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Clarity, Control and Confidence - All in one platform.
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
We use encrypted login and zero knowledge architecture.
WealthNX is SOC 2 compliant, ensuring your financial data is protected with industry-leading security and privacy controls.
WealthNX uses Plaid to securely connect your financial accounts.
Your financial data is protected with strong encryption during transmission.
Wealth Genie - AI agents for every part of your financial life. Get personalized insights, answers & analysis
Each Wealth Genie agent is designed for a different part of your financial life, from spending and cash flow to stocks, crypto, and custom visualizations.
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Structured financial clarity
Real-time market direction
Signals for digital assets
Plan goals with AI workflows
Connect financial data to personal goals so users can see how their current behavior aligns with savings, debt, or investment targets, and stay on track over time.
The Stocks Agent turns market behavior into explainable, actionable market insights
The Crypto Agent turns complex blockchain data into simple actionable insights.
Build Mode transforms financial data into interactive visuals based on user preferences.
Built by finance experts and leading doctors to help you understand financial decisions through a broader lens of clarity, behavior, and wellbeing.
Build with real world finance expertise.
Designed with human wellbeing in mind
Money markets & insights in one place
WealthNX helps you understand your money, portfolio, and markets with secure, AI-powered clarity.
See performance, asset movement, and portfolio trends across stocks and crypto, all in one unified interface.
Follow net worth movement, cash flow, allocation, and portfolio performance with clear visual summaries and real-time context.
See gain, loss, and movement over time.
Understand allocation across assets and categories.
Track recurring charges, rising bills, and overspending patterns across your accounts to see where your money is leaking.
Connect accounts, track net worth, analyze stocks and crypto, and get clear answers from AI, all in one place.
