Now in private beta
What does
next month
bring?
WealthWizard turns your transaction history into one living timeline. What happened flows straight into what's coming, so you can see where your balance is heading before you get there.
One timeline
Your past and your future,
on the same line.
Scroll through what happened. Keep scrolling into what's next. The forecast is the same line, continuing, with a band that widens the further out you look.
Tight where you are. Wider the further you look. That's the honest shape of a forecast.
How it works
Three steps, then it just runs.
-
1
Link your bank
Connect through Plaid. Your credentials are entered on your bank's own screens and are never visible to WealthWizard.
-
2
It syncs quietly
Transactions flow from your bank, through us, into an encrypted database on your phone. We keep nothing along the way. Nothing to enter by hand.
-
3
See where you're heading
Your balance, forecast forward with confidence bands. The end of the month stops being a surprise.
Privacy by architecture
Built to know less about you.
Our servers keep nothing about your money.
No transactions. No balances. No forecasts. Nothing written to our storage, ever. Your financial life lives in an encrypted database on your phone, locked by a key that never leaves your device.
During a sync, our service holds each record just long enough to strip what the forecast doesn't need and hand your phone the six fields it does:
- transaction id
- account id
- date
- amount
- category
- pending
Merchant names, descriptions, and locations are stripped out along the way, and we keep nothing on our side: not the raw record, not the trimmed one. When you leave, deletion means deletion: your account records are removed and our bank connection is revoked. No soft delete. No retention copy. Delete the key on your device and your local history is sealed for good. The full picture, in plain language, is in our Privacy Policy.