Keep an eye on
Mom & Dad's
finances.
The app that helps you monitor your aging parents' finances without taking over. Peace of mind, not a power struggle.
Free for 30 days. No credit card.
Closer than
you think.
Most families don't find out until the money is gone. Here's what that looks like at your kitchen table, not in a headline.
What the average victim loses. Not over a lifetime. Usually within months of the first missed warning sign.
Source: Morgan Stanley, 2024
Cases ever get reported. Your parent probably won't tell you, out of embarrassment or because they haven't noticed yet.
Source: U.S. Dept. of Justice, Elder Justice Initiative
Adults over 65 already have reduced financial decision-making ability, usually before their family notices anything is different.
Source: Alzheimer's Association, 2024
Americans are caring for an aging parent right now. Almost all of them are doing it without any view into the accounts.
In nearly every story, the signs were there for months. Nobody was looking. Felix looks.
Three steps to
peace of mind.
Have the talk
We give you the scripts and the framing. Position it as fraud protection for them — because it is. Most families find the conversation much easier than they expected.
What you might say
"Hey Mom, I read that scammers are targeting people your age specifically. There's an app that alerts me if anything weird happens with your accounts — would you be open to trying it?"
"You can see my accounts?"
"Read-only — just to catch fraud early. I can't move money or change anything. Think of it like a smoke detector, not a nanny cam."
Connect accounts
Your parent links their bank accounts through Plaid — the same technology used by major banks. View-only access. We can never touch, move, or block their money.
Stay in the loop
Get notified the moment something looks off — unusual charges, new merchants, missed payments. Weekly digests keep you informed without the noise.
What an alert looks like
Hi Sarah,
New merchant: Northtown Volkswagen
$124.04 at Northtown Volkswagen on Jul 13, 2026 — this merchant hasn't appeared in recent transaction history.
All of a sudden I'm texting my mom almost every day. Felix flags a charge, I ask her about it, and we're done in two minutes. Money went from a topic we avoided to just another thing we talk about.
I live out of state, so I can't just stop by. Felix keeps me in the loop on Mom's accounts without a dozen phone calls. This is the tool our family has been waiting for.
My brothers and I all get access, so everyone sees what's going on. It helps me sleep at night, and it's gotten them more involved in caregiving than they've ever been.
Designed for
the caregiver.
Not another app for seniors. Felix is built for the 42-year-old checking in between meetings.
Smart Alerts
Unusual transactions, new merchants, missed payments, spending pattern changes. Plain English, not bank jargon.
Family Dashboard
Invite siblings. Share the load without duplicating work. Everyone sees the same picture. Activity log keeps everyone informed.
Monitoring team
Monitoring, Not Control
We can never move money or block transactions. View-only access respects your parent's autonomy — making the conversation easier.
Check In Anywhere
A quick glance between meetings tells you everything's fine. Weekly summaries take 30 seconds to scan.
You didn't sign up to be
your parent's financial advisor.
But here you are — balancing your own family, your career, and the nagging worry that something's not right with Mom's bank account. Felix is the second set of eyes you wish you had.
One plan.
Everything included.
Cancel anytime. 30-day free trial, no credit card required.
Practical guides for
your family's finances.
Short, useful reads on subscriptions, elder finances, and family money conversations. No filler — straight to your inbox.