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.
Your first financial plan, built in minutes. No credit card required - Cancel anytime
™Ask anything about your money...
I'll check the full picture before anything changes.
Secure by design
Intelligence you can trust.
Intelligence built on curated, institutional-grade financial expertise — not the internet.
Clean financial picture
Your money, organized correctly.
Accounts, income, spending, debt, and goals become one reliable view.
150+ planning tools
Expertly curated financial tools run the math.
Purpose-built tools handle taxes, retirement, home buying, college, savings, and life changes.
Clear next steps
A roadmap, not a homework list.
The analysis becomes specific next moves that update as your life changes.
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
Illustrative examples. Results vary. For informational purposes only.
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
Not includedAdvisor
IncludedWealth
IncludedTax-aware optimization
DIY
Not includedAdvisor
IncludedWealth
IncludedUpdates as your life changes
DIY
manualAdvisor
quarterlyWealth
anytimePlans for life events (kids, home, college)
DIY
Not includedAdvisor
IncludedWealth
IncludedTime to first plan
DIY
weeksAdvisor
4–6 weeksWealth
5 minutesWorks for $50 or $500k portfolios
DIY
IncludedAdvisor
Not includedWealth
IncludedTypical cost
DIY
$0Advisor
$2,500+/yrWealth
$17/mo$17
per
month
First 14 days free. No credit card.
Every service unlocked — plan, budget, transactions, projections, AI.
Cancel anytime·Read-only bank access
Wealth Architect provides financial insights and planning tools, not regulated investment advice.
Questions, answered.
Everything you might want to know before you start.
Yes, Your Wealth Architect is available now for iPhone on the App Store! Search "Your Wealth Architect" and download the app there and sign in with your existing account.
Note: Our Customer Support Chat is not yet available on our mobile app, so please email support@wealtharchitect.ai and we'll get back to you within 24 hours.
- We never sell your data. Period.
- We use enterprise-grade authentication and multi-factor authentication and don't require personal information to use the product.
- We don't store your banking credentials. We connect to your bank using Array Financial Links. This means more reliable connectivity than just using one tool like Plaid. Array's connectors handle your banking credentials and we only get a tokenized connection, which we encrypt.
- We don't store personally identifying information (PII) and our product analytics tool strips 100+ financial response fields from any captured network traffic. We don't know your name, your net worth, or who you bank with.
- We send the minimum context our AI partner requires to help you and our agreements prohibit using your data to train their general-purpose models.
- Whenever we improve the product, we launch a security scan that acts as a forward-looking defense against the kind of supply chain attacks that have hit other companies.
- Our platform runs on SOC 2 Type II certified infrastructure providers. We work with world class security partners who are constantly reviewing and raising the bar for how we can protect our customers data.
Please review our Terms of Service and Privacy Policy for more details.
We deliver financial insights, not investment advice. Wealth Architect builds and maintains a deeply intelligent, tax-aware roadmap. For regulated, personalized investment advice, consult a licensed advisor.
See our Terms of Service for more details.