Meet Your Architect

A financial expertin your pocket.

Tell Wealth Architect what's happening in your life. It does the work — building your plan, running the math, and telling you exactly what to do next.

Build Your First Blueprint
See How It Works

Your first financial plan, built in minutes. No credit card required - Cancel anytime

Wealth Architect
Ask Wealth Architect

Ask anything about your money...

Architect
Ready
Tell me the move you want to make.

I'll check the full picture before anything changes.

Cash flow
Goal timing
Retirement

Secure by design

Bank-Level Security
256-bit AES Encryption
Read-Only Access
US-Based Servers
12,000+ Institutions
Institutional Grade Financial Insights

Intelligence you can trust.

Intelligence built on curated, institutional-grade financial expertise — not the internet.

01

Clean financial picture

Your money, organized correctly.

Accounts, income, spending, debt, and goals become one reliable view.

AccountsCash flowGoals
02

150+ planning tools

Expertly curated financial tools run the math.

Purpose-built tools handle taxes, retirement, home buying, college, savings, and life changes.

TaxesRetirementScenarios
03

Clear next steps

A roadmap, not a homework list.

The analysis becomes specific next moves that update as your life changes.

RoadmapNext moveLiving plan
The Handover

Hand it over. We'll take it from here.

You have 11 tabs open, half-finished spreadsheets, and a plan you keep meaning to fix next weekend. Hand over the questions once - we'll keep doing the work.

When can I retire comfortably?

Age 59 with $2.7M - we mapped the path.

3 years earlier than your default path

How much home can I afford?

Up to $415K in 18 months - we ran the math.

$2,800/month is your sweet spot

Can I vacation this year?

Yes - You have $1.5K ready to use

You saved $100/mo last year, way to go

Wealth Architect mobile dashboard preview

Illustrative examples. Results vary. For informational purposes only.

How we compare

Built for the gap between spreadsheets and a $2,500 advisor.

High-quality roadmaps shouldn't be locked behind a $500k minimum.

Personalized financial roadmap

DIY

Advisor

Wealth

Tax-aware optimization

DIY

Advisor

Wealth

Updates as your life changes

DIY

manual

Advisor

quarterly

Wealth

anytime

Plans for life events (kids, home, college)

DIY

Advisor

Wealth

Time to first plan

DIY

weeks

Advisor

4–6 weeks

Wealth

5 minutes

Works for $50 or $500k portfolios

DIY

Advisor

Wealth

Typical cost

DIY

$0

Advisor

$2,500+/yr

Wealth

$17/mo
Founding membership

$17

per

month

First 30 days free. No credit card.

Every service unlocked — plan, budget, transactions, projections, AI.

Unlimited revisions as life changes
A deeply intelligent, tax-aware financial roadmap
Clear plan to achieve your goals
Built for every life stage — marriage, kids, home
Your first blueprint in under 5 minutes
See exactly where your money is going
Start Your Free Month

Cancel anytime·Read-only bank access

Wealth Architect provides financial insights and planning tools, not regulated investment advice.

FAQ

Questions, answered.

Everything you might want to know before you start.