Serafin

Serafin is a financial guidance brand that helps individuals bring order to their finances, save money and work toward personal goals. Its service combines the Serafin App with personalized support from a financial mentor, pairing digital tools with human guidance. The app connects and updates users’ accounts and cards in one place, categorizes transactions, consolidates financial information and creates a budget based on each user’s circumstances. It also helps users identify potential savings, set goals and track plans such as taking a trip, paying off debt, buying a home or preparing for retirement.

Serafin’s mentors answer questions, support important decisions and guide clients through changes aligned with their needs and objectives. Customers can choose a plan, schedule an introductory meeting and begin using the app with mentor support. The website also offers plans and pricing, financial simulators and services for businesses. For professionals seeking to optimize their business and their clients’ finances, Serafin points to Dashlan.