One personal finance app for your net worth, spending and cash flow.
Connect your accounts with read-only access, see your financial picture in one place, and ask WealthNX questions about the data you already track.
Our Premium Source Providers
Accurate answers powered by credible data simplified, accessible and built for everyone.
And many more...
Built for real
financial clarity
What Early Users Are Saying
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.
We Never Sell Your Data
Your financial data stays protected with Read only access, strong encryption and privacy first design
Encrypted Data
All your information is encrypted in transit and at rest
Read-Only Access
Your finances, your decisions
Privacy-First Design
Your data stays protected
Secure Connections
Integrations use trusted industry-standard protocols
ISO 27001 Certified
Your financial data is protected under the same information-security standard used by banks and enterprise institutions.
Ask about your money, portfolio or markets
Wealth Genie - AI assistants for every part of your financial life. Get insights, answers & analysis
Built by Finance ExpertsFinance IntelligenceOne Connected ExperiencePremium Data SourcesYour Money is Fragmented across too many platforms
Connect your bank, brokerage, and crypto accounts in one secure platform 12,000+ institutions supported through Plaid.
See your everyday finances clearly
Your entire portfolio.
One view
Stock Holdings
Track price movements across your holdings in real time.
Crypto Holdings
monitor every coin and see how it sits in your portfolio.
Performance Analysis
see what's moving and understand the context behind it.
Get investment insights
that explain what changed
5 MILLION+ Crypto
Understand allocation across assets and categories
70,000+ Stocks & ETF
See gain, loss, and movement over time
Stop your money leaks
Track recurring charges, rising bills, and spending patterns across your accounts to get a clear picture of your outflows.
- Detect recurring charges
- Track category overspending
- See unusual monthly increases
Your financial clarity
starts here
Connect accounts, track net worth, analyze stocks and crypto, and get clear answers from AI, all in one place.
