Dakota
Dakota
Book a Demo
Talk to an Expert

PRUNE

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area San Francisco
CRD Number 335153
Website prune.com
Client types

Overview

Prune is a financial technology platform designed to help users monitor and manage their personal finances. It offers tools for tracking monthly balances, cash flow, and changes in assets, aiming to provide users with clarity and control over their financial health. The platform utilizes strategies inspired by successful business practices to assist users in growing their wealth with purpose.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy