treefin gives the user a holistic picture of its personal finances. treefin is a constant finance assistant in your pocket. All insurances, banking and investment accounts, aggregated and nicely shown in one dashboard across all devices (current-situation of the user). On the basis of the current situation treefin identifies savings and optimization potential (e.g. insurance shortfall, assets with higher interest rates). Then the user has the choice to either talk to an independent advisor or will be forwarded to a comparison portal. treefin is independent and positioned in the customers corner and makes money when the customer saves money.