See Your Complete Financial Picture.
Plan Your Financial Future with Confidence.

WealthWise connects all your accounts, tracks your net worth in real-time, and uses AI to create a personalized retirement plan based on your actual financial data - not generic assumptions.

Everything You Need for Complete Financial Clarity

WealthWise brings together AI-powered planning, automated account syncing, and intelligent transaction management - giving you a complete picture of your financial life in one place.

AI-Powered Financial Plan

Create a comprehensive retirement roadmap in minutes. Our AI analyzes your goals, accounts, investments, and spending to build a personalized plan with clear milestones and actionable insights.

Automated Account Sync

Connect all your financial accounts securely via SimpleFIN. Your balances, transactions, and investments sync automatically - no manual entry, no CSV uploads. Always up-to-date, always secure.

Smart Transaction Categorization

Stop manually tagging transactions. Our AI automatically categorizes your spending as it syncs. Create custom rules for recurring payments, and let machine learning handle the rest.

Comprehensive Dashboard

Your Financial Life at a Glance

Track everything that matters in one powerful dashboard. See your complete net worth, monitor cash flow, track savings rate, and measure progress toward retirement - all updated automatically as your accounts sync.

Beautiful charts and clear metrics help you understand where you are today and where you're headed. No more spreadsheets, no more guesswork.

NET WORTH

$3,427,842

↑ $127,438 (3.9%) this month

CASH FLOW

+$8,240

SAVINGS RATE

32%

LIQUID ASSETS

$284K

TO RETIREMENT

12 Years

Can I afford to buy a $50,000 Tesla this year?

Based on your current financial position, yes - but with considerations. Your liquid assets total $284K, giving you substantial cushion. However, a $50K purchase would reduce your emergency fund significantly. I'd recommend: (1) Consider financing at current low rates to preserve liquidity, (2) Ensure you maintain at least 6 months expenses in cash ($48K based on your spending), (3) This purchase would delay your retirement target by approximately 4-6 months if paid in cash.

What if I lost my job tomorrow?

Your current liquid assets of $284K would cover approximately 35 months of expenses at your current burn rate. You're well-positioned. Your portfolio allocation is diversified with 45% in bonds/stable assets. I'd recommend: (1) Immediately pause discretionary spending, (2) File for unemployment benefits, (3) You could safely sustain 12-18 months job search without touching retirement accounts.

AI Financial Advisor

Get Instant Answers About Your Finances

Ask your AI financial advisor anything about your money. It has complete access to your accounts, spending patterns, retirement plan, and goals - giving you personalized insights in seconds.

No more wondering "what if?" scenarios. Get clear, data-driven answers based on your actual financial situation, not generic advice.

Your Security is Our Priority

We use bank-level encryption and secure connections via SimpleFIN. We never see or store your banking credentials, ever.

See Your Complete Financial Picture. Plan Your Financial Future with Confidence.