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Accurate answers powered by credible data simplified, accessible and built for everyone.
And many more...
Built for real
financial clarity
Early users are using WealthNX to understand their money, portfolio, and markets with more clarity.
Clear Financial Confidence
I have been using Wealthnx for some time now. It connects all my data and provides me the analytics and intelligence to take smarter financial decisions across my financial life. I no longer feel financial stressed.
Helpful AI Guidance
I’ve been using WealthNx for a few months now and it really helps me navigate through my finances. The AI features help me make smarter financial decisions on a daily basis. Within less then a minute it found my money leaks and helped me save $2,000 in subscriptions I didn’t know about. I use it to analyze my portfolio risks, very easy to use and has become my go to for financial life.
Simple Financial Control
This app has allowed me to get a better understanding and control over my finances. It’s easy to use and understand and the user friendly aspect of it is something that can enable people of all age groups to understand it.
Your financial data stays protected with Read only access, strong encryption and privacy first design
All your information is encrypted in transit and at rest
Your finances, your decisions
Your data stays protected
Integrations use trusted industry-standard protocols
Wealth Genie - AI assistants for every part of your financial life. Get insights, answers & analysis
Built by Finance ExpertsFinance IntelligenceOne Connected ExperienceHealth Aware Perspective
Connect your bank, brokerage, and crypto accounts in one secure platform 12,000+ institutions supported through Plaid.
Track price movements across your holdings in real time.
monitor every coin and see how it sits in your portfolio.
see what's moving and understand the context behind it.
Understand allocation across assets and categories
See gain, loss, and movement over time
Track recurring charges, rising bills, and spending patterns across your accounts to get a clear picture of your outflows.
Detect recurring chargesTrack category overspendingSee unusual monthly increases
Connect accounts, track net worth, analyze stocks and crypto, and get clear answers from AI, all in one place.
