Skip to content
Thanks for your interest!
Limited seats for early access

Navigate your
financial future

True wealth isn't built alone; it's built by a family. WealthCompass connects your accounts, tracks every transaction, and gives the head of the household a crystal-clear map of where money flows, where it drains, and how to steer it right.

Get Early Access See It In Action
Meet your AI Advisor — ask your money anything
Bank-grade security
Read-only access
No data selling
iOS, Android & Web
Optional on-device AI

One home for your family's money — wherever you are

iOS
Android
Web
256-bit encryption
Read-only by design

Your data syncs securely across every device. We can see your numbers to give you insight — we can never move your money.

Wealth is a family affair.
So why manage it alone?

Most families have no idea where their money actually goes. Accounts are scattered, insights are missing, and financial leaks go unnoticed until it's too late.

Invisible Drains

Subscriptions, forgotten auto-renewals, creeping fees — small leaks that sink the wealth ship over years.

Fragmented View

Spouse's account, child's education fund, your investments, all siloed. No one sees the full picture.

No Direction

Without a clear map of income, expenses, and investments, financial decisions are just guesses.

Core Features

Your family's financial command center

Everything you need to see, understand, and optimize how money moves through your family.

Bank Account Sync

Connect all family bank accounts securely. Read-only access means your money stays where it is, we just read the data.

Transaction Intelligence

Every transaction auto-categorized and analyzed. See patterns, spot anomalies, and understand your spending DNA.

Investment Tracking

Stocks, funds, and retirement accounts in one portfolio view. Live values, real returns, and rebalancing alerts.

Drain Detector

AI-powered detection of money leaks, unused subscriptions, duplicate charges, late fees, and unnecessary outflows.

Family Member Health

Individual financial health scores for every family member. See who's saving well, who's overspending, and guide accordingly.

AI Advisor

Ask why spending jumped, get savings guidance, or run a quick health check on budgets and cash flow — in plain English.

How It Works

Three steps to clarity

From chaos to control in under 10 minutes.

Step 01

Connect Your Accounts

Link checking, savings, credit cards, and investment accounts for every family member. 256-bit encryption keeps everything safe.

Chase Checking ****4521

Connected 2 min ago

Joint Savings ****8834

Connected just now

Add another account

Money Flow Map This Month
Income$9,800
Savings & Invest$3,430
Essentials$2,840
Lifestyle$1,960
Drains ⚠️$490
Step 02

See Where Money Flows

Instantly visualize income vs. expenses across all family members. See the breakdown by category and spot the drains highlighted in red.

Step 03

Navigate with Confidence

Get AI-powered insights, actionable recommendations, and a clear financial roadmap. Know exactly what to do next, for you and your family.

Boost auto-invest by $200/mo

You have $490/mo in detected drains. Redirecting it to your index fund reaches your goal 8 months faster.

Emergency Fund: Strong

You have 6.2 months of expenses covered. Well above the recommended 6 months.

Review Insurance Coverage

Your term cover is 8x income, consider increasing to 15x given family size and loans.

AI-Powered

Ask your money anything

Your built-in AI Advisor speaks plain English. Ask for spending explanations, savings guidance, or a quick health check on your budgets and cash flow — and get answers grounded in your family's real numbers.

  • Spending explanations — understand any charge, spike, or trend in seconds.
  • Savings guidance — practical next moves sized to your family's cash flow.
  • Budget & cash-flow health checks — a quick read on where you stand, any time you ask.
  • Optional & on-device — switch AI off entirely, or run offline models right on your device so no data ever leaves it.

Answers are grounded in your connected accounts. AI is optional and privacy-first: run cloud models, run offline models fully on-device so no data leaves your device, or turn it off entirely. Your family's data is never sold or shared.

Live Dashboard

Everything at a glance

Your family's complete financial picture, unified, visual, and always up to date.

Security & Trust

We ask for a lot of trust.
We treat it that way.

Connecting your family's finances is a serious step. Wealth Compass is built read-only and privacy-first, so you stay fully in control, always.

Read-only access

We can see balances and transactions to give you insight. We can never move, spend, or transfer a cent.

Bank-grade encryption

256-bit encryption in transit and at rest, with trusted, read-only connections to your institutions.

You control the circle

Decide exactly what each family member can see. Granular permissions, revocable any time.

Never sold, ever

Your family's data is yours. We never sell it, rent it, or advertise against it. That is the whole promise.

AI on your terms

The AI Advisor is completely optional. Want maximum privacy? Run it with offline, on-device models — answers are generated right on your phone or computer, and no data ever leaves your device. Or switch AI off entirely; every core feature still works.

Trusted by families who think ahead

Early users navigating their wealth with confidence.

Illustrative scenarios from our private beta.

"I discovered we were paying $63/month for subscriptions no one in the family was using. That's $756 a year. WealthCompass found it in 5 minutes."

S

Steven M.

Family of 4, Austin

"Finally I can see my husband's investments, my savings, and our daughter's college fund in one place. It changed how we talk about money as a family."

K

Karen R.

Family of 3, Seattle

"The health score for each family member is brilliant. I saw my son's dining spend spike 40% and we had a constructive conversation instead of a fight."

A

Alex P.

Family of 5, Chicago

2,400+

Families on waitlist

$1.5M+

Drains detected

10,000+

Institutions supported

4.9★

Beta user rating

Illustrative early-access figures.

Pricing — coming soon

Your first 6 months are on us

We're still finalizing our plans. Until then, every family that joins gets full access to Wealth Compass, free for 6 months. No credit card, no catch. Just request access.

6 months

Free early-access trial

  • Full access to every feature
  • Connect the whole family's accounts
  • No credit card required
Get Early Access

Simple, honest pricing will arrive later. We'll tell you well before your trial ends.

Wealth Compass

Your family's wealth deserves a compass

Seats are limited. Tell us where to reach you and we'll send your invite — free for your first 6 months.

Free for your first 6 months · No credit card · iOS, Android & Web