Total balance sheet clarity
Bring together banks, brokerages, and alternative holdings with encrypted syncing and institution-grade controls.
Institutional security for every syncAI copilots built for personal financeActionable insights, not static reports
Private-bank discipline for every individual investor.
Wealth.app pairs regulated infrastructure with an AI copilot that turns raw signals into prioritized ideas so you can orchestrate every account, capture opportunities, and act with confidence—no family office required.
Purpose-built for proactive investors
Actionable AI guidance
Wealth copilots distill raw transactions into prioritized action lists—rebalance prompts, cash optimization plays, and early risk calls.
Scenario studio
Simulate big decisions before you move: major purchases, liquidity events, and multi-currency exposure shifts.
Transparent pricing that scales with you
Free
Validate institution coverage and AI summaries with a complimentary sandbox.
$0 / month
- Weekly AI briefings
- One sync refresh per month
- Portfolio view-only workspace
Personal
Everything you need to orchestrate your own wealth with AI backup.
$12 / month
- Unlimited institution syncs
- Live AI action lists
- Automations and proactive alerts