It’s simple math.
Simplified financial education
+ psychology-based behavior change
= Julep
Julep’s mission:
Empower you to take control of your finances
Julep isn’t another budgeting app. We’re a financial wellness company. Many companies offer financial tools and information. Julep identifies patterns that may be holding you back financially, and intervenes to break those behaviors.
We know how confusing money can be – which is why we do the legwork for you to tell you exactly what you need to know when you’re making each financial decision.
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
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!