Connect your accounts. Ask anything about your money.
Get answers that actually make sense — in plain English.
Your financial life simplified and explained — based on your real data.
Link your bank accounts, credit cards, and investments in one place. No more logging into five different apps. Your full financial picture, always up to date.
Ask about your spending, saving, debt, or goals. Wealth-Y answers based on your real data — not generic advice. No confusing jargon, just clear answers.
Stop wondering what to prioritize. Wealth-Y gives you personalized action items — whether it's paying down debt, saving more, or investing smarter.
Encrypted at rest and in transit. Protected behind secure APIs. Your financial data belongs to you — we never share it without your permission.
No setup, no learning curve. Just answers about your money — in three simple steps.
Link your bank accounts, credit cards, and investments in minutes. One connection, and Wealth-Y sees your full financial picture.
Ask anything about your money. "Where did my money go this month?" "Can I afford this?" "What should I prioritize?" Get answers in plain English.
Get clear, personalized steps based on your actual finances. Whether it's paying down debt, saving more, or investing — you'll know what to do next.
See Wealth-Y in action. Each view gives you a different perspective on your money.
Dashboard — All your accounts, one view. See your balances, spending, and trends at a glance.
Start with 10 free messages. Upgrade when you're ready. No hidden fees.
Weekly check-in
Best for reviewing your spending and asking a few questions each week. 100 messages per month.
Get started →Active money manager
Best for actively planning, tracking goals, and asking questions throughout the month. 250 messages per month.
Get started →Power user
Best for diving deep into your finances daily. Full visibility, ongoing tracking, and unlimited potential. 700 messages per month.
Get started →All plans include 10 free messages to start. Cancel or change anytime.
Everything you need to know about Wealth-Y. Used by 10,000+ people managing their money smarter.
Spending, saving, debt, cash flow, and bigger financial decisions — all based on your real data. Wealth-Y connects to your accounts and gives you personalized answers, not generic advice.
Wealth-Y connects to thousands of financial institutions via Plaid — including bank accounts, credit cards, investments, and more. If your bank is supported by Plaid, you can connect it in minutes.
Wealth-Y uses your actual accounts, balances, spending, and goals — not generic financial content. Every answer is personalized to your real financial situation, giving you insights you can actually act on.
Not at all. Wealth-Y is designed for everyone — whether you're just starting your financial journey or you're a seasoned investor. We translate the numbers into plain English so you always know what's happening.
Yes — all connections are powered by Plaid, which uses industry-standard security and encryption. Your financial data stays safe and private. We never share your data without your explicit consent.
Absolutely. All plans allow cancellation or plan changes at any time. No contracts, no penalties, no questions asked.
Connect your accounts. Ask your first question. See what Wealth-Y
can tell you about your money — no commitment required.