About SortMe
We started with a spreadsheet too
Created by Kiwis, for Kiwis — for New Zealand households who need more than a budgeting app.
Origin story
The problem followed Carl home
Carl Thompson spent years building TradeGecko, the inventory platform that Intuit bought for $150M NZD. Software that gave businesses one clear picture of everything they owned and owed. Then he came home to Auckland and noticed something odd: his own household ran on nine spreadsheet tabs, four bank logins, two KiwiSavers and a folder of insurance PDFs nobody had opened since 2021.
Budgeting software sucks, and there wasn't anything designed to help the household with more complexity in their finances. The ones with the mortgage, the company, the trust, the investments, the kids. You don't need a lecture about coffee. You need every part of your money in one place and a straight answer about what to do next.
Our mission
To create opportunity through prosperity for families.
Prosperity isn't a lottery win. For most families it's a hundred unglamorous decisions made slightly better: the fixed rate renegotiated on time, the KiwiSaver fund that fits, the $210 of subscriptions nobody was using. SortMe exists to make those decisions visible, then make them obvious.
Built for here
New Zealand first
SortMe is built for how money works here: NZ banks (connected through Akahu, which uses official open banking APIs), KiwiSaver, NZ investment platforms, fixed-rate mortgage cycles, trusts and LTCs. One day we'd like to sort money for households well beyond these islands. Today, we're all-in on New Zealand, and it shows in the product.
The team
Real humans, not just software
Carl Thompson
CEO · Co-Founder
Digital marketer and entrepreneur with over 22 years of experience, having founded multiple companies, including TradeGecko, sold to Intuit for $150M NZD.
Aidan Scott
CTO · Co-Founder
7+ years experience working on commercial web, app and cloud projects. All the way from early-stage MVP, to high-growth startups, to enterprise solutions.
Charlotte Barraclough
CCO · Chief Customer Officer
Experience across diverse industries and a natural talent for connecting with people. Charlotte is focused on ensuring every SortMe user feels supported.
Advisory board
The people keeping us honest
Operators and advisers who've built and sold real companies, and who know the financial services industry from the inside. They ask the awkward questions so you don't have to.
- TM
Tina Miller
Advisor
25+ years helping businesses through evolution, growth and transformation at some of New Zealand's largest businesses.
- KK
Keith Kerr
Advisor
An industry-known financial advisor with 33+ years experience. Keith's deep insights into the inner workings of the financial services industry are immensely valuable.
- MB
Mike Burke
Advisor
Co-founder and Partner at NZ Fintech Fund, and Managing Director of Point16. Mike cut his teeth working with financial institutions on tech strategy.
- KE
Kalé Emery
Advisor
Founder of The Money Men. Kalé brings us industry insights and comment from an advisor point of view.
- EP
Erika Palmer
Advisor
Founder at Cupla, the app helping busy couples manage their lives together.
- CP
Cameron Priest
Advisor
Co-founder and director at The Commerce Co. Previously co-founder and CEO of TradeGecko, exited to Intuit for $150M NZD in 2020.
- households helped
- 12,000+
- on Trustpilot
- ★ 4.7
- average savings found
- $2,371
- AES-256 · Google Security Audit passed
- Read-only
