Your Wealth Architect

Wealth Architect AI helps you turn scattered accounts, budgets, goals, and retirement questions into one clear financial roadmap.

Tell Wealth Architect what is happening in your life. Connect your accounts, build your financial picture, and explore your next steps through guided setup and conversation.

Use Wealth Architect to:

- See your net worth, accounts, assets, liabilities, and cash in one place.
- Understand spending, budget pace, recurring transactions, and what is left for the month.
- Build goals into a monthly savings plan.
- Explore retirement targets, portfolio paths, and future income.
- Ask AI questions about your financial picture.
- Read your personal Morning Brief and return to clear next steps.
- Keep saved spending, Brief, and goal information close with Home Screen widgets.

Your financial picture changes as life changes. Wealth Architect brings your accounts, spending, goals, and planning assumptions together so you can revisit your choices with more context.

Built for U.S. users. Account connections are read-only where supported. Wealth Architect does not move money, place trades, originate loans, hold funds, or custody securities.

SUBSCRIPTIONS
Wealth Architect Pro is available as an auto-renewable monthly subscription through your Apple Account. Price and any available offer are shown before you confirm a purchase. Payment is charged to your Apple Account at confirmation. The subscription renews automatically unless canceled at least 24 hours before the current period ends. Manage or cancel your subscription in your Apple Account settings.

Privacy Policy: https://www.wealtharchitect.ai/privacy-policy
Terms of Service: https://www.wealtharchitect.ai/terms-of-service

Wealth Architect provides educational financial planning tools and informational insights only. It does not provide investment, tax, legal, accounting, banking, brokerage, custody, lending, trading, or other professional advice. Consult qualified professionals before making decisions that affect your finances, taxes, legal rights, or investments.