★★★★★“Best financial tool I’ve ever used.” Nicky R.
Never worry about money again.
Meet the personal money assistant you can text.
Good morning, Mary ☀️ Your accounts were checked overnight. Everything looks good: you’re $750 under budget for this month, and your down payment fund just crossed $27,000.
sounds great!
Can we afford a trip to Italy for our 10th anniversary?
Yes. With $4,000 in your vacation fund, $200 a month gets you to $9,000 by December 2028, and it fits your budget.
Good morning ☀️ Car insurance ($612) hits Friday, before payday. Move the Costco run to Monday and you’re covered.
perfect, thank you 🙏
We’re having so much fun at the beach! Can we afford to come back more often?
Absolutely. $200 a month is now in your plan for a beach trip, and your spending and goals are still on track.
Over $140 million in linked customer assets
The wealthy have always had someone watching their money. Now you do too.
I built AI investment models for hedge funds and some of the wealthiest families in the country. They never do the math alone. My mom has been a financial planner for decades, and she saw everyone else carrying it all in their heads. So we built what she gives her clients, for everyone.
MattFounder
Free Up Time for What Matters Most
All your money questions. The babysitter, the side job, the tuition. Just text it.
Quick question: the $600 Venmo on Friday. What’s that one?
Our babysitter. Starting January it’s every week
Got it. Childcare, $600 a week from January. It’s in your plan, and the beach trip stays on track 🌊
Monday, January 5 · 7:02 AM
Morning ☀️ Childcare starts this week. Payday is Friday, so you’re covered through the 15th.
“I’ve spent nearly 40 years in wealth management, and a decade ago we founded our firm to help RIA partners deliver unbiased, fiduciary advice and planning to more people. This model serves families of means exceptionally well, but the cost of providing deep, personal engagement has kept it out of reach for most American households.
Until now.
Wealth Architect brings financial expertise, clarity, and specific direction to these smaller investors who need advice and guidance.”
John CopelandManaging Partner, Wealth Partners Capital Group$185Bin current partner firm client assets (AUA)John Copeland is an investor in Wealth Architect.
Kayaking someday?this weekend.
Tell it your dream. Get a plan.
Can we afford a kayaking weekend in the mountains?
Yes, you can. Your future trip savings are at $3,800, so you can go any time.
Your whole future, mapped.
It remembers what you told it, keeps every goal in one plan, and shows what changes when life happens.
- TodayBills and savings covered
- Feb 2028Emergency fund: 6 months covered
Fall 2028First home
Spring 2029Baby #3: childcare, already in the budget
20352036Family trip to Japan 🌸
2043College fund for the oldest
Questions, answered.
Still curious? Email support@wealtharchitect.ai and we’ll get back to you within a day.
Do you have a mobile app?
Yes, Your Wealth Architect is available now for iPhone on the App Store.
Is this secure? What about privacy?
- 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.
- Wealth Architect uses read-only connections to access the financial information you authorize. We never store your banking credentials.
- We avoid storing personally identifying information (PII) and our product analytics tool strips 100+ financial response fields from any captured network traffic.
- 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.
- 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.
Do you provide investment advice?
Wealth Architect provides financial education, insights, and planning tools. It does not provide investment advice or personalized investment recommendations.
For investment recommendations or advice regarding your specific tax or legal situation, consult appropriately licensed professionals.
See our Terms of Service for more details.
Do I need to connect my bank accounts?
It’s optional but recommended. Connecting accounts gives you a clearer picture and keeps your blueprint accurate as life moves. You can also enter information manually.
Can I cancel anytime?
Yes. No contracts, no cancellation fees, no questions. Cancel from your account in two clicks.
Financial clarity is one text away.
“Wealth Architect feels like the financial advisor I’ve always dreamed of.”