Chat with your finances
Securely link your accounts to Wealth-Y, ask any question, and get a clear, actionable plan for your money.
Features
Designed for real money decisions
How it Works
How It Works in Practice
A simple process designed to get you live faster.
01
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Connect
Link your bank, cards, and investments in minutes.
02
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Ask
Type or speak what you want to know, big or small.
03
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Act
Clear explanations and simple next steps
Use Cases
Fits the financial questions that matter
Wealth-Y helps you understand what’s happening and what to do next.
Where is my money going?
Get a clear breakdown of spending and the first changes worth making.
Pricing
Simple pricing, based on how much you use
Start small, pay only for what you use, and upgrade anytime.
FAQs
What accounts can I connect to Wealth-Y?
Wealth-Y is built to work with your financial accounts, including bank accounts, credit cards, and investment accounts. Most institutions are supported and can be connected.
Is my financial data secure?
What does a “prompt” mean?
Is Wealth-Y a financial advisor or an assistant?
What happens if I exceed my monthly prompts?
Can I cancel or change plans anytime?