Psychnex is the world's first behavioral financial OS — combining AI financial specialists, human advisors, and proprietary FinPsych profiling to help individuals, families, and businesses build lasting financial wellness.

How does FinPsych profiling work?

FinPsych profiling identifies your money personality type from 6 core types: Fear-Driven Saver, Impulsive Spender, Avoidant Earner, Strategic Builder, Status Spender, or Guilt Giver. Start with the free 5-question quiz (60 seconds), then unlock the full 15-question assessment for a complete behavioral profile. Your type drives AI advisor matching and personalized financial recommendations.

How much does Psychnex cost?

Psychnex offers a 14-day free trial with no credit card required. Paid plans start at $29/month for individuals, $59/month for families, $149/month for small businesses, and $499/month for enterprise. 100 founding member spots are available at permanently locked-in rates.

Is my financial data secure?

Yes. All data is encrypted at rest and in transit. Psychnex is building toward SOC 2 Type II, GDPR, CCPA, and HIPAA compliance. We never sell user data to third parties.

Who is Psychnex designed for?

Psychnex serves individuals, families, blue-collar workers, first responders, healthcare professionals, small business owners, and enterprises. Each user group has a dedicated portal with tailored financial tools, AI advisors, and specialist matching.

Accessibility Conformance Report

WCAG 2.1 AA

Voluntary Product Accessibility Template (VPAT®) — Revised Section 508 & WCAG 2.1 Edition

Product

Psychnex Platform

Version

2026

Report Date

May 23, 2026

Standard

WCAG 2.1 AA / Section 508

Conformance Summary

24/24

Level A

17/17

Level AA

Partially

N/A

Conformance Statement: Psychnex substantially conforms to WCAG 2.1 Level AA. This ACR was prepared based on evaluation by the Psychnex engineering and design team. The evaluation methods include automated testing (axe-core), manual testing with keyboard navigation, and screen reader testing (NVDA + Chrome, VoiceOver + Safari). This document is updated with each major platform release. Last review: May 23, 2026.

Product Description

Psychnex is a behavioral finance and financial wellness platform delivered as a web-based Single Page Application (SPA). The platform provides personal finance management, AI-powered financial advisors, tax assistance, investment guidance, specialist matching, and financial psychology assessment tools to individuals, families, small businesses, and enterprise organizations.

The platform is built using React 19, TypeScript, and TailwindCSS, hosted on a CDN-backed infrastructure with Supabase as the backend. It supports modern browsers (Chrome 120+, Firefox 121+, Safari 17+, Edge 120+) and is responsive across desktop, tablet, and mobile viewports.

User portals include: Personal Finance Dashboard, Specialist Portal, Enterprise Portal, Youth Dashboard, Founder OS, Investor Portal, First Responder Portal, Healthcare Portal, Professionals Portal, and additional specialized portals. All portals share a common component library with consistent accessibility implementation.

Applicable Standards & Guidelines

WCAG 2.1 Level AA

Substantially Conforms

Web Content Accessibility Guidelines 2.1 — the globally accepted accessibility standard. All Level A and Level AA success criteria evaluated.

Section 508

Substantially Conforms

US Rehabilitation Act Section 508 — mandatory for federal agency procurement. Incorporates WCAG 2.0 Level AA by reference. Full criteria evaluated.

ADA Title III

Aligned

Americans with Disabilities Act Title III applies to places of public accommodation, including websites per 2024 DOJ final rule. WCAG 2.1 AA used as compliance standard.

EN 301 549

Substantially Conforms

European standard for ICT accessibility, referenced in EU Web Accessibility Directive. Harmonized with WCAG 2.1 Level AA. Relevant for EU NATO member usage.

Evaluation Methodology

Automated Testing

axe-core integrated via browser extension
Lighthouse accessibility audits
WAVE (Web Accessibility Evaluation Tool)
Color contrast analyzers on all color pairs

Manual Keyboard Testing

Full keyboard navigation of all interactive elements
Tab order verification on all pages
Modal focus trap testing
Custom component keyboard behavior

Screen Reader Testing

NVDA + Chrome (Windows)
VoiceOver + Safari (macOS)
VoiceOver + Safari (iOS)
TalkBack + Chrome (Android)

Pages Tested: Home, Sign-up, Sign-in, User Dashboard, FinPsych Profile, FinPsych Quiz, Digital Vault, Library, Help Center, Blog, Compliance, Security, Privacy Policy, Terms of Service, Accessibility Statement, Contact, About, Specialist Portal, Admin Dashboard.

WCAG 2.1 — Level A Success Criteria

Level A Success Criteria (31 criteria)

Supports: 24Partially Supports: 0Does Not Support: 0Not Applicable: 7

WCAG 2.1 — Level AA Success Criteria

Level AA Success Criteria (20 criteria)

Supports: 17Partially Supports: 0Does Not Support: 0Not Applicable: 2

Known Limitations & Remediation Plan

Complex Financial Charts

Partially SupportsSC 1.4.11 / 4.1.2

Remediation Plan: RadarChart and financial visualization components include aria-label descriptions. Full data tables as alternatives are in development (Q3 2026).

PDF Document Downloads

Partially SupportsSC 1.1.1

Remediation Plan: Generated PDF reports and statements are not yet fully tagged. Tagged PDF generation is on the Q4 2026 roadmap.

Video Tutorial Content

Not Applicable (Now) / FutureSC 1.2.2 / 1.2.5

Remediation Plan: No video content currently. When video tutorials are added, captions and audio descriptions will be included from the start.

Assistive Technology Compatibility

Assistive Technology	Browser	Platform	Support Level
NVDA 2024.1	Chrome 120+	Windows 11	Full
NVDA 2024.1	Firefox 121+	Windows 11	Full
JAWS 2024	Chrome 120+	Windows 11	Full
JAWS 2024	Edge 120+	Windows 11	Full
VoiceOver	Safari 17+	macOS Sonoma	Full
VoiceOver	Safari 17+	iOS 17+	Full
TalkBack	Chrome Android	Android 14+	Partial
Dragon NaturallySpeaking	Chrome 120+	Windows 11	Full
Zoom (macOS)	Any	macOS	Full
Windows Magnifier	Any	Windows 11	Full

Feedback & Accessibility Support

Report an Accessibility Barrier

If you encounter an accessibility barrier on any part of the Psychnex platform, please contact us. We are committed to responding within 2 business days.

accessibility@psychnex.com Send a detailed accessibility report

Formal Grievance Procedure

If you are not satisfied with our response to an accessibility concern, you may file a formal grievance with the following bodies:

US DOJ: Americans with Disabilities Act Information Line — 1-800-514-0301
EU: National web accessibility enforcement authority in your member state
US Access Board: For Section 508 matters — access-board.gov

Legal Notice: This Accessibility Conformance Report (ACR) is based on a voluntary self-assessment and is provided for informational purposes. Psychnex makes no warranty, expressed or implied, about the accuracy or completeness of this report. This report does not constitute legal advice or a legal guarantee of compliance.

VPAT® Notice: VPAT is a registered trademark of Information Technology Industry Council (ITI). This template has been completed based on the VPAT 2.5 Revised Section 508 Edition framework.

Updates: This document is reviewed and updated following each major platform release. The current version reflects the state of the platform as of May 23, 2026.