Stop Guessing. Start Growing.
Your AI Financial Advisor is Here.

WealthWise combines your financial data with powerful AI to build a personalized plan you can actually follow. Chat with your plan, automate your budget, and achieve your goals faster.

Create Your Free Plan Now

The Future of Financial Planning is Here

WealthWise isn't just another tracking app. We use cutting-edge AI to deliver personalized financial planning that adapts to your unique situation - something that typically costs thousands with traditional advisors.

AI Financial Plan

Generate a comprehensive, multi-page financial plan in minutes. Our AI analyzes your goals, accounts, and market data to create a clear roadmap to retirement and beyond.

AI Smart Budget

Tired of tedious spreadsheets? Our AI analyzes your spending and creates a realistic, personalized budget for you. Track your progress and let the AI handle the heavy lifting.

AI Health Check

In just one click, get a clear summary of your financial health. Our AI highlights what you're doing well and identifies key opportunities for improvement, keeping you on track.

Interactive Planning

Meet Your Financial Co-pilot

A financial plan shouldn't be a static document. It should be a living, breathing guide you can interact with. Our AI Co-pilot makes that possible.

Ask specific questions about your plan and get instant, intelligent answers. It's like having a personal financial analyst on call, 24/7.

What if I retire two years earlier?

Retiring at age 60 instead of 62 would require an additional $1,250 in monthly savings. Your projected retirement nest egg would need to be approximately $1.85M instead of $1.72M. This is achievable if you increase your taxable brokerage contributions.

How does a market downturn affect my plan?

I've run a simulation. A 20% market downturn next year would delay your retirement target by approximately 18 months. However, your plan remains robust due to your diversified portfolio and consistent savings rate.

Your Security is Our Priority

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

Stop Guessing. Start Growing. Your AI Financial Advisor is Here.