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How it Works

Get started with Catch

Put a portion of each paycheck towards what matters most — your upcoming tax bill, your future retirement, or some much needed time off.


Take the Checkup

Answer a few questions about where you're at and what your goals are. We'll craft some custom recommendations to help you get what you need and learn about what could help later.

Link your Bank

Connect Catch to the account where you normally receive your income. Don't worry, we won't touch any of your money unless you give us the thumbs up. We simply act like your own personal HR department.

Create your plan

We'll help you figure out how much money to set aside for your benefits: taxes, time off, retirement, and insurance. Catch will help you manage the insurance plans, retirement accounts, and FDIC insured bank accounts for what you choose. You always remain the owner of your funds.

Kick back and relax

When money is deposited into your account (cheers to payday!), we'll send you an email and double check whether you want us to set aside a portion towards your plan. With a single click, Catch will move the money based on the plan you set up.

Your savings

We hold your savings an a dedicated account with our partner bank, BBVA Compass, member FDIC.


Your investments

Your accounts are protected by the SIPC. And as a fiduciary, Catch has an obligation to do only what’s best for you.


Your information

Your data is secured by 256-bit encryption, and we keep it to ourselves.