Everything you need to manage shared finances securely.
Both partners see the same financial data through their own secure accounts. No password sharing, no compromises on privacy.
See your combined assets, liabilities, and net worth in real time. Track bank accounts, investments, crypto, real estate, and more — all in one place.
Set budgets by category that both partners can track. Get alerts when spending approaches limits so you stay aligned on financial goals.
Ask the AI assistant about your joint spending patterns, savings opportunities, and financial goals. Get personalized recommendations for both of you.
Connect 10,000+ banks in the USA and Canada, like Chase and TD, plus crypto exchanges and brokerage accounts. Add Emirates NBD, ADCB, or FAB accounts by uploading statements.
Perfect for expat couples. Track finances in AED, USD, EUR, GBP, INR, and 20+ currencies with automatic real-time conversion across all accounts.
AI detects recurring charges across all connected accounts. See every subscription in one place, spot duplicates, and identify savings opportunities together.
Decide whether your partner gets full edit access or view-only. Change permissions anytime from your settings page.
Connect Binance, Coinbase, and 10+ exchanges. Track brokerage accounts via SnapTrade. See your combined investment portfolio alongside bank accounts.
Enter your partner's email from the Shared Access section in Settings. Choose whether they get view-only or full edit access.
Your partner receives an email invitation, creates their own Wealthi AI account (or logs in), and accepts the invitation.
Both of you now see the same accounts, transactions, budgets, and net worth. Switch between your own and shared data anytime.
Wealthi AI is designed for couples who want to manage finances together without the hassle of sharing passwords. Each partner gets their own secure login while viewing the same financial dashboard — including bank accounts, credit cards, investments, crypto, budgets, and net worth. You can connect 10,000+ banks in the USA and Canada. UAE accounts are added by uploading PDF bank statements.
Yes. When you invite your partner, you choose whether they get view-only or edit access. With edit access, both partners can add accounts, categorize transactions, set budgets, and manage the full financial picture. You can change permissions anytime.
Each partner creates their own Wealthi AI account with their own email and password. This is more secure than sharing a login — you each get your own session, your own MFA, and the account owner can revoke access at any time. There is no need to share passwords.
Absolutely. Wealthi AI uses AES-256 encryption for all stored data and bank-grade security for connections. When you share access with your partner, they see your financial data through their own authenticated session — your password, MFA settings, and personal profile are never exposed.
The account owner invites their partner via email. Once accepted, the partner can switch to viewing the owner's financial data from the account switcher in the header. Both partners see the same accounts, transactions, budgets, and net worth. The owner retains full control and can revoke access at any time.
Yes, by statement upload today. Upload PDF statements from Emirates NBD, ADCB, FAB, Mashreq, RAKBANK, or any other UAE bank and Wealthi AI extracts and categorizes the transactions automatically. Direct UAE bank connections are coming soon. You can also connect US and Canadian banks through Plaid, plus brokerage accounts and crypto wallets.