See Your Complete Wealth Picture
Bank accounts, 401(k), IRA, stocks, crypto, and property — all in one real-time dashboard. Track your net worth as it grows and make smarter financial decisions.
Tracks net worth across Chase, BofA, Fidelity, Vanguard, Schwab, Robinhood, Coinbase, and all your US accounts.
See Wealthi AI in Action
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Wealth Management App for USA — FAQ
How do I track my net worth in the USA?
Wealthi AI makes net worth tracking automatic for US residents. Connect your bank accounts, brokerage portfolios (Fidelity, Schwab, Vanguard), retirement accounts (401k, IRA), crypto exchanges, and enter property values. Wealthi AI calculates your total net worth in real time, updating as your account balances change. You can see historical trends and track your wealth growth over months and years.
Can I track all my investment accounts in one place?
Yes. Wealthi AI connects to all major US brokerages and retirement account providers. See your 401(k), Traditional IRA, Roth IRA, HSA, taxable brokerage accounts, and crypto holdings in one unified dashboard. It works with Fidelity, Vanguard, Charles Schwab, Robinhood, E*TRADE, TD Ameritrade, and many more.
Is Wealthi AI a replacement for a financial advisor?
Wealthi AI complements professional financial advice by giving you a complete, real-time view of your finances. Its AI can answer everyday questions about your spending, net worth, and trends. For complex tax planning, estate planning, or specialized investment strategies, we recommend working with a qualified financial advisor alongside Wealthi AI.
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Connect your Chase, Bank of America, Capital One, and other US accounts. See where every dollar goes with automatic transaction categorization and smart budget alerts.
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Connect your US bank accounts and credit cards. Every transaction is automatically tracked, categorized, and analyzed — from your morning Starbucks to your monthly mortgage.
Connects to All US Brokerages