

Flip the switch on spending and saving.

Currence unlocks wealth potential and creates confidence with a more efficient cash flow system.

4.9 on App Store

Currence is a financial technology company and is not a bank. Banking services provided by Thread Bank, Member FDIC.*

What people are saying

"Currence has improved both the advisor and client experience by providing greater visibility into financial progress and creating a consistent framework for client engagement through the 90-day calibration process. The new desktop experience has been a welcome enhancement for our clients, and we've already seen measurable savings improvements and stronger financial outcomes."

Gary
Family Business Specialist

What people are saying

"Currence has helped our clients save dramatically more money then they had before. It has helped us have a greater impact in our clients lives as a result. Controlling the cash flow is the next wave of assisting people control their financial futures."

Leonard R.
Raskin Global

What people are saying

"I’ve implemented Currence into my new client on-boarding process, as well as introducing Currence to existing clients. In the last 3-4 months since I started utilizing Currence, I’ve noticed my conversations are more powerful. I speak with more conviction, often referring back to our cash flow work with Currence. And most importantly, I’ve already started seeing more unsolicited introductions."

Evan
Financial Professional

What people are saying

"Clients walk away with a powerful Cash Flow System which is entirely customized, automated, adjustable and fit to shape a successful financial life"

Dane
Wealth Strategist

What people are saying

"Currence has made it easier to stay aligned with clients and act quickly. The platform brings the right information together in a clear, practical way, helping us work more efficiently and make more confident decisions."

Brock F.
StoneCentury Financial

What people are saying

“Currence is the perfect tool for someone that wants to build a 'service' practice. Currence is not only a tool but a mindset. It has challenged me to be more efficient and put the client in the best position to make decisions. There is no better tool in the world to provide a true service practice, and it has quickly changed my career, my clients’ careers, and increased my passion about the work we do.”

Brennan
Financial Professional

Some users save up to 6X the national average**

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Individuals who have trusted Currence with their finances

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Financial professionals on Currence

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How it works

How Currence connects financial advisors and clients

Currence makes financial management easier, allowing for higher savings growth.

Financial professional joins Currence as a Strategist

Strategist invites client(s) to Currence

Client joins, links financial accounts

Now, both the advisor and client have real-time full visibility of their cash flow.

Optimize client advisor onboarding with the Currence Cash Flow Simulator

Built to uncover opportunities and spark actionable conversations, the Cash Flow Simulator empowers clients to see where their money is going and how to redirect it toward their goals. The Cash Flow Simulator allows clients and advisors alike to visualize real income, expenses, and cash flow patterns in minutes.

What the Cash Flow Simulator can help do:
✅ Quickly identify gaps and cash flow inefficiencies
✅ Build a hyper-personalized action plan in minutes
✅ Boost client clarity and confidence during onboarding
✅ Start planning for income, taxes, and protection sooner

The Cash Flow Simulator is available exclusively to Currence Certified Income Advisor (CIA) plan members.

Ready to join Currence?

The Currence platform helps individuals and financial professionals collaborate to get the most out of their partnership.

Clarity for Clients. Confidence for Advisors.

Currence is the cash flow system that helps financial advisors grow their practice and increase client savings. Access client onboarding, growth, and planning all in one place.

Flip the switch on spending and saving.

Currence unlocks wealth potential and creates confidence with a more efficient cash flow system.

4.9

What people are saying

What people are saying

What people are saying

What people are saying

What people are saying

What people are saying

How it works

How Currence connects financial advisors and clients

Optimize client advisor onboarding with the Currence Cash Flow Simulator

Ready to join Currence?

I am a financial professional.

I am an individual.

I am a firm or agency.