Wealthist - Financial tools for everyone.

Learn how to think about money long term, build a financial safety net, and invest with our easy to use budget builder and other wealth tracking tools.

Accessible to everyone
Free forever. No cost for smart thinking
Starting early gives you a huge advantage

Build your budget

Wherever you are on your journey…

We can help.

Whether you’re just getting started with budgeting or planning your next investment strategy, we can craft a plan that’s perfect for you. Using smart algorithms and the brightest minds in the financial world, Wealthist can help you get where you want to be.

Illustration of finances in a flat mobile format

Gamifying saving.

Are you competitive? Yeah, we thought so. Most people like to compete against others. Did you know that when you do, you are more likely to improve? We’re making finance fun so it’s easy to stay involved with your money.

Real people. Growing their money.

I had never built a budget before and Wealthist made it super-easy for me to get my finances in order. Now, I know where my money is going and how much I have to save. And I can finally start investing!

The site is super slick and it's actually fun to make your budget. It even reminds you to update it when you log in.

I wish I had been using this app for years - I'd be richer today.

^† According to the Bankrate Financial Security Index, 2023

^†† Ramsey Solutions, 2021

^* Based on a Canvas Business Model study on the bargaining power of customers

^** Based on Charles Schwab Modern Wealth Survey, 2023