Julep has the recipe for a better money mindset

Gain peace of mind and improve your financial well-being

Finances are a huge source of stress, which can have negative effects on both mental and physical health. Dealing with finances can be hard, Julep makes it easier.

Julep has the recipe for a better money mindset

Gain peace of mind and improve your financial well-being

Finances are a huge source of stress, which can have negative effects on both mental and physical health. Dealing with finances can be hard, Julep makes it easier.

Julep’s mission

Empower people to take control of their finances

Julep is more than a personal finance app. We’re a financial wellness company. Many companies offer financial tools and information. Julep helps you better understand how your past experiences with money contribute to your unique money mindset and identify patterns that may be holding you back financially.

We believe that by developing awareness of the emotions and triggers that drive our financial decisions, we can change the habits that no longer serve us and achieve personal finance goals of any scale.

Our Values

Compassion

Managing your finances can be hard, and most people are very critical of themselves and their own money decisions. We aren’t here to judge you, but to support you in making your best decisions with compassion and kindness.

Empathy

We recognize that emotions, attitudes, motivations, cultural beliefs, values, and worldviews shape people’s decisions. We’ll give you solid money management tips and tools, and work with you to understand why you make the choices you do.

Empowerment

We will present you with the best information available in the industry and help you understand how it applies to your situation. This approach empowers our members to make decisions about money with confidence, and consistent with their values and priorities.

Partnership

We understand that we’re only successful if our members are successful, so we’ll work tirelessly to help you succeed in meeting your personal financial goals.

Integrity

We hold our members’ data confidentially. We’ll tell you when we have relationships with companies you may encounter in your Julep journey, like banks, credit card companies, and insurance providers.

Fun

Personal finance is complex and can be overwhelming. We will remind you that financial wellness is a journey and not a destination, and that the journey is more than half the fun!

Our values