Get a clear view of your wealth
See where you stand today, forecast where you're heading, and confidently plan your financial future.
Once you sign up, your accounts, income, expenses, and goals update these numbers automatically.
All your accounts in one dashboard
Secure European bank connections
Bank-level security of your data
Simulate life's big decisions
Automatic currency conversion
Once you sign up, your accounts, income, expenses, and goals update these numbers automatically.
Financial clarity for your life
You’re building something. A career, a business, a life.
Your finances should help you move forward, not hold you back.
You're growing
You explore new opportunities. Your financial tools should keep up with your life.
You're international
Your finances span multiple countries and need one place to come together.
You dream big
You need a forecast for your ambitious goals, not a guess.
One number that matters
Your total net worth, always up to date. No spreadsheets needed.
Add all your accounts, see the total
Securely connect your accounts
Connect to your bank through Open Banking, the EU standard for secure financial data sharing.
Choose your bank
Pick from 3,000+ supported banks across Europe.
Authorize securely
Log in through your bank to share account balance. We never see your credentials.
See your balance
Balances sync automatically and every currency converts into one clear total.
What comes in. What goes out. What's left
Income, expenses, and your monthly surplus. All tracked side by side.
A clear view of your budget
Set goals. Track them automatically
Set a target and track progress automatically as your wealth grows.
Plan the big stuff before it arrives
Home purchase, wedding, sabbatical, career break. Break it down into line items, set a date, and see how much you need to save.
What happens when life changes?
See how a new job, a move, or rising costs reshape your financial future.
Simulator of life scenarios
- Total Balance
- Contribution
- Interest Return
- Expenses
Talk to your money
Ask questions. Run scenarios. Update anything.
Use Wealthos’ built-in AI assistant, or connect to your AI tool.
What’s my wealth?
Your total wealth is €49,600 across 7 accounts. That’s up 8.3% this month.
Save for a down payment on a house in 3 years
Done! I’ve created your House Down Payment goal.
You’re already 55% there. Save €1,550/mo to reach your target on time.
Am I on track for my vacation goal?
You’re 31% there. At your current pace, you’ll hit the target 2 months early. Keep it up!
Already chat with Claude, ChatGPT, or other AI tools?
Easily connect Wealthos with your AI tool. It reads your balances, runs forecasts, adds accounts, and tracks goals — all with your permission.
Works with any MCP-compatible AI tool. Same data. Same level of protection.
See the setup guideTrack exactly what you care about
Make a request about what your want to keep track of. Get a live metric on your dashboard.
Track for how long I could live on my savings if I stopped earning money
Done — I've added Runway to your dashboard. It divides your total balance by monthly expenses.
Simple, transparent pricing
Free
No card needed
What you get
- Manual account tracking
- Multi-currency tracking with automatic conversion
- Income & expense tracking
- Goal tracking
- Unlimited wealth forecasting & what-if simulations
- 1 active financial plan
- 3 saved simulations
- Bank-level security and encryption at rest
- EU-based data storage
- Designed with GDPR principles in mind
Not included
- Automatic bank account sync
- Built-in AI assistant
- AI tool connections via MCP
- Unlimited financial plans
- Unlimited saved simulations
- AI-powered wealth metrics
Wealthos Pro
7-day free trial · 25% off
Everything included
- Connect European bank accounts with real-time balance sync
- Multi-currency tracking with automatic conversion
- Income & expense tracking
- Goal tracking
- Unlimited financial plans with templates & monthly targets
- Unlimited wealth forecasting & what-if simulations
- Unlimited saved simulations
- Personalized wealth metrics with AI-powered formulas
- Built-in AI assistant with 100 monthly credits
- Connections to AI tools via MCP
- Bank-level security and encryption at rest
- EU-based data storage
- Designed with GDPR principles in mind
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