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Your complete wealth picture.

Bank accounts, investments, crypto, and savings โ€” tracked and optimised in one view.

Wealth.app

Portfolio Tracking

Monitor investments across accounts with real-time valuation and performance metrics.

Net Worth

Track your total net worth across all assets and liabilities, updated in real-time.

Savings Goals

Set goals, automate contributions, and track progress with visual milestones.

1

Connect All Accounts

Link banks, brokers, and crypto wallets for a complete asset picture.

2

Set Goals

Define savings targets, investment milestones, and net worth objectives.

3

Track Progress

Real-time dashboards show how every asset contributes to your goals.

4

Optimise

Premium AI insights identify opportunities to grow faster and reduce unnecessary costs.

Setup.app

How it works

Get started in under two minutes.

1

Connect

Link your bank accounts and crypto wallets securely via PSD2 Open Banking. Your credentials stay with your bank.

2

Understand

AI categorises transactions, scores your financial health, and detects patterns across all your assets.

3

Act

Automate payments, issue virtual cards, set savings goals, and convert crypto to fiat โ€” all from one place.

Start building wealth smarter.

Connect all your accounts and see your true financial picture.