The #1 Wealth Management Platform

Build Wealth
With Precision.

Unify every account, track every goal, and get AI-powered guidance that turns financial complexity into clear, decisive action.

Cancel anytime. No setup fees.

Bank-level security
256-bit encryption
Real-time sync
Professional wealth management

Net Worth

$847,320

This Month

+$12,480

Goal Progress

Retirement 68%

$2.4B+

Wealth tracked

47,000+

Active users

98%

Satisfaction rate

4.9/5

App store rating

The Platform

Everything you need to build wealth

A unified command center for your entire financial life. No more spreadsheets. No more guessing.

BuildWealth dashboard
Features

Built for serious wealth builders

Six powerful modules working in concert to give you complete financial command.

Net Worth Tracking

Watch your wealth grow in real time. Every account, investment, and liability unified in one living dashboard.

Account Aggregation

Connect banks, brokerages, and crypto wallets. Your complete financial picture, always current.

Goal-Based Planning

Set retirement, home purchase, or education goals. AI projects your trajectory and tells you exactly what to do next.

Transaction Intelligence

Automatic categorization, spending patterns, and trend analysis across all your accounts.

Subscription Manager

Identify every recurring charge. Eliminate waste. Reclaim hundreds of dollars per year.

AI Financial Advisor

Ask anything. Get personalized, context-aware financial guidance powered by advanced AI.

Wealth growth and financial freedom

The BuildWealth Difference

Stop reacting to your finances.
Start commanding them.

Most people check their bank balance and hope for the best. BuildWealth users see their complete financial picture, track every dollar, and make decisions backed by data and AI-powered insight.

AI financial advisor

AI Advisor

Based on your current savings rate, you can retire at 58 — 7 years ahead of schedule.

AI-Powered

Your personal CFO,
available 24/7

The BuildWealth AI Advisor has full context of your financial life. Ask it anything — from optimizing your tax strategy to planning your next investment — and receive personalized, actionable guidance instantly.

  • Personalized retirement projections
  • Debt payoff optimization strategies
  • Spending pattern analysis
  • Investment rebalancing recommendations
  • Goal timeline forecasting

Trusted by wealth builders worldwide

"BuildWealth gave me clarity I never had before. I discovered $340 in forgotten subscriptions in the first week alone."

Marcus T.

Marcus T.

Software Engineer, Series B Startup

"The AI advisor answered questions my actual financial advisor charged me $400 to answer. Worth every dollar of the subscription."

Priya S.

Priya S.

Operations Director, Healthcare

"Watching my net worth chart climb every month is the motivation I needed to stay consistent with my investment strategy."

James R.

James R.

Real Estate Investor

Pricing

Simple, transparent pricing

Plans from $9.99/month. Cancel anytime.

Essential
$9.99/month
  • Up to 5 connected accounts
  • Up to 5 financial goals
  • Transaction history
  • Subscription tracker
  • 20 AI advisor messages per month
  • Net worth tracking
  • Basic analytics

Cancel anytime. No refunds.

Most Popular
Professional
$19.99/month
  • Up to 15 connected accounts
  • Up to 15 financial goals
  • Full transaction history with advanced filters
  • Subscription spend tracker
  • 50 AI advisor messages per month
  • Advanced analytics and charts
  • Net worth history (12 months)
  • CSV export
  • Priority email support

Cancel anytime. No refunds.

Elite
$29.99/month
  • Up to 30 connected accounts
  • Up to 30 financial goals
  • Full transaction history with export
  • Subscription optimization insights
  • 150 AI advisor messages per month
  • AI-powered financial projections
  • Net worth history (all time)
  • CSV and PDF report export
  • Dedicated account support

Cancel anytime. No refunds.

Security

Your data is protected
at every layer

BuildWealth is built on the same security infrastructure trusted by Fortune 500 financial institutions. Your data is encrypted, isolated, and never sold.

256-bit AES

Encryption at rest

TLS 1.3

Encryption in transit

SOC 2 Type II

Compliance certified

Zero data sales

Your data stays yours

Financial security and wealth

Your wealth-building
journey starts today.

Join 47,000 people who have taken control of their financial future with BuildWealth.

Cancel anytime. No setup fees. No refunds.