Finally
money.
MoneyWealth AI turns your real accounts into clear, grounded guidance — an AI advisor that shows its work and never invents your numbers.
Your whole picture
Pace, live
Ask anything
Reverse-engineered
Allocation & drift
Where your money finally makes sense.
Ask anything. Get answers tied to your data.
Every figure is traceable. The advisor calls your real accounts, cites what it used, and tells you honestly when it doesn't know — no hallucinated balances, no generic platitudes.
Not a dashboard dump — each surface answers a real question.
Net worth
$48,215.90
$1,240.18 this month
Advisor nudge
“Move $200to your Emergency Fund to stay on pace for August.”
Dining
$312.40 / $450.00
On trackEmergency Fund
$5,200.00 of $10,000.00 · $833.00/mo
Debt-free in
2y 4m
Avalanche · saves $1,180.00 interest
From bank login to clarity in three steps.
Connect securely
Link your banks through Plaid in seconds. Tokens are encrypted; access is read-only.
MoneyWealth AI understands
The advisor reads your real transactions, budgets, debt and holdings — grounded, never guessed.
Act with clarity
Get one clear next step at a time — what to pay, save, or move, and exactly why.
A whole financial team, one calm app.
AI Advisor
Ask anything about your money. Grounded answers that cite the data they used.
Budgets
Per-category limits with live pacing — know if you're on track before month-end.
Goals
Set a target and date; we reverse-engineer the monthly amount and track it.
Debt payoff
Snowball vs. avalanche, side by side — see your debt-free date and interest saved.
Portfolio
Allocation, drift and concentration at a glance. Informational, never a trade nudge.
Proactive alerts
Overspend, unusual charges and goal milestones — quietly, respecting your quiet hours.