Take Control ofYour Financial Future
WealthWise combines intelligent tracking, AI-powered insights, and personalized coaching to help you build lasting wealth. No trades. No risk. Just clarity.
Trusted by 2,400+ users
Increase emergency fund to $12,000
Rebalance portfolio toward index funds
Set up automatic $500/mo transfer
Consider maxing out Roth IRA
How It Works
Four simple steps to a clearer financial picture.
Create Your Account
Sign up in under a minute. Answer a few questions about your financial goals and risk tolerance so our AI can personalize your experience.
Add Your Finances
Manually add accounts, import your portfolio via CSV, or connect your bank. Everything stays read-only and encrypted.
Get AI-Powered Insights
Your personal AI coach analyzes spending patterns, investment allocations, and goal progress to deliver actionable recommendations.
Grow Your Wealth
Track your financial health score, hit savings milestones, and watch your net worth grow with data-driven decisions.
Decisions Tailored to Your Strategy
WealthWise adapts every insight to your financial style. Choose a mode and watch the numbers shift.
Financial Plan Mode
Savings Rate
22%
Monthly Investment
$900
Emergency Runway
5 months
Risk Level
Moderate
AI Insight
Split between growth and stability. 60% diversified equities, 25% bonds, 15% alternative assets like REITs.
Six AI engines working for your money
Every feature is built on real-time analysis of your financial data, not generic advice.
Financial Health Score
Know where you stand in seconds
Our AI analyzes your savings rate, emergency fund, investments, spending habits, and debt to give you a comprehensive 0-100 health score with personalized tips.
Everything You Need to Grow Your Wealth
Comprehensive tools designed around how you actually manage money.
AI Recommendations in Every Section
Context-aware suggestions across investments, goals, budgets, and accounts, powered by your real financial data.
Secure Bank Connections
Connect bank accounts via Teller with read-only access. We never see your credentials or move your money.
Manual CSV Portfolio Import
Not ready to connect? Import your brokerage holdings via CSV for instant portfolio tracking and analysis.
Investment Tracking (Not Trading)
Monitor stocks, ETFs, and crypto performance with real-time data. We track and analyze, never execute trades.
Goals + Monthly Contributions
Set financial targets, track progress visually, and get AI-suggested monthly contributions to stay on pace.
Budgeting + Category Alerts
Organize spending into categories, set budget limits, and receive alerts when you are approaching thresholds.
Real People, Real Results
See how WealthWise is helping thousands make smarter financial decisions.
Simple, transparent pricing
Start free and upgrade when you are ready for the full AI experience.
Everything you need to start managing your finances smarter.
- Unlimited accounts & transactions
- Financial health score
- Budget tracking & alerts
- Goal setting & progress
- Basic AI insights
- Community support
Advanced AI features for serious wealth builders.
- Everything in Free
- AI spending anomaly detection
- Cash flow forecasting
- AI portfolio rebalancer
- Bill negotiation tips
- What-If financial simulator
- Tax optimization insights
- AI savings challenges
- Priority support
Your Data. Your Control. Always.
We built WealthWise on a foundation of trust. Bank connections powered by Teller, portfolio import via CSV, and zero trade execution.
Bank-Level Encryption
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your financial data is as secure as it is at your bank.
Read-Only Connections
Bank connections via Teller are strictly read-only. We can view transactions but never initiate transfers or trades.
We Don't Execute Trades
WealthWise is a tracking and insights platform. We analyze your portfolio but never buy, sell, or move your money.
Frequently Asked Questions
Everything you need to know about WealthWise.